Business Health Check Template 6243l
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Business Health Check
Provided by Forbes Burton www.forbesburton.com
Visions and Goals 1) Are you content with your business proposition? Yes
No
O
O
Please Comment
2) Have you set a vision for the business and if so is it on target? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Do you have a business plan which states the short, medium and long term Company objectives? -5
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3
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Have you had a SWOT analysis carried out on all business functions? -5
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3
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) What are your key motivations to grow the business? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Do you think you have effective systems and processes? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Where will your areas of growth come from? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Is the organisational structure appropriate/adequate to deliver and manage future growth? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) Are there many areas within the business that could be improved? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment 10) What are your strategies to achieve this improvement? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
11) Do you have an exit strategy? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
People and HR 1) How effective is your workforce? -5
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1
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Do you communicate your aims to your employees? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Do your employees have clearly defined roles and tasks? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Are there any skill gaps within the Organisation? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How committed are you to training and D and how do you identify learning needs? -5
-4
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Is your staff training up to date? -5
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O
O
O
O
O
O
O
O
O
O
O
1
2
3
4
5
Please Comment
7) Do you monitor staff performance? -5
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0
O
O O
O O
O O
O
O
O
O
Please Comment 8) Do you carry out regular appraisals? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) How well do you deal with poor performance? -5
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O
O
O
O
O
O
O
O
O
O
O
Please comment
Finance 1) How financially stable is your business? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Have your profits grown consistently over the last three years? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) What methods do you use to maintain financial control of your business? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) How well do you manage your debtor days? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How well do you manage your creditor days? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) What opportunities are there for you to make more profit? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Are you able to reduce costs?
-5
-4 3
-3 4
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-1
0
1
2
O
O
O
O
O
O
O
O
O
O
O
Please Comment 8) Can your profit margins be improved? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) What level of additional funding is available to finance future growth? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) What are the risks? -5
-4
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
Products and Services 1) Do a limited number of products/services dominate your revenue and to what extent? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Of these products how good are the margins? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Are you realistic with your lead times? -5
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1
2
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Have you spare capacity within your present system? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) Are internal systems working effectively? -5
-4
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0
1
2
3
4
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) How well do you understand your USP? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment 7) What is your pricing policy based on? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Are there areas where you can improve on your supply chain and relationships with suppliers? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
Marketing 1) Is your market sector growing? -5
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O
O
O
O
O
O
O
O
O
O
O
3
4
5
Please Comment
2) How well recognised is the business within the market? -5
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1
2
O
O O
O O
O O
O
O
O
O
Please Comment
3) Are there opportunities for you to gain more market share? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Do you have an existing/potential customer database that is updated on a regular basis? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) Do your customers know everything you do? -5
-4
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) How do you communicate your products and services? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Are changes in customer profile/preferences moving towards or away from your business? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) How successful is your marketing? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) How important do you think marketing is to your business? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) Do you have a marketing strategy? -5 O
-4
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1
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3
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O
O
O
O
O
O
O
O
O
O
Please Comment
11) Do you have a marketing plan? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
12) Do you have a marketing budget? -5
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1
2
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
13) How well do you understand your market sectors? -5 O
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
Please Comment
14) How frequently do you carry out regular market research? -5 O
-4
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0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
Please Comment
Customer Relations 1) How well do your customers perceive your business? -5
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1
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) What percentage of the business do the main customers contribute? -5
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1
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5
O
O O
O O
O O
O
O
O
O
Please Comment
3) Do you know how many customers you have? -5
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) How profitable are your main customers? -5
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1
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3
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How well do you source new customers? -5
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1
2
3
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Are you sourcing the right type of customer for your business? -5
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1
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) How well do you develop customer loyalty? -5
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1
2
3
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Do you update your customers on developments within the business? -5
-4
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0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) Do you monitor customer ? -5
-4
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0
1
2
3
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O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) Do you monitor customer complaints? -5
-4
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0
1
2
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5
O
O
O
O
O
O
O
O
O
O
O
1
2
3
4
5
Please Comment
11) How quickly do you respond to these? -5
-4
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0
O
O O
O O
O O
O
O
O
O
Please Comment
12) How effective are these actions? -5
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0
1
2
3
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
13) How regularly do you carry out a survey of customer needs? -5
-4
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0
1
2
3
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
14) How quickly do you react to customer queries? -5
-4
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0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
15) Are all customer-facing staff fully trained and effective? -5
-4
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1
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5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
Sales 1) How well do you generate new sales leads? -5
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0
1
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3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Do you set sales forecasts and targets? -5
