Business Survey Business Financial and Productivity Questionnaire Identify the Financial & Productivity Challenges in your business Step 1 of 7 14% Name* First Last Company - Industry Email* Our promise is to not sell or share your information. My business currently makes more than enough profit.* Yes No My "owner's pay" is adequate to support my personal lifestyle.* Yes No I have a special account to set aside tax monies on a monthly basis.* Yes No My company has one or more savings accounts.* Yes No I set business & personal financial goals and create a plan to accomplish them.* Yes No I have a system in place to accomplish my yearly revenue goal* Yes No I have mindset challenges around money.* Yes, I have mindset issues and challenges around money No, I don't have mindset issues around money I don't know if I have mindset issues around money Which 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 describe 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 paycheck to paycheck 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, Stress, and lifestyle if you don't fix the challenges you have identified 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 goals and putting a plan in place I am ready to learn and implement more effective strategies to increase my profit I am ready to increase my profit & owner's pay, so I can put more focus on growing my business I am ready to destroy my debt 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.* Yes No I generally work a normal day and still have time for my family and friends.* Yes No My office and working space is nicely organized.* Yes No I can easily find anything I need when I need it.* Yes No I understand and work in my natural productivity style.* Yes No I take at least ONE vacation every year.* Yes No I give enough attention to these areas in my life...Health, Relationships, Self-Time, Money & Recreation - Fun* Yes No I set goals and create a plan to achieve them.* Yes No I have staff and everyone has written job descriptions.* Yes No I have an updated, written procedure manual.* Yes No I have adequate staff or subcontractors so I am ONLY doing items I am good at.* Yes No What have you learned from the 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 stressed 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-based 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 in a timely fashion or sometimes 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, Business Success, or Personal Life if you don't fix these challenges?* This is how I will move forward to improve my business' financial situation* I recognize where I can improve and have the motivation to do it and implement without help I am interested in finding out more about The 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 this and 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 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 # PhoneThis field is for validation purposes and should be left unchanged. 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