Individual Business Assessment
Full Name
Email
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How accurately do the following statements describe you? 1 being the lowest level of accuracy and 10 the highest
Mindset/Money
1. I see my job as a career, not a short term financial fix.
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2. I maintain high energy and am highly motivated.
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3. I have a financial plan in place (wealth creation).
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4. I am aligned with my goals and know how to execute on them.
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5. I have a “can do” attitude.
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6. My attitude is positive and I am a demonstration of my core values and my company mission.
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7. I take massive action and go above and beyond in my efforts to service clients.
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8. I am creative when it comes to creating business opportunities and the way I service my customers.
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9. I possess problem-solving skills and display confidence in selecting products/solutions for my clients.
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10. I embrace the sales culture.
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11. I am efficient in managing my time and prioritizing tasks.
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12. I’m able to eliminate distractions and stay focused on the tasks.
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13. I am more focused on results than efforts.
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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.
How accurately do the following statements describe you? 1 being the lowest level of accuracy and 10 the highest.
Marketing
14. Me and/or my business are well known in the space.
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15. I have a clearly established brand message (vision statement, mission statement, core values, tagline, brand pillars, value proposition).
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16. I have a heavy focus on promotion.
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17. Majority of my leads (business) come from digital promotion.
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18. I know how to create relevant content for promotion.
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19. I have an efficient marketing plan in place (I know exactly what product/ offer I promote, through what channel and when).
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20. I have established my perfect customer persona.
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21. Marketing and advertising play a significat role in my busines cycle.
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22. I am consistent and frequent (3+ outreaches a day - SM, email, etc.) in my promotion.
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23. I am very efficient in multipurposing the promotional content.
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24. My content has high engagement rate.
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25. I often hear from prospects that I promote too much.
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26. All my offers/content have a clear “call to action”.
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How accurately do the following statements describe you? 1 being the lowest level of accuracy and 10 the highest.
Sales
27. I am confident and productive at handling incoming and outgoing calls.
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28. I establish my targets and game plan on a daily basis.
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29. I have time reserved each day to follow-up deals that didn’t close.
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30. I have a well established and clear sales process.
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31. I follow the sales process at all times.
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32. I am actively prospecting to create business opportunities.
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33. My average lead conversion is high.
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34. I have a lot of repeat customers (high transaction frequency).
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35. I always ask the right questions to land clients on best product.
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36. I am confident in handling objections and am persistent in the sales cycle.
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37. I am able to perform efficient demonstrations, ensuring the product is exactly what the client needs.
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38. I handle digital customers different than in-person sales.
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39. Every client interaction results in a written offer.
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