check

Onboarding Questionnaire

Thank you for your interest in working with Richard Merrill Consulting. The following set of questions will be used to produce your award winning business snapshot report as well as assess the needs of your business. The assessment portion of the questionnaire is graded and will provide you results at the end of the questionnaire.

Click the button below to start. 

Start

Question 1 of 53

Business Name

Question 2 of 53

Business Address

Question 3 of 53

Website

Question 4 of 53

Business Email

Question 5 of 53

Business Phone

Question 6 of 53

Cell Phone

Question 7 of 53

Online Store

(Select all that apply)
A

Online Booking

B

Online Shopping

Question 8 of 53

By Appointment Only 

A

Yes

B

No

Question 9 of 53

Payment Options

(Select all that apply)
A

American Express

B

Apple Pay

C

Google Pay

D

Cash

E

Check

F

Debit

G

Diners Club

H

Discover

I

Mastercard

J

Paypal

K

Samsung Pay

L

Store Card

M

Travelers Check

N

Visa

Question 10 of 53

Hours of Operation

Question 11 of 53

Blog URL

Question 12 of 53

Facebook URL

Question 13 of 53

Foursquare URL

Question 14 of 53

Linked In Business URL (Not your personal profile)

Question 15 of 53

NextDoor Business URL

Question 16 of 53

Twitter URL

Question 17 of 53

Instagram URL

Question 18 of 53

YouTube URL

Question 19 of 53

Tagline

Question 20 of 53

Short Description (200 characters or less)

Question 21 of 53

Long Description (2000 characters or less)

Business Needs Assessment

The follow questions will provide a deep understanding of your needs for improved results. Please answer honestly to ensure the most accurate results of the assessment at the end of this questionnaire.

Question 23 of 53

Are you happy with the current performance of your business?

A

Yes

B

No/Don't Know

Question 24 of 53

Have you completed a SWOT Analysis for your business in the last 90 days?

A

Yes

B

No / Don't Know

Question 25 of 53

Does your business have a written vision and mission statement?

A

Yes

B

No/Don't Know

Question 26 of 53

Does your business have a strategic plan detailing where you are going and how you will get there?

A

Yes

B

No/Don't Know

Question 27 of 53

Do each of your goals consist of at least three action steps outlined for achieving each goal and tracking your progress?

A

Yes

B

No/Don't Know

Question 28 of 53

Does your business have five values that guide your decision-making process, are these values shared publicly?

A

Yes

B

No/Don't Know

Question 29 of 53

Does your business have a brand style guide for consistently sharing your unique brand identity?

A

Yes

B

No/Don't Know

Question 30 of 53

Do you have a written 12-month marketing plan in place for your business?

A

Yes

B

No/Don't Know

Question 31 of 53

Do you set goals for each promotional campaign or ad?

A

Yes

B

No/Don't Know

Question 32 of 53

Do you regularly measure and track the results of your marketing and promotions efforts?

A

Yes

B

No/Don't Know

Question 33 of 53

Are your marketing and promotional efforts bringing in new clients consistently?

A

Yes

B

No/Don't Know

Question 34 of 53

Does your business have a strategic sales plan detailing the client's journey and expectations?

A

Yes

B

No/Don't Know

Question 35 of 53

Are you satisfied with your current sales process?

A

Yes

B

No/Don't Know

Question 36 of 53

Are you generating enough qualified inquiries monthly?

A

Yes

B

No/Don't Know

Question 37 of 53

Are you consistently achieving your daily, monthly, quarterly, and annual sales goals?

A

Yes

B

No/Don't Know

Question 38 of 53

Do you have written standard operating procedures (SOP’s) for each process in your business operations?

A

Yes

B

No/Don't Know

Question 39 of 53

Do you offer an initial consultation for all first time clients?

A

Yes

B

No/Don't Know

Question 40 of 53

Do have written client policies (I.e. booking, cancellations, minors, etc.)?

A

Yes

B

No/Don't Know

Question 41 of 53

Do you have a written procedure to perform a consultation for all returning clients?

A

Yes

B

No/Don't Know

Question 42 of 53

Do you have an evaluation method for tracking the productivity and results in your business?

A

Yes

B

No / Don't Know

Question 43 of 53

Do you know your annual operating hours?

A

Yes

B

No / Don't Know

Question 44 of 53

Do you know your cost per treatment for each service on your menu?

A

Yes

B

No / Don't Know

Question 45 of 53

Do you pay yourself a consistent salary?

A

Yes

B

No / Don't Know

Question 46 of 53

Do you currently use cash flow statements, balance sheets, and other financial tracking documents?

A

Yes

B

No / Don't Know

Question 47 of 53

Do have a business owner's policy, professional liability, workers’ compensation, errors and omissions liability, key employee insurance, and business life insurance in-force?

A

Yes

B

No / Don't Know

Question 48 of 53

Do you have a written succession plan and/or buy-sell agreement in place?

A

Yes

B

No / Don't Know

Question 49 of 53

Do you have a written operations manual and employee handbook?

A

Yes

B

No / Don't Know

Question 50 of 53

Does your business have a strategic plan detailing how you will achieve performance goals?

A

Yes

B

No / Don't Know

Question 51 of 53

Do you have detailed job descriptions for every member of your current and proposed staff?

A

Yes

B

No / Don't Know

Question 52 of 53

Do you have a written standard operating procedure for hiring, mentoring and terminating staff?

A

Yes

B

No / Don't Know

Question 53 of 53

Does your business have a written business plan (as you might provide to a bank)?

A

Yes

B

No / Don't Know

Confirm and Submit