Business Assessment Questionnaire

Use this form to enable us to evaluate your business and offer a plan forward.

This assessment questionnaire gives us a snapshot of your current business status enabling us to evaluate your business and offer a plan forward. If you don't know an answer, put N/A please.

Email *

Legal Company Name: *

Fictitious Name or DBA: *

Owner - Owners Name *

Address *

City *

State *

Postal code *

Phone *Personal Cell phone #

Website

Do you have a written business plan *

Current Accounting Challenges

Who does your income tax preparation? *

I do them myself

CPA

Local Income Tax company

I am working on filing previous years tax returns

Who does your payroll? *

I don't have a employees

I do payroll myself

I have a service do my payroll

Do you have an employee manual ? *

Yes

If yes, is it current?

No

Who does your accounts payable? (pays bills)

Who does your Accounts Receivable (Invoices and billing)

How do you handle collections?

How do you track inventory?

What Point of Sale system do you use?

What system do you use to process credit card payments?

Do you have a sales manual ? *

Yes

No

Do you use a CRM (Customer Relations Management tool) ? *

Yes

No

Do you use a company calendar? *

Yes

No

Do you have a task management tool? *

Yes

No

Do you use a project management tool? *

Yes

No

Do you have a marketing plan? *

Yes

No

Do you have a marketing budget? *

Yes

No

Who does your marketing?

What kind of networking do you participate in? (Check all that apply)

Chamber of Commerce (events)

Chamber Leads Groups

BNI (Business Networking International)

ING (Inspiring New Growth)

Civic Organizations

Non-Profits

Other

What are your companies challenges?

Do you have a budget for employee training/education? *

Yes

No

Do you have a budget for training/education/consulting for yourself or the company? *

Yes

No

I agree to receive text messages and email communications from the business by providing my information on this form.

FAQS

What makes Lowell Lane Business Services different from other consulting firms?

At Lowell Lane Business Services, our distinctiveness lies in our personalized approach to consultancy. Unlike one-size-fits-all solutions, we take the time to thoroughly understand your unique challenges, goals, and industry context. Our team of seasoned experts collaborates closely with you to craft tailored strategies and solutions. We measure our success by your success and remain committed to delivering results that align precisely with your needs and aspirations.

How long does it typically take to see results from your consultancy services?

The timeline for seeing results can vary depending on the specific nature of your project and goals. While some improvements may be evident in the short term, sustainable and significant transformations often take a bit longer. Our commitment is to provide you with a realistic timeline during our initial consultation. Rest assured, we work diligently to ensure that you experience positive changes as efficiently as possible, while also focusing on long-term success.

What industries do you specialize in, and can you help businesses of all sizes?

We have expertise across a wide range of industries, including Service bases businesses, technology, healthcare, manufacturing, retails, food services, and more. Our consultants' diverse backgrounds and experiences enable us to adapt our strategies to fit your specific industry. Whether you're a small startup or an established company, we have the knowledge and resources to assist you. Our consultancy services are tailored to meet the unique needs of businesses of all sizes, ensuring that you receive the support necessary to achieve your goals.