Business Assesment


Cliff Notes

As a web-based marketing company, we believe in helping your businesses to be healthy by keeping to the essentials. One of these essentials is knowing where you are going and another is knowing where you shouldn’t be going. The way we do that is by offering a web-based financial dashboard and monthly coaching service. Our toolbox will help you to monitor cash flow, see important trends, and measure lines of business by mining this information from your accounting software and providing easy to read reports. What we provide is essentially “Cliff Notes” on your business.

Get A High Level View of Your Business

As a small business consultant, I find that the best view can sometimes be from 50,000 feet. At this height we can see patterns and connections that are very hard to see when your feet are on the ground.

One of the best tools I have for helping you is called a “Management Maturity Assessment”. This assessment will enable us (you and I) to see important trends and potential roadblocks to your businesses success in achieving this years goals.

Free Business Assesment

I would like to offer this powerful assessment to you and your business, free of charge. If in this assessment we determine that you could benefit from what my services provide we can look at what that might look like and decide where to go from there.

In this meeting we will cover the following topics:

  • Management Processes
  • Financial Performance
  • Sales Activities
  • Marketing Activities
  • Operational Activities
  • Client Portfolio Management
  • Contracts
  • Technology Usage
  • Benchmarking
  • Forecasting/Planning
  • Service
  • Staff Contributions
  • Business Value

Easy To Understand Report

Once we cover these topics through the assessment I will provide you with a SCORE for your business based on a scale of 1 – 5 across these 13 topics outlined above.

I will also provide you with a bar chart to help you see overall what your highest and lowest scores are:

Radar Chart which gives us a perspective on what the most pressing needs for your business are:

And finally a scoring guide to help you understand what the numbers mean.


Give us a call and we will get you on our schedule. Click here for contact information.