Business Assessment Checklist

Business Assessment Checklist


  1. What is your business name?
  2. Which of the following class formats are you doing?
  1. On-site training
  2. Public classes
  3. National contracting
  1. What sets you apart from the competition?
  2. What is your legal structure?
  1. Sole Proprietor
  2. LLC
  3. Partnership
  4. I need advice on this.
  1. Do you have a business mentor?
  2. Do you have a business license?
  3. What insurance do you have?
  4. Do you have an EIN?
  5. Do you have a separate business checking account?
  6. What classes do you offer and how much are you charging for each?
  7. What do you pay your instructors?
  8. Who would you say is your ideal client base?
  9. How size radius do you service?
  10. Who are your top 3 competitors?
  11. Do you use a cloud storage like Google Drive or One Drive?
  12. How do you recruit instructors?
  13. Do you have an orientation for instructors?
  14. Do you upsell items? What?
  15. Do you have a dedicated business phone number?
  16. Do you use a class management software?
  17. Can students register for classes online?
  18. Do you require students to pay before coming to class?
  19. Do you have a business email?
  20. Do you have a website?
  21. Who is your host and platform?
  22. Do you have any employees?
  23. Other than the quality of your class, are there other things you try to enhance the experience?
  24. Where are you holding public classes?
  25. List up to 5 of your top marketing tactics.
  26. On a scale from 1-10, how good are you at replying to emails and missed phone calls?
  27. What do you use to track income and expenses?
  28. How often do you look at your financials?
  29. What credit card service are you using?
  30. Do you have systems and processes written down?
  31. Do you have a logo?


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