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1) Is your CRM system fully utilized to manage customer relationships effectively?
*

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

2) Are your business expenses categorized and reviewed monthly to identify unnecessary spending?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

3) Do you conduct regular inventory audits to prevent overstock and understock situations?
*

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

4) Are employee roles and responsibilities clearly defined and communicated?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

5) Have you implemented automation in key operational processes *

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

6) Are your financial reports accurate, timely, and useful for decision-making?
*

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

7) Do you regularly collect and act on customer feedback to improve your products or services?
*

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

8) Do you track and analyze the ROI of your marketing campaigns to optimize spending?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

9) Are efforts being made to reduce the Cost of Goods Sold (COGS) without compromising quality?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

10) Do you have a clear, actionable strategic plan that is regularly reviewed and updated?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

11) Is your supply chain optimized to reduce delays and costs?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

12) Are employees provided with regular training to enhance their skills and productivity?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

13) Do you leverage current technology to maximize operational efficiency?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

14) Are you actively identifying and reducing waste in your operations (materials, time, resources)?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

15) Have you implemented measures to reduce energy consumption and costs?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

16) Do you have effective strategies in place for customer retention?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

17) Do you regularly review and negotiate vendor contracts to ensure favorable terms?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

18) Are you effectively managing debt to minimize interest expenses?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

19) Are you exploring new revenue streams or markets to leverage your core competencies?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

20) Are you exploring new revenue streams or markets to leverage your core competencies?

Always/Yes (5 points)

Often (4 points)

Sometimes (3 points)

Rarely (2 points)

No/Never (1 point)

Required

When adding up your scores what did you get? *

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