Bare Bones Biz : Ellen Rohr the small business expert and how to grow a small business

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Basic Questionnaire

Name:
Position
Company Name
Company Address
Business Hours
Business Phone
Business Fax Number
What time zone is your business in?
Email Address:
What are the best days of the week to speak?
What is the best time to arrange to talk for a half-hour?
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 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?
What is your most pressing challenge?
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?