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Business Balance Calculator
Please complete all questions as accurately as you can so Susan is able to provide you with the best advice.
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First
Last
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Email
Confirm Email
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What is your main role in the business?
I only do treatments
I only do admin and marketing
I do it all
other
How many hours per week in total do you work in your business? Please include planning time too.
Up to 20 hours
20-40 hours
40 - 60 hours
61 hours+
Do you set specific goals for yourself and for your business?
yes
No
Intermittently
Do you honestly love what you do currently?
yes, always!
No, not at the moment
Never have
Sometimes, but only when things go right
What is your long-term aim for the business?
To grow and expand
To sell
To downsize
Haven't really thought about it
How would you rate your current Cash Flow Situation?
Good and improving
It fluctuates throughout the year
It's stable
It's scary
What is your current Net Annual Turnover?
Upto £75,000
£76,000-150,000
£151,000-£250,000
£250,000+
Is your business profitable?
Yes
No
Have no idea
A large unexpected bill arrives. Do you typically...
Pay it with ease?
Put it on a credit card or overdraft and worry about it later?
Negotiate credit terms?
Come out it a cold sweat and panic
Do you worry about your cash situation...
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Yes, and often
No, I am always in control
Sometimes, but it always seems to work out.
Do you always pay yourself well and more than others in your business?
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Yes, I pay myself first.
Intermittently and only if there is enough cash
No, I try not to take money out of the business or take a minimum amount
How many staff do you have?
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It's just me
1 - 4
5 or more
Would you consider your team loyal?
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Yes.
No.
Sometimes
Do you always feel in control of your team?
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I always lead the team.
I sometimes feel out of control
The team leads me
On average, how many days do you annually allocate for training each person?
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None
1-5 days
5-10 days
10 or more days
Do you record staff development?
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Yes
No
Sometimes
On average how full is your appointment book?
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100% most of the time
About 75% more mostly
About 50% or less
What age group does the majority of your clients belong to?
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Over 55
45 - 55
35-45
Under 30
Mix of all of the above
You Introduce a New Treatment. How do you inform your clients initially? Please tick 1 or more…
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We text all clients
We use posters & leaflets
Social Media channels
We do a launch offer
We email the news all to clients
5 of 8 items shown.
How long have you owned your business?
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Under 3 years
3 - 5 Years
5 - 10 years
Over 10 years
Do you feel your business has a strong brand presence?
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Yes, I feel I stand out as a brand
I don’t think I have a brand presence at all
I have some branding but it isn’t consistent
How many clients are on your database?
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Under 500
500 - 2000
Over 2000
Don't Know
Where is your business based?
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I rent my premises
My business is based within another business
I own the premises
My business is freelance
Susan will personally produce your report with advice to take your business to the next level.* This will arrive soon in a personal video direct to you or a 15 minute call to you Please tick which you prefer.
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Personal Video
Booked Personal call with Susan
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