My Business Assessment Questionnaire

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ICG Business Assessment Questionnaire

Heather Fife

March 16, 2023

28

Small Business Owner

Mendel Fife Consulting

C-Corp

2020

  • Board of Directors

health-services

  • Services

  • Contract Labor

1 - 5

1 - 5


  • Employee are required to work remote

N/A (remote work)

Less than $10,000

Startup

Need to find out next steps

Hiring talent

Strongly disagree Disagree Neutral Agree Strongly agree

be in control of my schedule and also support business owners to create a more conscientious environment for employees and customers. change the world be creating better work environments.

Strongly disagree Disagree Neutral Agree Strongly agree
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N/A Strongly disagree Disagree Neutral Agree Strongly agree

Select the best answer for each question asked.

Strongly disagree Disagree Neutral Agree Strongly agree
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  • Business Plan
  • Employee Agreements
  • Incentive Programs
  • Training Systems
  • Hiring Systems
  • Agency Annual Goals
  • Clear Brand Image
  • Employee Evaluation Program
  • Facebook Business Page
  • Effective LinkedIn Profile
  • Company Website
  • Client Retention Program

Strongly disagree Disagree Neutral Agree Strongly agree
Strongly disagree Disagree Neutral Agree Strongly agree

Yes

Strongly disagree Disagree Neutral Agree Strongly agree

100-499

We are less expensive than most

We have two target markets. I/O Professionals for the consultants and Small Business owners as our clients.
I/O Professionals will be people who have finished a program whether it be a coaching program or a Masters in I/O Psychology. This person is highly motivated to build their own business and connect with other professionals in the field.

For Small business owners we are looking for companies that are stuck in a phase and are having a hard time growing out of it. Maybe they are struggling with a specific issue or not sure of the next steps. They could also be unhappy and don't feel like they are living a fulfilled life.

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  1. ----------------URGENT-------------------
  2. Advertising and Marketing
  3. Hiring the Right Staff
  4. Investor or Funding
  5. New Business Development
  6. Improving Work / Life Balance
  7. -------HELP NEEDED - NOT URGENT --------
  8. Improving Retention of Clients
  9. Workshops
  10. ------------NO HELP NEEDED--------------
  11. Automating Processes
  12. Branding
  13. Business Skills Training
  14. Change Management
  15. Diversity, Equity, and Inclusion
  16. Documentation of Procedure Manuals
  17. Employee Motivation and Engagement
  18. Employee Wellbeing
  19. Executive Coaching
  20. Hiring Assessments
  21. Improving Office Culture
  22. Processes and Workflow
  23. Profitability
  24. Recruiting New Staff
  25. Research: Consumer Related
  26. Research: Advertising and Marketing
  27. Strategic Planning
  28. Team Building
  29. Technology - Development
  30. Technology - Understanding Best Solutions
  31. Time Management
  32. Training Programs


Hiring consultants and getting clients

Less than 3 months

Build a team of consultants who are dedicated to building their consulting clients and other consultants
Marketing to small business owners
ACTION ITEMS:
-plan on how to get new to the market consultants feeling like they can attract their ideal client
-work on getting clients on to the platform.

No

All of the information you add to this form will remain, and you can update as needed. Feel free to be detailed knowing that this Questionnaire will help you, your consultant, and entire team monitor and evaluate performance.

30/60/90 DAY GOALS




30 Day Goals



60 Day Goals



90 Day Goals


ACTIVITIES



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Heather Fife

March 16, 2023

March 16, 2023

3029

70.189.233.96