Coaching session survey - Small Business Australia

Please select your coaching topic

Business survey

To maximise the time with your coach we would like to get to know a bit about your business first.

Participant

Name *

First

Last

Email *

Phone *

Business name *

Years in operation *

State/territory your business primarily based *

Is your business based in a city or a region? *

Other, please specify

Your industry sector *

Other, please specify

The majority of your customers are: *

Location of majority of customers *

How many people earn a wage or salary from your business? (Not including the owner) *

What type of products or services does your business sell? *

Which of the following is your number 1 business improvement priority? *

Other, please specify

Which of the following is your number 2 business improvement priority? *

Other, please specify

Do you have a website? *

Website / URL

Do you have any of the following social media accounts? *

LinkedIn profile
LinkedIn company page
Facebook business page
Instagram account for business
Twitter account for business
Google business page
YouTube channel
TikTok account
Pinterest account for business
I don't use social media
Other social account

Other social account

Do you use any of the following online accounting software? *

Xero
MYOB
QuickBooks
Sage
Reckon One
Saasu
Manager
Zoho Books
Rounded
Wave
None of the above
Other accounting software

Other accounting software

Do you use any of the following Customer Database or CRM software? *

Salesforce
HubSpot
ActiveCampaign
Freshworks CRM
Zoho
Pipedrive
Pipeliner
Zendesk
Nimble
Microsoft Dynamics
I don't use a CRM
Other

Other CRM software

What email, calendar and task software do you use? *

Other software

Which of the following channels can customer order or buy from you through? *

Business premises visit (face to face)
Telephone and or mail order/email
Online website
All channels
Other

Other, please specify

What forms of payment do you accept? *

Cash
Cheque
Bank transfer
Visa and or mastercard
Debit card
Paypal
Any of Zip, Afterpay, Latitude, Humm
Other

Other, please specify

When do Customers currently pay you? *

What number of days do you ask them to pay within?

What actual number of days on average do they pay within?

Which of the following best describes you with regards to a marketing/sales strategy? *

How many hours a month on average do you spend on your strategy?

How much per month on average do you pay someone to manage your strategy?

Which of the following have you invested time or money to market/promote your business or its products/services? *

Google Search engine optimisation (to get you ranked highly for search results)
Google Adwords where you pay for your advertisement on google to appear high on the results screen
Facebook or Instagram free posting where you post news, information photos etc. for free
Facebook or Instagram paid posting or advertising
All listed
None
Other

Other, please specify

When is the last time you conducted a customer satisfaction survey? *

Does your business receive any online reviews from customers? *

Where do they leave the reviews?

Other, please specify

Does your business have a documented sales process? *

A process that is used for all key interactions with someone who is considering buying from you

Is it based on a system or training that you and your sales people have experienced?

What was the system or training called?

What percentage of enquiries you receive or customers who visit your premises (or website) actually decide to buy from your business? *

What is the average $ amount of a sale your business makes? *

Has your business conducted a digital security review in the last 12 months? *

How do you manage your IT infrastructure? *

Do you or any of your employees access your IT network and files when not on your business premises? *

i.e. via remote access

Do they use security software on their devices that protects them when connecting through external internet and WiFi?

Does your business have any loans, leases or hire purchase style agreements? *

Which of the following does it have?

Loan, line-of credit or overdraft secured by property
Unsecured Loan, line-of credit or overdraft
Equipment finance
Car finance
Other type of finance

Other, please specify

How do you arrange or manage any loans or sources of finance that your business uses? *

When looking at your businesses expenses over the last 12 months, which of the following 3 types of expenses are your largest in total dollar size? *

Wages/salaries/contractor fees
Rent
Finance costs 9insterest/lease payments)
IT Hardware
Marketing, Advertising and Promotion expenses
Cost of Goods Sold
Insurances and Levy’s
Electricity/Gas
IT/Internet services, subscriptions etc
Other

Other, please specify

Given how your business is operating today, how would you like to see it operating in 2 years from now? *

Do you have any major challenges with how you prioritise your focus, time and energy with your current operation of the business? *

Please provide a brief overview of what challenges you experience.

Are there any specific skills that you think you or any of your employees need to build to increase their contribution to the business? *

What particular skills?

When hiring new employees, do you use an external recruitment service provider? *

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Business Survey

Coaching Session

Business survey

Participant

Title