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Business Needs Assessment for Spa Professionals

Begin this quick assessment to learn more about your business.

Click the button below to start. 

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Question 1 of 132

Business Name

Question 2 of 132

What are you doing in your current career?

Question 3 of 132

On a scale of 1-10, how much do you enjoy your career?

A

1

B

2

C

3

D

4

E

5

F

6

G

7

H

8

I

9

J

10

Question 4 of 132

Are you happy with the current performance of your business?

A

Yes

B

No/Don't Know

Business Formation

Richard Merrill Consulting, LLC wants to ensure your business is complaint with your business formation filings. Based on your answers we are able to provide customized advice and guidance.

Question 6 of 132

Have you incorporated your business? (LLC, S-Corp, LLCP, Partnership, C-Corp)

A

Yes

B

No / Don't Know

Question 7 of 132

Do you have Documents of Organization?

A

Yes

B

No/Don't Know

Question 8 of 132

Do you have an Operating Agreement / Corporate Bylaws?

A

Yes

B

No/Don't Know

Question 9 of 132

Do you have a prepared Resignation of Organization form?

A

Yes

B

No/Don't Know

Question 10 of 132

Do you have a Federal EIN (Employer Identification Number)?

A

Yes

B

No/Don't Know

Question 11 of 132

Do you have any Fictitious Business Names (DBA Filings)?

A

Yes/ Not Applicable

B

No/Don't Know

Question 12 of 132

Do you have a Business Checking Account separate from your personal accounts?

A

Yes

B

No/Don't Know

Question 13 of 132

Do you have a Business Savings Account that is interest-bearing separate from your personal accounts?

A

Yes

B

No/Don't Know

Question 14 of 132

Do you have an active Professional License?

A

Yes

B

No/Don't Know

Question 15 of 132

Do you have an active Establishment/Salon License?

A

Yes

B

No/Don't Know

Question 16 of 132

Do you have a local business license (City/County)?

A

Yes

B

No/Don't Know

Question 17 of 132

Do you have a Sales & Use Tax/Resellers Certificate/Account?

A

Yes

B

No/Don't Know

Question 18 of 132

Do you have your Initial Statement of Information?

A

Yes

B

No/Don't Know

Question 19 of 132

Do you have your Annual Statements?

A

Yes

B

No/Don't Know

Question 20 of 132

Do you have your Annual Meeting Minutes form?

A

Yes

B

No/Don't Know

Question 21 of 132

Do you have a Trademark?

A

Yes

B

No/Don't Know

Question 22 of 132

Do have a business owner's policy (BOP) in-force?

A

Yes

B

No/Don't Know

Question 23 of 132

Do have professional liability insurance in-force?

A

Yes

B

No/Don't Know

Question 24 of 132

Do have workers’ compensation insurance in-force?

A

Yes

B

No/Don't Know

Question 25 of 132

Do have errors and omissions liability insurance in-force?

A

Yes

B

No/Don't Know

Question 26 of 132

Do have business life insurance in-force?

A

Yes

B

No/Don't Know

Question 27 of 132

Do you have key persons/employee insurance in force?

A

Yes

B

No/Not Sure

Question 28 of 132

Are your documents, images and resources organized and easy to find?

A

Yes

B

No/Don't Know

Strategic Planning

Before jumping in to execution mode it is best to have a strategy in place. Have you assessed and prioritized your strategy in the past 30, 60, or 90 days? Do you have all the tools you need to succeed?

Question 30 of 132

Do you have a professionally written bio?

A

Yes

B

No/Don't Know

Question 31 of 132

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

A

Yes

B

No/Don't Know

Question 32 of 132

Does your business have a written mission statement that is shared publicly?

A

Yes

B

No/Don't Know

Question 33 of 132

Does your business have a written vision statement that is shared publicly?

A

Yes

B

No/Don't Know

Question 34 of 132

Do you have detailed daily goals outlined in writing for your business?

A

Yes

B

No/Don't Know

Question 35 of 132

Do you have detailed weekly goals outlined in writing for your business?

A

Yes

B

No/Don't Know

Question 36 of 132

Do you have detailed monthly goals outlined in writing for your business?

