We’ll be asking a few questions about your business to assess your business health.

This check is short and sweet, and confidential. Results will be emailed to you at completion.

Estimated time to completion 10 minutes

BUSINESS PROFILE

1. How long has your business been operating for?

Please make a selection.
Less than 1
year More than 5
years

2. What industry/sector does your business primarily operate in?

Please make a selection.

3. What is your business’s annual revenue/turnover?

$
$
$

(please enter 0 if the business did not generate revenue/turnover in the year(s) listed).

BUSINESS PROFILE

4. Do you expect your annual revenue/turnover to increase in the next 12 months?

Please make a selection.
Unlikely Absolutely

5. Rate your business’s current strategy to acquire new customers or clients?

Please make a selection.
Ineffective Highly Effective

6. Rate your business’s current method of retention? (retaining current customers or clients)

Please make a selection.
Ineffective Highly Effective

7. Rate your business’s current processes and/or systems? 

Please make a selection.
Ineffective Highly Effective

8. Rate your business’s current cashflow and/or working capital management? 

Please make a selection.
Ineffective Highly Effective

9. Rate your business’s current relationship with finance management, budgeting and forecast modelling?  

Please make a selection.
Ineffective Highly Effective

10. Rate your business’s current staff and team productivity?

Please make a selection.
Ineffective Highly Effective

11. If you were unable to work for 3 months due to a health-related reason, would the business maintain full operation?

Please make a selection.
Unlikely Absolutely

STRATEGY

Mission, Vision and Values

1. How clear and well-understood is your company's mission and vision?

Please make a selection.
Unclear Well Defined

2. Has your business defined its values? 

Please make a selection.
Unclear Well Defined

3. How thorough is your understanding of your target market and its needs? 

Please make a selection.
Limited Comprehensive

4. How specific and measurable are your strategic goals and objectives?

Please make a selection.
Vague Precise

5. How aware are you of your business's competitive advantages in the market?

Please make a selection.
Unaware Highly Aware

6. How confident are you in your business’s strategic plan? 

Please make a selection.
Not Confident Very Confident

7. How effectively do you identify, assess, and mitigate risks in your strategic planning?

Please make a selection.
Ineffective Highly Effective

Performance Measurement Clarity

8. How clear are the key performance indicators (KPIs) in measuring strategic performance?

Please make a selection.
Unclear Crystal Clear

STRATEGY

9. How frequently do you review progress against your business’s strategic plan or financial forecast modelling?

Please make a selection.
Rarely Regularly

Adaptability to Market Changes

10. How agile is your business in responding to changes in the market environment? 

Please make a selection.
Rigid Highly Agile

Strategic Partnerships

11. How effectively do you leverage strategic partnerships to achieve your goals?

Please make a selection.
Ineffective Highly Effective

Regulatory Compliance Integration

12. How well-integrated are regulatory compliance considerations into your strategic planning?

Please make a selection.
Poorly Excellently

Long-Term Sustainability Focus & Exit Planning

13. How focused are your strategic initiatives on ensuring long-term sustainability and growth?

Please make a selection.
Short Sighted Future Focused

14. How many years from now do you expect to own and/or lead this business?

Please make a selection.
Less than 1
year More than 5
years

15. As a business owner, we must always plan to exit. Accordingly, would you prefer to sell, pass on or close the business?

CUSTOMERS

Customer Satisfaction

1. How satisfied are your customers with your products/services?

Please make a selection.
Very Dissatisfied Very Satisfied

2. How likely are your customers to recommend your business to others?

Please make a selection.
Unlikely Very Likely

3. How would you rate the overall quality of your customer experience, from initial interaction to completion/sale?

Please make a selection.
Poor Excellent

Customer Feedback

4. How effective are your feedback collection methods?

Please make a selection.
Ineffective Highly Effective

5. How well do you respond to customer feedback and complaints?

Please make a selection.
Poorly Excellent

Customer Loyalty

6. How loyal do you perceive your customer base to be?

Please make a selection.
Low High

Repeat Business

7. What amount of your revenue comes from repeat customers?

Please make a selection.
Low High

Customer Lifetime Value (CLV)

8. How effectively do you calculate and track customer lifetime value? 

Please make a selection.
Ineffective Highly Effective

CUSTOMERS

Customer Communication Channels

9. How effective are your communication channels with customers?

Please make a selection.
Ineffective Highly Effective

Competition Benchmarking

10. How does your customer experience compare to that of competitors?

Please make a selection.
Inferior Superior

11. Have you identified your business’s current key competitors and defined your competitive advantage against each of them? 

