Short Business Questionnaire

Sales & Marketing: Strategy

We have no documented sales and/or marketing strategy.

Plans for sales and marketing exist but are not well defined or implemented consistently.

Sales and marketing plans exist and are referred to regularly.

Sales and marketing plans exist. They are based on market analysis, include well defined customer segments and are used regularly.

Sales & Marketing: Branding

We do not yet have a logo or company branding.

We have a logo but don’t have specific fonts, styling or colours that we use.

We have a logo and brand colours but they are not used consistently.

We have a logo and clear brand style that guides our marketing material.

Sales & Marketing: Competitive Advantage

We find it very hard to differentiate ourselves from our competitors.

We differentiate ourselves with features like quality and customer service, but have no real competitive advantage.

We have created some differentiation in the way we market our product/services.

Our product/services are very unique and differentiated.

Finance: Management

We keep limited and inconsistent records of transactions.

We keep financial records of all transactions.

We keep financial records of all transactions and review these on a monthly basis.

We consistently and comprehensively track all of our transactions and can at any time gain an understanding of our financial situation.

Finance: Planning

We have no financial plan or budget.

We have an informal financial plan which is rarely used.

We have a yearly financial plan which forecasts sales, costs, profit and loss.

We have a reliable financial plan based on two or more years of data.

Finance: Position

We do not always have money available to pay bills on time and have difficulty managing our cash flow.

We have enough money to cover running costs, but not enough money to grow the business.

We have enough money to cover running costs and take advantage of some growth opportunities.

We have enough money to cover running costs and are able to take advantage of all opportunities to grow the business.

Strategic Planning: Operational Plans

We have verbal plans that are not written down.

We have partially written-down plans that we loosely follow.

We have well defined plans that are mostly followed.

We have well defined, written plans, known by the team, followed closely and continually reviewed.

Strategic Planning: Key Performance Indicators (KPIs)

We do not have no specific, measurable targets.

We have loosely defined targets.

We have targets and refer to them occasionally.

We have well defined, realistic targets that are reviewed regularly and inform our decision making.

Strategic Planning: Systems & Processes

We do not have defined systems and processes, but the team know what they are doing.

We have some documented systems and processes.

Most systems and processes are documented but are not always followed.

We have excellent documented systems and processes that are diligently followed.