Capbuilder business health assessment

© 2012 CAPBuilder Network Group All rights reserved© 2012 CAPBuilder Network Group All rights reserved
HOW HEALTHY
IS YOUR
BUSINESS?

Marc Parham, Radio Show Host, MC/Speaker, Infopreneur
2

AREAS OF ASSESSMENT
• Business foundation
• -Product and Services
• -Marketing and branding strategies
• -Accounting and financial growth
• -Sales and growth
• -Customers and referrals
• -Business Operational Systems
• -Personnel and vendor development
• -Business skill growth
• -Business Owner(s) performance

BUSINESS FOUNDATION
• Do you know exactly what business you're
in?
• Do you know what your future clients
need?
• Are your business goals align with your
personal goals?
• Do you have a plan?
• Do you know your company's strengths
and weaknesses?

PRODUCTS AND SERVICES
• I know what product or service my
company sells and I have positioned it
correctly?
• My product meets the needs of my
target customer?
• I have identified who my target
customer is?
• I know what I need to do to take my
business to the next level?

Marketing and Branding Strategies
• I am able to clearly say what my brand
position is?
• I know what makes me better than my
competition?
• I have a system for communicating with
my target market?
• I know how much it'll cost me to market
my business?

Accounting and Financial Growth
• I have developed and follow a budget?
• I understand the three principal financial
statements that help me run my business?
• My revenue is growing in sales and profits?
• I have and understand my bookkeeping
system?
• I know how to get the money I need to
grow?

Sales Tools and Growth
• My sales are increasing?
• I know how to speak my customers
language?
• I understand the technology I need to
market my business?
• I know and understand why I need to do
sales projections?

Customers and Generating Referrals
• I have relationships with the centers of
influence who provide quality referrals?
• My customers know that I want more
business and the type of clients that
best serve?
• I recognize what my clients need?

Business Operational Systems
• My business has the necessary
protection it needs, such as legal
agreements, insurance, business
licenses and permits, software backup
system, etc.
• My business operations are capable of
functioning day-to-day, effectively and
efficiently delivering products and
services.

Staff and Vendors
• I don't tolerate poor vendor and/or
personnel performance
• I take a team approach with my vendors,
actively engaging them in my business
growth by meeting with them quarterly

Business Skill Growth
• I know the three most critical issues facing my business
and have a plan in place to address them.
• I am comfortable and confident in resolving conflict
and building consensus with clients, vendors, and/or
personnel.
• I know and understand the importance of various
business functions such as market research, strategic
planning, profit orientation, sales pro forma, brand
positioning, value proposition, projections, etc.
• I have a reserve of resources (i.e., time, money, space,
skills, staff, and opportunities).
• I have what it takes to be successful (i.e., ambition,
dedication, courage, initiative, and willingness to
risk).

Business Owner Performance
• I am guided daily by goal management
rather than time management. In so doing,
I make the most of my time
• I have an intriguing and satisfying life
away from the office
• I move (walk/run/jog/bike/hike) a
minimum of three days each week
• I have confidence in my strengths, my
abilities, and myself. I am guided by a
healthy dose of optimism

How did you do?
• Remember, this is not pass or fail
• This is simply figuring out where you are right
now
• Before we can figure out where you want to be
we have to know where you're starting from
• You are going to have to make some changes
• Work with us and we will show you how

HOW TO CONTACT ME
•marcp@capbuildernetwork.com
•Use the Have Questions Popup on
the CAPBuilder Network Site
•GOTO: www.meetwithmarc.com
•Download my FREE Mobile App
•CALL Me 770-634-7231

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