Give Your Financial Business a Tune-Up

Our Business Tune-Up Assessment will help you measures 46 key indicators of a successful, profitable business.

New to business or an old pro, the first step to growing a business is to assess where you are right now. Why? Because those things that need “immediate fixing” will be placed in your Growth Plan’s goals, where you’ll create strategies and action plans to make changes.

The areas that are working well, give a big hurrah!

Rate the state of your business.

Rating System N/A= Not Applicable 1 = disaster 3= average 5 = brilliantly successful

_________ Business Plan/Written Goals
_________ Business Tracking System
_________ Daily Game Plan
_________ Business Plan Effectiveness
_________ Attracting Your Ideal Clients
_________ Exit Strategy
_________ Marketing Plan Effectiveness
_________ Marketing Skills
_________ Selling Skills
_________ Sales System
_________ Branding/Identity
_________ Distinct Competitive Edge
_________ Elevator Speech That Works
_________ Expert Status in Your Industry
_________ Customer Retention/Loyalty
_________ Advertising/PR Efforts
_________ Networking & Follow-up Process
_________ Profitability/Cash Flow
_________ Pricing Process/Marketing Funnel
_________ Availability of Capital
_________ Delivery of Products/Services
_________ Speaking Engagements
_________ Presentation Skills
_________ Product Knowledge
_________ Products/Intellectual Property
_________ Budgets & Reporting Processes
_________ New Services/Products
_________ Technology/CMS
_________ Internet Presence
_________ Ongoing Internet Marketing
_________ Controls/Procedures
_________ Contracts, Legal Advice
_________ Administration Functions
_________ Strategic Alliances
_________ Teamwork/Leadership
_________ Hiring Process/Manual
_________ Employee/Consultant Retention
_________ Business & Health Insurance
_________ Training, Cross-training
_________ Office Organization
_________ Computer Organization
_________ Your Professional Development
_________ Your Personal Development
_________ Personal Organization
_________ Work/life Fulfillment/Balance
_________ Setting Life Priorities & Goals
_________ Personal Health/Having Fun

Scoring: Since you must consider all the above in your successful business/unit, it’s not the total number that counts; it’s how well you do in each area!

Congratulations! You’ve now assessed the “state of your business.” Next, it’s time to propel your business to the next level.

* These 5 concepts are from The One Page Business Plan® program, Maria Marsala certified one-page consultant. http://www.BusinessAndMarketingPlan.com

©2005, updated 2009, 2011  Maria Marsala, Strategic Business Coach, Speaker and former Wall Street Trader at Elevating Your Business.  Helping financial advisors run more productive, efficient, and profitable business.  Download the three parts of our Business Tune today by visiting www.CoachMaria.com