Your Entrepreneurial Happiness Plan - Trusted Team

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Money

Have you surveyed or discussed with your best clients their greatest concerns?

Yes

A Little

No

Money

Do you have a clearly documented referral generation process?

Yes

A Little

No

Money

Do you have 'intellectual products', like a book, blog or podcast that you can give away for free to attract new customers?

Yes

A Little

No

Money

Have you documented what makes your 'best-fit client'?

Yes

A Little

No

Money

Have you partnered with other businesses that can introduce their clients to your business?

Yes

A Little

No

Money

Do you keep track of all your key business data on a weekly basis?

Yes

A Little

No

Money

Do you know what your minimum fee is for a new client?

Yes

A Little

No

Money

Do you have a personal Lifetime Cashflow Forecast?

Yes

A Little

No

Money

Are you extracting profits tax efficiently?

Yes

A Little

No

Money

Do you keep much money in bank accounts, both personally and in the business?

Yes

A Little

No

Time

Do you deliver all of your client services on a 121 basis?

Yes

A Little

No

Time

Have you documented how you help your clients in a clear and unique system?

Yes

A Little

No

Time

Have you documented the key stories that best explain what you do?

Yes

A Little

No

Time

Have you refined your own story, as to why you are the expert in your field?

Yes

A Little

No

Time

Have you documented all of your business processes?

Yes

A Little

No

Time

Do you monitor and respond to your own email inbox?

Yes

A Little

No

Time

Do you delegate everything except the most profitable elements of your work?

Yes

A Little

No

Time

Do you take good care of your own health, sleep and wellbeing?

Yes

A Little

No

Time

Do you have clear goals written down for both your business and personal lives?

Yes

A Little

No

Fun

Do you have regular meetings where you are 'working on the business' rather than 'working in the business'?

Yes

A Little

No

Fun

Do you reward your team for self-improvement?

Yes

A Little

No

Fun

Have you clearly documented your company culture?

Yes

A Little

No

Fun

Do you have a leadership team that run some or all of the business for you?

Yes

A Little

No

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