2 Minute Business Health Assessment

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 client portal that at least 50% of clients log into?

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 for a lead, prospect, new client, client annual review, and nurturing COI connections?

Do you have a presentation prepared to explain your services via a video screen share call?

Do you have a presentation prepared to explain basic financial best practices to young adults?

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 and quarterly goals?

Do you have a written compensation, bonus, and incentive model that is easy for staff to understand?

Do you have a written marketing plans 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?

Do you provide clients with a mobile app to access their financial information?

Do you have a written training process for new hires?

What is your owners’ level of bravery? (5=high, 1=low)