Free Consult / Quick Wins SBA Evaluation

Our company has a program called Smart Business Assist (SBA) that helps small businesses be more profitable, grow their companies, and make their business more efficient. We do what traditional F500 consultants do – grow revenue, reduce expenses, and structure their business for long-term success.

Please answer the questions below which will provide us with a clear understanding of your priorities, goals, and issues. From there we will call you to review or you can book a free appointment with one of our advisors at a time that works for you.

Run it long termSell the companyPass it to the next generationBring in a day to day manager

Better productLower priceBetter ServiceSave customers time and/or money

STRATEGY

What are the biggest issues, problems, challenges you have? (check all that apply)
Need more customersLosing customersDon't know how to find new customersCan’t afford to find enough new customersDon’t have the equipment, staff, systems to bring on new customers

Need capitalToo much/too expensive debtTax IssuesNot enough cash to pay bills or invest in growing businessDon’t have good financial information

Too much work to do / can’t get everything doneToo many errorsTakes too long to get the work doneOrganizing workCommunicating what work needs to get done (with customers and employees)

Hard to find good employees / enough employeesDon’t have policies and procedures for staffPayroll is too highDon’t have enough expertise in parts of the businessDon’t have clear roles and responsibilities

Increase sales by 20% or moreIncrease number of customers by 20% or moreAdd a new product or serviceIncrease profits by 20% or moreImprove cash flow by 20% or more

ConsumersBusinessesBoth

SALES/MARKETING

Word of MouthDirect Marketing (emailSocial Media (FacebookAdvertising (FlyersPurchase leadsReferrals

Do you use a CRM? (such as Hubspot or SalesForce)An email service (Constant Contact or MailChimp)Social Media management system (like HootSuite)Analytics tools (like Google Analytics)None of the above

PRODUCT

Your product or service is better qualityLower priceBetter / more utilityIt saves customers time or money

Add a benefit or featureLower priceMake it work faster or do more for customersMake it easier for customers to use / experience

CUSTOMER MANAGEMENT

DailyWeeklyMonthlyOnly when they contact you

YesNo

YesNo

25% or lessRoughly 50%75% or more

FINANCE

YesNo

DailyWeeklyMonthlyQuarterly or less

YesNo

DailyWeeklyMonthlyQuarterly or less

YesNo

YesNo

YesNo

PEOPLE/ORGANIZATION

EmployeesContractorsBoth

YesNo

YesNo

InternalPayroll company

$0

This is your full-year cash earnings for last year.

$0

With a few adjustments, see how much more profitable your business could be in just 60-90 days.

$0

In 12-18 months, imagine how much more profitable your business can become. By structuring your business for long-term, sustained success, you can create the business you dreamed of.

Thank You for filling in the Quick Wins SBA Evaluation form. If you would like, we can schedule a 30-minute session to talk more about the process!

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