A

Yes

B

No/Don't Know

Question 37 of 132

Do you have detailed quarterly goals outlined in writing for your business?

A

Yes

B

No/Don't Know

Question 38 of 132

Do you have detailed annual goals outlined in writing for your business?

A

Yes

B

No/Don't Know

Question 39 of 132

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

Branding

Do you have all the components needed to consistently share your unique brand identity? If not we can help!

Question 41 of 132

Does your business have five values that guide your decision making process?

A

Yes

B

No/Not Sure

Question 42 of 132

Are these Brand Values shared publicly?

A

Yes

B

No/Not Sure

Question 43 of 132

Do you have a defined personality for your business?

A

Yes

B

No/Not Sure

Question 44 of 132

Have you protected your brand name?

A

Yes

B

No/Not Sure

Question 45 of 132

Do you have font guidelines that include a serif, san serif, and script style font for ensuring consistency in your branding?

A

Yes

B

No/Not Sure

Question 46 of 132

Do you have color usage guidelines for ensuring consistency in your branding?

A

Yes

B

No

Question 47 of 132

Do you have your logo in a round, square, and rectangular shape for use in different mediums?

A

Yes

B

No

Question 48 of 132

Does your business have a brand style guide that details your unique brand identity for delegating branded tasks?

A

Yes

B

No/Not Sure

Implementing a Predictable Selling System

Before marketing your business it is best to know what you sell, how you will sell it and who are the best clients to invest.

Question 50 of 132

Do you have a document detailing each product you offer?

A

Yes

B

No

Question 51 of 132

Do you have a document detailing each service you offer?

A

Yes

B

No/Not Sure

Question 52 of 132

Do you have a document detailing each package/service you offer?

A

Yes

B

No

Question 53 of 132

Do you have a document detailing each discount and comp reason for your business?

A

Yes

B

No

Question 54 of 132

Do you have detailed client persona profiles and avatars for each of at least eight client types in your business?

A

Yes

B

No

Question 55 of 132

Do you have a customized standard operating procedure for walking the client through a buyer journey for each persona in your business?

A

Yes

B

No

Question 56 of 132

Do you have a five-year plan detailing your distribution channels and growth into new revenue streams?

A

Yes

B

No

Question 57 of 132

Do you have a five-step selling system for each client persona in your business?

A

Yes

B

No

Question 58 of 132

Do you know your Annual Service Hours?

A

Yes

B

No

Question 59 of 132

Do you have annual benchmarks for your sales?

A

Yes

B

No

Question 60 of 132

Do you have quarterly benchmarks for your sales?

A

Yes

B

No

Question 61 of 132

Do you have monthly benchmarks for your sales?

A

Yes

B

No

Question 62 of 132

Do you have weekly benchmarks for your sales?

A

Yes

B

No

Question 63 of 132

Do you have daily benchmarks for your sales?

A

Yes

B

No

Question 64 of 132

Do you have hourly benchmarks for your sales?

A

Yes

B

No

Question 65 of 132

Have you researched at least three different point-of-sale solutions and compared them to ensure you use the best solution for your business?

A

Yes

B

No

Question 66 of 132

Which of the following Spa Policies have you implemented in your business?

(Select all that apply)
A

Online booking policy

B

No-show protection policy

C

Cancellation policy

D

Late arrival policy

E

Sickness/life happens policy

F

Minors, Children & Guests without an Appointment policy

G

Cell Phone Usage policy

H

Retail refund/exchange policy

I

Service sales refund/exchange policy

J

Chargeback Protection policy?

K

Right to Refuse Service policy

L

Client Duty to Inform policy

M

Scope of Practice policy

N

Gift Cards & Promotions policy

O

Client Photo Release policy

P

Credit card authorization form

Q

None of the above

Marketing - Part I: Research & Planning

Have you completed a thorough analysis for your business to have an effective marketing strategy?

Question 68 of 132

Have you performed market research for your business?

A

Yes

B

No

Question 69 of 132

Are you reaching new demographics?

A

Yes

B

No

Question 70 of 132

Are you reaching new Age ranges?

