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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?
1
2
3
4
5
6
7
8
9
10
Question 4 of 132
Are you happy with the current performance of your business?
Yes
No/Don't Know
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)
No / Don't Know
Question 7 of 132
Do you have Documents of Organization?
Question 8 of 132
Do you have an Operating Agreement / Corporate Bylaws?
Question 9 of 132
Do you have a prepared Resignation of Organization form?
Question 10 of 132
Do you have a Federal EIN (Employer Identification Number)?
Question 11 of 132
Do you have any Fictitious Business Names (DBA Filings)?
Yes/ Not Applicable
Question 12 of 132
Do you have a Business Checking Account separate from your personal accounts?
Question 13 of 132
Do you have a Business Savings Account that is interest-bearing separate from your personal accounts?
Question 14 of 132
Do you have an active Professional License?
Question 15 of 132
Do you have an active Establishment/Salon License?
Question 16 of 132
Do you have a local business license (City/County)?
Question 17 of 132
Do you have a Sales & Use Tax/Resellers Certificate/Account?
Question 18 of 132
Do you have your Initial Statement of Information?
Question 19 of 132
Do you have your Annual Statements?
Question 20 of 132
Do you have your Annual Meeting Minutes form?
Question 21 of 132
Do you have a Trademark?
Question 22 of 132
Do have a business owner's policy (BOP) in-force?
Question 23 of 132
Do have professional liability insurance in-force?
Question 24 of 132
Do have workers’ compensation insurance in-force?
Question 25 of 132
Do have errors and omissions liability insurance in-force?
Question 26 of 132
Do have business life insurance in-force?
Question 27 of 132
Do you have key persons/employee insurance in force?
No/Not Sure
Question 28 of 132
Are your documents, images and resources organized and easy to find?
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?
Question 31 of 132
Have you completed a SWOT Analysis in the last 90 days?
Question 32 of 132
Does your business have a written mission statement that is shared publicly?
Question 33 of 132
Does your business have a written vision statement that is shared publicly?
Question 34 of 132
Do you have detailed daily goals outlined in writing for your business?
Question 35 of 132
Do you have detailed weekly goals outlined in writing for your business?
Question 36 of 132
Do you have detailed monthly goals outlined in writing for your business?
Question 37 of 132
Do you have detailed quarterly goals outlined in writing for your business?
Question 38 of 132
Do you have detailed annual goals outlined in writing for your business?
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?
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?
Question 42 of 132
Are these Brand Values shared publicly?
Question 43 of 132
Do you have a defined personality for your business?
Question 44 of 132
Have you protected your brand name?
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?
Question 46 of 132
Do you have color usage guidelines for ensuring consistency in your branding?
No
Question 47 of 132
Do you have your logo in a round, square, and rectangular shape for use in different mediums?
Question 48 of 132
Does your business have a brand style guide that details your unique brand identity for delegating branded tasks?
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?
Question 51 of 132
Do you have a document detailing each service you offer?
Question 52 of 132
Do you have a document detailing each package/service you offer?
Question 53 of 132
Do you have a document detailing each discount and comp reason for your business?
Question 54 of 132
Do you have detailed client persona profiles and avatars for each of at least eight client types in your business?
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?
Question 56 of 132
Do you have a five-year plan detailing your distribution channels and growth into new revenue streams?
Question 57 of 132
Do you have a five-step selling system for each client persona in your business?
Question 58 of 132
Do you know your Annual Service Hours?
Question 59 of 132
Do you have annual benchmarks for your sales?
Question 60 of 132
Do you have quarterly benchmarks for your sales?
Question 61 of 132
Do you have monthly benchmarks for your sales?
Question 62 of 132
Do you have weekly benchmarks for your sales?
Question 63 of 132
Do you have daily benchmarks for your sales?
Question 64 of 132
Do you have hourly benchmarks for your sales?
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?
Question 66 of 132
Which of the following Spa Policies have you implemented in your business?
Online booking policy
No-show protection policy
Cancellation policy
Late arrival policy
Sickness/life happens policy
Minors, Children & Guests without an Appointment policy
Cell Phone Usage policy
Retail refund/exchange policy
Service sales refund/exchange policy
Chargeback Protection policy?
Right to Refuse Service policy
Client Duty to Inform policy
Scope of Practice policy
Gift Cards & Promotions policy
Client Photo Release policy
Credit card authorization form
None of the above
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?
Question 69 of 132
Are you reaching new demographics?
Question 70 of 132
Are you reaching new Age ranges?
Question 71 of 132
Do you have a Service Sales policy?
Question 72 of 132
Are you incorporating gender-neutral alternatives to your service menu?
