Benchmarking Business

Lead inflow

Do you have enough high-quality leads coming in?

1 2 3 4 5 6

Leads follow up

Are all leads followed up, and are conversions successful?

1 2 3 4 5 6

Conversion rate

Do you monitor the advertising-to-prospect conversion rate and cost?

1 2 3 4 5 6

Cost of acquisition

Do you track the conversion rate and cost of client acquisition?

1 2 3 4 5 6

Script training

Do you regularly conduct script training with your staff?

1 2 3 4 5 6

Organic leads

Do you generate organic (non-paid) leads for your business?

1 2 3 4 5 6

Paid advertising

Do you use paid advertising campaigns effectively?

1 2 3 4 5 6

Customer pain points

Does your team thoroughly understand customer pain points?

1 2 3 4 5 6

Centers of influence

Do you develop and contact "centres of influence" for referrals?

1 2 3 4 5 6

Customer database

Do you maintain and utilize a customer and prospect database for marketing?

1 2 3 4 5 6

Campaign success

Do you monitor the success of all marketing campaigns?

1 2 3 4 5 6

Testimonials

Do you have more than five testimonials on your website?

1 2 3 4 5 6

Target Market

Do you have a clearly defined target market?

1 2 3 4 5 6

Point of difference

Do you have a clear "point of difference" from the competition?

1 2 3 4 5 6

External Strategic Audit

Have you conducted competitor website visits and market analysis within 12 months?

1 2 3 4 5 6

Internal Strategic Audit

Have you completed an internal organizational and product audit?

1 2 3 4 5 6

SWOT Analysis

Have you developed a SWOT analysis with staff in the past year?

1 2 3 4 5 6

Vision Statement

Do you have a clear vision statement known by all staff?

1 2 3 4 5 6

Business & Marketing Plan

Have you updated your business and marketing plan within 12 months?

1 2 3 4 5 6

Exit & Succession Plan

Do you have an Exit & Succession plan?

1 2 3 4 5 6

Organisational Scorecard

Do you have a one-page business scorecard?

1 2 3 4 5 6

One Page milestones

Do you have an action plan divided by divisions and personnel?

1 2 3 4 5 6

Accountability

Have you introduced a culture of accountability with rewards and recognition?

1 2 3 4 5 6

Business owner reliance

Is your business reliant on the owner?

1 2 3 4 5 6

Growth market

Have you positioned yourself in a growth market?

1 2 3 4 5 6

Innovation

Do you continually innovate, improve or add new products?

1 2 3 4 5 6

Customer feedback

Do you monitor customer feedback and ask for suggestions?

1 2 3 4 5 6

Customer Notes

Are all customer notes centrally logged?

1 2 3 4 5 6

Access Customer records

Can your phone operators access customer records?

1 2 3 4 5 6

Regular Customer Campaigns

Do you run campaigns for existing customers?

1 2 3 4 5 6

Customer Categorisation

Can you categorize customers who bought one product but not another?

1 2 3 4 5 6

Monitor Customer Service

Do you monitor customer service performance by category and set goals?

1 2 3 4 5 6

Returned Products

Do you contact customers who returned products to understand why?

1 2 3 4 5 6

Survey Enquiries

Do you follow up with non-buying inquiries to understand why?

1 2 3 4 5 6

Product return %

Do you track product return rates on a scorecard?

1 2 3 4 5 6

Regular Customer Surveys

Do you conduct regular customer satisfaction surveys?

1 2 3 4 5 6

Lifetime value

Do you monitor the lifetime value of your customers?

1 2 3 4 5 6

Budgets

Do you have clear budgets for the organization and each business unit?

1 2 3 4 5 6

Financial statements

Do you receive a monthly P&L statement, balance sheet, and cash flow report?

1 2 3 4 5 6

Cash to Revenue

Do you track your cash flow/revenue ratio?

1 2 3 4 5 6

Accounting Systems

Is your accounting system efficient, up-to-date, and of good quality?

1 2 3 4 5 6

Growth Funds

Do you have sufficient funds available for growth?

1 2 3 4 5 6

Working Capital

Do you monitor cash flow and know your cash situation a month ahead?

1 2 3 4 5 6

Debt Level

Do you manage company debt levels effectively?

1 2 3 4 5 6

Price Monitoring

Do you regularly get 3 quotes and monitor pricing?

1 2 3 4 5 6

Debtors

Are most debtors under 60 days, and do you follow up regularly?

1 2 3 4 5 6

Creditors

Do you pay creditors on time and manage payments efficiently?

