Free Business Needs Assessment Form Template

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Free Business Needs Assessment Form Template

Business Needs Assessment Form

Use this form to assess your business's current needs and identify areas for improvement.

Business Details

Business Name

    Industry

      Owner/Manager Name

        Phone Number

          Email

            Assessment Checklist

            1. Operational Efficiency

              • Processes are streamlined and efficient

              • Clear roles and responsibilities for team members

              • Technology and tools are optimized for business needs

              Identified operational bottlenecks

                2. Financial Health

                  • Cash flow is stable

                  • Business is meeting financial goals

                  • Expenses are tracked and controlled

                  Areas of financial concern

                    3. Marketing & Sales

                      • Strong customer acquisition strategies in place

                      • Effective digital marketing efforts (website, social media)

                      • Sales strategies are meeting targets

                      Marketing gaps or challenges

                        4. Customer Satisfaction

                          • Regular feedback from customers is collected

                          • Customer satisfaction is consistently high

                          • Customer retention strategies are in place

                          Issues with customer satisfaction

                            5. Employee Development

                              • Employees have the necessary training and skills

                              • Employee satisfaction and engagement are positive

                              • Clear development and career growth opportunities

                              Identified areas for employee development

                                6. Technology & Infrastructure

                                  • Technology tools are up to date

                                  • Website and digital systems are user-friendly

                                  • IT support and infrastructure are reliable

                                  Technology improvements needed

                                    7. Legal & Compliance

                                      • All legal requirements are met

                                      • Business is in compliance with industry standards

                                      • Contracts and agreements are up to date

                                      Legal concerns

                                        Action Items

                                        List any business needs or follow-up actions

                                          Business Needs Rating Scale

                                          Rate your business’s overall needs.

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