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Take the 3 Minute Scorecard below to find out where you are in your 5 Steps to Freedom journey and I'll send you a custom report that will show you how you compare to businesses nationally!

Get Your Scorecard


Take the 3 Minute Scorecard below to find out where you are in your 5 Steps to Freedom journey and I'll send you a custom report that will show you how you compare to businesses nationally!

Below are six quick questions related to The 6 Silver Bullets from my eBook. Your answers to these questions will be a great place for us to start learning about your business!

Never lower you expectations, instead increase your actions!

Comprehensive Exit Strategy

1- Shareholders have no objective, market-based valuation of the business and managers are not measuring and managing the company based on shareholder value. Business is not being marketed to qualified industry buyers.

5-Shareholders are monitoring the value of the business on a quarterly basis at minimum, hold managers accountable for increasing shareholder value, and are entertaining offers from qualified industry buyers to purchase the business.

(5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely.

Strategic Plan

1- A written strategic plan has not been developed, so the vision, mission, values, and objectives of the team are poorly defined and constantly changing. Strategic direction and decisions are made by the shareholders without input from the rest of the team.

5- A written strategic plan clarifying the vision, mission, and values of the team, annual and quarterly financial targets, and strategic objectives is monitored weekly by managers and updated with input from all team members on a minimum of a quarterly basis.

(5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely.

Employee Acquisition

1- No one is proactively managing multiple recruitment strategies. The flow of qualified candidates applying for open positions is sporadic at best and the candidates generated are usually under qualified.

5- A specific manager is managing and constantly improving the effectiveness of at least 10 recruiting strategies. The recruiting pipeline always has more then enough qualified candidates for open positions.

(5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely.

Tactical Marketing Plan

1- No marketing plan exists to produce a predictable number of leads, improve conversion rates, increase the average revenue per transaction, and increase the transactions per customer. The results of spending on marketing and advertising is unmeasured and unmanaged. Managers are doing virtually nothing to proactively drive revenue growth.

5- Managers have developed an aggressive, measurable marketing plan to produce a predictable number of leads, improve conversion rates, increase the average revenue per transaction, and increase the transactions per customer so profits increase exponentially. Results of the marketing plan are being measure and improved on a weekly basis.

(5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely.

Sales Management Systems

1- Those involved in sales have no formal or tested sales process and their activity is not coordinated, measured or managed on a regular basis. There is a large gap between high and low performers. Sales force compensation is structured around salaries with little emphasis on delivering results.

5- The sales force has a well tested, carefully scripted sales process and their activity is coordinated with an appropriate customer relationship management software solution which measures and reports conversion rates and results on a weekly basis. Sales force compensation is based on actual sales results.

(5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely.

Time Management Plan

1- Shareholders and managers operate on a reactive, fire-fighting basis each day, focusing on completing urgently important tasks firsts and working on high importance items whenever they can fit them in.

5- Every shareholder and manager operates according to a default calendar and prioritizes their activities based on high importance items first and urgently important items second.

(5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely.

All Done!

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