1 2 3 4 5 6

Stock control

Do you have effective stock control measures to minimize waste?

1 2 3 4 5 6

Recruitment Policies

Do you recruit staff based on job competency matching (e.g., recruitment tests)?

1 2 3 4 5 6

Job Descriptions

Does each staff member have a job description?

1 2 3 4 5 6

Weekly Goals

Are weekly goals set and performance reviewed regularly for all employees?

1 2 3 4 5 6

Motivated Staff

Is your staff motivated, and is morale high?

1 2 3 4 5 6

Staff Accountability

Are your staff held accountable for achieving set goals?

1 2 3 4 5 6

Regular Communication

Do you hold regular company communication meetings, like weekly staff meetings?

1 2 3 4 5 6

Performance Appraisals

Do you conduct annual or bi-annual performance appraisals?

1 2 3 4 5 6

Employee Social Functions

Do you organize staff activities and social functions?

1 2 3 4 5 6

Employee Training & Workshops

Do you conduct regular or at least annual team-building events?

1 2 3 4 5 6

Transparent Employee Procedures

Do you have clear and transparent employee policies and procedures?

1 2 3 4 5 6

Employment Letter

Does each employee have an employment letter and confidentiality agreement?

1 2 3 4 5 6

Employment Manual

Do you have an employee manual?

1 2 3 4 5 6

Policies & Procedures

Do you maintain a policies and procedures manual?

1 2 3 4 5 6

Quality Assurance Plan

Do you have a QA plan if needed?

1 2 3 4 5 6

OH&S Plan

Do you have an OH&S plan if needed?

1 2 3 4 5 6

Employee log

Do you log employee non-performance and issue written warnings?

1 2 3 4 5 6

Accountability Systems

Do you have control over your staff?

1 2 3 4 5 6

Environmental Plan

Do you have an environmental plan?

1 2 3 4 5 6

Tax and employee

Are you fully compliant with tax and employee obligations?

1 2 3 4 5 6

Government Grants

Do you comply with all government mandates, licenses, and requirements?

1 2 3 4 5 6

Revenue growth

Do you have a clear plan on how to increase revenue and grow your business?

1 2 3 4 5 6

Product returns

Are your product returns at an acceptable level?

1 2 3 4 5 6

Lost control

Do you feel you have the control and accountability of your staff?

1 2 3 4 5 6

Profit

Is your profitability at an acceptable level?

1 2 3 4 5 6

Cash

Do you have enough money in the bank and cash to run the business?

1 2 3 4 5 6

Frustrated

How frustrated with the business do you feel that you want to walk away? (Note: 6 = not frustrated)

1 2 3 4 5 6

Overworked

Are you working the number of hours you want for lifestyle and less than 50 hours a week?

1 2 3 4 5 6

Next level

Are you clear on how to take your business to the next level?

1 2 3 4 5 6

Stress

Do you feel calm, in control and not stressed?

1 2 3 4 5 6

Poor pay

Are you paying yourself enough in wages?

1 2 3 4 5 6

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Full Name

Company Name

Email Address

Phone

Benchmarking Business

Lead inflow

Leads follow up

Conversion rate

Cost of acquisition

Script training

Organic leads

Paid advertising

Customer pain points

Centers of influence

Customer database

Campaign success

Testimonials

Target Market

Point of difference

External Strategic Audit

Internal Strategic Audit

SWOT Analysis

Vision Statement

Business & Marketing Plan

Exit & Succession Plan

Organisational Scorecard

One Page milestones

Accountability

Business owner reliance

Growth market

Innovation

Customer feedback

Customer Notes

Access Customer records

Regular Customer Campaigns

Customer Categorisation

Monitor Customer Service

Returned Products

Survey Enquiries

Product return %

Regular Customer Surveys

Lifetime value

Budgets

Financial statements

Cash to Revenue

Accounting Systems

Growth Funds

Working Capital

Debt Level

Price Monitoring

Debtors

Creditors

Stock control

Recruitment Policies

Job Descriptions

Weekly Goals

Motivated Staff

Staff Accountability

Regular Communication

Performance Appraisals

Employee Social Functions

Employee Training & Workshops

Transparent Employee Procedures

Employment Letter

Employment Manual

Policies & Procedures

Quality Assurance Plan

OH&S Plan

Employee log

Accountability Systems

Environmental Plan

Tax and employee

Government Grants

Revenue growth

Product returns

Lost control

Profit

Cash

Frustrated

Overworked

Next level

Stress

Poor pay

How to Complete This Questionnaire