Please make a selection.
Unclear Clearly Defined

12. Does your business follow clear brand guidelines across the entire business? 

Please make a selection.
Unclear Clearly Defined

13. How often does your business externally benchmark and internally recalculate prices?

Please make a selection.
Never Often

Customer Retention Strategies

14. How effective are your strategies for retaining existing customers?

Please make a selection.
Ineffective Highly Effective

15. Do you know how many new customers you need to attract and convert every month to reach your targeted revenue goals?

Please make a selection.
Unclear Clearly Defined

Customer Referral Program

16. Do you have a customer referral program? If so, how successful is your referral program in generating new customers?

Please make a selection.
Unsuccessful Highly Successful
7

CUSTOMERS

Customer Service Performance

17. How would you rate the performance of your customer service team?

Please make a selection.
Poor Excellent

Customer Success Metrics

18. How effective are your metrics in measuring customer success and satisfaction?

Please make a selection.
Ineffective Highly Effective

Customer Engagement

19. How engaged are your customers with your brand?

Please make a selection.
Low High

20. Are your advertising, marketing, PR and communications targets fully aligned with your strategic plan goals and measures of success?

This field is required.
Unclear Aligned

21. How effective is your current Search Engine Optimisation (SEO) for generating sales leads?

This field is required.
Ineffective Highly Effective

22. How effective are your social media, media relations and digital advertising (paid search/display ads) at generating sales leads?

