1. My Inbox is not overflowing with unread emails and my emails are organized.
True
False
2. My work environment is clear and clutter free - I am not surrounded by paper piles.
True
False
3. I always follow up with potential clients and clients when I need to.
True
False
4. I can always find the right information when I need it.
True
False
5. I have a system for managing my to do list so that I achieve all my priorities for the day.
True
False
6. I spend more time on planning and on activities that grow my business instead of working on day-to-day details.
True
False
7. I have documented procedures and policies for all routine and repetitive business tasks and they are easily accessible to my team and me.
True
False
8. I have important financial data available, including my monthly cash flow - what’s coming in , going out and what I can spend.
True
False
9. I know where there are opportunities for improvement in my business
True
False
10. I rarely/never put off activities that are important to the purpose and future of my business.
True
False
11. When a prospect expresses an interest in working with me I can pre-qualify them and schedule them for a session with me automatically. And if I have products rather than services, I can fulfill their order and answer questions automatically.
True
False
12. I can easily locate important client and prospect information when I need it.
True
False
13. I have a free offer for prospects (gift or mailing list offer) on my website and automatic emails sent to them after they sign up. And if you have products, you have an automated follow up email system for pre and post purchase.
True
False
14. I have a reliable automatic file backup system for my website and computer files so I am never in danger of losing important data due to hard drive or server crashes.
True
False
15. I always know where I’m supposed to be and never/rarely miss scheduled appointments.
True
False
16. I am delegating my work and have at least one team member in place OR outsource projects from time to time.
True
False
17. I don’t need to extend my work hours in an effort to catch up.
True
False
18. I spend most of my time on activities that I LOVE doing, I’m great at and am passionate about.
True
False
19. I rarely/never miss deadlines or lose business opportunities.
True
False
20. I take regular time off knowing that my business will run smoothly in my absence.
True
False
21. I know how to assess my ROI (Return on Investment) with delegation.
True
False
22. I have leveraged technology to automate every repetitive task or step possible.
True
False
23. When I need to hire a team member or for a project, I know exactly what I need to do to hire a Top Performer.
True
False
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