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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.
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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 your services to the next generation of 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 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)
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