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Name

Vision & Direction

Do you have a clearly defined vision for your company's next stage of growth?
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Roles & Responsibilities

Are all roles within your company clearly defined with up-to-date job descriptions and clear accountability(s)?
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Process & Systems

Do you have documented, repeatable processes in place for your core business functions? Sales, Operations, Customer Service, etc?
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Operational Infrastructure

Are your current tools, systems and workflows scalable to support growth without causin bottlenecks or breakdowns?
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Sales Strategy

Do you have a documented sales precess that includes lead qualification, pipeline management, and closing strategies? How consistently is it followed?
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Marketing Strategy

Is there a clear marketing plan in place that defines your ideal customer, value proposition, messaging and lead generation activities?
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Customer Experience & Retention

Do you actively track customer satisfaction and retention? Are there processes in place to ensure consistent, high-quality customer experiences?
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Financial Oversight

Do you regularly review financial metrics and forecasts to inform strategic decisions and resource allocation(s)?
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Team Development

Are you actively building a high-performing team through structured hiring, onboarding, training, and performance management?
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Growth Readiness

If a surge in demand happened tomorrow, are you confident your team and systems could absorb it without compromising quality, burn out or poor customer satisfaction?
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