6 Steps Scorecard

This field is hidden when viewing the form

Report

This field is hidden when viewing the form

Yes this is a prospect (new)?

This field is hidden when viewing the form

From Name

This field is hidden when viewing the form

From Email

This field is hidden when viewing the form

Reply To (email address for notifications for each quiz entry)

This field is hidden when viewing the form

Email Header

This field is hidden when viewing the form

Email Footer

This field is hidden when viewing the form

Send to Email Admin

How to score yourself:

For each set of activities, score yourself on a scale of 1 (lowest) to 5 (highest) based on how well you have implemented the collective set in your business.

A score of 5 would mean that you have completely implemented all of the activities and that your team carries out the activities consistently well.

A score of 1 would mean that you have implemented none of the activities in your business.

Click on the "NEXT" button below to get started.

This field is hidden when viewing the form

Mastery

This field is hidden when viewing the form

Available values for Topic 1

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

Destination*

Written Goals for 1, 3, 5 and 10 years?
Vision, mission, culture visible?
Detailed Business Plan that’s used?
90-day plan in use by whole team?
What does Business look like when finished?

This field is required.

Time*

Work ON, not just IN the business?
Default diary for Owner & Team?
Regular review of time log?
Use SMART goals?
Leverage time – understand value?
Use daily/weekly goal sheets?

This field is required.

Delivery*

Supply Mastery
Quality Mastery
Easy to Buy Mastery
Service Mastery
Test & Measure for consistency?
Systemisation for consistency?

This field is required.

Financial*

Monthly P&L produced?
Balance sheet reviewed?
Cash flow forecast maintained?
Break-even known – Year, month, day?
Debtors & creditors system in use?
Profit margins monitored?
KPI dashboard maintained & visible?

This field is required.

This field is hidden when viewing the form

Marketing

This field is hidden when viewing the form

Available values for Topic 2

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

USP & Guarantee*

What is your USP?
Strong Guarantee?
Both used in marketing?

This field is required.

Lead Generation*

Written marketing plan?
Testing & Measuring all strategies?
Database in full use?
Regular prospect & client communication?

This field is required.

Conversion Rate %*

Known & monitored?
Sales targets visible?
Sales process followed?
Scripts in use?

This field is required.

Average £ Spend*

How much is an average sale?
Regular Price Increase?
Up-selling strategies?
Checklist used?

This field is required.

Number of Transactions*

Regular customer contact?
VIP/Loyalty scheme?
Member’s club?
How often could they buy?

This field is required.

Margin %*

What’s your gross margin?
Net margin?
Most profitable activity?
Effects of Discounting/increasing prices?

This field is required.

This field is hidden when viewing the form

Systems

This field is hidden when viewing the form

Available values for Topic 3

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

People & Education*

Regular training occurring?
Personal development plans for all?
Appraisal process in place?
Productivity & Service?

This field is required.

Delivery & Distribution*

Analyse & improve?
Manuals & training?
Consistent standards?
Survey customers to check?

This field is required.

Accounting/Test & Measure*

KPIs daily, weekly, monthly?
Does everyone have KPIs?
Monthly Management Accounts?
Targets set for profit?

This field is required.

Systems & Technology*

“How-to” manuals/videos?
Routine tasks automated?
Documented Work-flow charts?
Checklists in use?

This field is required.

This field is hidden when viewing the form

Team

This field is hidden when viewing the form

Available values for Topic 4

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

Recruitment Systems*

What is your recruitment plan?
Hire on attitude?
What is team retention?
Right people on the bus?
Why would good people join?

This field is required.

Environment*

What is the company culture?
Written points of culture?
Physical environment?
Mutually supportive team?
Celebrating wins?
Mutual respect and recognition?

This field is required.

Leadership & Management*

Clear leadership?
Meeting structure?
Managing to KPIs?
Regular 1-1 meetings?
Whole-company meetings?
Discipline standards followed?

This field is required.

7 Keys to a Winning Team*

Strong leadership?
Common goal?
Rules of the game?
Action plan?
Support risk-taking?
100% involvement & inclusion?
Continuous Learning?

This field is required.

This field is hidden when viewing the form

Scale

This field is hidden when viewing the form

Available values for Topic 5

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

A Commercial, profitable, business that can work without you*

Do you have the first four steps working in synergy and a general manager employed or in training?

This field is required.

This field is hidden when viewing the form

Freedom

This field is hidden when viewing the form

Available values for Topic 6

Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score.

Growth*

Multiple outlets or franchise model in place?
Multiple businesses in your portfolio?

This field is required.

Investments*

Passive Income being generated?
Property portfolio?
Shares / Bonds?

This field is required.

Final Details*

One final step before we send you:

Your overall score
Your scores for each step
Personalised PDF report

Your personalised PDF report will be emailed to you along with relevant tips supporting your score. View our Privacy Policy

This field is required.

This field is hidden when viewing the form

Identify the lowest topic number

Do not edit me.

