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Menu
Buy Local
Add listing
Become a partner
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View deals
Accommodation
Automotive
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Events
Food & Beverage
Hair & Beauty
Learning
Medical
Pets
Professional Services
Retail
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Trades
Transport
Travel
Make a deal
Make changes to my deal
Services
Profit Improvement Blueprint
Business Valuation
Coaching
Meet our coaches
Coaching topics
Digital Security
Increasing Sales
Recruiting and Training Employees
Personal Effectiveness
Online Strategy
Attracting New Customers
Keeping Existing Customers
Improving Cashflow and Finances
Resources
Video Resources
Traineeship Opportunities
News
All news related items
All budget related items
All COVID related items
COVID Business Closure
All grant related items
Business stories
About Us
Our Mission
Executive Director
Partners
Our Creed
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Research
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Pre-coaching questionnaire
Your answers will help us select the best coach for you
Improving cashflow and finances – pre-coaching questionnaire
Marita Taylor
2022-02-18T15:01:33+11:00
Please enable JavaScript in your browser to complete this form.
-
Step
1
of 6
Business manager's name
*
First
Last
Email
*
Phone
*
Business name
*
State/territory your business primarily based
*
Please select
ACT
NSW
NT
QLD
SA
TAS
VIC
WA
Is your business based in a city or a region?
*
Please select
State capital city
Regional city
Regional town
Regional Australia
Rural Australia
Online
Other
Number years business has operated
*
Next
Your industry sector
*
The majority of your customers are:
*
Please select
Individuals
Other small businesses
Large businesses and companies
Government
Combination of above
Location of majority of customers
*
Please select
Same geographic area of where business located
Other states/territories of Australia
Australia and overseas countries
How many people earn a wage or salary from your business?
*
Not including the owners
What type of products or services does your business sell?
*
Previous
Next
Do you have a website?
*
Yes
No
Please provide your website link:
Do you have any of the following social account?
*
LinkedIn profile
LinkedIn company page
Facebook company page
Instagram account for business
Twitter account for business
Google business page
YouTube channel
Pinterest account for business
I don't use social media
Other
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
Other accounting software
Do you use any of the following CRM software?
*
Salesforce
HubSpot
ActiveCampaign
Freshworks CRM
Zoho
Pipedrive
Pipeliner
Zendesk
Nimble
Microsoft Dynamics
I don't use a CRM
Other
Do you store your customer details in another way?
Other CRM software
Previous
Next
Which of the following channels can customers order or buy from you?
*
Business premises visit (face to face)
Telephone and or mail order/fax
Online website
Other
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 payment
When do customers currently pay you?
*
Please select
At time of purchase or ordering
After a set number of days from ordering
How many days after ordering?
Next
Which of the following is your number 1 business improvement priority?
*
Please select
Attracting New Customers
Keeping Existing Customers
Reducing expenses and time it takes to manage my business
Improving cash flow and business finances
Offering new products and services
Getting my business ready to sell or selling my business
Acquiring another business
Improving the performance of my team members
Other
Other priority
Which of the following is your number 2 business improvement priority?
*
Please select
Attracting New Customers
Keeping Existing Customers
Reducing expenses and time it takes to manage my business
Improving cash flow and business finances
Offering new products and services
Getting my business ready to sell or selling my business
Acquiring another business
Improving the performance of my team members
Other
Other priority
Previous
Next
When is the last time you conducted a customer satisfaction survey?
*
Please select
Never conducted research
Last month
Last 12 months
Over 1 year ago
Customer survey: To understand your customer's satisfaction with your business or specific improvements you could make to keep buying from you.
Does your business receive any online reviews from customers?
*
Please select
Yes
No
Where do they leave the reviews?
On your website
Google Business page or Google Maps
Facebook
Other
Does your business have any loans, leases or hire purchase style agreements?
*
Please select
Yes
No
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
How do you arrange or manage any loans or sources of finance that your business uses?
*
Please select
Deal with financial institution directly
Work through my accountant or financial advisor
Deal through a finance broker
Other
In the last 12 months, which of the following business expenses were your largest?
*
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
(Please select the top 3 you spent the most on)
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