The Business Liaisons Client Assessment

The Business Liaisons Assessment
Today’s Date: ______
  1. Are you working a day job currently?
  2. Are you looking to leave this job?
  1. How many hours a day do you spend on running your business?
  2. What times of the day are they?
  1. Can you tell me your business mission and vision statement in 5 sentences or less?
  2. Have you written down your Mission and Vision?
  3. Where is it written?
  1. Do you have a business plan? How current is it and in what format?
  1. Do you have a marketing strategy? How current is it and in what format?
  1. Do you have an exit strategy?
  1. What forms of social media are you currently using?
  2. Who manages your social media venues?

  1. Do you have a website? Provide name of website. Do you know of the traffic it is now generating?

  1. Do you know your financial structure?
  2. Who manages your finances, accounting, taxes?
  1. Do you know your legal company structure?
  2. Have you ever assessed it is the right format for you today?
  1. Where do you see yourself if 5 years? BE HONEST.
  1. Have you ever spoken to a life coach? If so how was your experience?
  1. Do you know your customer numbers?
  2. Cost per acquisition?
  3. Return on Investment?
  1. How is business today? Are you where you expect to be? Why or why not?
  1. Are you profitable? Are you where you want to be financially?
  1. What would you like to see happen with your business or what would you like to focus more on?
  1. Is there anything in particular I haven’t asked that you would like to share with me at this time? Remember this is just the initial so there is more to come!

THANK YOU FOR TAKING THE TIME TO PROVIDE FOR US!

PLEASE RETURN BY EMAIL TO:

Leslie Crudup, or

This workshop assessment is part of the BL Workshop Series. Copyrighted 2015