My Business Assessment Questionnaire

Displaying 3 - 3 of 4

ICG Business Assessment Questionnaire

Jeff Hastings

March 16, 2023

4

Small Business Owner

Ivy Consulting Group

C-Corp

2022

  • One or More Business Partners

business-consulting

  • Services
  • Intangible Products

  • Contract Labor

1 - 5

21 - 50


  • Employee are required to work remote

N/A (remote work)

Startup

Startup

Help with profitability.

Time to develop leads.

Strongly disagree Disagree Neutral Agree Strongly agree

Opportunity, love for work, and making a difference.

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

Select the best answer for each question asked.

Strongly disagree Disagree Neutral Agree Strongly agree
Strongly disagree Disagree Neutral Agree Strongly agree
  • Business Plan
  • Marketing Plan/Strategy
  • Organizational Chart
  • Employee Agreements
  • Incentive Programs
  • Training Systems
  • Hiring Systems
  • Agency Annual Goals
  • Agency Monthly Goals
  • Clear Brand Image
  • Employee Evaluation Program
  • Effective LinkedIn Profile
  • Company Website

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

Yes

Strongly disagree Disagree Neutral Agree Strongly agree

Over 10k

We are less expensive than most

For consultants - HES Grads, existing business coaches.
For clients - small business owners (5 - 100 employees)

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

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

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

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


lack of startup capital

3 - 6 months

Determine the best route for funding.
Can we do it through sales, or do we need investor funding?
If we use investor funding, what is the best way to go about it?

Review current website branding and message. Are we attracting the right people?
Improve user experience.

Help us develop sales presentations and determine the best way to attract new clients.

Yes

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


  • Total of 5
  • March 31 - 5 consultants x $99 per month = $500 per month


60 Day Goals


  • Total of 20
  • April 30 - 20 consultants x $99 = $2,000 per month


90 Day Goals


  • Total of 40
  • May 31 - 40 consultants x $99 = $4,000 per month

ACTIVITIES



  • Daily
  • Daily
  • Daily
  • Weekly
  • 20 LinkedIn Connection Requests
  • 10 Recruiting Emails for new consultants
  • 10 Recruiting Emails for new clients
  • 3 demos to new consultant prospects
  • Jeff
  • Jeff
  • Jeff
  • Jeff

STOP!

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Jeff Hastings

March 16, 2023

March 16, 2023

3008

23.121.58.130