CLIENT questionnaire
Client In-Depth Questionnaire
Please contact us to setup a free session to address any of these questions or any other that keeps you up at night. We love to help you solve your problems and help you "raise your bar".
Food for thought during in-depth meetings - Business Overview
Whether you are meeting with your RYB advisor in person, on the phone, or via Zoom, please think about these business areas so they can be discussed in depth during the conversation.
What changes have occurred in you business over the past 1, 3 & 5 years?
What changes to you see coming in the next 12 to 18 months?
How did you get into this trade area?
Food for thought during in-depth meetings - Operations
Whether you are meeting with your RYB advisor in person, on the phone, or via Zoom, please think about these business areas so they can be discussed in depth during the conversation.
What regulations do face?
Do you micro manage or are you more hands-off?
What are you buying habits? What drives you to buy items?
Food for thought during in-depth meetings - Financial
Whether you are meeting with your RYB advisor in person, on the phone, or via Zoom, please think about these business areas so they can be discussed in depth during the conversation.
How do you track your business expenes?
Do you maximize all of you tax deductions?
Average time for billing you customer to when you recieve payment?
Food for thought during in-depth meetings - Marketing and Sales
Whether you are meeting with your RYB advisor in person, on the phone, or via Zoom, please think about these business areas so they can be discussed in depth during the conversation.
How do you track your current customers?
What is the process when you get a call from a potential customer?
Who could be your mentor to help you grow you business?
Food for thought during in-depth meetings - Plans and Goals
Whether you are meeting with your RYB advisor in person, on the phone, or via Zoom, please think about these business areas so they can be discussed in depth during the conversation.
What roles to you want to play short-term and long term?
What do you do to promote a positive work vs life balance?
Do you feel comfortable leaving work to attend a personal event ... school event, religious event, doctor appointment, etc?