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Business Snapshot

Please take a moment to complete this short assessment of your business. Once completed, you will receive an email with your results shortly.

1

Our vision is written, well-known across the company, and actively used to align decisions and actions at every level.

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2

I consistently dedicate at least one-third of my time to strategic, big-picture work—not just daily operations or putting out fires.

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3

I have a well-defined exit strategy, and my business could continue or transition successfully even if I were suddenly unavailable.

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4

We consistently achieve healthy year-over-year growth in sales revenue.

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5

Our profits exceed industry averages, we have no cash flow challenges, and we're financially prepared for an economic downturn.

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6

Our brand is clearly defined and resonates with our customers, creating a strong emotional connection that leads to loyalty and repeat business.

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7

We use Key Performance Indicators (KPIs) to monitor future business performance and review them weekly to guide our business decisions.

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8

We regularly track customer service performance and use the results to improve operations and strengthen customer loyalty.

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9

We have a rhythm of meetings, reviews, and follow-ups that ensures consistent execution of our priorities across the organization.

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10

My partners and family members that work in the business are fully aligned on the direction of the business and have no significant conflict.

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11

I have reached my work-life balance goal or have a specific plan for how I am going to achieve my work/life balance goal.

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12

Our leaders model the values and behaviors we expect from others, and we hold ourselves accountable to a defined company culture.

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Thank you for filling out the Business Snapshot!

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Business Snapshot