A

Yes

B

No

Question 71 of 132

Do you have a Service Sales policy?

A

Yes

B

No

Question 72 of 132

Are you incorporating gender-neutral alternatives to your service menu?

A

Yes

B

No

Question 73 of 132

Are you reaching new ethnicities?

A

Yes

B

No

Question 74 of 132

Are you targeting various Income levels?

A

Yes

B

No

Question 75 of 132

Are you reaching new geographic regions?

A

Yes

B

No

Question 76 of 132

Have you dedicated at least 8% of your anticipated gross revenue to marketing?

A

Yes

B

No

Question 77 of 132

Have you implemented marketing surveys with your clients to assess your market research effectiveness concerning your client personas?

A

Yes

B

No

Question 78 of 132

Have you performed a competitor analysis?

A

Yes

B

No

Traditional Marketing

Evaluate your local, low-cost/no-cost, marketing efforts.

Question 80 of 132

Have you created marketing guidelines for the following:

(Select all that apply)
A

Print Advertising

B

Local Community Bulletin Boards

C

Direct Mail Campaigns

D

Event Sponsorship

E

Local Radio Commercials

F

Cinema Advertising

G

Collaborations with Local Businesses

H

Vehicle Advertising

I

Loyalty Programs

J

Local Event Participation

K

Community Sponsorship

L

Branded Merchandise

M

Signage and Banners

N

Partnerships with Hotels

O

Workplace Wellness Programs

P

Local TV Appearances

Q

Professional Networking

R

Open Houses or Launch Events

S

In-Mall Advertising Opportunities

T

None of the Above

Question 81 of 132

Have you established a 12-month press release strategy?

A

Yes

B

No

Question 82 of 132

Have you established a 12-month contest & giveaway strategy?

A

Yes

B

No

Question 83 of 132

Have you established a 12-month contest & giveaway strategy?

A

Yes

B

No / Not Sure

Question 84 of 132

Do you have research for vendors to complete your print marketing needs?

A

Yes

B

No/Not Sure

Question 85 of 132

Have you created marketing guidelines for Product Marketing?

A

Yes

B

No

Question 86 of 132

Have you created marketing guidelines for Service Marketing?

A

Yes

B

No / Not Sure

Question 87 of 132

Have you created marketing guidelines for Event Marketing?

A

Yes

B

No / Not Sure

Question 88 of 132

Have you created marketing guidelines for Cause Marketing?

A

Yes

B

No / Not Sure

Digital Marketing

Enhance your traditional marketing efforts with a digital strategy. Use the following questions to evaluate your digital marketing efforts.

Question 90 of 132

Have you performed a deep website audit in the last 90 days to assess Key Performance Indicators against benchmarks?

A

Yes

B

No / Not Sure

Question 91 of 132

Have you created a 12-month SEO strategy for your business?

A

Yes

B

No / Not Sure

Question 92 of 132

Have you created a standard operating procedure for managing your online reputation?

A

Yes

B

No / Not Sure

Question 93 of 132

Do you have 12 months of email marketing planned for ease of automation?

A

Yes

B

No / Not Sure

Question 94 of 132

Do you have an SMS (Text) Marketing strategy in place to support your digital marketing efforts?

Question 95 of 132

Do you have 12 months of Blog Articles planned for ease of automation?

A

Yes

B

No / Not Sure

Question 96 of 132

Do you have a digital marketing strategy to ensure content is created at least 90 days before release?

A

Yes

B

No / Not Sure

Question 97 of 132

Do you have a monthly strategy for increasing engagement using online products, services, events, and causes?

A

Yes

B

No / Not Sure

Question 98 of 132

Do you have a formal 12-month sales and marketing plan that can be used to train staff and delegate execution tasks?

A

Yes

B

No / Not Sure

Award-Winning Client Experience

Use the following questions to assess your client experience and the supporting standard operating procedures.

Question 100 of 132

Do you have a detailed standard operating procedure written to explain the client acquisition strategies for gaining new clients?

A

Yes

B

No / Not Sure

Question 101 of 132

Do you have a consultation process allowing you to sell at least five products and three services to each client quickly and predictably?

