Vision & Goals
I have a clear and compelling vision for my business and
I know exactly where I want to be in 90 days, six months, a year
and five years.
1
2
3
4
5
6
7
8
9
10
I regularly set goals in writing and plan specific action steps to
help me accomplish them.
1
2
3
4
5
6
7
8
9
10
If there is more than one person involved in my business, all the key players
are in agreement on the direction in which the business is
heading and on the steps necessary to achieve your goals.
1
2
3
4
5
6
7
8
9
10
Marketing & Sales
I have a clear and specific target market . I know exactly
who my potential clients are and have an in-depth understanding
of their needs.
1
2
3
4
5
6
7
8
9
10
I'm aware of many different marketing strategies and
tactics and I have a marketing plan in place that I'm
systematically implementing.
1
2
3
4
5
6
7
8
9
10
I can articulate
with ease who I work with , the reason why they hire me (or buy my
products) and how my services or products solve their problems.
And I can do it in 30 seconds or less.
1
2
3
4
5
6
7
8
9
10
I have
attractive marketing materials (business cards, brochures,
website, etc.) that support my marketing efforts and give my potential clients a good sense of
who I am and how I can help them.
1
2
3
4
5
6
7
8
9
10
I have a
follow-up system in place to regularly keep in touch with
past, current and potential clients.
1
2
3
4
5
6
7
8
9
10
I have a network of referral partners who service the
same target market and with whom I do business and keep in touch
regularly.
1
2
3
4
5
6
7
8
9
10
I frequently receive referrals from my clients and I have
a system in place to actively solicit new referrals on ongoing
basis.
1
2
3
4
5
6
7
8
9
10
I have an effective sales system in place that allows me to guide prospects from the initial
contact to a follow up meeting, to a sales presentation and to a
signed contract.
1
2
3
4
5
6
7
8
9
10
I've developed a set of well
thought out questions which allows me to gain an in-depth
understanding of my clients' needs and to further demonstrate my
expertise.
1
2
3
4
5
6
7
8
9
10
Planning & Time Management
I consistently
spend at least 20 percent of my working time developing
strategies to grow my business to ensure steady and healthy
growth.
1
2
3
4
5
6
7
8
9
10
I use an organizer to keep track
of my time and my contacts and to prioritize all my
activities in writing.
1
2
3
4
5
6
7
8
9
10
I'm keenly aware of the role I play in my business and
schedule my time effectively by focusing only on high leverage
activities.
1
2
3
4
5
6
7
8
9
10
I can delegate effectively . I'm aware of my limitations
and always delegate/outsource all the non-essential tasks.
1
2
3
4
5
6
7
8
9
10
Support System & Quality of Life
I'm excited about my business . I'm always looking forward
to my daily activities. My work gives me immense satisfaction
and great sense of accomplishment.
1
2
3
4
5
6
7
8
9
10
I have good
balance in my life . I don't allow any one activity to
completely take over my life. I frequently schedule time to
enjoy non-business activities, relax and re-evaluate the
priorities in my life.
1
2
3
4
5
6
7
8
9
10
I'm making a contribution to my
community and the world. I'm consistently donating a portion
of my money and time to worthwhile causes.
1
2
3
4
5
6
7
8
9
10
I have a support
system . I have an advisory board / coach / mentor with whom
I can openly collaborate on all business issues.
1
2
3
4
5
6
7
8
9
10