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Onboarding | Business Consulting
Business Consulting
Company Name
Briefly Explain your Sales and Business Development Process:
Some good questions to consider: How do you qualify leads? How / when do sales meetings occur? How many clients do you pitch in a month? What's the average project bid? What's your close rate? What's the average project volume?
What are some positive highlights of your current Sales efforts?
Some good questions to consider: What works in your Business Development strategies? Who / what are the biggest accelerators for your company towards your Sales and Business Development goals?
What are your main concerns / pain points regarding Sales and Business Development?
Some good questions to consider: Have sales slowed down? Are sales efforts flat? Is it becoming harder to secure clients? Why do you think that is?
Who is in charge of your Sales and Business Development?
Do you have a sales team? How big is your sales team? Are the firm partners / leaders the only ones taking the lead when it comes to business development?
Which of the following are the 3 MOST IMPORTANT sales and business development goals?
Increasing our Year over Year (YoY) Sales
Creating new revenue streams for our business
Creating predictable / reliable lead sources
Exploring new lead and project sources
Increasing our Bonding Capacity
Reducing our proposal preparation time
Building a strong sales team
Creating more sustainable revenue streams
Building a consistent client acquisition system
Prioritizing our most profitable markets
Prioritizing our most profitable services
Recession-proofing the business
Other
Other sales and business development goal:
Briefly Explain your Accounting and Finance Processes:
Some good questions to consider: How do you document your expenses? How do you document your revenue? How do you measure financial performance? How do you set benchmarks in your market? How often do you review performance?
What are some positive highlights of your current Financial Management efforts?
Some good questions to consider: What works in your Financial Management process? Who / what are the biggest accelerators for your company towards your financial management synchrony and success?
What are your main concerns / pain points regarding your Financial Management?
Some good questions to consider: Are date sources unreliable? Is data split between departments? Is the process slow and inefficient? Are purchases suffering with the process? Are there any bottlenecks?
Who is in charge of your Accounting, Bookkeeping and Financial metrics?
Do you have an in-house accountant? Do you outsource that service? Who keeps track of your expenses and revenue?
Which of the following are the 3 MOST IMPORTANT financial management goals?
Gaining overall clarity about our financial situation
Creating accountability among team members
Identify the most profitable areas of our business
Identifying and cutting financial losses
Developing and exit strategy
Creating a business continuity plan
Simplifying our accounting process
Better integration of outside consultants
Creating more detailed financial data
Hire in-house and eliminate outside consultants
Other
Other financial management goal:
Please list ALL your accounting, bookkeeping and tax preparation tools and software:
Upload your most recent financial statements:
Please include: Profit and Loss (P&L) (or Income) Statement, Cash Flow Statement, Annual Report, Balance Sheet or other documents that can provide insight into your financial situation. All documents are kept in strict confidentiality, as per our Agency's legally-binding Non-Disclosure Agreement.
Max. file size: 64 MB.
Briefly Explain your Project Management process:
Some good questions to consider: How do you manage project timelines? How do you keep projects on budget? How do you manage purchases? How do you document and share project data? Describe your onboarding process...
What are some positive highlights of your current Project Management processes?
Some good questions to consider: What works in your Project Management? Who / what are the biggest accelerators for your company towards your project delivery and efficiency goals?
What are your main concerns / pain points regarding Project Management?
Some good questions to consider: Are projects encountering more problems than usual? Are there any factors impeding successful delivery? Are there any unnecessary slow downs or bottlenecks? What are some problems you simply have not been able to overcome? Why do you think that is?
Who is in charge of your overseeing Project Management?
How big is your team of project managers? Do you use any outside consultants?
Which of the following are the 3 MOST IMPORTANT project management and delivery goals?
Keeping projects under budget
Delivering projects on time
Keeping the team informed
Create a safer work environment
Eliminate legali liability
Improving the Estimating and Construction process
Better integration of outside consultants
Hire in-house professionals and eliminate outside consultants
Improve transportation and logistics
Streamline communication
Better documentation
Improve client communication
Other
Other project management goal:
Please list ALL your project management, operations and day-to-day tools and software:
Briefly Explain your employee recruiting and retention process:
Some good questions to consider: How do you find qualified talent? How do you retain personnel? What do you do to incentivize and motivate them? How much of your work is in-house vs. outside contractors? What does your onboarding process consist of? Describe your team culture...
What are some positive highlights of your current Personnel Strategy?
Some good questions to consider: What works in your personnel strategy? Who / what are the biggest accelerators for your company towards your recruiting and retention goals?
What are your main concerns / pain points regarding Personnel Strategy?
Some good questions to consider: Are employees noticeably discouraged or apathetic toward projects? Is churn rate high? Have outside factors affected your work force? Has recruiting and retention become harder? Why do you think that is?
Who is in charge of your overseeing Personnel Strategy?
Do you rely exclusively on an internal HR department or have outside consultants helping?
Which of the following are the 3 MOST IMPORTANT personnel goals?
Attracting top talent
Retention (Avoiding turnover)
Letting employees be heard
Giving employees financial participation (profit sharing, etc.)
Turning my team members into advocates
Keeping my team informed
Boosting employee moral
Building a great culture
Providing Healthy Work/Life Balance
Incentivizing Employees
Reducing employee liabilities
Other
Other personnel goal:
Please list ALL your HR tools and software:
What are your long-term business goals?
Some good questions to consider: What do you hope to achieve in the next 5 - 10 years?
Do you feel that your current operation are aligned withyour core values, mission and long-term vision?
If yes, what gives you that impression? If not, why do think that is and how do you feel things could improve?
Is there anything else you’d like to add regarding your Business Operations?
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