Client Discovery

Current Revenue

How satisfied are you with your current revenue? Please include your revenue figure and explain your rating.

1 2 3 4 5 6

Current Profit

How satisfied are you with your current profit? Include your profit figure and a brief explanation of your rating.

1 2 3 4 5 6

Future Revenue

How confident are you in achieving your future revenue target? List your target revenue and explain the reason for your confidence level.

1 2 3 4 5 6

Future Profit

How confident are you in achieving your future profit target? Include your target profit and why you chose this confidence rating.

1 2 3 4 5 6

Stress

How well are you managing stress in your role? If stress is an issue, describe what stresses you the most.

1 2 3 4 5 6

Salary

Do you pay yourself a market salary? Many business owners sacrifice salary. Explain your current situation and whether it's sustainable.

1 2 3 4 5 6

Work Hours

Are you happy with the number of hours you work per week? List how many hours you currently work and what your ideal work hours would be.

1 2 3 4 5 6

Lost control

How much control and accountability do you feel you have over your staff? Briefly describe any key challenges or concerns.

1 2 3 4 5 6

Exit Plan

Have you ever thought of exiting the business and do you have a plan? If you have an exit plan, outline your ideal timeframe.

1 2 3 4 5 6

Business Value

How clear are you on what your business is currently worth? Estimate what you guess it could be worth.

1 2 3 4 5 6

Business Quality Rating

On a scale of 1 to 6, how would you grade your business overall? (1 = D-class, 6 = A-class). Please explain your rating.

1 2 3 4 5 6

Growth Strategy

How clear and confident are you about your plan to increase revenue and grow the business? Rank yourself and briefly explain your approach or any gaps.

1 2 3 4 5 6

Competitive Advantage

How well can you identify your competitive advantage? Briefly describe how your business stands out from competitors.

1 2 3 4 5 6

Business Strengths

How clearly can you identify your business’s strengths? List the biggest strengths.

1 2 3 4 5 6

Opportunities and Threats

How clear are you on your major growth opportunities and key risks or threats? Outline the main opportunities and the biggest risks you’re currently facing.

1 2 3 4 5 6

Major Pain Point

How well are you managing any major pain points holding the business back? Describe the biggest issue and estimate its financial impact.

1 2 3 4 5 6

Other Pain Points

Apart from your major pain point, how well are you addressing other key challenges or priorities? List any additional issues and explain their financial or operational impact.

1 2 3 4 5 6

Strategy Execution

Do you follow through on strategies and review KPIs monthly? Describe how plans are implemented and how regularly you monitor KPIs.

1 2 3 4 5 6

Performance Targets

Do you have company and employee performance targets? Explain how targets are set and how they help drive performance.

1 2 3 4 5 6

Cash Flow

Is your cash flow well managed with minimal stock waste? Describe how you manage cash and stock, and explain your rating.

1 2 3 4 5 6

Team Motivation

Are your staff motivated, with clear roles and delegation from the owner? Share how your team performs and whether tasks are well delegated.

1 2 3 4 5 6

Systems and Procedures

Do you have efficient, automated systems and clear procedures? Describe your systems and processes, and how they support the business.

1 2 3 4 5 6

Client Discovery

Current Revenue

Current Profit

Future Revenue

Future Profit

Stress

Salary

Work Hours

Lost control

Exit Plan

Business Value

Business Quality Rating

Growth Strategy

Competitive Advantage

Business Strengths

Opportunities and Threats

Major Pain Point

Other Pain Points

Strategy Execution

Performance Targets

Cash Flow

Team Motivation

Systems and Procedures

How to Complete This Questionnaire