New client survey
Help us find the source of your stress!

Please allow 30 minutes to complete this survey.

Company information

Sole Proprietor
Partnership
LLC
Other:
Part Time, Full Time,

About the owners

  Owner Name: h/w Worked: Responsibilities:
(For Additional Owners, Provide Separate Sheet of Paper)

What Does Your Company Do?

Rate How Your Current Business Procedures Are Working

N/A=Procedures are not applicable to your industry/business
0=Procedures do not exist (but probably should)
1=Procedures exist, but work poorly
5=Procedures exist and work ok
10=Procedures exist and are outstanding
CURRENT SYSTEMS:
Marketing
Delivery of Product/Service
Employee Training
Payroll & Timecards
Payroll Taxes
Bill paying (Accounts payable)
Customer Billing/Invoices (Accounts Receivable)
Collections
Phones & Call Handling
Office/Facilities (cleaning, trash, repairs)
Asset Management
State & Federal Tax Returns
Banking/Deposits
Sales Tax
Equipment Maintenance
Computer Maintenance
Expense Reimbursal
Purchasing
Inventory
DOES YOUR COMPANY HAVE THESE ITEMS?
(Rate your satisfaction w/each item, 0=Low, 10=High)
Employee Handbook (General Company Policies)
Procedures Manuals for Each Position
Web Site
Logo, Graphics, Slogans, Signs, Bus Cards (Company Image)
Promotional Literature for your Products/Services
Customer Surveys
Other Marketing Materials
COMPUTERS (0=Low, 10=High):
Rate The Level of Problems You Experience w/Computers
Rate The Overall Skill Level of Your Company w/Computers
Rate The Quality of Your Data Backup Procedures?
How Many Computers Are In Your Company?
MISC:
Rate How Satisfied Most Of Your Customers Are
Rate How Satisfied Your Employees Are With Their Jobs
Rate How Satisfied You Are With Your Employees
Rate How You Compare To Your Competitors
Rate How Stressful It is When Your Company Has Turnover

What Areas of Your Company Are Experiencing The Most Problems?

What Areas Would You Be Interested In Having Systems Effect L.L.C. Help With?

Brainstorm for Solutions to Issues
Improve Procedures / Efficiency
Design Procedures Manuals
Design Business Forms
Design Company Policies Manual
Improve Employee Training
         Design Classes/Training Modules
         Quizzes
         Phone/Audio Scripts
         Video Training
         Online Training
         Refreshers for Existing Staff
Improve Interviewing & Hiring Procedures
Improve Management (Monitoring, Benchmarks, Supervision)
Improve Communication
In-Field Observation of Employees
Computer/Technology Issues:
         Fix Technical Issues
         Provide Advice on Purchasing of Hardware/Software
         Design or Provide Computer Training
         Improve Data Backup Procedures
Develop a Mission Statement
Design Customer Surveys
Document Management, Scanning, Reduce Paperwork
Prepare the Company For Growth
Help Owners Work Less
Other:

What Are Your Top Priorities?

What Are Your Overall Goals For the Company?



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