The Business Diagnostic Tool Scorecard

Every business should be generating and closing new leads each month with as little staff involvement as possible in order to scale and increase profits.

Take the Business Diagnostic Tool survey below to discover how your sales and marketing strategy currently scores and uncover useful insights to help your business to boost sales and ultimately increase revenue .

Are you currently generating a steady flow of new leads each month? *

Yes

Do you currently have a series of emails and/or text messages that automatically go out to new leads? *

Yes

Do you currently organise & manage leads in a pipeline? *

Yes

No, but we use spreadsheets

Can your staff send text message to leads from a business number without using a personal phone? *

Yes

Do you have a way of knowing your staff is calling new leads within five minutes? *

Yes

Do you currently have the ability to listen to recordings of conversations between new leads and your staff? *

Yes

Do you currently offer a way for new leads to book a call/appointment with you online? *

Yes

Do you have a shortage of leads for your sales team to talk to? *

Yes

Do you currently send emails/text appointment reminders? *

Yes

Do you currently send automated email/text messages to no-shows encouraging them to re-schedule? *

Yes

Do you currently have any automated replies set up for people who message your Facebook page? *

Yes

Are you using lead magnets or funnels in your business? *

Yes

Are you producing content? (i.e. articles, newsletters, videos, podcasts, presentations or media segments) *

Yes

Are you currently building and nurturing an email list? *

Yes

Do you collect data about your customers behaviour (likes, clicks, shares, purchases) so you can use this data to segment and automate your marketing? *

Yes

Do you have a clear understanding of your sales funnel and conversion rates? *

Yes

Do you have a system in place for identifying and pursuing new sales opportunities? *

Yes

Do you regularly ask for referrals from your existing customers or clients? *

Yes

Do you run any paid advertising? *

Yes

Do you have a system in place for managing your brand reputation and monitoring online reviews? *

Yes

Are you interested in implementing any of the things you responded "no" to for your business? *

Yes

Are there any other bottlenecks you're experiencing in your business? If so please type them below. *

What sales & marketing systems have you tried in the past? (You may select more than one option) *

Your Contact Details

Required in order to receive your results and tailored recommendations.

First Name *

Last Name *

Company Name *

Email *

Phone

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