Question 73 of 132
Are you reaching new ethnicities?
Question 74 of 132
Are you targeting various Income levels?
Question 75 of 132
Are you reaching new geographic regions?
Question 76 of 132
Have you dedicated at least 8% of your anticipated gross revenue to marketing?
Question 77 of 132
Have you implemented marketing surveys with your clients to assess your market research effectiveness concerning your client personas?
Question 78 of 132
Have you performed a competitor analysis?
Evaluate your local, low-cost/no-cost, marketing efforts.
Question 80 of 132
Have you created marketing guidelines for the following:
Print Advertising
Local Community Bulletin Boards
Direct Mail Campaigns
Event Sponsorship
Local Radio Commercials
Cinema Advertising
Collaborations with Local Businesses
Vehicle Advertising
Loyalty Programs
Local Event Participation
Community Sponsorship
Branded Merchandise
Signage and Banners
Partnerships with Hotels
Workplace Wellness Programs
Local TV Appearances
Professional Networking
Open Houses or Launch Events
In-Mall Advertising Opportunities
None of the Above
Question 81 of 132
Have you established a 12-month press release strategy?
Question 82 of 132
Have you established a 12-month contest & giveaway strategy?
Question 83 of 132
No / Not Sure
Question 84 of 132
Do you have research for vendors to complete your print marketing needs?
Question 85 of 132
Have you created marketing guidelines for Product Marketing?
Question 86 of 132
Have you created marketing guidelines for Service Marketing?
Question 87 of 132
Have you created marketing guidelines for Event Marketing?
Question 88 of 132
Have you created marketing guidelines for Cause 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?
Question 91 of 132
Have you created a 12-month SEO strategy for your business?
Question 92 of 132
Have you created a standard operating procedure for managing your online reputation?
Question 93 of 132
Do you have 12 months of email marketing planned for ease of automation?
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?
Question 96 of 132
Do you have a digital marketing strategy to ensure content is created at least 90 days before release?
Question 97 of 132
Do you have a monthly strategy for increasing engagement using online products, services, events, and causes?
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?
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?
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?
Question 102 of 132
Do you have a written standard operating procedure for each service on your menu? (Not a manufacturer protocol)
Question 103 of 132
Do you have a written standard operating procedure for each service enhancement on your menu?
Question 104 of 132
Do you have a written standard operating procedure for the rebooking procedure in your business?
Question 105 of 132
Do you have a written Standard Operating Procedure for retailing at each service appointment?
Question 106 of 132
Do you have a written standard operating procedure for improving client retention?
Question 107 of 132
Do you have a written Standard Operating Procedure for referral and loyalty rewards programs?
Assess your current financial planning acumen with the following questions.
Question 109 of 132
Which of the following do you utilize?
Bookkeeper
General Accountant
Certified Public Accountant (CPA)
Question 110 of 132
Which accounting basis do you use?
Cash Basis
Accrual Basis
Hybrid
Don't Know
Question 111 of 132
Which Financial Statement preparation type do you utilize?
Internally Prepared Financial Statement
CPA-Complied Statements
CPA-Reviewed Financial Statements
CPA-Audited Financial Statements
Question 112 of 132
Which of the following financial planning documents do you utilize?
Income Statement
Balance Sheet
Cash Flow Statements
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?
Question 114 of 132
Do you have a document that allows you project and track your labor expenses for the business?
Question 115 of 132
Do you have a document that allows you project and track your operating expenses for the business?
Question 116 of 132
Do you have a 5 year cash flow forecast written?
Question 117 of 132
Do you have a written plan for accessing capital over the next 5 years? (Loans, Grants, Investors, Etc.)
Question 118 of 132
Do you have a Business Plan as you might provide to a bank for a loan?
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?
N0 / Not Sure
Question 121 of 132
Is the spa's operations manual structured with critical sections for easy delegation to a third party?
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?
Question 124 of 132
Do you have an organization chart or 4D Chart for your business over the next 5 years?
Question 125 of 132
Do you have Standard Operating Procedures detailing the businesses Hiring Practices?
Question 126 of 132
Do you have written job descriptions for each member of your current and proposed staff (including yourself)?
Question 127 of 132
Do you have an Application Form for employment inquiries? (Paper and Digital)
Question 128 of 132
Do you have a Employment Agreement?
Question 129 of 132
Do you have a written onboarding standard operating procedure for each job description?
Question 130 of 132
Do you have forms, Assessments and tracking methods in place for managing staff expectations, trainings, meetings and performance criteria?
Question 131 of 132
Do you have an employee Handbook?
Question 132 of 132
Do you have standard operating procedures for tracking disciplinary action and terminations?