ERx Business Assessment

1
Let's get to know you a little. What is your name?* This field is required.
First Name
Last Name
2
Enter your email address below so we can send you the full detailed assessment when we're done.* This field is required.
example@example.com
3
Cell phone number* This field is required.
Please enter a valid phone number.
4
{name:first}, This assessment has been designed for entrepreneurs. Please confirm you are the owner of your company. * This field is required.
YESNO
5
Congratulations for taking the first step towards sustainable business health, {name:first}!

We'll be poking and prodding a bit to determine your business's overall health. A few pinches here and there but it’ll be worth it in the long run.

We want to determine your business’s present condition in the 7 most critical and telling areas for entrepreneurs like you:

Your Business’s Finances

The People in Your Business

Your Business’s Marketing

Your Business’s Sales

Your Business’s Products and Services

Your Business’s Operating Systems

YOU

Upon completion we will provide you our diagnosis and recommendation for the areas you need to focus on to maximize your business journey and success.
6
Ok. Here we go! What is the name of your company?* This field is required.
7
What business are you in, {name:first}?* This field is required.
8
Pillar #1 Finances
9
How much annual revenue does your business make?* This field is required.
Less than $500,000
$500,000 - $2,000,000
$2,000,000 - $5,000,000
Above $5,000,000
10
Pillar #1: Finances* This field is required.Choose the statement that defines your situation the best. Be honest.
Budget? What budget? You believe everything you have belongs to your company and everything in the company belongs to you. When the company has money so do you and vice versa.
You have a budget in mind but its open for interpretation. You keep spending money on resources and marketing and you’re frustrated of not knowing the same revenue troth and don't seem to be able to get over the hump.
Your business has a three year budget. You’re mastering recurring revenue channels and hiring smarter by going virtual and acquiring talent globally with lower costs. Finally, you’re truly breathing abundantly. THIS is what it is all about.
Your budget is your road map. You know how to control your cash flow but you’re stuck in the same revenue troth.
11
Pillar #2: People (HR)
12
How many employees do you have (including yourself)?* This field is required.
0-5
6-10
11-50
51-100
101-200
200+
13
Pillar #2: People (HR)* This field is required.Choose the statement that defines your situation the best. Take your time and make sure you are as accurate as possible.
You ARE the business. You are trapped in doing EVERYTHING the business needs. You are doing less of what you started the business to do and more of things you never thought you’d do.
You’ve hired your spouse and your best friend to help but you still have to show them the way. You feel frustrated for never finding the right people to work with
You’ve hired specialists to manage different parts of the business. You have an established system that pays the bills and increases your savings. However, your employees are simply hired guns, there until a better offer shows up.
You’ve made an investment in your team and they in return are invested in your success. You are working ON your business not IN it. You continually simplify and reduce your own activities while expanding your team with talented individuals
14
Pillar #3: Marketing
15
Choose the marketing tactics you are currently deploying in your company:* This field is required.Choose as many as you like
No marketing efforts. just word of mouth
Social media advertising
Content marketing
Retargeting
Messenger bot
Influencer marketing
16
Are you satisfied with the results of your marketing efforts?* This field is required.
YESNO
17
Pillar #3: Marketing* This field is required.Which statement fits best with your current situation. Just think present moment and disregard future plans for now.
You know you need to market your business, but who has any time or money to? So many choices and platforms. You just have a great idea you want people to know about. You expect your friends and family to support your business as customers.
You are marketing your business but have no idea if it is working or exactly what is working. You’ve learned to personally manage your Facebook page and put up a website, but not sure how to test them. Some marketing is better than no marketing, right?
You’ve attended webinars on best practices and you have a family friend managing your social media. You get weekly reports on how many “Likes” you have. You’ve chosen the most effective way for you to communicate and are focusing on them.
You now know that everything you do in business is in effect marketing. You have secured the services of professionals who are constantly testing and evolving the market, messages and media. You’ve gained a great deal of intimacy with your clients.
18
Pillar #4: Sales
19
