First Name *

Email *

Numbers 101

Successful business owners know and use their numbers.

How well do you know your numbers?

Please rate the following statements, as they relate to your business, 1 being “not true”, 5 being “true”.

I understand that employee entitlements don’t “show up” in the profit and loss or balance sheet & I am comfortable that I’ve reserved money to cover them (so I don’t end up with cash flow problems) *

Planning

Failing to plan is planning to fail.

How clear is the roadmap for your businesses future?

I have a simple plan for my business – I know what “optimal” cash and profit looks like and my plan is designed to take and keep me there *

I have a documented succession plan in place, outlining how my business would transition ownership or leadership in the event of my retirement, incapacitation or death *

I have considered and documented my long-term exit strategy for thus business, whether that involves selling, passing it on to a successor, or closing it down *

I have a trusted spouse / partner / representative who knows how to access my instructions in the event of incapacitation or death *

Sales & Marketing

A consistent flow of ideal clients is the lifeblood of any business.

How healthy is your pipeline?

I have my “method” mapped out visually – this is how you do what you do for your clients and customers in order to get an optimal result – we call it your “secret sauce recipe” *

I have a Marketing Playbook – this is deep dive into who you serve and what problem you solve which serves as how you speak to and serve your market (and it’s a brief for marketing agencies) *

Productivity

Do more with less.

How effectively are you leveraging your time and resources for maximum impact?

I have mastered the proactive rather than reactive business mindset – I work to my own prioritised structured agenda – rather than reacting to emails, queries, notifications, telephone calls etc (I’m proactive more than reactive) *

I spend an hour a day minimum working on the growth and stability of my business and my goals – rather than just in the business *

Team

Teamwork makes the dream work.

How strong and aligned is your team in achieving shared goals?

I run a week ahead meeting – so the team can report to themselves, support one another and ensure they kick their goals during the week *

I run a week in retro meeting – to review the week that was – to celebrate the wins, learn from the losses & to improve our processes *

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