Showing the {N} lowest Key Areas of Improvement

LOWEST(N) ~> LOWEST(2)
HIGHEST(N) ~> HIGHEST(2)
AND Check to is Total number of Highest / Lowest keys wanted to show on Appearance tab

OR: use MIN / MAX and check to is Identify the lowest topic number on Appearance tab

This field is hidden when viewing the form

Topic 1 Gap

Do not edit me.

This field is hidden when viewing the form

Topic 2 Gap

Do not edit me.

This field is hidden when viewing the form

Topic 3 Gap

Do not edit me.

This field is hidden when viewing the form

Topic 4 Gap

Do not edit me.

This field is hidden when viewing the form

Topic 5 Gap

Do not edit me.

This field is hidden when viewing the form

Topic 6 Gap

Do not edit me.

This field is hidden when viewing the form

Topic 1 Yes Most Important

Do not edit me

This field is hidden when viewing the form

Topic 2 Yes Most Important

Do not edit me.

This field is hidden when viewing the form

Topic 3 Yes Most Important

Do not edit me

This field is hidden when viewing the form

Topic 4 Yes Most Important

Do not edit me

This field is hidden when viewing the form

Topic 5 Yes Most Important

Do not edit me

This field is hidden when viewing the form

Topic 6 Yes Most Important

Do not edit me.

This field is hidden when viewing the form

AI Feedback

This field is hidden when viewing the form

AI Feedback for Prospects

This field is hidden when viewing the form

Top 3 Strengths

This field is hidden when viewing the form

Top 3 Key Areas of Feedback

This field is hidden when viewing the form

General Feedback text for Overall score of 0-33%

This field is hidden when viewing the form

General Feedback text for Overall score of 34-66%

This field is hidden when viewing the form

General Feedback text for Overall score of 67-100%

This field is hidden when viewing the form

Topic 1 Key Area of Improvement

This field is hidden when viewing the form

Topic 2 Key Area of Improvement

This field is hidden when viewing the form

Topic 3 Key Area of Improvement

This field is hidden when viewing the form

Topic 4 Key Area of Improvement

This field is hidden when viewing the form

Topic 5 Key Area of Improvement

This field is hidden when viewing the form

Topic 6 Key Area of Improvement

This field is hidden when viewing the form

Default CTA Report to be Instantly Sent

This field is hidden when viewing the form

Optional CTA - PDF Report Sent ONLY to the COACH

This field is hidden when viewing the form

Topic 1 Detailed Text for 0-33%

This field is hidden when viewing the form

Topic 1 Detailed Text for 34-66%

This field is hidden when viewing the form

Topic 1 Detailed Text for 67-100%

This field is hidden when viewing the form

Topic 2 Detailed Text for 0-33%

This field is hidden when viewing the form

Topic 2 Detailed Text for 34-66%

This field is hidden when viewing the form

Topic 2 Detailed Text for 67-100%

This field is hidden when viewing the form

Topic 3 Detailed Text for 0-33%

This field is hidden when viewing the form

Topic 3 Detailed Text for 34-66%

This field is hidden when viewing the form

Topic 3 Detailed Text for 67-100%

This field is hidden when viewing the form

Topic 4 Detailed Text for 0-33%

This field is hidden when viewing the form

Topic 4 Detailed Text for 34-66%

This field is hidden when viewing the form

Topic 4 Detailed Text for 67-100%

This field is hidden when viewing the form

Topic 5 Detailed Text for 0-33%

This field is hidden when viewing the form

Topic 5 Detailed Text for 34-66%

This field is hidden when viewing the form

Topic 5 Detailed Text for 67-100%

This field is hidden when viewing the form

Topic 6 Detailed Text for 0-33%

This field is hidden when viewing the form

Topic 6 Detailed Text for 34-66%

This field is hidden when viewing the form

Topic 6 Detailed Text for 67-100%

This field is hidden when viewing the form

Topic 1 %

Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.

This field is hidden when viewing the form

Topic 2 %

Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.

This field is hidden when viewing the form

Topic 3 %

Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.

This field is hidden when viewing the form

Topic 4 %

Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.

This field is hidden when viewing the form

Topic 5 %

Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.

This field is hidden when viewing the form

Topic 6 %

Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.

This field is hidden when viewing the form

Testimonials

This field is hidden when viewing the form

Testimonial 1

This field is hidden when viewing the form

Testimonial 2

This field is hidden when viewing the form

Overall Total Number

Add in ALL questions below. This will simply add up all questions and give a total number of points for all.

This field is hidden when viewing the form

Overall Current Percentage

Creation note: Change "40" to the number of total points available in this quiz.

E.g. Total of 6 questions is 4x6 = "24". Total of 8 questions is 4x8 = "32". etc

This field is hidden when viewing the form

All topics have 100% scored - Message

Dont change Label

This field is hidden when viewing the form

Final score is Low

Do not edit me.

This field is hidden when viewing the form

Final score is Medium

Do not edit me.

This field is hidden when viewing the form

Final score is High

Do not edit me.

This field is hidden when viewing the form

Key Area(s) of Improvement Title

This field is hidden when viewing the form

Topic Qs PopupMarker Id