On a scale from 1 to 10, how happy are you with the sales you or your team is generating?* This field is required.No right or wrong answer. Go with your gut reaction.
1
2
3
4
5
6
7
8
9
10
1
10
20
Pillar #4: Sales* This field is required.Which statement fits best with your current situation. Just think present moment and disregard future plans for now.
You’ve created your dream product and know if you could talk to people about it, they'd want it. You just don't know where to start.
Right now sales happen because people come to you through word of mouth. Sales are coming in and you can see a path to success. If you had people and tools focused on more sales conversations you're convinced it would positively impact your bottom line.
You have a purposeful and defined sales process that is helping grow your client base and company. Qualified buyers are consistently closed and now you want to reach the untouched corners of the market.
Your sales effort is a well-oiled machine and you are investing in tools for further growth. As long as the output is there, the business will have bountiful gain from new clients and growing current ones.
21
Pillar #5: Product/Services
22
How happy are you with the way your products/services are generating results for your customers?* This field is required.No right or wrong answer. Go with your gut reaction.
1
2
3
4
5
6
7
8
9
10
1
10
23
Pillar #5: Product/Services* This field is required.Choose the statement that defines your situation best. Be honest
Your products or services is what YOU do. It is a reflection of YOUR background, skills, and strengths. YOU are involved in each stage of the process and in most communications with customers. YOU are selling, servicing and delivering your services.
Your products or services is what YOU do. It is a reflection of YOUR background, skills, and strengths. YOU are involved in each stage of the process and in most communications with customers. YOU are selling, servicing and delivering your services.
You have multiple product lines. You focus on (recurring revenue) products, created from the start to fully function without you. You’re testing the product launch funnels that serve you best, yet the results are messy and frustrating.
You have established your niches and are in real time control of all aspects of your products/services. Customer service is outsourced and its quality is dully checked regularly. You have identified the ideal marketing path for your products/services.
24
Pillar #6: Systems
25
How happy are you with the way your business procedures (SOPs) are established and functioning?* This field is required.No right or wrong answer. Go with your gut reaction.
1
2
3
4
5
6
7
8
9
10
1
10
26
Pillar #6: Systems* This field is required.Choose the statement that suits your business THE best.
You have your business’s operating system in your mind. You know when, where, what, and who needs to do what. If only others could read your mind. The processes you and your team go through to get things done are based on common sense and change frequently.
Some procedures are in place yet nothing is documented. You and your team customize the system daily to meet your new projects. Each time a situation occurs, you need to go back from start to figure it out. More work for you IN your business
You’ve developed a routine for all to follow. Your logins are all organized, put in a safety vault. Your company’s banking details are safe. You have a written manual somewhere. As long as the staff remains, everything seems to be flowing well.
Your organization has a library of recorded operating manuals on the cloud, managed and updated by a dedicated operations person. You are using a CRM to track and market to your customers and have invested in a robust project management system.
27
Pillar #7: You
28
Pillar #7: You* This field is required.This one is very personal. Once again, choose the statement that fits best and take time to be honest.
You and your business are one. It’s your baby and you need to be there every stage of the game. You’re adjusting your vision as you go. Diet and fitness are not important right now and friends can wait a little longer to see you
You have an ever growing list of things to do and even though you get 80% done you still beat yourself up. There is always something you need to react to and catches you unprepared. Your family and friends are starting to worry about you
You have a clear vision of where you want to go, what are your strengths and weaknesses and what type of support you need to keep going towards your goals. You’re developing a system to master your day. You’re doing some physical activity, even meditation
Your business is supporting you to reach your full potential. You always make time for yourself, your physical and mental health and your relationships.
29
Calculation
30
{name:first}! Here is your prescription summary. To receive a full detailed assessment, click SUBMIT below.
31
Thank You, {name:first}!

Here is your prescription summary. To receive a full detailed assessment, click SUBMIT below.
32
Thank You, {name:first}!

Here is your prescription summary. To receive a full detailed assessment, click SUBMIT below.
Should be Empty: