Clearly defined, with specific goals and a strategic plan to achieve them.

Somewhat defined, with a general idea of where I'd like to be.

Vague and uncertain, with little long-term planning.

I haven't really thought about it.

I see it as essential and actively seek out opportunities for growth.

I recognize its importance but often struggle to find the time or resources.

I view it as a luxury and prioritize other business expenses.

I don't think it's necessary; I already know enough.

Embrace the challenge and see it as an opportunity to learn and grow.

Tackle it cautiously, seeking advice from experienced colleagues.

Feel overwhelmed and procrastinate before addressing it.

Avoid it completely and delegate it to someone else.

Inevitable learning experiences that contribute to future success.

Frustrating occurrences that require immediate damage control.

A sign that I might not be cut out for this business.

Reasons to blame external factors or other people.

I use professional accounting software and regularly reconcile my accounts.

I track income and expenses in a spreadsheet.

I mostly handle finances on an as-needed basis.

I rely on my bookkeeper/accountant to handle all financial matters.

I know them intimately and use them to make informed decisions.

I know them generally.

I have a vague idea of what they are.

I have no clue what they are.

A careful analysis of my costs, desired profit margin, and competitive landscape.

A general understanding of my costs and what the market will bear.

What I think I can get away with, without much regard for my costs or profit margin.

Whatever my competitors are charging.

I have a well-defined marketing plan with clear goals and metrics.

I do some marketing activities regularly (e.g., social media, website).

I mostly rely on word-of-mouth referrals.

I don't do any marketing.

Professional, engaging, and actively managed to attract and convert leads.

Functional but could be improved in terms of design, content, and engagement.

Outdated, neglected, or nonexistent.

I don't believe online presence matters for my business.

Have a clearly defined ideal customer profile and tailor my marketing accordingly.

Have a general idea of my target audience but could refine my approach further.

Market to anyone and everyone, hoping to attract a wide range of customers.

Don't actively target new customers; I rely solely on referrals.

Meticulously, using data to optimize campaigns and maximize results.

Periodically, but could improve the accuracy and frequency of tracking.

Rarely, relying mostly on intuition and gut feeling.

Not at all; I don't know how to measure marketing ROI.

Well-defined, standardized, and consistently followed by all team members.

In place, but could benefit from more structure and consistency.

Informal and inconsistent, varying depending on the salesperson or project.

Nonexistent; I let the customer dictate the sales process.

Proven sales techniques, product knowledge, and customer service skills.

Sales fundamentals, but could invest in more advanced training.

Basic product knowledge, but little to no formal sales training.

Not at all; I believe sales skills are innate.

Over 75%

50-75%

25-50%

Under 25%

I clearly articulate the value proposition, address their specific needs, and provide a clear and transparent pricing structure.

I provide a proposal with a price quote, but could better explain the value and benefits.

I often wing it and provide a verbal estimate without a detailed proposal.

I avoid written proposals altogether.

I have a proactive system for addressing and resolving issues promptly and effectively.

I handle them on a case-by-case basis.

I tend to avoid confrontation.

I delegate all customer service issues to my team.

My team is highly skilled and experienced in all relevant areas.

My team is generally competent, but there are some areas where we could improve.

I struggle to find and retain qualified employees.

I don't really have a team, I mostly sub work out.

Regularly (e.g., monthly or quarterly)

Occasionally (e.g., annually)

Only when necessary (e.g., when a new skill is required)

Never

Yes, and I regularly review and update them.

Yes, but they could be more detailed and specific.

No, but I have a general understanding of what each person should be doing.

No, I don't have any formal job descriptions.

Positive, supportive, and focused on collaboration and continuous improvement.

Generally positive, but could benefit from more intentional cultivation.

Strained, with low morale and frequent conflicts.

Nonexistent; I haven't actively cultivated a company culture.