You are invited to complete this questionnaire and e-mail it to us. We will review your answers and respond with feedback and suggestions within 48 hours.

There is plenty of room to scroll down when answering questions that need some narrative. Be as complete as you feel is necessary or withinn your personal comfort zone. Be assured that what you tell us will be held confidentially.

After receiving our feedback, you will still be eligible for our free consultation. Completing this questionnaire will help make the consultation more meaningful and beneficial.

1.	What is the name of your business?
	Tell us about your business?
	What are your annual $ sales?
	How many employees do you have?
2.	Rank the the following in order of importance to your business:
PROFIT   SALES   EXISTING CUSTOMERS   PROFIT MARGINS   QUALITY OF SERVICE   QUALITY OF PRODUCT   BEING COMPETITIVE WITH PRICING   GIVING CLIENTS WHAT THEY EXPECT   EDUCATION OR TRAINING FOR YOURSELF OR EMPLOYEES   REPEAT BUSINESS   NEW CUSTOMERS   COST TO CUSTOMERS   KEEPING DEADLINES   NEW PRODUCTS   NEW SERVICES   KEEPING UP WITH TECHNOLOGY AND/OR MARKET NEEDS   EMPLOYEE PERFORMANCE
3.	Beside each of the following, tell us whether this area is a strength for your business (ST), or needs improvement (NI), or is a weakness (WS)
STNIWS  PROFIT STNIWS  SALES STNIWS  EXISTING CUSTOMERS STNIWS  PROFIT MARGINS STNIWS  QUALITY OF SERVICE STNIWS  QUALITY OF PRODUCT STNIWS  BEING COMPETITIVE WITH PRICING STNIWS  GIVING CLIENTS WHAT THEY EXPECT STNIWS  EDUCATION OR TRAINING FOR YOURSELF OR EMPLOYEES STNIWS  REPEAT BUSINESS STNIWS  NEW CUSTOMERS STNIWS  COST TO CUSTOMERS STNIWS  KEEPING DEADLINES STNIWS  NEW PRODUCTS STNIWS  NEW SERVICES STNIWS  KEEPING UP WITH TECHNOLOGY AND/OR MARKET NEEDS STNIWS  EMPLOYEE PERFORMANCE
4.a.	Do you have a plan to get new customers?	YESNO
b.	If yes, is it written down?	YESNO
c.	If yes, what is it?
5.a.	Do you have a planned approach to keep in touch with customers?	YESNO
b.	If yes, explain how it works.
6.a.	Are your products and, or services the best you can make them?	YESNO
b.	If no, explain why.
7.a.	Do you have a written business plan?	YESNO
b.	If yes, is it up to date?	YESNO
8.a.	Do you have business goals?	YESNO
b.	If yes, what are they for the next 6 months?
c.	If yes, what are they for the next 12 months?
d.	If yes, what are they for the next 2 years?
e.	If yes, do you expect to meet these goals without making major changes?
9.a.	Do you have direct competitors?	YESNO
b.	If yes, who are they?
c.	How do you compete with them?
10.	How are you different than your competitors?
11.	What small or big changes do you think your business needs to make?
12.	What does your business need to do differently?
13.	What does your business need to do the same as it is presently doing?
14.	What are the strengths of your business?
15.	What are your 'personal' strengths relative to your business?
16.	What changes do you 'personally' need to make in order to improve your business?
17.	What do you 'personally' need to do the same in order to keep your business improving?
18.a.	Is your 'personal life' and your 'business life' in balance?	YESNO
b.	If no, what would you like to see changed?
19.a.	Do you or your employees need more marketing training?	YESNO
b.	If, yes, what plans have you made and what do you hope to achieve?
c.	Do you or your employees need more sales training?
d.	If, yes, what plans have you made and what do you hope to achieve?
e.	Do you or your employees need customer service training?
f.	If, yes, what plans have you made and what do you hope to achieve?
20.a.	Does your business rely on one, two, or more major customers?	YESNO
b.	If yes, do you have a plan to keep them or a contingency in case you lose them?
21.a.	Do you have many customer complaints?	YESNO
b.	If yes, provide some typical examples.
c.	Do you record and track customer complaints?	YESNO
d.	Do your customers ask you for services or products that you do not have?	YESNO
e.	If yes, what are they?
22.a.	Do you have a suggestion box for customers to give you suggestions?	YESNO
b.	Do you have a service or product evaluation form for customers to complete?	YESNO
c.	Do you have a suggestion box for employees?	YESNO
d.	Do you have a service or product evaluation form for employees to fill out?	YESNO
23.a.	How much time each week do you devote to thinking about how to improve your business, or improve your skills or those of your employees?
b.	How much time each week do you devote to business building and what do you typically do?
24.	Do you have any other comments you would like to pass on for our consideration?
We look forward to responding to you within 48 hours. Regards, Norm Tucker for West Coast Small Business.