Check the box if the statement is true for you ALL the time or does not apply. Do not check the box if it is only sometimes true.
| I know, right this minute, my accounts receivable balance | |
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I know my payroll expenses
for the year
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I have a business
plan for the
next 3-5 years
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I never lose
sleep over how
to pay the bills
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I know my busiest
and slowest months
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I address, personally,
every complaint
my clients/customers
have
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I know who my
top 5 clients/customers
are (e.g. most
revenue, most
referrals, most
loyal, etc.)
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I outsource the
things I don't
know how to do
or don't like
to do
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I have a marketing
plan to attract
new clients/customers
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Each of my staff
members has a
back up who can
do their job
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I have control
procedures in
place to prevent
theft and fraud
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I have no one
on staff whom
I'd like to replace
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I review income/expense
and client activity
reports at least
weekly
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I network my
business through
community organizations
(Chamber, Rotary,
etc.)
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I receive compensation
from my business
that reflects
that value that
I provide
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I ask for feedback
from my clients/customers
at least yearly
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I continually
educate myself
on issues/aspects/developments
in my field
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I am grooming
my replacement
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The vision, mission,
purpose and goals
for my business
are known by
my saff and actively
talked about
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I understand
the meaning and
content of Revenue,
Profit, Cash
Flow and Balance
Sheet
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Your
Name:
Your Email:
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