Our Business Assessment is one of our tools we use with brokers, managers and team leaders in our Private Client program. We believe in measuring progress and stepping back from time to time and evaluating how to improve. The Business Assessment is an 11×17 PDF file which gives you visual overview of where you are and what you should prioritize working on for your business development.
Business Assessment Philosophy and Methodology
We are really intentional in our own lives and encourage our clients to live in the same. With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error. Everything we do has a reason behind it.
This tool is designed to keep you on track and focus on what’s going to move the needle in your business.
We are happy to walk you through it if you have any questions. Feel free to contact us anytime.
Instructions
Step One
If you haven’t already, download the PDF file.
Step Two
Answer each question. If the statement is true, check the circle. If not, leave it blank until you’ve done what it takes. Be rigorous; be a hard grader.
Step Three
Color in one of the associated blocks in the graph on the right.
Step Four
Print out to track progress.
Step Five
Repeat quarterly and measure growth.
Download the Business Assessment PDF
As always, we are here to help. If you have any questions please feel free to contact us anytime.
