Business Name

Industry

Owner/Manager Name

Phone Number

Email

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

Rate your business’s overall needs.