Our team is in full alignment with the company's core values.

I lead by example by walking the walk of our company core values.

I don't let my personal “bad” day(s) seep into the work environment.

Our team has trust in the company, and in the leadership.

We create a work environment where employees feel they have a vested interest in the company’s success.

The team is responsible and loyal, they will “go the distance” for the business because they are recognized and appreciated.

Employee fulfillment is a priority, the company is committed to the success and goals of its team members.

We celebrate the company and team member successes together.

We take consistent action towards living and expressing the company's core values through our business decisions and choices.

The company has clearly defined product(s) and/or services(s).

I have everything I need and the product(s) and/or service(s) are ready to sell.

The company has an updated SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) within the last 12 months.

I know that there is a demand for the product(s) and service(s) based on the needs of our client.

I am aware of external factors (gov regulations, economy, etc) that can change the demand for the product and service.

I know down to the penny what it will cost to deliver the product or service.

I know the current economic situation and what is happening in the industry that the business and brand will face.

The company has a roadmap of new products and services that are being worked on.

I have done research to keep the company relevant 3, 5, 10 years out.

The roles and responsibilities of every employee and team member are clearly defined.

The company follows federal and state guidelines for employees (W2) versus contractors (1099).

The company has a company handbook that clearly spells out company standards, expectations, and consequences. This handbook has been distributed and receipt acknowledged by all employees.

All team members from Senior Management to Entry Level employees and contractors understand that there is zero tolerance for harassment and/or discrimination.

Valuable employees are recognized and compensated accordingly.

There is a benefits package available to my employees.

The company has all the required insurances, handbooks, policies, and protections for their employees and contractors.

Attendance, vacation and paid time off are tracked.

The company uses a payroll service to ensure the accuracy of payroll and deductions.

Have you protected your personal assets by forming an entity?

Did you pick the right entity? Do you know the difference between C-Corps, S-Corps and LLCs?

If you have a business partner, did you enter into an agreement about how things will run? And what happens if something bad happens?

Have you protected your IP? With IP agreements, work for hire, TM, patents, copyrights, etc.?

Have you obtained all necessary licenses?

Have you protected your brand?

If you have independent contractors, do you have an agreement in place?

Do you have client or customer agreements?

Do you have agreements with key vendors and suppliers?

I have currently paid all quarterly and annual tax obligations.

I or someone on my team is responsible and actively does bookkeeping.

I have a CPA that reviews my books and files my taxes.

I leverage bookkeeping software to keep my books current.

My business is cashflow positive.

I am building residual recurring revenue in my business.

I have a federal tax ID number.

I have business bank accounts.

I do not mix my business and personal expenses.

The SOP's are distributed and easily understood so that anyone in the business can step in for coverage without a loss in production.

There are team members to handle all parts of the business.

Proper training is provided for employee and company success.

There are clearly defined steps for management to spot negativity and handle situations in a positive manner.

The company's technology stack (systems and platforms) is current.

The company's technology stack streamlines all work processes to provide the best experience for the team, users and clients.

The company leverages automation and platforms available to simplify work processes for the team, users, and clients.

The company has a road map for the technology needed in the next year, 3 years, 5 years.

The company is set up to scale and grow.

The company has clearly defined the problem(s) the product/services solves and we know how to relate that clearly to the target audience.

The company has clearly stated the features of each product/service it offers and the corresponding benefit for each feature.

The company knows what differentiates them from competitors and knows how to scale to increase market share.

The company has clear branding including a logo, brand colors, and brand fonts for all employees and team members to use in all marketing efforts for consistency.

The company has a functional website with up-to-date information.

The company has at least 1 active social media channel.

The company leverages paid advertising platforms such as Google Ads, Meta ads, local print media, etc.

The company leverages organic advertising through content development and distribution.

The company has a review management program in place to collect and display testimonials from customers.

The company uses a CRM system for lead tracking and following.

The company uses automated triggers and a system for customer appreciation, surveys, upsells and retention offers.

The company leverages a dedicated sales team.

The sales team has been provided with detailed training and information about the product/service, the company and any other information they need like call scripts to support them in turning prospects into customers.

The company has competitive, and attainable, sales goals for the sales team.

We have a compensation model that is competitive and enticing for the sales team.

The products/services are priced accurately to win in the market space and drive sales.

The company has a referral program in place to offer commission to those that bring customers to you.

I/We are consistently hitting our sales targets.

The company has a clear policy in how to handle an unhappy customer and the team dealing with customers do not take any criticism personally.

I know that customer service shouldn’t be just a department, but everyone’s job in the company.

I know that my most unhappy customer is my biggest opportunity to learn.

I am aware that the customer’s perception of the business is my reality and I take the learnings and opportunities presented from that awareness to better myself and the business.

I understand that courteous treatment of the customers will make them a walking advertisement for the company.

When having conversations with team, stakeholders, and clients, I am aware that my tone is the first impression people get of the business.

We understand that we can’t always please everyone; that sometimes there is no perfect resolution to a complaint.

I am aware that if my customer is complaining to me, then they are not complaining about my business to others.

I know that Customer satisfaction is worthless, Customer Loyalty is Priceless.