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Historically, have you met sales forecasts and targets? -5
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Currently, are you meeting sales forecasts and targets? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How much is your business affected if targets are not acheived? -5
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Are sales revenues growing? -5
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Do you maximise on each customer sale by offering additional products/services? -5
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Does the sales team have the relevant tools to be effective? -5
-4
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-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) Could your staff benefit from customer service/sales training? -5
-4
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0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) Are your employees good ambassadors for your business? -5
-4
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-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
Provided by Forbes Burton www.forbesburton.com
Visions and Goals 1) Are you content with your business proposition? Yes
No
O
O
Please Comment
2) Have you set a vision for the business and if so is it on target? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Do you have a business plan which states the short, medium and long term Company objectives? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Have you had a SWOT analysis carried out on all business functions? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) What are your key motivations to grow the business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Do you think you have effective systems and processes? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Where will your areas of growth come from? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Is the organisational structure appropriate/adequate to deliver and manage future growth? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) Are there many areas within the business that could be improved? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment 10) What are your strategies to achieve this improvement? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
11) Do you have an exit strategy? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
People and HR 1) How effective is your workforce? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Do you communicate your aims to your employees? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Do your employees have clearly defined roles and tasks? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Are there any skill gaps within the Organisation? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How committed are you to training and D and how do you identify learning needs? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Is your staff training up to date? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
1
2
3
4
5
Please Comment
7) Do you monitor staff performance? -5
-4
-3
-2
-1
0
O
O O
O O
O O
O
O
O
O
Please Comment 8) Do you carry out regular appraisals? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) How well do you deal with poor performance? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please comment
Finance 1) How financially stable is your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Have your profits grown consistently over the last three years? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) What methods do you use to maintain financial control of your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) How well do you manage your debtor days? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How well do you manage your creditor days? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) What opportunities are there for you to make more profit? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Are you able to reduce costs?
-5
-4 3
-3 4
-2 5
-1
0
1
2
O
O
O
O
O
O
O
O
O
O
O
Please Comment 8) Can your profit margins be improved? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) What level of additional funding is available to finance future growth? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) What are the risks? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
Products and Services 1) Do a limited number of products/services dominate your revenue and to what extent? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Of these products how good are the margins? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Are you realistic with your lead times? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Have you spare capacity within your present system? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) Are internal systems working effectively? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) How well do you understand your USP? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment 7) What is your pricing policy based on? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Are there areas where you can improve on your supply chain and relationships with suppliers? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
Marketing 1) Is your market sector growing? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
3
4
5
Please Comment
2) How well recognised is the business within the market? -5
-4
-3
-2
-1
0
1
2
O
O O
O O
O O
O
O
O
O
Please Comment
3) Are there opportunities for you to gain more market share? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Do you have an existing/potential customer database that is updated on a regular basis? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) Do your customers know everything you do? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) How do you communicate your products and services? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Are changes in customer profile/preferences moving towards or away from your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) How successful is your marketing? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) How important do you think marketing is to your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) Do you have a marketing strategy? -5 O
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
Please Comment
11) Do you have a marketing plan? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
12) Do you have a marketing budget? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
13) How well do you understand your market sectors? -5 O
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
Please Comment
14) How frequently do you carry out regular market research? -5 O
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
Please Comment
Customer Relations 1) How well do your customers perceive your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) What percentage of the business do the main customers contribute? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O O
O O
O O
O
O
O
O
Please Comment
3) Do you know how many customers you have? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) How profitable are your main customers? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How well do you source new customers? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Are you sourcing the right type of customer for your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) How well do you develop customer loyalty? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Do you update your customers on developments within the business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) Do you monitor customer ? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) Do you monitor customer complaints? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
1
2
3
4
5
Please Comment
11) How quickly do you respond to these? -5
-4
-3
-2
-1
0
O
O O
O O
O O
O
O
O
O
Please Comment
12) How effective are these actions? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
13) How regularly do you carry out a survey of customer needs? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
14) How quickly do you react to customer queries? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
15) Are all customer-facing staff fully trained and effective? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
Sales 1) How well do you generate new sales leads? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
2) Do you set sales forecasts and targets? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
3) Historically, have you met sales forecasts and targets? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
4) Currently, are you meeting sales forecasts and targets? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
5) How much is your business affected if targets are not acheived? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
6) Are sales revenues growing? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
7) Do you maximise on each customer sale by offering additional products/services? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
8) Does the sales team have the relevant tools to be effective? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
9) Could your staff benefit from customer service/sales training? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
10) Are your employees good ambassadors for your business? -5
-4
-3
-2
-1
0
1
2
3
4
5
O
O
O
O
O
O
O
O
O
O
O
Please Comment
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