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Business Made Simple - Business MRI

A short self-assessment questionnaire that helps business owners pinpoint which areas of their company — leadership, marketing, sales, or management — need attention right now.

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Assessment Instructions

Leadership

You have an inspirational mission statement that everyone on the team has memorized and talks about regularly.*

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The entire team works together in the same direction and at the same pace, so new projects gain traction quickly.*

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Your employees clearly understand their role, what they're working toward, and how they specifically help the company get there.*

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People want to work for or with your company because your story matters — you have excellent employee and customer retention.*

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You feel connected to the 'why' behind your work — your company mission reads like a response to an injustice in the world.*

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Personal Productivity

You (and even your team members) have a clearly defined life plan that keeps you focused, in control, and reminds you what your life is about.*

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You have a goal-setting framework and process that helps you organize your time and resources.*

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You (and your team) have a daily planner tool and routines that let you prioritize and manage your daily tasks so you get more done.*

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You clearly understand which tasks are primary versus secondary — you know what to say yes to and which opportunities to turn down.*

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Messaging

The message we're communicating helps customers understand how we can help them survive and thrive.*

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Your customers can easily name the main problem your company solves.*

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Potential customers easily understand what steps they need to take to start doing business with you.*

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When people ask 'what do you do?' you can answer in 1-2 clear sentences — it's not complicated or confusing to understand.*

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Marketing

We have a sales funnel that builds a relationship with the customer, and the results exceed our expectations.*

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We have a robust customer database and a well-defined process for moving customers through the sales cycle.*

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We use a process that positions our company or brand as a trusted guide and advisor — the customer is always the hero.*

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We invite our customers into a consistent story across all our marketing materials (website, email marketing, lead generators, social media, etc.).*

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Communication

You have a communication campaign with clear, measurable objectives.*

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Your communication campaign (speeches, videos, emails, social posts, press releases) has a unified, repeated message that engages the audience.*

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You have a proven checklist of communication materials (speeches, videos, emails, social posts, press releases) that get noticed and get results.*

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You have a formula for communicating complex ideas so you're fully understood, engage an audience, and inspire action.*

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Negotiation

When entering a negotiation — with a vendor, customer, or competitor — do you and your team use a structured negotiation framework?*

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Do you and your team members always make the opening offer?*

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When negotiating, how often do you consider non-monetary incentives that might make the deal more attractive?*

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Can you and your team name the two types of negotiation and identify which one you're in at any given time?*

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Sales

Do you have a dedicated salesperson or sales team?*

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Do your sales reps know what questions to ask leads to assess which ones are most qualified to buy?*

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Do you currently have a pipeline of leads that you carefully track as they move toward a purchase commitment?*

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Do your sales reps follow a proven framework that makes the customer the hero of their own story?*

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Management Execution

Are you holding weekly staff meetings that remind your whole team of the mission?*

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Does each team member know their most important repeatable tasks for achieving the mission?*

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Is the compensation package you offer each team member tied to achieving their primary goals and tasks?*

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Do you hold daily standup meetings that keep your team on track and moving forward?*

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Get Your Results*

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Final Notes

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