Welcome to the Ladies With Tradies Self-Reflection Tool.
Take a seat, relax and use this scorecard to see how far you've come and what still needs work.
BE HONEST LEGENDS
It's important to reflect openly and honestly; perfection is a myth, so I expect to see areas that still require work.
This tool showcases all that you have had education on over the last few weeks...but education is just the start.
Let’s see how you did!
Who is completing this self-assessment today
To ensure we can send you a copy of your results on completion, please pop in your email address.
Mastery
Destination
Record your self-assessment score /10
Vision, Mission & Values Non-negotiables?
Detailed Business Plan that is used?
10, 5, 3 & 1 Year Goals?
90 Day Plan?
What does your Business look like when finished?
Time & Self
Working IN vs Working ON your business?
Default diary for Owner & Team?
Regular review of Task blender?
Monitor important vs urgent tasks Leverage Time - doing ever more for ever less?
Goal sheets for all staff to achieve?
Legend vs Battler - which are you?
Financial
Review Monthly P&L?
Balance Sheet?
Cashflow forecast?
Breakeven – Year, Month, Day?
Debtors & Creditors System?
Profit Margins?
KPI Dashboard?
Niche
USP & Guarantee
What IS OUR USP?
Strong Guarantee?
Both used in Marketing?
Leads
Written Marketing Plan?
Do you T&M?
CRM Database?
Regular Contact?
Conversation Rate
What is it?
Sales Targets?
Sales process?
Scripts?
Average Spend
How much is Ave. sale?
Prices Increase?
Up-selling? Checklist to sell more?
Number of Transactions
Regular contact w clients? VIP/Loyalty Scheme?
Members Club?
How often could they buy?
Margin
What is gross margin?
What is net margin?
What is most profitable activity?
Understand effects of Discounting/Increasing?
Team
7 Keys to a Winning Team
Strong Leadership?
Common Goal?
Rules of the Game?
Action Plan?
Support Risk-Taking?
100% Involvement & Inclusion?
Reward & Recognition?
Well done on completing your self-assessment. A copy will be emailed to you for your records.