Initial Consultation

Initial Consultation

What is the sector / Industry of your business?

Financial Services

Retail

Construction

Technology

Consulting

Other

How many employees and contractors do you have?

Just myself

1 to 5

6 to 15

16 to 50

51 to 150

more than 151

Do you have defined Mission and Vision?

Yes

No

Have you ever done a business plan for your current business?

Yes

No

What are your business's main challenges?

Find trusted staff

Money to scale

Owner time management

Find qualified leads

Conversion rates

Comply with industry standards/membership or franchisee requirements/audit

Who is your reference (or competitor)? Do you have one to pursue?

Which tasks do you systemise to improve time constraint?

Bookings

Quotations

FAQs

Follow ups/reminders

Invoices

Customer Database (CRM)

None, all are done manually.

Do you have internal processes and procedures to guide the daily tasks?

Yes

No at all

Yes, For some tasks

What are the main things that can go wrong in your business?

Who are your main stakeholders?

Clients

Suppliers

Partners

Staff/Contractors

Other

Are roles and responsibilities clearly defined within your business/organisation?

Yes

No

Do you outsource any service?`

Yes

No

If so, please specify the services you outsource and how do you monitor your service providers?

How do you find your leads? What channels do you use?

Via World of Mouth

Via social media / Posts

SEO and Google Ads

Via partnerships and referrals

Others

Do you know the percentage of clients each channel generates you?

Yes

No

What is the overall customer feedback? Please inform positive and negative comments.

What do you do to monitor and improve customer experience?

Do you need compliance with any regulation, industry standard or to keep a membership active? Are you periodically audited for that?

Yes

No

Do you need and monitor compliance with Work Health and Safety (WHS Act)?

Yes

No

What do you do to enhance your brand reputation?

Do you invest in leadership culture, staff capabilities and have a guidance on how internal communications are shared within your business?

Yes

No

if so, what do you do to improve internal culture?

Do you do 3-5 years forecast to have a clear direction and set the priorities for the Business?

Yes

No

Do you apply scenario analysis to support decision making?

Yes

No

How is the current revenue comparable to the last 3 years?

It has increased

It has decreased

It has been consistent

Do you understand the drivers of the change in revenue? Please specify.

Do you have Key Performance Indicators (KPIs) measured to track progress against those goals (including sales targets)?

Yes

No

What is the business profit margin?

Below 10%

Between 11-20%

Between 21-40%

Do your financial reports tell you the true story of your numbers and if adjustments are needed to meet your goals?

Yes

No

I don't monitor my cash flow and finances to that level of detail.

Additional Comment

Do you see value in having an Independent Adviser looking into your business from time to time?

Yes

No

Submit

If you are human, leave this field blank.