How Healthy Is Your Business?

When all the parts of your business are healthy and work together, they fuel profitable, sustainable growth. A healthy business also creates a work environment where everyone is engaged and thriving.

Just like a human body, a business needs all its parts to work together. When marketing is weak, sales have to overcompensate. Likewise, when your mission isn't clear, it's as though you're operating with a confused mind.

By taking this assessment you will quickly identify the parts of your business that need immediate attention.

To get started:

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1. MISSION

Determine if your company's mission is clear and complete.

Read each statement and choose the rating that best describes the current state of your business.

You have a clear mission statement that everyone on the team has memorized and talks about regularly.

The entire team works together to operate in the same direction, with the same cadence so that you are consistently aligned and get traction on new projects quickly.

You clearly understand your role, what you're working towards, and how you are specifically helping the company drive its most important outcomes.

People want to work for or with your company because the mission is clear and attainable.

You feel connected to the “why” of the specific work you do in your current role.

You and your team members have a clearly defined plan that keeps you focused, in control, and aligned to; your professional, personal, and community goals.

Mission Calculation

2. STRATEGY

Determine if the strategies that drive your company's performance are aligned to the outcomes you are currently working towards.

Read each statement and choose the rating that best describes the current state of your business.

Your company has a clear set of both short-term and long-term strategies and goals that the organization understands and can explain.

Your leadership team monitors market trends and is able to adapt to change or capitalize on opportunities.

You know exactly how you will win against key competitors.

Your resource needs and business capabilities are well aligned with the strategy you have in place for your company and individual teams.

Strategic planning happens annually and is reviewed for progress quarterly with flexibility to course-correct.

You are aware of the biggest roadblocks your company faces, both internal and external.

Strategy Calculation

3. MESSAGING

Determine if your company's messaging tells a clear and compelling story that motivates buyers.

Read each statement and choose the rating that best describes the current state of your business.

The message you are communicating is helping customers to understand how you can help them thrive.

Your customers can easily name the main problem your company solves.

Potential customers easily understand what steps they need to take to start doing business with you.

When people ask “what do you do?” you can easily respond with 1-2 clear sentences that creates an emotional need to take action.

Your value proposition to customers is clearly defined and you are able to articulate or present that value in their language.

You utilize messaging that positions your company or brand as a trusted advisor so the customer is always the hero.

When people ask “what do you do?” you can respond with 1-2 clear sentences. It’s not complicated or confusing for someone to easily understand.

Messaging Calculation

4. LEADERSHIP PRODUCTIVITY

Determine if your leadership teams provide the structure and processes you need to succeed.

Read each statement and choose the rating that best describes the current state of your business.

You have a goal-setting framework and process that helps you organize your time and resources.

You have a daily planner tool and routines that allow you to prioritize and manage your daily tasks in a way that makes clear which activities to say 'Yes" to and which to reject.

Leadership Productivity Calculation

5. LEADERSHIP COMMUNICATION

Determine if your leadship teams communicate the information you need, when and how you need it.

Read each statement and choose the rating that best describes the current state of your business.

You and your team communicate clearly about priorities and are empowered to take action.

You have a communication framework and cadence that provides clear, measurable objectives and is used consistently by all teams.

Your internal communications have a unified and repeated message that ties to your organization's mission, objectives, and key results.

Each team member knows what their most important tasks are to ensure achievement of the company mission and team mission.

Leadership Communication Calculation

6. LEADERSHIP

Determine how you value your company's leadership teams.

You have a diverse leadership team that is inclusive to all team members.

Leaders are held accountable for creating added value, achieving measurable outcomes and producing hard results.

You have a clear definition and understanding of success for your COMPANY.

You have a clear definition and understanding of success for your TEAM.

Leadership Calculation

7. MARKETING EXECUTION

Determine how well the marketing function of your company is performing.

Read each statement and choose the rating that best describes the current state of your business.

We have a marketing funnel that builds a relationship with the customer and generates leads that meet or exceed the sales team expectations.

We have a robust customer database and a well-defined process that is aligned to the buyer's journey and converts prospects into clients.

We invite our customers into a consistent story in all our marketing collateral (website, email marketing, lead generators, social media, etc.)

All employees deliver this story and messaging consistently when engaging with clients (sales, client support, implementation, leadership, etc.)

You have a formula to communicate very complicated ideas so that you are fully understood by prospects and clients, engage an audience, and inspire them to take action.

Marketing Execution Calculation

8. SALES EXECUTION

Determine how well the sales function of your company is performing

Read each statement and choose the rating that best describes the current state of your business.

You have well-defined roles and responsibilities for each of the following: lead generation, pre-sales, post-sales, cross sell/upsell.

Your sales representatives are armed with the knowledge and skills to have productive sales conversations that qualify good opportunities and disqualify bad opportunities.

You currently have an opportunity pipeline that tells you where the best leads originate from, predicts with some certainty the likelihood of closing, and produces accurate forecasts.

Your sales reps use sales and marketing tools appropriately to position your company as the solution for the customer's problems.

Sales Execution Calculation

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