This free assessment evaluates crucial elements of your business operations, depicting zones of concern and areas to celebrate.
**Your information will not be used for marketing nor added to any email drip list.**
The assessment touches on: business development, finance, management, client experience, marketing, productive collaboration, talent development, technology, and time and energy management. Upon completion, you will receive a score and the choice to DIY improvements or to inquire into JGC’s services.
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Thank you for taking the time to assess your business. We know that managing a business requires resilience and openness to change.
If you are want to delve deeper into the health of your business and seek changes that will spur growth, click HERE to schedule a complimentary assessment review call or subscribe to receive an emailed handout that provides a few techniques you can implement.
Congratulations! You are managing a business that has great potential.
If you want to improve your game, click HERE to schedule a complimentary assessment review call to dive deeper into your answers, the business, share improvement ideas, and leave you with resources to consider.
You can also subscribe to receive an emailed handout that provides a few techniques to implement.
Congratulations! You are managing a healthy business that can thrive for future generations!
If you wish to maintain the health, you can subscribe to our monthly newsletter or use our online courses to train your next generation of business leaders. If you’d like your story published on True Stories to attract new hires or share how you achieved business health, please email email@example.com. We can schedule a time to interview you and then write a story that is published and posted on LinkedIn and Twitter.
Do you have an online CRM with a mobile app?
Do you use a text messaging software with clients?
Do you have an IT firm on retainer?
Do you have a visual organization chart that is shared with the staff?
Do you have a written document that outlines each client segment, services provided, team members that service, delivery method of services, and fees?
Do you have a CRM workflow/process with the steps for a lead, prospect, and onboarding a new customer?
Do you have a collaborative, online business initiative planning tool?
Do you have a presentation prepared to explain your services to potential clients?
Do you actively use a call and meeting scheduling software with clients and leads?
What is your owners’ level of intellectual curiosity? (5=high, 1=low)
Does everyone, including owners, have a written job description that includes roles, career path preference, annual goals?
Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?
Do you have a written marketing plan with dates and assignment of work?
Do you have a future year projection of income and expenses that includes additional income and expenses, due to expansion of client base, new hires, and initiatives?
Do you have a document (aka. map) of your software and data flows?
Are your services and method of contact easily viewable on mobile devices?
Do you have a written training process for new hires?
What is your owners’ level of bravery? (5=high, 1=low)