Gift What You Need Coaching

CHOOSE TO WIN

Choose To Win - Wheel of Life - Assessment

On the following pages, rate yourself from 1-10 in each category. Divide your total by 10 to reach your final number in each category. We will use these tools to help discuss what your life and business needs.

Mental

Attitude
Intelligence
Formal Education
Continuing Education & Training
Creative Imagination
Inspirational Reading
Inquisitive Mind
Self-Image
Enthusiasm
Automobile University

Personal

recreation
exercise
friendships
community activities
service clubs
quiet time
growth time
consistent life
appropriate social media
time management

Physical

appearance
regular checkup
energy level
muscles toned
regular fitness program
weight control
diet & nutrition
stress control
endurance & strength
enough sleep

Family

listening
good role model
principled but flexible
forgiving attitude
build self-esteem of others
express love and respect
meals together
family relationships
dealing with disagreements
time together

Career

love what I do
understand my job
co-worker relationships
productivity
understand company goals
understand my activity in relationship to my goals
appreciate company benefits
opportunity for advancement
well-trained for my job
own my business/have career path

Spiritual

believe in God
inner peace
influence on others
spouse relationship
church involvement
sense of purpose
attitude for giving donations
prayer
Bible study
abundant gratitude

Financial

proper priority
personal budget
impulse purchases
earnings
living within income
money in savings
adequate insurance
investments
financial statement
debt free

Business Wheel: Assessment Sheet

Marketing

Meeting or exceeding my sales goals through effective lead generation and promotion strategies
We have a clear position in the marketplace
We have clearly defined our prime target market
We have clear definitions of our products and/or services
We have a pricing strategy that is profitable
We are consistently marketing to our house list (client base)
We have an effective referral relationship program
We have an effective referral/affiliate reward system
We have a written, posted marketing calendar
We have an effective Internet marketing system that includes web- sites that clearly communicate what we do, and utilize SEO, and we are consistently capturing e-mail addresses and using them to communicate our e-mail audience, and we have a strong presence on social media.

Administration

We track and report total sales daily
We track and report sales by profit center weekly, monthly and annually
We track and report sales by referral/affiliate/ad source weekly
We track and report sales closings daily (# of calls vs. # of sales)
We track and report number of returns or re-services as often as they occur
We track and report our profit and loss weekly
We track and report our balance sheet monthly
We have a cash flow management process in place
We plan our taxes annually before year end
We review our legal and insurance exposure annually (or as often as required)

Sales

We answer the telephone live
We have an effective telephone answering/transferring system
We have an effective sales script that appeals to our target market and closes the maximum number of inquiries
We have an effective system for responding to Internet leads
We have an effective sales process for each of our profit centers
We have an effective up-sell and down-sell process
We have effective processes and scripts for overcoming objections
We have an effective process for identifying ongoing and changing customer needs
We have clearly defined account management policies and procedures
We have effective customer management software in place

Leadership

We have a one-sentence mission statement that everyone understands and follows
We have effective management systems in place that include recruiting, hiring, orientation, training, coaching, employee reviews and termination processes, and have ensured they are legal
We have an up-to-date employee handbook
We have a written business plan that includes our vision, goals, a marketing plan, sales plan, operating plan and administration plan that is reviewed and updated quarterly
We have a written and posted organizational chart
We have regular team meetings
We have written position descriptions for every position
We have a training system in place for every position
We have policies and procedures for all areas of our business
We have an effective compensation plan in place that includes attractive pay and benefits that create high employee morale and retention

Operations

We have developed our unique service experience
We have clear-cut service systems in place that are exceeding our client expectations
We respond immediately to client concern
We have clear-cut return policies
We get customer feedback on a regular basis to ensure we are exceeding expectations
We have regular production meetings to ensure on-time delivery
We have a key customer appreciation process
We have effective project management processes in place
We have inventory management and office supplies/equipment processes in place
We have the latest, most effective equipment to deliver our unique service experience

What is the main area of struggle or concern in your life or business right now?

How long has it been this way?

What is this issue costing you personally and professionally?

What, if anything, have you done to solve the issue?

Up until now, what has kept you from experiencing optimal results?

If you were guaranteed to succeed in solving this issue, what is the ideal outcome and what do those results look like?

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