Questionnaire:

Current Business Situation

Hi, I am looking forward to meeting with you. To maximize our time together, please answer the questions below. Your answers will give me insight into your business history and your current business situation. Thanks. See you soon.

Your Name *

First

Last

Business Name *

Your Your Business

Help Me To Understand Your Business

The following questions will help create a snapshot of the current structures within your business. Please rate your business on a scale from 1 to 5 for each questions. A score of one, would indicate that the attribute is not present or effective in your business. Whereas, a score of five, indicates the attribute is present and performing excellently in your business. Don't overthink the questions, go with your first reaction/answer.

Business Strategy

	1 - Strongly Disagree	2 - Disagree	3 - Neutral	4 - Agree	5 - Strongly Agree
Growth Plan in Place (On Paper)	1 - Strongly DisagreeGrowth Plan in Place (On Paper) 1 - Strongly Disagree	2 - DisagreeGrowth Plan in Place (On Paper) 2 - Disagree	3 - NeutralGrowth Plan in Place (On Paper) 3 - Neutral	4 - AgreeGrowth Plan in Place (On Paper) 4 - Agree	5 - Strongly AgreeGrowth Plan in Place (On Paper) 5 - Strongly Agree
Understand Your Competitive Advantage	1 - Strongly DisagreeUnderstand Your Competitive Advantage 1 - Strongly Disagree	2 - DisagreeUnderstand Your Competitive Advantage 2 - Disagree	3 - NeutralUnderstand Your Competitive Advantage 3 - Neutral	4 - AgreeUnderstand Your Competitive Advantage 4 - Agree	5 - Strongly AgreeUnderstand Your Competitive Advantage 5 - Strongly Agree
Have a defined sales process & strategic targets identified	1 - Strongly DisagreeHave a defined sales process & strategic targets identified 1 - Strongly Disagree	2 - DisagreeHave a defined sales process & strategic targets identified 2 - Disagree	3 - NeutralHave a defined sales process & strategic targets identified 3 - Neutral	4 - AgreeHave a defined sales process & strategic targets identified 4 - Agree	5 - Strongly AgreeHave a defined sales process & strategic targets identified 5 - Strongly Agree
You Consistently Track, Evaluate, Adjust & Improve	1 - Strongly DisagreeYou Consistently Track, Evaluate, Adjust & Improve 1 - Strongly Disagree	2 - DisagreeYou Consistently Track, Evaluate, Adjust & Improve 2 - Disagree	3 - NeutralYou Consistently Track, Evaluate, Adjust & Improve 3 - Neutral	4 - AgreeYou Consistently Track, Evaluate, Adjust & Improve 4 - Agree	5 - Strongly AgreeYou Consistently Track, Evaluate, Adjust & Improve 5 - Strongly Agree

Sales Results Snapshot

	1 - Strongly Disagree	2 - Disagree	3 - Neutral	4 - Agree	5 - Strongly Agree
Achieve Consistent Results (Not Roller Coaster)	1 - Strongly DisagreeAchieve Consistent Results (Not Roller Coaster) 1 - Strongly Disagree	2 - DisagreeAchieve Consistent Results (Not Roller Coaster) 2 - Disagree	3 - NeutralAchieve Consistent Results (Not Roller Coaster) 3 - Neutral	4 - AgreeAchieve Consistent Results (Not Roller Coaster) 4 - Agree	5 - Strongly AgreeAchieve Consistent Results (Not Roller Coaster) 5 - Strongly Agree
Effectiveness (High Close Ratio)	1 - Strongly DisagreeEffectiveness (High Close Ratio) 1 - Strongly Disagree	2 - DisagreeEffectiveness (High Close Ratio) 2 - Disagree	3 - NeutralEffectiveness (High Close Ratio) 3 - Neutral	4 - AgreeEffectiveness (High Close Ratio) 4 - Agree	5 - Strongly AgreeEffectiveness (High Close Ratio) 5 - Strongly Agree
Profitability (Maintain Profit Targets)	1 - Strongly DisagreeProfitability (Maintain Profit Targets) 1 - Strongly Disagree	2 - DisagreeProfitability (Maintain Profit Targets) 2 - Disagree	3 - NeutralProfitability (Maintain Profit Targets) 3 - Neutral	4 - AgreeProfitability (Maintain Profit Targets) 4 - Agree	5 - Strongly AgreeProfitability (Maintain Profit Targets) 5 - Strongly Agree
Overall Rating for Sales Process	1 - Strongly DisagreeOverall Rating for Sales Process 1 - Strongly Disagree	2 - DisagreeOverall Rating for Sales Process 2 - Disagree	3 - NeutralOverall Rating for Sales Process 3 - Neutral	4 - AgreeOverall Rating for Sales Process 4 - Agree	5 - Strongly AgreeOverall Rating for Sales Process 5 - Strongly Agree

Marketing Snapshot

	1 - Strongly Disagree	2 - Disagree	3 - Neutral	4 - Agree	5 - Strongly Agree
Know the Problem Your Business Solves	1 - Strongly DisagreeKnow the Problem Your Business Solves 1 - Strongly Disagree	2 - DisagreeKnow the Problem Your Business Solves 2 - Disagree	3 - NeutralKnow the Problem Your Business Solves 3 - Neutral	4 - AgreeKnow the Problem Your Business Solves 4 - Agree	5 - Strongly AgreeKnow the Problem Your Business Solves 5 - Strongly Agree
Know Your Customer's Situation	1 - Strongly DisagreeKnow Your Customer's Situation 1 - Strongly Disagree	2 - DisagreeKnow Your Customer's Situation 2 - Disagree	3 - NeutralKnow Your Customer's Situation 3 - Neutral	4 - AgreeKnow Your Customer's Situation 4 - Agree	5 - Strongly AgreeKnow Your Customer's Situation 5 - Strongly Agree
Understand Your Customer's Fears	1 - Strongly DisagreeUnderstand Your Customer's Fears 1 - Strongly Disagree	2 - DisagreeUnderstand Your Customer's Fears 2 - Disagree	3 - NeutralUnderstand Your Customer's Fears 3 - Neutral	4 - AgreeUnderstand Your Customer's Fears 4 - Agree	5 - Strongly AgreeUnderstand Your Customer's Fears 5 - Strongly Agree
Know Where Your Customers Are	1 - Strongly DisagreeKnow Where Your Customers Are 1 - Strongly Disagree	2 - DisagreeKnow Where Your Customers Are 2 - Disagree	3 - NeutralKnow Where Your Customers Are 3 - Neutral	4 - AgreeKnow Where Your Customers Are 4 - Agree	5 - Strongly AgreeKnow Where Your Customers Are 5 - Strongly Agree
Your Marketing Attracts Significant # of Prospects	1 - Strongly DisagreeYour Marketing Attracts Significant # of Prospects 1 - Strongly Disagree	2 - DisagreeYour Marketing Attracts Significant # of Prospects 2 - Disagree	3 - NeutralYour Marketing Attracts Significant # of Prospects 3 - Neutral	4 - AgreeYour Marketing Attracts Significant # of Prospects 4 - Agree	5 - Strongly AgreeYour Marketing Attracts Significant # of Prospects 5 - Strongly Agree

Operations Snapshop

	1 - Strongly Disagree	2 - Disagree	3 - Neutral	4 - Agree	5 - Strongly Agree
Efficient, Little to No Waste/Redos	1 - Strongly DisagreeEfficient, Little to No Waste/Redos 1 - Strongly Disagree	2 - DisagreeEfficient, Little to No Waste/Redos 2 - Disagree	3 - NeutralEfficient, Little to No Waste/Redos 3 - Neutral	4 - AgreeEfficient, Little to No Waste/Redos 4 - Agree	5 - Strongly AgreeEfficient, Little to No Waste/Redos 5 - Strongly Agree
Consistent, Reliable and Repetitive	1 - Strongly DisagreeConsistent, Reliable and Repetitive 1 - Strongly Disagree	2 - DisagreeConsistent, Reliable and Repetitive 2 - Disagree	3 - NeutralConsistent, Reliable and Repetitive 3 - Neutral	4 - AgreeConsistent, Reliable and Repetitive 4 - Agree	5 - Strongly AgreeConsistent, Reliable and Repetitive 5 - Strongly Agree
Defined, Processes Recorded and Followed	1 - Strongly DisagreeDefined, Processes Recorded and Followed 1 - Strongly Disagree	2 - DisagreeDefined, Processes Recorded and Followed 2 - Disagree	3 - NeutralDefined, Processes Recorded and Followed 3 - Neutral	4 - AgreeDefined, Processes Recorded and Followed 4 - Agree	5 - Strongly AgreeDefined, Processes Recorded and Followed 5 - Strongly Agree
Scalable, Can Increase Production with Limited Additional Resources	1 - Strongly DisagreeScalable, Can Increase Production with Limited Additional Resources 1 - Strongly Disagree	2 - DisagreeScalable, Can Increase Production with Limited Additional Resources 2 - Disagree	3 - NeutralScalable, Can Increase Production with Limited Additional Resources 3 - Neutral	4 - AgreeScalable, Can Increase Production with Limited Additional Resources 4 - Agree	5 - Strongly AgreeScalable, Can Increase Production with Limited Additional Resources 5 - Strongly Agree
Little to No Customer Complaints	1 - Strongly DisagreeLittle to No Customer Complaints 1 - Strongly Disagree	2 - DisagreeLittle to No Customer Complaints 2 - Disagree	3 - NeutralLittle to No Customer Complaints 3 - Neutral	4 - AgreeLittle to No Customer Complaints 4 - Agree	5 - Strongly AgreeLittle to No Customer Complaints 5 - Strongly Agree

