Biz Whiz Program™
This sampling of the Biz Whiz Program™ assessment is used to help you identify key factors for consistent business success and profitability. This program covers 10 areas: Service Excellence, Staff Management, Planning and Strategies, Sales Management, High Productivity, High Profits, Empowered Leadership, Trends & Ratios, CEO/Owner’s Personal Life and Accounting & Taxes.
Let’s get started!
1. Review each statement and check each one that is true for you and/or your business. Be rigorous; if it’s not
100% true for you, leave it unchecked.
2. After you have finished the assessment, review the statements that are unchecked. These are the areas you
need to focus on to take your business to the next level.
3. Ready to take action on your new insights? Contact me for a free 30 minute coaching consultation and
experience how Synergy can make a difference for your business!
Service Excellence
Standards and philosophies (i.e., leadership, customer service) are known and
consistently practiced
Quarterly meetings with key clients are conducted and changes are made to improve
service
Value is continuously being added to products and services, whether the customers asks
for it or not
Staff Management
Each employee is in the job that uses his/her strengths; there is no suffering or
mismatches
Quarterly employee reviews are conducted
Staff accountabilities are written and clear
Planning & Strategies
The market for the company’s product or service is very good or excellent
The Business Plan is being used, measured against and updated at least quarterly
The business has the right coach, banker, accountant, attorney and other advisors to
guide it properly
Sales Management
Sales people are managed daily or weekly on results and the source of less-than-quota
results is known
Sales staff is motivated, producing and excited about their success
Sales department is supported well by every other department and is cheered on
High Productivity
Staff works hard and smart; no redundancies or duplication
Every meeting accomplishes something specific
Staff has the equipment and training they need to be highly productive
High Profits
The business is profit-driven vs. merely revenue-driven
Individual responsibilities for achieving financial goals are clearly defined
Budget variances are recorded, analyzed and managed
Empowered Leadership
The company is customer sensitive and customer driven
CEO/Owner is developing leaders, not just managers
The business has very large goals and everyone is excited about reaching these goals
Trends & Ratios
Customer satisfaction and repeating buying is increasing
Sales are consistent and increasing
Profit margins have increased for core products/services over the last 3 years
CEO/Owner Personal Balance
CEO/Owner has more time than he/she needs because everything is well done or
delegated
CEO/Owner has a strong, happy, healthy personal life so work is work and not his/her life
CEO /Owner is putting aside plenty of money with which to become financially
independent
Accounting & Taxes
All bills are routinely paid on time
Payroll is automated, accurate and effortless
All income, sales and property taxes, as well as other business-related taxes/fees are
filed, paid and current
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You now have a clearer picture of your business. Review the unchecked areas to discover where you need to take action to ensure both short-term and long-term success.
Start NOW! Contact me at
dawn@synergycoach.net or by phone at (512) 264-2443
