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Alignment Questionnaire

Please fill this out and click "Submit" at the bottom in order to send us your answers. These will be kept confidential.

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Your Details

Please use the email address you have used with us previously in order to avoid confusion.

First Name

Last Name

Company

Best Contact Phone Number

Where did you hear about us?

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Help Us Understand You

To get started we need you to tell us some more about you and your organisation. These questions are designed so we can find the key challenges and opportunities…

1. What does your organisation do? What services or products does it provide?

2. What's your specific role and responsibility in the organisation?

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Your Time & Team

1. How many team members do you have? How many report into you directly?

2. How often do you hold team meetings?

3. How many hours do you work in an average week?

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How Is The Financial Performance?

1. What is your current annual turnover?

2. What percentage growth has your organisation had in the last financial year?

3. What percentage increase do you expect to see in the next 12 months?

4. How do you see this growth being achieved?

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What Are Your Main Challenges?

1. What are your goals NOW?

2. Do you have any current challenges you are dealing with now?

3. If there were just 3 things, we could help you achieve in the next 90 days, what would they be (in order of priority)?

4. Who is involved in the decision-making process?

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Final Points

To ensure we cover the areas that are most important to you, simply identify the ones you would like to achieve over the next 12 months:

Have full clarity of where I am going for the next 3 years

Have 3-5 Quarterly Priorities for each team member that align with those of the organisation

Have Scoreboards that are up everywhere displaying current progress on Key Performance Indicators (KPIs) and Critical Numbers

Have a rolling 13-week marketing planner with clear targets, timelines and tasks

Have at least 3 channels which generate consistent qualified enquiries with a positive ROI

Have a robust sales process in place to ensure strong conversions in a measured way

Have a cashflow management in place to ensure liquidity

Track retention and frequency of purchase of our customers on a quarterly basis

Have reactivation marketing strategies for our inactive customers

Have annual budgets for all the line items in the P&L with monthly actuals

Learn how to delegate or outsource most/all of the Admin and Low Value/Low Enjoyment work in an effective way

Ensure my team is productive and uses collaboration tools for task management and project management

Have an accessible written Local Operating Procedure (LOP) manual covering key aspects

Be a strong leader with skills to not just manage, but truly lead my team

Develop and implement inorganic growth strategies including merger & acquisitions in my sector and other geographies

Develop long term asset value enhancement and protection strategies

Please share any other important personal or professional information that you feel we should know to help you achieve even higher performance:

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Thank you for taking the time to complete this questionnaire. It is really important for us both to fully understand your current position so that we can be sure that we put our efforts into the areas of greatest importance for you.

We will be in touch soon.

Please also check the box below to receive one of our most important trainings – which you can absorb and implement while waiting for our consultants to review your questionnaire.

SUBMIT

Confidentiality Note:

The information contained in this questionnaire is confidential information intended only for the use of Growth Idea Ltd and the person completing this questionnaire. If the receiver of this questionnaire is not the intended recipient, the receiver is hereby notified that any dissemination, distribution, copy or publication of the questionnaire is strictly prohibited.

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