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Use our FREE Epoch Analysis Tool to improve your sales, marketing, personnel, and gain better control over your organization.

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Instructions

The first step is an analysis by BizUp to pinpoint the areas that if improved would increase the success of your business.

Please do the following when answering the questions:

  • Answer the questions based on today's conditions; not what you intend them to be.
  • Be as honest as possible. There are no right or wrong answers. Accurate answers produce the best analysis.

Upon completion of the questionnaire, an Epoch Business Analysis score and graph will be created and emailed.

Contact Info
Response Legend
+ is YES, AGREE, or MOSTLY YES
m is UNCERTAIN, MAYBE, NEITHER YES or NO
- is NO, DISAGREE, or MOSTLY NO
1. I am achieving my financial goals for my company.
2. There has been a downtrend in our profitability over the past 12 months.
3. We have cash flow problems that need to be resolved.
4. We have a potential legal situation which could be financially troublesome.
5. The amount of debt that my company is carrying is a problem or a potential problem.
6. The long term profitability of my company is in an uptrend
7. My gross sales have expanded for the last two years.
8. There is an external factor which is a threat to the viability of my business.
9. My business is dependent on additional external funding (debt or equity) for continued survival.
10. Our cash position is better than it was a year ago
11. I have very good success at finding and hiring capable employees.
12. Employees often do not understand how their jobs affect others in the company.
13. Newly hired employees in my business are quickly trained and soon functioning well at their jobs.
14. I often find myself solving problems that others (managers or employees) should handle.
15. I could get more work done each day if I had fewer interruptions.
16. Communication within my company flows smoothly and quickly to the right person with no misunderstandings.
17. I have a reward system for employees who do more than their share.
18. I sometimes wonder how productive some of my employees really are.
19. I keep graphs of all the key statistics of my company.
20. Overall, morale in my company is very high.
21. Little competition exists in our market.
22. The on-going needs of our customers are well-defined and used for increasing sales to them.
23. Our promotional materials effectively produce repeat business.
24. We do not have a regular communication going out to our regular customers.
25. We do special promotions which are available only to our existing customers.
26. Our average sale per customer is increasing.
27. We are losing business because of inadequate follow-up of existing customers.
28. We have a complete data base of past and present customers.
29. We have a very loyal and expanding customer base.
30. 50% or more of our business comes from one customer.
31. I give my credit collection staff a rating of 8 out of 10 or better.
32. Customers often complain about errors in their accounts.
33. I am kept waiting for up-to-date figures on Accounts Receivable.
34. My company has an excellent credit rating.
35. Payroll is always done on time.
36. Tax payments are usually on the late side.
37. I can lay my hands on all financial statements at short notice.
38. I would like to receive the financial reports more quickly.
39. The fixed assets inventory is complete and up-to-date.
40. I know where the money's going before it gets spent.
41. In terms of what we deliver to our customers, we are technically the best
42. What we deliver to our customers is normally on time and better than they expected
43. If I had better equipment, I could produce a better product/service for my customers.
44. My sales department frequently complains about deliveries.
45. I have not yet trained anyone to manage and care for the production/service area as well as I do it myself.
46. Quality of service tends to collapse when I am away from the area for any extended period of time.
47. My production staff takes pride in pleasing the customer.
48. I sometimes cringe and want to hide when my employees are talking to customers.
49. There is excellent coordination of finance, supplies, personnel, logistics, etc. in my business.
50. If I did a survey of our customers, at least 90% of them would say that they were satisfied with what we delivered.
51. I have a regular check on the quality of my product's service
52. I use customer complaints as a means to improve the business
53. My staff know they are good, I do not need to praise them
54. My business has no calls for "correction programs"
55. We keep and use the staff suggestion box (or a similar system)
56. Our staff training system is an on-going affair
57. I have several people in training at this time to take over positions senior to those they now hold
58. We get along very nicely without any staff training
59. We apply the principle of Quality Control to our entire organization
60. I have a statistic which measures the effectiveness of our Quality Control
61. We use surveys when going after new business
62. We keep a record of new clients and know how effective our promotion is
63. We have effective and proven programs for generating new sales
64. Our company is getting positive exposure from news paper articles, free publicity, etc
65. I have at least one employee whose sole job is to develop new business
66. We do not expect much return from our promotional campaigns
67. Generating new business is not an essential part of achieving our sales forecast
68. Public Relations is an essential part of our marketing
69. I keep separate records of new business and repeat business
70. We get new business from referrals from existing customers
71. I often feel guilty about not spending more time with my family
72. There are influences outside my business that demand my attention right now
73. There is quite a bit of stress in my life
74. I'm concerned about my health at times
75. There are too many accidents/mistakes in my life
76. I have one or more physical problems
77. Others have influenced me in making decisions that I later regretted
78. I sometimes experience periods of worry and depression
79. The rewards of operating my business far outweigh the difficulties
80. Someone or something else is responsible for the condition my company is in
81. Owners and managers should give unexpected bonuses to keep employees on their toes instead of having a routine system of bonuses
82. It is only natural for labor and management to be mistrustful of each other
83. Trying to define and measure the results produced by each employee would be a waste of time
84. Teamwork inhibits creativity
85. A good policy in business would be to cut every corner possible in order to increase profit margins
86. Most people do not want to work and do so only because of economic necessity
87. Expansion is not always desirable
88. Most problems between people can be resolved with communication
89. A good leader would not hesitate to sacrifice an individual for the good of the group
90. A good executive would rather earn money than borrow it
91. I believe that people can be helped
92. There is something missing in my life
93. There are other things that I think I should be doing with my company
94. There are some problems in my business for which I have no solutions
95. I intend to find a way to be more effective
96. I'm looking for help to improve conditions
97. There is something that I need to change or things will worsen
98. Most things that claim to help people actually do more harm than good
99. There is not anything someone else could tell me that would help me to better my business
100. I continually look for ways to improve myself and my company