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  5. AchieveBizCoach Client Questionnaire
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Exit Survey
 
 
Hello:
The following Business Effectiveness questionnaire has been designed to help you rate your business in various key areas. Read each statement and rate where your business stands today by filling in your level of agreement with the statement from 1 to 10 in the scoring scale. Once complete, your business coach will prepare a comprehensive Business Effectiveness Evaluation Report and schedule a meeting with you to review.
 
 
Contact Information
Name : 
Company Name : 
Address 1 : 
   Address 2 : 
City : 
Province/State : 
Postal Code/Zip Code : 
Phone : 
Email Address : 
Country : 
 
 
Strategic Planning
1 (Disagree Completely) 2 3 4 5 6 7 8 9 10 (Agree Completely)
1. We have company Vision, Mission & Values statements that guide our planning and decision-making process.
2. We have a clearly identified Executive Leadership team that is involved in strategic planning and implementation.
3. We conduct SWOTT analysis (Strengths, Weaknesses, Opportunities, Threats and Trends) on our business annually (as a minimum) and/or as required.
4. We use the results of the SWOTT analysis to create and prioritize the issues that must be addressed to determine our goals.
5. We set and communicate thoughtful and measurable long-term, mid-term, short-term, and milestone goals to achieve our vision.
6. We determine the best strategies to achieve our goals.
7. We break our strategies down into specific actions and tactics that are assigned owners, deadlines, resources required, etc.
8. We measure progress on a regular basis and hold responsible parties accountable to fulfill actions identified.
9. We regularly make real time adjustments to our plans as current situations dictate in order to stay on track.
10. We use the services of external advisors/experts to help us in our strategic planning.
 
 
Marketing
1 (Disagree Completely) 2 3 4 5 6 7 8 9 10 (Agree Completely)
1. We view marketing as an investment in our business, and not an expense.
2. We use specific marketing tactics for prospective, existing, and past customers.
3. We can describe who we are in 10 words or less.
4. We communicate the benefits of our products/services in an overt manner.
5. What we offer is dramatically different than our competition.
6. We communicate clearly why a prospective buyer should believe us (such as the use of testimonials, guarantees, etc.).
7. We clearly define our target market.
8. We use the most effective marketing tactics to get our message in front of our target market.
9. We maintain a current marketing plan, including a calendar, budget, etc.
10. We track the ROI on all of our marketing tactics.
 
 
Sales
1 (Disagree Completely) 2 3 4 5 6 7 8 9 10 (Agree Completely)
1. We have a specific sales model with clearly defined objectives for each step of the model.
2. We have a specific sales training program for new hires.
3. We actively use a contact records management system (CRM) to track prospects through the different steps in the sales model.
4. Our questioning methodology discovers and quantifies the pains that our prospects want to eliminate and/or the pleasures they want to increase.
5. Our salespeople sell 'value' instead of 'price'.
6. Our salespeople regularly prospect and receive referrals in order to keep the sales pipeline full.
7. Our salespeople consistently meet expectations (i.e. quota) for new sales.
8. We track and resell to past customers as well as lost customers.
9. Our salespeople effectively sell additional products/services to our existing customers.
10. We have identified and are actively courting our list of top 20 prospects.
 
 
Customer Service
1 (Disagree Completely) 2 3 4 5 6 7 8 9 10 (Agree Completely)
1. Those who deliver (produce) our product/services always know and follow the promises made by the sales or service teams.
2. Our customer service always meets or exceeds our customers' expectations.
3. We have a consistent process for delivering customer service.
4. Our facility is always maintained in a condition that we are proud to show our customers (inside and outside).
5. Our employees always honour our company values and maintain a professional appearance and demeanour.
6. We consistently deliver on time, and in instances where we will not be on time we notify our customers immediately.
7. We quickly resolve customer issues to the satisfaction of the customer.
8. We have a formal customer appreciation program designed to enhance our customers' experience with us.
9. We survey our customers regularly to determine how we are performing.
10. Based on our customers' feedback, we constantly assess and improve our systems, processes, and products/services.
 
 
Human Resources
1 (Disagree Completely) 2 3 4 5 6 7 8 9 10 (Agree Completely)
1. We are slow to 'hire' and quick to 'fire'.
2. We use an effective and formalized hiring system.
3. All employees read, understand and sign off on our policies and procedures as stated in our Employee Manual.
4. We perform annual audits of our Employee Manual to ensure compliance with labour laws and our updated policies and procedures.
5. We have written job descriptions for every position within the company.
6. New hires are effectively trained in a systemized process and all staff members are provided with ongoing training and cross-training.
7. We provide timely feedback to employees on their performance, and conduct formal evaluations on a regular basis.
8. We conduct highly effective, regularly scheduled staff meetings.
9. Our employees are highly motivated and love coming to work.
10. I'm confident that our benefits and compensation plans are competitive and motivate the performance I desire.
 
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