Business Questionnaire - The Centre of Business Excellence

Thank You

Thanks for taking the time to fill out this online questionnaire. The more detail you are able to provide, the more help we will be able to provide. Please call Chris on 0222332669 if you have any further questions.

Business Background Questionnaire

Background information from prospects and new clients

Step 1 of 7

14%

This questionnaire should only take you 10 minutes at the most to complete. Don't worry if you can't answer all the questions, just leave them blank if you have to. Once you finish, just hit the SUBMIT button at the bottom and I will be in touch soon.

I Have Been Talking With:(Required)

Chris

A friend or colleague

Neither

How Did You Find Us?(Required)

Your Contact Details

Name(Required)

First Last

Phone(Required)

Email(Required)

Company Name

Website

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Your Business

Tell us a little about the context and background to your business

What Type of Business Are You In?(Required)

Professional Services (incl Consulting, Accounting, Business Advisory)

Retail

Construction & Related Services

Health and Related Services

Hospitality

Manufacturing

Wholesale & Distribution

Information Technology (incl web development)

Transportation & Logistics

Other (please specify)

Please list the specific types of products and/or services you provide for your customers.

How long have you been in business?

Less than 3 years

3-5 years

5-10 years

More than 10 years

How Did You Get Started in This Business?

I started it myself/with others

I bought into a franchise

I inherited this business

I bought an existing business

Other

Who, other than yourself, is involved in the decision making of your business?

Please describe your main challenges. What holds you back? Be specific

How many hours per week do you currently work on average?

Less than 40 hours

Between 40-50 hours

About 60 hours

More than 60 hours

How do you feel about the hours you work?

Marketing Matters

This is where we learn more about how you speak to your prospects, clients and the market in general. Tell us about how you do that, what your ROI is and be as candid as you can.

Why would a customer buy from you and not your competition? What makes you unique?

How do you generate leads for your business? Please provide estimated percentages for each of those lead generation strategies

Radio

Daily Newspaper

Local Newspaper

Television

Telemarketing

Direct Mail

Catalogues

Face-to-face calling

Referrals

Flyers

Magazine Advertising

Walk-ins

Social Media Advertising

Other

What is your conversion rate (i.e., what % of leads actually buy from you)?

Is your conversion rate estimated or measured?

Your Sales Goals

How much do you want to grow? What specific sales and revenue growth are your targeting?

What Revenues and Profits has your business generated in the past 3 years and what do you project for the current year? If you do not have 3 years history, just include the years you do have.

For the last full year above, what was your Cost of Goods and Total Fixed Expenses?

What percentage growth do you expect to see in the next 12 months?

10-15%

15-20%

20-30%

30-50%

50-100%

More than 100%

How do you see this growth being achieved?

Yourself As A Business Owner

Tell us about YOU! Be candid. What are your strengths? Development areas? Likes and dislikes?

What percent of your time, on average do you devote to the following activities?

Strategic Planning

Business Development & Marketing

Day-to-day Tactical & Operational Requirements

Trouble-shooting & Fighting Fires

Other

Please describe your strengths as a business owner

Please describe the areas where you need improvement as a business owner

Leadership

Skill

Interest

Marketing

Skill

Interest

Sales

Skill

Interest

Finance

Skill

Interest

Operations

Skill

Interest

Strategic Planning

Skill

Interest

Goal-setting

Skill

Interest

Customer Service

Skill

Interest

Decision-making

Skill

Interest

Employee Development

Skill

Interest

What are the biggest frustrations you have with your own business?

What are your hobbies? How do you currently spend time outside of your business?

If you had enough time and financial resources to do anything you choose, how would you spend your time outside of your business?

Which statement best describes you? Choose Check One...

I’m an action-oriented person who is most comfortable when in charge

I’m a ‘people’ person who values friendships in my work relationships and likes to build consensus

I’m calm and cool under pressure and like to make logical rather than emotional decisions

I like to study lots of information before making decisions

Your Team

What makes your team tick? Do they tick? Would you employ them all again if you could start over?

How many employees, on average, have you employed in the past 3 years?

Less than 3

3-5

5-10

10-20

20-50

More than 50

What team or staff challenges are you currently facing on a regular basis?

If you could make any changes to your team, what would they be and why?

Coachability

Coaching isn't for everyone, and that's OK. We need to be sure it is right for you.

If there was one thing you could change about your business in the next 90 days, what would it be and why?

Is there any additional information you feel would be valuable for our discussion?

Thank You

Business Background Questionnaire

Your Contact Details

Your Business

Marketing Matters

Your Sales Goals

Yourself As A Business Owner

Your Team

Coachability

Khandallah, Wellington, New Zealand

+64 222 332 669

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