Business Services Audit

The Probity Partners' Business Services Audit is designed for 2 purposes:

• To help you to review your current Business Services to ensure you are getting the help and assistance that is available to you
• To help us get a better understanding of what Services Small Business is using and what they look for in a Provider.

We would appreciate it if you could take 5-10 minutes to complete the form below (we guarantee it will get you thinking about your business).

Title DRMISSMRMRSMS
First Name *
Last Name *
Email *
Company *
Work Phone Number *
Enter Word Verification in box below *
BUSINESS STRATEGY
What are the Major Frustrations you have in your Business?
How long since you did a Business Plan? -- Please Select --6 Months1 Year2 Years>2 YearsNever
How long since you reviewed your Business Goals? -- Please Select --6 Months1 Year2 Years>2 YearsNever
How many hours a week do you spend on planning your Business? -- Please Select --1 Hour2 Hours3 Hours4 Hours>4 HoursNone
How many hours a month do you spend on Business Education? -- Please Select --1-5 Hours5-10 Hours10-20 Hours>20 HoursNone
Have you ever worked with a Business Coach or Advisor? -- Please Select --YesNo
Would you consider working with a Business Advisor to help build your Business? -- Please Select --YesNoMaybe
MARKETING & SALES
What Methods do you use to market your Business?
Yellow Pages	Radio
Direct Mail	Television
Local Paper	Strategic Alliances
Internet	Telemarketing
Flyers	Other
If Other, what methods?
Which of these is the most successful?
Do you have a Website? -- Please Select --YesNo
Does it have an Online Shop? -- Please Select --YesNoDon't Know
Can you easily make changes to it yourself? -- Please Select --YesNoDon't Know
Does it capture Prospect Information in a Database? -- Please Select --YesNoDon't know
Does it have an E-Marketing Component? -- Please Select --YesNoDon't Know
Do you have Staff Uniforms that promote your Business Image and Brand? -- Please Select --YesNoSort of
Do you maintain a Customer Relationship Management Database -- Please Select --YesNoDon't Know
How often do you contact your Customers and Prospects? -- Please Select --WeeklyFortnightlyMonthlyBi-MonthlyQuarterlyHalf YearlyYearlyNever
Have you or your Team undertaken Sales Training? -- Please Select --YesNoSort Of
OPERATIONS & TEAM
Do you employ staff? -- Please Select --YesNo
Do you use Structured Training Programs to improve their skill levels? -- Please Select --YesNoSort Of
Do you have difficulty retaining your staff? -- Please Select --YesNoSort Of
Do you have a Current HR System? -- Please Select --YesNoSort Of
Do you have a monitored Security Alarm (including smoke alarms) -- Please Select --YesNoNo Need
Do you use CCTV in your High Risk Areas? -- Please Select --YesNoNo Need
FINANCE & ADMINISTRATION
Do you have issues with outstanding Accounts? -- Please Select --YesNoSometimes
Do you have a Clear Credit Policy and Procedures? -- Please Select --YesNoSort Of
Do you accept Credit Cards or Direct Debits as payment? -- Please Select --YesNoCredit CardsDirect DebitsDon't Want to
Do you ever use "Letters of Demand" for late or non Payers? -- Please Select --YesNo
How often do you do regular Financial Reviews of your Business? -- Please Select --MonthlyQuarterlyHalf YearlyYearlyNever
Do you use a Management Report to track your Key Drivers? -- Please Select --YesNoSort Of
Does your Accountant help you with other areas besides Tax? -- Please Select --YesNo
Does your Accountant regularly review your Financial Records to look for Opportunities? -- Please Select --YesNoSort Of
Does your Accountant discuss Tax Planning before the end of the Year? -- Please Select --YesNo
Do you have challenges with your Cashflow? -- Please Select --YesNoSometimes
Have you ever had an Analysis completed on your Cashflow? -- Please Select --YesNoSort Of
Have you had your Borrowings (Loans,Overdrafts etc) reviewed in the last year? -- Please Select --YesNoDon't have any
Which utilities have you had reviewed in the last year?
Phone
Internet
Merchant Facilities
Have you had your Computer System reviewed for threats and improvements in the last year? -- Please Select --YesNoSort Of
Have you had your Insurance Policies reviewed in the last 2 years -- Please Select --YesNoDon't have any
HOW CAN WE HELP YOU?
Are there any Business Services we can help you with?
Accountant	Letters of Demand
Administration Support	Merchant/EFTPOS Facilities
Bookkeeper	Printing
Business Coach/Advisor	Promotional Goods
Cleaning	Security Systems
Computer Support	Signage & Displays
Finance	Training
Financial Planning	Uniforms
Graphic Design	Utilities Review
Insurance	Websites
Legal
Any others we haven't listed?
FEEDBACK
What frustrates you most about Business Service Providers?
How do you normally find Business Service Providers?
Yellow Pages	Google
Yellow Pages Online	True Local
Local Paper	Referral
Courier mail	Other
If Other, what do you use?
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