Breakthrough Business Strategy Session

Thank you for taking the time to fill out this questionnaire. It is designed to provide a comprehensive assessment of your current systems and processes across various operational areas. Some sections may not apply to your business; please feel free to leave them blank. This information will help me better understand your business and tailor my services to meet your specific needs and desired outcomes.

Name

First Name

Last Name

Phone

Country

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Who are the owners/shareholders of the company, and what is your website URL?

What does your business do, sell, or hope to do/sell in the future? What is your mission, vision, and main goals for this year?

How long have you been in business, and what do you do particularly well?

What are your top 3-5 planned projects in the next 6 months, and where do you envision growth in the next 5 years?

How many employees do you have, and what are their roles? What systems or software do you use for HR (e.g., payroll, records, and benefits)?

How do you currently manage employee training, development, and engagement? What are the biggest challenges you face in HR (e.g., onboarding, compliance, retention)?

What improvements or automation would you like in your HR processes, and are there new initiatives you want to implement?

Do you have internal or external HR help, and how would you rate their performance?

What accounting or expense-tracking software do you use, and how do you handle financial forecasting and cash flow?

What are the most time-consuming aspects of your financial management, and are there challenges with tax compliance, reporting, or invoicing?

What improvements or new metrics would you like to see in your finance processes? Do you have staff or external help, and how is their performance?

What marketing platforms and tools (e.g., social media, SEO, website) do you use? Are you happy with your website and online presence?

How do you measure marketing success, and what are your main challenges (e.g., lead generation, audience engagement)?

What strategies or tools would you like to enhance or explore? What are your marketing goals for the next year?

Do you have marketing staff or external help, and what performance improvements would you like?

What systems or tools do you use for operations (e.g., project management, inventory)? Which processes are well-documented?

What operational challenges do you face (e.g., workflow efficiency, quality control, innovation)?

What improvements or automation would you like to see in your processes, and what are your operational goals?

Do you have operational staff or external help, and how would you evaluate their performance?

What tools do you use for administration (e.g., document management, scheduling, communication)?

What administrative tasks consume the most time, and what changes would make these processes more efficient?

What are the top three areas in your business you believe need the most improvement?

Are there any influencers in your industry that you aspire or like (i.e. experts that you follow their business models and strategies to build your business.

Are there any other specific challenges, areas in the business or pain points you would like to address?

What are your main goals for the next year, and how do you envision your systems and processes supporting these goals?

What are the top strategies you use to build your business and what are your long-term business objectives?

Is there anything you would like me to review prior to our session? Any materials? Vision Boards? Notes. If so, please provide links here or send to manu@breitingerconsulting.com.

What is your monthly revenue from sales? I understand this can be a sensitive question, but knowing this information will help me accurately assess the level of support you need. This way, I can ensure that I provide the right amount of assistance—neither too much that it becomes unaffordable nor too little that it doesn’t allow you to let go of tasks and focus on growing your business.

Less than $,5000 NZD per month

$5,000 - $10,000 NZD per month

$10,000 - $20,000 NZD per month

$20,000 - $30,000 NZD per month

$40,000 - $50,000 NZD per month

Over $50,000 NZD per month

Please fill out this questionnaire as thoroughly as possible. Your responses will help me understand your business's unique needs and challenges, allowing me to provide the most effective support and solutions. Thank you!

Confidentiality Agreement
This questionnaire, along with all our discussions, meetings, and materials (both written and electronic), are confidential. Breitinger Consulting Ltd agrees to maintain the confidentiality of this information. Breitinger Consulting Ltd will not disclose this information to anyone outside our organisation without your express consent.

Breakthrough Business Strategy Session

Breitinger Consulting

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