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Money Coach Business Strategy Assessment
Rate yourself on these areas, with 1 meaning you need to work on this and 10 meaning you are a ROCK STAR!
Finances
1. I know, every month, what my actual expenses were, where they were spent, what the changes in expenses are, and the profitability for the month.
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10
2. I can easily see and understand, in a graphical format, expenses for the month, profit for the month, and gross income for the month.
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3. I have defined a revenue plan for the month, quarter, and year.
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4. I have defined and documented my fixed costs and break even points for each month, each quarter, and for the next 12 months.
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5. My combined list of connections (LinkedIn, Twitter, Facebook, newsletter list, etc.) is continually growing.
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Selling
6. I have several product lines, or several sources of income, not just one income stream.
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7. I have a pricing structure that is documented, reviewed, and revised, twice a year.
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8. I have a written business map or plan that is reviewed and revised twice a year.
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9. I have a defined selling system which enables me to work clients through a defined path that will increase the possibility of them making a purchasing decision with me (assuming I have a product fit).
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10. I have a confidant, a counselor, or a “board of directors”, to whom I can go, to discuss and get unemotional advice for my business.
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10
Networking and Time Ownership
11. When I go to a networking event, I have a clear goal as to what will make that meeting a success. Example - make 3 appointments, speak to a particular colleague, make inroads toward a partnership with a colleague there.
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12. I periodically examine my networking events and perform some type of a Return on Investment (ROI) analysis to determine continued attendance at those events.
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13. I have a 30 second or 60 second introduction speech outlined ahead of time (I don’t just “wing it”) and my introduction speech is clear, concise, and ALWAYS has a referral description.
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14. I plan my week ahead of time, and spend most of my time with Income Producing Activities (IPAs), which are documented and tracked.
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15. I do the things that I am good at. I do most, or all, of the selling of my products, and delegate other activities which do not fit my talents to someone else who is better suited for those tasks.
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Website
16. I have a website that clearly states what I do. It has an “Opt In” area so potential clients can sign up for my mailing list. I have a “freebie” to entice them to opt in, and it is adding clients every month.
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17. My website allows my potential customers to buy directly on that site, and allows them to use a credit card without my intervention.
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18. I have pictures and/or videos on EVERY page of my web site.
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19. I have testimonials, with pictures, throughout my website, not just on a testimonial page.
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20. My website is functional, up to date, and easy to understand. Potential clients can find their way around it easily, and move to different pages as needed. I can update the website easily so it stays up to date with no major “hassles”.
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21. I am prepared, mentally and financially, to move my business to a much higher level of performance.
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10
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