The Core Assessment

The Core is a list of questions designed to give us the information required to develop a powerful strategy.

This is an opportunity for you to slow down, think about your goals and objectives and determine what you ultimately wish to achieve. This assessment will help you explore and uncover what you really want for your company, your clients, your associates and yourself. Once completed, we'll have the information and tools to build a strategy that:

provides focus and direction for your associates and staff
gives you structure to prioritize goals and objectives according to the strategy
achieves positive, revenue enhancing results!
ensures that you are flexible and prepared for opportunity
targets the customers you want to attract and retain

Take a moment fill out this assessment and let's get started!

Your Name

First and Last Name Please

Your E-Mail Address (Required)

Define your business

What are the product/service lines you offer?

In your best estimate, what percentage of overall revenue do you currently derive from each product/service line? Is that the mix you want? If not, what percentage do you want to derive from each line of business.

What does success look like for you?

- overall financial goal

- overall lifestyle goal

- other important factors

What advantage do you have over (or what differentiates you from) your competitors?

What opportunities do you have because of these advantages?

What are the top three to five problems or obstacles that keep you from capitalizing on this advantage?

In your best estimate, what daily activities do you perform that produce the highest results?

In your best estimate, what daily activities do you perform that produce the lowest results?

The Core Assessment

The Core is a list of questions designed to give us the information required to develop a powerful strategy.

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