Baseline Performance Survey – Entrepreneur/Executive

First Name

Last Name

Company

Address

Please provide the following baseline metrics for your company.

Industry

What industry are you in?

Targeted Customer

Describe your ideal customer

Value Statement

What value do you bring to your customers, what differentiates you in the marketplace?

Annual Sales

Total Sales

List Sales by Product/Service Category

Leadership Team/Staffing

List the various functional responsibilities and individuals on your leadership team

List your staff (total staff, sales staff, services staff, full time, part time, etc.)

Goals

What are your top Business goals?

What are your top Personal (non-business) goals?

What are your top 2-3 strengths (company or you personally)?

What are your greatest challenges?

Expectations

What are you hoping to accomplish with your Accountability Group?

Additional Thoughts

Any additional information that you think would be helpful for us to know…