Name
*
First Name
Last Name
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
System 1 - Marketing
Our 3-Ring Prospect is clearly Defined, and our marketing efforts are focused on it.
1
2
3
4
5
Our differentiators are clear, and all of our marketing efforts communicate them.
1
2
3
4
5
We have a system for receiving regular customer feedback and we know their level of satisfaction.
1
2
3
4
5
System 2 - Sales
Our 2-year target is clear and has been communicated to everyone.
1
2
3
4
5
Monthly targets are known to everyone and they are focused on them.
1
2
3
4
5
Client acquisition process is well defined and systems are in place to support it.
1
2
3
4
5
Sales scripts, follow-up sequences, and sign-up systems are known and adhered to.
1
2
3
4
5
System 3 - HR
We have a system for receiving regular employee feedback and we know their level of satisfaction.
1
2
3
4
5
The 9-Block model of employee performance evaluation has been implemented and all employees know their number.
1
2
3
4
5
All of the people in our organization are the right people and everyone is in the right seat.
1
2
3
4
5
Our mission, vision, and core values are clear and all employees are bought in.
1
2
3
4
5
All teams clearly identify, discuss, and solve key issues for the greater good and long term.
1
2
3
4
5
System 4 - OPS
Our core business is clear, and our systems and processes reflect that.
1
2
3
4
5
We have a proven process for doing business with our customers. It has been named and visually illustrated, and everyone is adhering to it.
1
2
3
4
5
Everyone is engaged in regular weekly meetings.
1
2
3
4
5
Our systems and processes are documented, simplified, and followed by all.
1
2
3
4
5
Organizational chart of roles and responsibilities is clear, complete, and updated timely.
1
2
3
4
5
System 5 - Finance
We have a budget and are monitoring it regularly (i.e., monthly or quarterly).
1
2
3
4
5
Financial targets are in place and broadly understood.
1
2
3
4
5
A monthly P&L for the business exists and variable versus fixed costs are identified.
1
2
3
4
5
Submit
Should be Empty: