Business Breakthough Assessment

This pre-assessment questionnaire will help us understand more about your company and the issues you are facing, to maximize your experience in the upcoming pre-assessment session.

Please be as honest as possible as you fill in this pre-assessment form. It's okay if you don't know the information right now, and it's not your fault that you don't have the information readily available. That's what my team and I are here for. By the way, "I don't know" or "none" are acceptable responses at this point.

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Company Name

Your Name

Cell Phone

Briefly Describe Your Business (Industry)

Who are your biggest competitors?

What are your current top business challenges?

Identify your most recent wins

How is your product/service different from your competitors?

What marketing materials do you have and use to promote your business?

What marketing mediums do you use to promote your business?

Please rate how effective your marketing is working?

Website

Who is your target audience for your website

What is the objective of your website?

Please provide your Social Media Links

How many clients do you have?

How many prospects are in your database?

Are you using a CRM system?

Yes

What is the most profitable area of your business?

What Industry are you in?

Current Revenue

What is your Gross Profit Margin (Revenues - COGS/Revenues)?

What is your Net Profit Margin (Net Income/Revenues)?

How many employees do you have?

How many owners / partners do you have?