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Step 1 of 12 - Introduction
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Name
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First
Last
Email
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High Level Strategy
The company has a concise business growth strategy
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Strongly Disagree
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The strategy is used, reviewed and updated regularly
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We monitor and account for changes in the economy and local marketplace within our plan
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The company is positively growing and all strategic actions support this direction
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The company regularly reviews the contributions of key advisors (e.g. Coach, Consultant, Trainer, Accountant, Solicitor, Bank)
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The company is delighted with the input of those key advisors
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On the whole, the company is heading in the direction intended since its formation
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The company has a clear mission statement and vision
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The company has a well thought-out and active succession planning strategy
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Key performance indicators and management accounts are reviewed regularly and used internally as part of our ongoing decision making
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Sales Performance
We have clear weekly sales processes with target-related performance management
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Our sales team regularly exceed the set targets
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We have invested in regular training on product, sales and influencing skills
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Employees conduct themselves as a team and not as a group of individuals
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We have a well received performance-related incentive scheme
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Our production/service/development/delivery team works in harmony with the sales department
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Our turnover and profit margin has grown three years in a row
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The sales team produces regular and accurate sales and cashflow forecasts
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We consistently exceed customer expectations
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We have a documented client retention and customer referral strategy
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Strongly Agree
If your business is exporting or importing, do you fully understand how your sales numbers will be affected by sterling strengthening or weakening?
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Strongly Agree
Targeted Business Development
Close to our market, we know our most profitable target client profile
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We know the size of our target market against our current market share
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We have case studies and statistics to prove the value of our offering
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Strongly Agree
Our team understand and utilise social media in a targeted, effective manner
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Strongly Agree
We actively enjoy the benefits of LinkedIn for both marketing and recruitment of ideal customers and new staff members
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Our biggest client represents less than 15 per cent of our annual turnover
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Strongly Agree
We win new business from a healthy range of online, offline and referral sources
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Targeted strategic partnerships are a valued part of our business growth plan
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Our team know how to network online and offline, with effective results
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We test and measure the consistency and quality of how well our staff represent and pitch our brand
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Advertising, Marketing & Promotion
We know the cost of client acquisition and average lifetime values
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Strongly Disagree
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Strongly Agree
We have an up-to-date CRM with prospect pipeline, and know our cross-sale and conversion rates
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Strongly Disagree
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Strongly Agree
We know our competition and clearly market our own unique selling points
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Strongly Agree
We pilot and review the results of any advertising or promotional activity
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Strongly Agree
We regularly inform clients of our range of products and services
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Every member of our firm is well rehearsed with the company elevator pitch
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All our customers are 100% satisfied with our products and services
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We monitor customer service regularly and request honest feedback to make continuous improvements
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We market ourselves on value and quality over price
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We do the right thing for prospect clients, and do not focus on the sale first
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Business Leadership
Our business leaders know their defined roles and responsibilities within the same clear and documented strategic delivery plan
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Strongly Agree
All staff understand the company vision and how that relates to everyday operational activities
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Strongly Agree
There is a consistent and positive growth culture throughout the firm
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Our firm invests in the future of itself and its people hand in hand
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All staff are encouraged to contribute to decision making and company direction
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Business leadership regularly communicates good news and appreciation and there`s a positive growth culture
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The directors are visible and popular amongst all employees
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Our management team continually improve their skills and effectiveness in leadership and management
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Our leaders actively support all staff with career and personal goals
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Company directors are known for their approachable, open door policy
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Working Conditions
All team members function to their optimum potential
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The company budgets annually to invest in relevant staff training and development
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All staff regularly contribute to company and team strategy
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Our staff are happy with the frequency of team building and social activities
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We regularly listen to our people, acting on their views and ideas
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Our team embraces positive mindset and refutes negativity
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All team members embrace positive change and continual improvement
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Blame culture is absent from our organisation
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Staff enjoy and utilise modern, highly efficient IT, systems and processes
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Our company enjoys 100% employee satisfaction scores
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Financial Health
We adhere to our annual budget with decision making and expenditure
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Clients pay us on time and we have adequate cash flow to confidently remain in business and exceed our long-term goals
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Our finance team self-manages and does its job well
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With regular profit & expenses planning, we are confident in our tax efficiency
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Strongly Disagree
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The company is free of debt and investor commitments
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We regularly review our procurement costs and supplier deliverables
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Company expenditures are seen as an investment rather than a cost
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We are 100% confident of growing profits by at least 10% this year
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Strongly Agree
We know our profit margins on every new client
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Strongly Disagree
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Strongly Agree
Directors know our break-even point in any given month
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Strongly Disagree
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Strongly Agree
Do you fully understand how exchange rate movement will affect your gross margin?
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Strongly Disagree
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Strongly Agree
System & Operations
Operational processes are fully mapped and current to modern IT solutions
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Strongly Disagree
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Strongly Agree
We have a good team responsible for day-to-day operating decisions
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Strongly Disagree
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Our brand and intellectual property is firmly protected
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Strongly Disagree
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Strongly Agree
Internal communication is strong without inefficiency
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Strongly Disagree
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Our policies and processes are up to date with Health & Safety, Environment and Employment law
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Strongly Disagree
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Internal tasks are prioritised according to value, importance and urgency
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Strongly Disagree
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Strongly Agree
Staff regularly input to process and production improvement initiatives
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Strongly Agree
Quality environment, equipment and staff training are well accounted for
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Strongly Agree
We have achieved product excellence and 100% customer satisfaction
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Strongly Agree
Our operational strategy is completely aligned to the demands and needs of our clients
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Strongly Agree
Individual Satisfaction
I am happy with the number of hours I work
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Strongly Disagree
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Strongly Agree
I have adequate time to complete my company obligations
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Strongly Disagree
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I have the right team, enabling confident delegation of non-director essential tasks
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Strongly Disagree
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Strongly Agree
I have plenty of time for family, friends and regular exercise
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Strongly Disagree
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I have a documented end game and am on track towards financial independence
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Strongly Agree
I am always calm and happy in myself
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Strongly Agree
I take pride in my achievements in business and in my personal life
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Strongly Disagree
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Strongly Agree
My daily activities are structured and I regularly achieve the goals that I plan
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Strongly Agree
I plan ahead carefully to minimise problems and undue stress or worry
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Strongly Disagree
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Strongly Agree
I am very pleased with my personal wealth and income after paying the bills
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Strongly Disagree
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Strongly Agree
A few more details
What do you want to achieve in your business over the next 1 - 5 years?
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Describe what it will look like
What are the biggest challenges facing your business today?
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What is stopping you getting what you want?
What advice or discussion would really add value to you and your business?
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Alternatively please share 2-3 key points you would like help with
Company Name
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Company Website
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Your Position in the company
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Phone number
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Number of full time employees
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Last 12 months annual turnover
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How did you hear about the ABP business SPA?
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