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TEST

TEST
Name
Name
First Name
Last Name

Marketing

Marketing
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
We have a growth strategy and a marketing strategy that supports it.
We consistently deliver against our growth goals.
Our marketing delivers the leads or new customers we need for growth
We effectively leverage digital marketing
Our brand is effectively differentiated from competitors
We know who our high value customers are, how to reach them, and how to aqcuire them.

Financial Health

Financial Health
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
I have strong internal financial reports/reporting
My monthly financials closed on a timely basis
My cash flow is well managed and never an issue and I use forward looking cash flow projections
I fully understand my profit margins. Have meaningful weekly metrics and KPIs
I accurately know the profitability of each customer and product line
My business processes and systems are scalable and able to support my growth

Organizational Alignment

Organizational Alignment
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
My organization has a shared Vision
We are implementing our Vision with discipline and accountability
The health of our team is strong
Our organization is properly structured
Our internal meetings run effectively and efficiently
We are getting good results, but it seems harder than it should be.

HR and Payroll

HR and Payroll
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
Our HR model is supporting our business objectives
We focus on our employer brand and have a broad experience to offer our employees
Our HR model is proactive, efficient and effective
We have a company culture strategy to nurture our employees and keep them engaged

Sales

Sales
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
Our annual sales objectives are developed, roadmapped, and have clear metrics.
The sales process is documented and followed by all and all the time
Our Sales Team consistently hits assigned quotas

Legal

Legal
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
My business is properly organized and structured
I have identified and prevented likely litigation and regulatory risk
I have properly incorporated restrictive covenants to ensure retention of key employees
I have contractually limited company liability while maximizing protections
My business is attractive and ready for a potential merger or acquisition

IT Strategy & Execution

IT Strategy & Execution
Not a Problem
Not Quite a Problem
Neutral
Minor Problem
Major Problem
N/A
IT oversight – I know what I have compared to what I need and how to get there
IT cost – all hardware and licensed software is known, effectively used, and within its lifespan.
IT security – offboarding & onboarding access process is effective, backups and patching is in place and working, and all staff are cyber aware, and cyber insurance is in place.
IT capability – proactive operating model; skillsets are purposely broad and deep