Business Owner Questionnaire If you didn’t have to worry about finances, what could you really get done? Financial and Productivity Questionnaire Business owners identify your productivity & financial Challenges Step 1 of 7 14% Name* First Last Company - IndustryEmail* Our promise is to not sell or share your information. My business currently makes more than enough profit?*YesNoMy "owners pay" is adequate to support my personal life style?*YesNoI have a special account to set aside tax monies on a monthly basis?*YesNoMy company has one or more savings accounts?*YesNoI set business & personal financial goal and create a plan to accomplish them?*YesNoI have a system in place to accomplish my yearly revenue goal*YesNo I have mindset challenges around money?*Yes, I have mindset issues and challenges around moneyNo, i don't have mindset issues around moneyI don't know if I have mindset issues around moneyWhich best describes how you pay your monthly bills?* I generally don't have enough to pay all my bills monthly I pay when I can I pay within my grace period All of my monthly payments are made on time but there is not always enough to pay me All of my monthly payments are made on time including paying myself Which best describes your situation?* I use credit cards to get things I can't pay cash for I have debt that feels overwhelming at times I generally stay out of debt I am debt free and spend wisely in line with my priorities and have money for emergencies Check ALL that describes your current financial situation I don't know where to begin with my finances I want to learn how to save money and spend effectively I'm living pay check to pay check I keep working harder and harder but my financial situation does not improve I am always thinking about how to make more money I'm not sure if my business is really profitable I need assistance in reaching my financial goals I need help reviewing my financial reports I don't use an accounting system to track my financial situation I do use an accounting system but unsure if I am using it effectively I feel confident that I have my business in a financially solid state What is the COST in Time, Money, Energy and Stress if you don't fix these challenges and start being more profitable?What have you learned from the financial questions? I recoginze the high urgency and importance of addressing my profit challenges in my business I recognize that continuing to run my business in this way negatively impacts multiple areas of my life I recognize I need help setting financial goal and putting plan in place I am ready to learn and implement more effective strategies to increase my profit I am ready to increase my profit & owners pay so I can put more focus on growing my business I am ready to destroy my debit and be financially healthy both in business and personally I am ready to have money set aside so I don't have to scramble at tax time I am ready to financially be able to take vacation without guilt! I am ready to invest my time, effort and financial resources to transform my situation I RARELY have days that spin out of control?*YesNoI generally work a normal day and still have time for my family and friends?*YesNoMy office and working space is nicely organized?*YesNoI can easily find anything I need when I need it?*YesNoI understand and work in my natural productivity style?*YesNoI take at least ONE vacation every year?*YesNoI give enough attention to these areas in my life...Health, Relationships, Self-Time, Money & Recreation - Fun*YesNo I set goals and create a plan to achieve them?*YesNoI have staff and everyone has written job descriptions?*YesNoI have an updated written procedure manual?*YesNoI have adequate staff or subcontractors so I am ONLY doing items I am good at?*YesNoWhat have you learned from productivity questions? I recognize I need help understanding and working in my "Natural Productivity Style" I recognize the high urgency and importance of addressing my productivity challenges in my LIFE I recognize that continuing to be overworked, frustrated and stress can negatively impact my health and personal relationships I recognize that I need to find clarity and focus so I can increase my productivity I recognize I need to get more organized I am ready to get more done in less time with less stress I am ready to have more quality time with my family and friends I am ready to take time off and enjoy the experience without quilt I am ready to document and implement systems and processes to allow my business to run when I am not available I am ready to be more organized and effective I am ready to implement new habits to create a less stressful working environment I am willing to invest my time, effort and financial resources to transform my situation Check ALL that describes your current productivity situation. I feel overwhelmed with too much to do I know I need to delegate but I don't have anyone to delegate to I know I need to delegate but I don't know where to start or what to delegate It is difficult for me to manage interruptions and prioritize my workload I waste too much time on email I don't have a system to process my email I try and keep things in my head instead of on a list I constantly find myself doing the "urgent" things and work late trying to catch up I only plan my business direction once a year or not at all I don't take time for my personal wellbeing (exercise, relaxation, fun, family time) My office does not reflect the quality of my work or my professionalism I don't take time for self-improvement or knowledge base learning I am very disorganized and generally can't find what I need when I need it I don't have a business coach or someone that I am accountable to on a weekly basis I have lost business due to the fact I don't always follow up timely or not at all I tend to move from one thing to the next rather than working toward completing a specific goal I find myself running all day and at the end of the day don't feel like I have much to show for the day I feel there is never enough time I don't use a calendar or planner I don't use my time effectively I don't know or understand my productivity style What is the COST to you in Time, Energy, Stress and business success if you don't fix these challenges?* This is how I will move forward to improve my businesses financial situation I recognize where I can improve and have the motivation to do implement without help ! am interested in finding out more about "Miracle Money Method" Program I am interested in joining a local "Miracle Money Method" Mastermind Group Program I am interested hiring Cathy to do a financial analysis of my business I am ready to hire a profitability Coach This is how I will move forward to improve my productivity I recognize where I can improve and have the motivation to do implement without help I am ready to buy and read Cathy's "52 Powerful Success Strategies to Ignite Productivity" Book/journal and implement improvements on my own I am interested in purchasing the "Ignite Your Productivity" home study program I am interested in learning more about Cathy's coaching I am interested in finding out more about my personal " Natural Productivity Style" I am interested in hiring Cathy as my personal Productivity Coach I am ready to hire a productivity Coach Comments or questions?Please have Cathy call me @ this phone #Thank you for the time you invested in taking this questionaire you can schedule time to talk or review this questionaire with Cathy @ www.meetme.so/CathySextonPhoneThis field is for validation purposes and should be left unchanged.