My Business Assessment Questionnaire
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 |
|---|---|---|---|---|
- ----------------URGENT-------------------
- Advertising and Marketing
- Investor or Funding
- Research: Consumer Related
- Research: Advertising and Marketing
- Branding
- New Business Development
- Profitability
- Technology - Understanding Best Solutions
- Strategic Planning
- Processes and Workflow
- Automating Processes
- Technology - Development
- -------HELP NEEDED - NOT URGENT --------
- Employee Motivation and Engagement
- Documentation of Procedure Manuals
- Training Programs
- Hiring the Right Staff
- Improving Retention of Clients
- Recruiting New Staff
- Improving Office Culture
- Team Building
- Improving Work / Life Balance
- ------------NO HELP NEEDED--------------
- Business Skills Training
- Change Management
- Diversity, Equity, and Inclusion
- Employee Wellbeing
- Executive Coaching
- Hiring Assessments
- Time Management
- 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!
Save Work Before Submitting
Jeff Hastings
March 16, 2023
March 16, 2023
3008
23.121.58.130
