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Business Health Check

Do you have the tools and processes in place so your business runs itself allowing you to manage it properly? Or are you does your business control you?

Take our short 11-question 'business health check' to find out how its running, what your doing right and where there may be room for improvement.


1. Do you use manual processes to manage your sales activities (i.e. there is no automation of tasks, and activities)? Yes No
2. Do key people in your organisation hold important sales/customer information in their head that is not documented? Yes No
3. Would someone in your organisation be able to copy and take the customer database with them if they left the organisation? Yes No
4. Do you have data in different locations such as excel spreadsheets? Yes No
5. Do you find cash flow limits your potential to invest in technology that you believe could help your business? Yes No
6. Can you quickly track the sales activities of all your staff including calls, emails, appointments and results? Yes No
7. Can you identify your most valuable customers for the year or month? Yes No
8. Do you have a database of all your customers, suppliers, partners, employees and contractors? Yes No
9. Do you have a formal documented sales management strategy or processes? Yes No
10. Can you quickly forecast your projected sales for the next month, quarter or year? Yes No



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