A

Yes

B

No / Not Sure

Question 102 of 132

Do you have a written standard operating procedure for each service on your menu? (Not a manufacturer protocol)

A

Yes

B

No / Not Sure

Question 103 of 132

Do you have a written standard operating procedure for each service enhancement on your menu?

A

Yes

B

No / Not Sure

Question 104 of 132

Do you have a written standard operating procedure for the rebooking procedure in your business?

A

Yes

B

No / Not Sure

Question 105 of 132

Do you have a written Standard Operating Procedure for retailing at each service appointment?

A

Yes

B

No / Not Sure

Question 106 of 132

Do you have a written standard operating procedure for improving client retention?

A

Yes

B

No / Not Sure

Question 107 of 132

Do you have a written Standard Operating Procedure for referral and loyalty rewards programs?

A

Yes

B

No / Not Sure

Financial Planning for Spa Professionals

Assess your current financial planning acumen with the following questions.

Question 109 of 132

Which of the following do you utilize?

(Select all that apply)
A

Bookkeeper

B

General Accountant

C

Certified Public Accountant (CPA)

Question 110 of 132

Which accounting basis do you use?

A

Cash Basis

B

Accrual Basis

C

Hybrid

D

Don't Know

Question 111 of 132

Which Financial Statement preparation type do you utilize?

A

Internally Prepared Financial Statement

B

CPA-Complied Statements

C

CPA-Reviewed Financial Statements

D

CPA-Audited Financial Statements

Question 112 of 132

Which of the following financial planning documents do you utilize?

A

Income Statement

B

Balance Sheet

C

Cash Flow Statements

D

All of the Above

Question 113 of 132

Do you have a document that allows you to project and track your material costs per treatment?

A

Yes

B

No / Not Sure

Question 114 of 132

Do you have a document that allows you project and track your labor expenses for the business?

A

Yes

B

No / Not Sure

Question 115 of 132

Do you have a document that allows you project and track your operating expenses for the business?

A

Yes

B

No / Not Sure

Question 116 of 132

Do you have a 5 year cash flow forecast written?

A

No / Not Sure

B

Yes

Question 117 of 132

Do you have a written plan for accessing capital over the next 5 years? (Loans, Grants, Investors, Etc.)

A

Yes

B

No

Question 118 of 132

Do you have a Business Plan as you might provide to a bank for a loan?

A

Yes

B

No / Not Sure

Managing Operations

Use the following questions to assess the current state of your Operations by the support documents available.

Question 120 of 132

Do you have an Operations Manual?

A

Yes

B

N0 / Not Sure

Question 121 of 132

Is the spa's operations manual structured with critical sections for easy delegation to a third party?

A

Yes

B

No / Not Sure

Human Resources

Ensure a strong company culture and increase the value of your brand with strategic human resources.

Question 123 of 132

Do you currently delegate any of the operational activities in your business?

A

Yes

B

No / Not Sure

Question 124 of 132

Do you have an organization chart or 4D Chart for your business over the next 5 years?

A

Yes

B

No / Not Sure

Question 125 of 132

Do you have Standard Operating Procedures detailing the businesses Hiring Practices?

A

Yes

B

No / Not Sure

Question 126 of 132

Do you have written job descriptions for each member of your current and proposed staff (including yourself)?

A

Yes

B

No / Not Sure

Question 127 of 132

Do you have an Application Form for employment inquiries? (Paper and Digital)

A

Yes

B

No / Not Sure

Question 128 of 132

Do you have a Employment Agreement?

A

Yes

B

No / Not Sure

Question 129 of 132

Do you have a written onboarding standard operating procedure for each job description?

A

Yes

B

No / Not Sure

Question 130 of 132

Do you have forms, Assessments and tracking methods in place for managing staff expectations, trainings, meetings and performance criteria?

A

Yes

B

No / Not Sure

Question 131 of 132

Do you have an employee Handbook?

A

Yes

B

No / Not Sure

Question 132 of 132

Do you have standard operating procedures for tracking disciplinary action and terminations?

A

Yes

B

No / Not Sure

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