The Bare Bones Biz Basic Questionnaire

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Name:
Position
Company Name
Company Address
Business Hours
Business Phone
Mobile Phone
Business Fax Number
What time zone is your business in?
Email Address:
What are the best days of the week to schedule your call with Ellen Rohr?
What is the best time of day to arrange to talk with Ellen for a half-hour?
How did you hear about us?
What type of company do you have? Contracting
Retail
Professional
Other
How many years have you been in business?
Do you have a written business plan?
Do you have a mission statement or other "Mantra"
If yes, What is it?
How many full time employees do you have (including yourself)?
How many part-time employees do you have?
Do you run service vehicles? If yes, how many?
Do you have a written organizational chart? Yes
No
Do you have descriptions for every position in your company? Yes
No
Are you working at a KFP (Known Financial Position) Yes
No
Do you have a budget in place? Yes
No
What type of computer do you operate? PC
Mac
Other
What type of accounting software do you use? Peachtree
Quickbooks
MYOB
Other
What is your average sale?
How much do you pay your top salesperson?
What were your gross sales last year?
What was your net profit last year?
How much A/R are you currently carrying?
Do you charge by the hour or by the job (flat rate)? Hour
Flat Rate
Do you charge a service fee? Yes
No
Do you have a formal system for tracking and rewarding sales? Yes
No
Do you have a written marketing plan? Yes
No
How do you answer incoming calls? (check all that apply) Live call taker
Answering Service
Answering Machine
Forward calls to cell phone
Do you have written procedures, an operations manual? Yes
No
What type of marketing do you do? (check all that apply) Yellow Pages
Newspaper
Direct Mail
Radio
T.V.
Internet
Other
What percentage of your budget do you spend on marketing?
Do you have a system for gathering customer feedback, handling customer complaints & challenges? Yes
No
Do you use a payroll service? If so, which one?
Are you a..... Sole Proprietor
LLC/Partnership
Sub Chapter S Corp
Corporation
What is your fiscal year?
What is your most pressing challenge?
Are you enrolled in our Step by Step Business Building program? Yes
No

*NOTE* Please fax or email your balance sheet and income statement directly to Ellen at 417.753.3685 / contact@barebonesbiz.com. 
We are happy to email a signed Confidentiality Agreement to you. Just check "yes" or "no". Yes
No
What is the email address you would like the Confidentiality Agreement sent to.

 

 
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3120 S. Know It Lane, Rogersville, MO, USA, 65742 – 877.629.7647 phone– 417.753.3685 fax – contact@barebonesbiz.com