Health Assessment Handout

1. CAPBuilder Business Health Assessment
Instructions
Every business passes through various stages of growth and development on its way to
achieving the success that the owner is looking for. Each stage has its own unique challenges and
opportunities, and the business owner must properly setup, execute, and manage the basic
business functions to overcome these challenges and be successful.
The assessments has the following sections with 5 questions in each section;
-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
Answering the questions:
Answer these questions the way things are right now. Not how you hope they will be. This is not a pass
or fail test. The areas that are NO are areas that we need to work on to develop.
You may SAVE and COME BACK TO this assessment by clicking the button at the bottom of the screen.

2. Please provide the following
First Name
Last Name
Title
Company
Address
City
State
Zip
Phone
Biz Coach Email
Your Email
Website
Business Foundation
Having a strong foundation is fundamental to the success of any business. You must make time to
develop your plans, strategies and goals to determine where you are today and where you want to be in
the future
1. I know exactly what business I am in
(Select only one)
 YES
 NO
2. I have a clear understanding of my present and future clients, their needs, and how they acquire their
products and services.
(Select only one)
 YES

3.  NO
3. My business goals and objectives are in alignment with my personal goals and objectives.
(Select only one)
 YES
 NO
4. I assess and upgrade my business plan regularly.
(Select only one)
 YES
 NO
5. I have identified my company’s strengths, limitations, and competitive advantage.
(Select only one)
 YES
 NO
Products and Services
You must understand that the products and services you offer will determine how successful your
business is. Your business must be good at finding and growing successful products and services to
obtain sustainable growth.
6. My product and service is in the right market, designed well, positioned correctly, and priced
appropriately
(Select only one)
 YES
 NO
7. My product and service design meets the needs of our target audience rather than my personal needs
(Select only one)
 YES
 NO
8. I clearly recognize which market tier for which my product and service is best suited
(Select only one)
 YES
 NO
9. I know what I must do to move my product and service to the next stage.
(Select only one)
 YES
 NO
10. I have a product development process for finding and growing new products and services.
(Select only one)

4.  YES
 NO
Marketing and Branding Strategies
11. I know, understand, and have a plan for building customer relationships through the nine stages of
trust.
(Select only one)
 YES
 NO
12. I am able to clearly articulate my company’s brand position.
(Select only one)
 YES
 NO
13. I have a well-designed value proposition that sets my business apart from my competition and compels
my target audience to act.
(Select only one)
 YES
 NO
14. I have a system for continuous communication with my target audience.
(Select only one)
 YES
 NO
15. I employ a budget to guide my marketing decisions
(Select only one)
 YES
 NO
Accounting and Financial Growth
16. I have created a detailed budget that guides my decisions.
(Select only one)
 YES
 NO
17. I consistently use the three principle financial statements to measure and report the results of my
business activity.
(Select only one)
 YES
 NO

5. 18. My revenue is growing in sales and profits.
(Select only one)
 YES
 NO
19. A reliable bookkeeping system provides financial data that allows for an accurate business analysis at
any point in time.
(Select only one)
 YES
 NO
20. The essential and suitable finances are in place to grow and develop my business.
(Select only one)
 YES
 NO
Sales Tools and Growth
21. Sales are increasing.
(Select only one)
 YES
 NO
22. I understand the buying behaviors of my target audience and am able to speak my customer’s
language.
(Select only one)
 YES
 NO
23. I have suitable technology that allows me to sell effectively.
(Select only one)
 YES
 NO
24. Accurate sales projections are in place for the next twelve months
(Select only one)
 YES
 NO
25. I have a procedure that produces a consistent experience during each and every encounter for my
customers.
(Select only one)
 YES
 NO

6. Customers and Generating Referrals
26. I have relationships with “centers of influence” who provide quality referrals.
(Select only one)
 YES
 NO
27. My customers know I am looking for more business and the type of clients I best serve.
(Select only one)
 YES
 NO
28. I know the “moments of truth”—those times that can sell or sour a client instantaneously regardless of
the length of time the client has been associated with my business.
(Select only one)
 YES
 NO
29. I fully understand what my clients’ value by recognizing my clients “vision”.
(Select only one)
 YES
 NO
30. I have an objective system for quantifying customer engagement and fulfillment.
(Select only one)
 YES
 NO
Business Operational Systems
31. My business has the necessary protection it needs, such as legal agreements, insurance, business
licenses and permits, software backup systems, etc.
(Select only one)
 YES
 NO
32. My business operations are capable of functioning day-to-day, effectively and efficiently delivering
products and services.
(Select only one)
 YES
 NO
33. My systems are designed to avoid unnecessary paperwork and procedures
(Select only one)
 YES

7.  NO
34. I have a written disaster plan that is reviewed regularly to prevent delays in product and service in the
event of a calamity (i.e., hurricane, system crash, fire, etc)
(Select only one)
 YES
 NO
35. Excellence is my operating standard; nothing is thrown together, substandard, or ridden with
inaccuracies.
(Select only one)
 YES
 NO
Staff and Vendors
36. Position descriptions and performance expectations are clearly written and communicated. Everyone
fully understands their goals as proven by their performance.
(Select only one)
 YES
 NO
37. My vendors (i.e., CPA, attorney, business strategist, graphic/web designer, marketing consultant, etc.)
are dependable, governed by standards of excellence, and committed to ongoing learning.
(Select only one)
 YES
 NO
38. I don't tolerate poor vendor and/or personnel performance
(Select only one)
 YES
 NO
39. I take a team approach with my vendors, actively engaging them in my business growth by meeting
with them quarterly
(Select only one)
 YES
 NO
40. Daily goals and objectives inspire and make the best use of everyone’s strengths rather than merely
provide a to-do list.
(Select only one)
 YES
 NO

8. Business Skill Growth
41. I know the three most critical issues facing my business and have a plan in place to address them.
(Select only one)
 YES
 NO
42. I am comfortable and confident in resolving conflict and building consensus with clients, vendors,
and/or personnel.
(Select only one)
 YES
 NO
43. 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.
(Select only one)
 YES
 NO
44. I have a reserve of resources (i.e., time, money, space, skills, staff, and opportunities).
(Select only one)
 YES
 NO
45. I have what it takes to be successful (i.e., ambition, dedication, courage, initiative, and willingness to
risk).
(Select only one)
 YES
 NO
Business Owner Performance
46. I am guided daily by goal management rather than time management. In so doing, I make the most of
my time
(Select only one)
 YES
 NO
47. I have an intriguing and satisfying life away from the office
(Select only one)
 YES
 NO
48. I move (walk/run/jog/bike/hike) a minimum of three days each week.
(Select only one)

9.  YES
 NO
49. I have confidence in my strengths, my abilities, and myself. I am guided by a healthy dose of optimism.
(Select only one)
 YES
 NO
50. I am committed to providing BIG results for myself and others.
(Select only one)
 YES
 NO
Additional Comments
51. Enter any additional comments
(Provide only one response)