Leadership

	1 - Strongly Disagree	2 - Disagree	3 - Neutral	4 - Agree	5 - Strongly Agree
Regularly Make Right Decision	1 - Strongly DisagreeRegularly Make Right Decision 1 - Strongly Disagree	2 - DisagreeRegularly Make Right Decision 2 - Disagree	3 - NeutralRegularly Make Right Decision 3 - Neutral	4 - AgreeRegularly Make Right Decision 4 - Agree	5 - Strongly AgreeRegularly Make Right Decision 5 - Strongly Agree
Make Decisions on a Timely Basis	1 - Strongly DisagreeMake Decisions on a Timely Basis 1 - Strongly Disagree	2 - DisagreeMake Decisions on a Timely Basis 2 - Disagree	3 - NeutralMake Decisions on a Timely Basis 3 - Neutral	4 - AgreeMake Decisions on a Timely Basis 4 - Agree	5 - Strongly AgreeMake Decisions on a Timely Basis 5 - Strongly Agree
Guide Business to Achieve Vision	1 - Strongly DisagreeGuide Business to Achieve Vision 1 - Strongly Disagree	2 - DisagreeGuide Business to Achieve Vision 2 - Disagree	3 - NeutralGuide Business to Achieve Vision 3 - Neutral	4 - AgreeGuide Business to Achieve Vision 4 - Agree	5 - Strongly AgreeGuide Business to Achieve Vision 5 - Strongly Agree
Communicate Company Game Plan Often	1 - Strongly DisagreeCommunicate Company Game Plan Often 1 - Strongly Disagree	2 - DisagreeCommunicate Company Game Plan Often 2 - Disagree	3 - NeutralCommunicate Company Game Plan Often 3 - Neutral	4 - AgreeCommunicate Company Game Plan Often 4 - Agree	5 - Strongly AgreeCommunicate Company Game Plan Often 5 - Strongly Agree
Understand Personal Strengths	1 - Strongly DisagreeUnderstand Personal Strengths 1 - Strongly Disagree	2 - DisagreeUnderstand Personal Strengths 2 - Disagree	3 - NeutralUnderstand Personal Strengths 3 - Neutral	4 - AgreeUnderstand Personal Strengths 4 - Agree	5 - Strongly AgreeUnderstand Personal Strengths 5 - Strongly Agree
You Know How You Hold Yourself Back	1 - Strongly DisagreeYou Know How You Hold Yourself Back 1 - Strongly Disagree	2 - DisagreeYou Know How You Hold Yourself Back 2 - Disagree	3 - NeutralYou Know How You Hold Yourself Back 3 - Neutral	4 - AgreeYou Know How You Hold Yourself Back 4 - Agree	5 - Strongly AgreeYou Know How You Hold Yourself Back 5 - Strongly Agree

Business Structure Snapshot

Thank you for completing this short questionnaire. I'll review your answers before our meeting and use this information to guide our conversation to focus in on how to improve your business. See you soon.

What they are saying about the program ...

Jill Lowry

Owner

Schooley Mitchell KY

I have much more clarity.

"Don’s program and very astute coaching made me dig deep and reflect on where I was and where I was going as a business owner. He helped me see my business differently. Today, I have much more clarity and performance."

Sonia Johnson

Executive Director

Option for Individuals

You've given me new insight and energy.

"Working with Don is a must if you are looking to improve yourself professionally and grow your business. His experience and approach to helping your grow is professional, impactful, and tremendously effective. He delivers well above expectations."

Michelle Gentile

Owner

At The Root

I know what to do now and how to do it.

Don’s program helped me immensely. I discovered that I held some beliefs about selling that stood in my way. Don first helped me realize that I could sell without compromising who I am, then he helped create a structure to follow. His program and steps made everything so clear. It works great. I couldn’t recommend him more."