This field is required.
Ineffective Highly Effective

Google or Trustpilot

23. What is your Google Business or Trust Pilot rating?

This field is required.
Negative Positive

CULTURE & PEOPLE

Roles

1. Does your business have a defined and documented onboarding program for new team members?

This field is required.
Unclear Clearly Defined

2. How clear are the roles and responsibilities of each team member within the business?

This field is required.
Unclear Clearly Defined

Clear Organisational Values

3. How well-defined and understood are your company's values by employees?

This field is required.
Unclear Clearly Defined

Communication Effectiveness

4. How effective is communication within your organisation?

This field is required.
Ineffective Highly Effective

Diversity and Inclusion

5. How inclusive is your workplace culture towards diversity? 

This field is required.
Not Inclusive Highly Inclusive

Recognition and Rewards

6. How effectively do you recognise and reward employee contributions?

This field is required.
Ineffectively Highly Effectively

7. How frequently do you review the productivity and capacity level of the people working in your business?

This field is required.
Never Often

CULTURE & PEOPLE 

Employee Morale

8. How would you rate the overall morale of your employees?

This field is required.
Low High

Trust in Leadership

9. Do employees have trust in the leadership of your organisation?

This field is required.
Low Trust High Trust

10. How often do the business leaders carry out a ‘1 on 1’ catch up with team members?

This field is required.
Never Often

Employee Satisfaction

11. How satisfied are employees with the overall work environment?

This field is required.
Very Dissatisfied Very Satisfied

OPERATIONS

Efficiency of Processes

1. How efficient are your business processes in delivering products/services?

This field is required.
Inefficient Highly Efficient

2. If the business doubled overnight, would you have the operational capacity to manage the growth?

This field is required.
Unlikely Highly Likely

Quality Control Measures

3. How effective are your quality control measures in ensuring product/service quality?

This field is required.
Poor Excellent

Inventory Management

4. How well-managed is your inventory?

This field is required.
Poorly Managed Well Managed

Supply Chain Resilience

5. How resilient is your supply chain to disruptions and delays?

This field is required.
Vulnerable Highly Resilient

6. Does your business have formal terms with your business-critical suppliers?

This field is required.
Never Always

Production Capacity Utilisation

7. Has your business defined its recurring processes? (purchasing, inventory, production, sales method etc)

This field is required.
Unclear Clearly Defined

Technology Integration

8. How well-integrated is technology in your operations to improve efficiency?

This field is required.
Limited Full Integrated

OPERATIONS

Health and Safety Compliance

9. How compliant are your operations with health and safety regulations?

This field is required.
Non-compliant Fully Compliant

Customer Service Efficiency

10. How efficient is your customer service in addressing inquiries and issues?

This field is required.
Inefficient Highly Efficient

Cost Management

11. How effectively do you manage operational costs to optimise profitability?

This field is required.
Ineffective Highly Effective

12. How many competitive quotes does your business seek from potential suppliers or when making high-level purchases?

This field is required.
One More than 5

Flexibility and Adaptability

13. How adaptable are your operations to changing market conditions and demands?

This field is required.
Inflexible Highly Adaptable

14. How frequently do you review production/service constraints or bottlenecks? 

This field is required.
Never Often

FINANCES

Financial Stability

1. How stable is your business financially?

This field is required.
Unstable Very Stable

2. Does your business prepare financial budgets or forecasts? 

This field is required.
Never Often

Profitability

3. How profitable is your business currently? 

This field is required.
Unprofitable Highly Profitable

Cash Flow Management

4. How effectively do you manage your cash flow?

This field is required.
Poorly Managed Well-managed

5. How frequently do you review forecast vs actual financial performance?

This field is required.
Never Often

Revenue Growth

6. How would you rate your revenue growth trajectory? 

This field is required.
Declining Rapidly Increasing

Cost Control

7. How well do you control your expenses? 

This field is required.
Poorly Very Well

Financial Planning

8. How effectively do you plan your finances for the future? 

This field is required.
Ineffective Highly Effective

Return on Investment (ROI)

9. How satisfied are you with the return on investment from your business activities?

This field is required.
Dissatisfied Very Satisfied

FINANCES

Financial Transparency

10. How transparent are your financial records and reporting?

This field is required.
Non-transparent Very Transparent

Tax Compliance

11. How compliant are you with tax regulations? 

This field is required.
Non-compliant Fully Compliant

Profit Margin

12. How satisfied are you with your business's profit margin?

This field is required.
Dissatisfied Very Satisfied

13. What is your business’s average gross margin? (the % of sales revenue after deducting direct costs?)

This field is required.
Less than 10% More than 50%

14. Does your business calculate the volume of sales required to “break even”?

This field is required.
Unclear Clearly Defined

15. How satisfied are you with your business’s accountant?

This field is required.
Dissatisfied Very Satisfied

STRUCTURE & SYSTEMS

Organisational Structure Clarity

1. How clear and well-defined is your organisational structure? 

This field is required.
Unclear Crystal Clear

Workflow Efficiency

2. How efficiently do workflows operate within your organisation? 

This field is required.
Inefficient Highly Efficient

Systems Integration

3. How well-integrated are your systems and processes across departments? 

This field is required.
Poorly Integrated Highly Integrated

Decision-Making Process

4. How effective is the decision-making process within your organisation?

This field is required.
Ineffective Highly Effective

Training and Development Programs

5. How effective are your training and development programs in preparing employees for their roles?

This field is required.
Ineffective Highly Effective

Performance Management Systems

6. How effective are your performance management systems in providing feedback and evaluating employee performance?

This field is required.
Ineffective Highly Effective

Standard Operating Procedures (SOPs)

7. How well-established and followed are your standard operating procedures?

This field is required.
Non-existent Strictly Followed

Customer Relationship Management (CRM) Systems

8. How effective is your CRM system in managing and nurturing customer relationships?

This field is required.
Ineffective Highly Effective

Regulatory Compliance Systems

9. How effectively do your systems ensure compliance with regulations and industry standards?

This field is required.
Ineffective Highly Effective

10. Do you have a WHS (workplace health and safety) policy and/or procedure?

This field is required.
Unclear Clearly Defined

IT Infrastructure Reliability

11. How reliable is your IT infrastructure in supporting daily operations?

This field is required.
Unreliable Highly Reliable

Congratulations!

You’ve successfully completed The BD Consultants Business Health Check

Where should we send your results?