7 Figure Sam
Marketing and Operations Audit
How Do You And Your Facility Stack Up?
Self-Diagnostic Assessment to Improve Marketing and Operations In Your Facility
Name
(required)
Business Partner
Email
(valid email required)
Phone Number
Website
1. How many years have you been in the fitness industry?
2. What is your company's legal structure?
Sole Proprietorship
LLC
Corporation
3. How many people work for your company?
4. Are they employees or independent contractors?
5. Have you consulted with a labor attorney to make sure all your workers are classified properly?
6. How do you pay yourself?
7. Do you have a reliable accountant and an accurate book keeper that keep track of every Penney in and out of your company?
8. List the three biggest overhead for your business and their amount?
9. Do you have an EXACT Game plan on where you want to be in One year, 5 year and 10 year?
10. Do you have an "exit" strategy?
11. Do you currently have facility insurance?
12. Do you currently have health insurance?
13. Do you currently have disability insurance?
14. Are you currently systematically putting at least 10% if your income in a "can't touch" savings or investment account?
15. How many formal, written referral-generating systems for clients do you have working right now?
None (0)
None (0)
2-5 (2)
6 or more (4)
16. Is your facility being marketed tactically or strategically?
Tactically (0)
Strategically (2)
17. Do you have a powerful, unique selling proposition (USP) that positions you as being the best possible solution for training in the local community?
No (0)
Yes (2)
18. Do you know what your client cancellation rate is and what you need to do to minimize it?
No (0)
Partially (1)
Yes, in both cases (3)
19. Do you have client satisfaction programs in place to minimize client attrition?
No (0)
Yes (2)
20. Do you have a comprehensive database of your prospects, clients and potential referral sources that includes names, contact numbers, emails, and interest along with when they first visited to your facility?
No (0)
Partial (1)
Yes On All Issues (3)
21. Do you actively use all the data above to target different categories of clients in different ways for different services?
No (0)
Yes (3)
22. Do you know exactly where all (or at least most) of your referrals are coming from and how to stimulate more referrals from those specific sources?
No (0)
Yes (2)
23. Do you know where your biggest source of untapped new clients is and how to mine it?
No (0)
Yes (2)
24. Does at least 25% of your client volume currently come from referrals?
No (0)
Yes (2)
25. Is the average number of referrals you get every month going up or down?
Down/Dropping (0)
Up/Growing (2)
26. Do you have a reliable system of collecting and creating client testimonials and success stories?
No (0)
Yes (2)
27. If "yes," how many client testimonials and success stories do you have?
1-5 (1)
6-10 (2)
11-20 (3)
2l & over (4)
28. Do you effectively and powerfully use your testimonials in all your marketing, advertising?
No (0)
Sometimes (1)
Yes, always (3)
29. Do you have respected people in your field, market, industry who without hesitation endorse you and your facility?
No (0)
Yes (2)
30. How many such endorsements do you have?
None (0)
1-3 (1)
4-9 (2)
10 or above (3)
31. Do you have a continuous system/approach/program actively in place to continually secure more prominent endorsements?
No (0)
Yes (2)
32. Do you have any strategic alliances/host beneficiary relationships actively in place right now?
No (0)
Yes (2)
33. What is your financial situation on a scale of 1-10 (1 = poor and 10 = excellent)
1-4 (0)
5-6 (2)
7 (3)
8-10 or more (5)
34. What is your credit score?
Under 700 (0)
Over 700 (2)
35. Available Liquid Cash
36. Available Credit
37. Accessible Ira/Retirement/401k/Rrsp
38. Annual Gross Revenue
39. Do you have a brand?
No (0)
40. Are you "Googleable?" How many pages of Google are you on?
1 (1)
2-3 (2)
4-9 (3)
10 or more (4)
41. Do you have a 29-second presentation or pitch about your services?
No (0)
Yes (2)
42. Do you have an active, systematic, ongoing follow-up system for every client and referral source?
No (0)
Yes (2)
43. How often do you follow up with clients and referral sources by phone, mail, e-mail or in-person?
Never (0)
Once Every Six Months (1)
Once A Quarter (2)
More Often (3)
44. Do you know your allowable cost of acquiring a new client and/or referral source and if "yes," do you invest up to that amount in your marketing efforts to acquire new clients?
No (0)
Yes (2)
45. Are you a good time manager?
No (0)
No (0)
46. How many hours a week are you working on your fitness business?
1-2 (1)
3-9 (2)
10 or More (3)
47. Do you offer value added services (either tangible or intangible) as an incentive to for your clients and referral sources?
No (0)
Yes (2)
48. Do you do PR/media relationships/radio/newspaper/magazine interviews?
No (0)
Yes (2)
49. Are you are a procrastinator?
No (2)
Yes (0)
50. Do you write articles, special reports or a book(s) to use for promotional positioning?
No (0)
Yes (2)
51. Do you have pictures with you and celebrities to give your facility credibility and branding? 32) Do you have pictures with you and celebrities to give your facility credibility and branding?
No (0)
Yes (2)
52. Do you lack focus?
No (2)
Yes (0)
53. Do you have a continuous way to build a growing client list?
No (0)
Yes (2)
54. How often do you send quality e-mails out that provide a benefit to your clients and referral sources?
Never (0)
Infrequently (1)
Quarterly (2)
Monthly or More (3)
55. Are your e-mails educational/content-based and not merely self-serving?
No (0)
Yes (2)
56. Do you have a direct response-formatted website?
No (0)
Yes (2)
57. Do you do effective (attracting and then converting) search engine optimization that helps you grow a list of more clients?
No (0)
Yes (2)
58. How many different marketing activities do you have in place where clients / referrals / revenue flow in from multiple profit pillars/streams?
2 (1)
3-5 (2)
6-8 (3)
9 or More (4)
59. Do you have a target prospect list of strategic partners - i.e., companies that either already have a strong relationship with your clients?
No (0)
Yes (2)
60. If "yes," how many prospective, new "strategic partner" companies (with complete contact data) are there on that list?
1-5 (1)
6-10 (2)
11-20 (3)
21-50 (4)
51 and over (5)
61. Do you start off the day by checking your email?
No (2)
Yes (0)
62. How often do you attend fitness business building seminars / workshops?
Never (0)
Yearly or Longer (1)
Every Six Months (2)
Monthly (3)
63. How many competitive advantages have you created for your fitness business?
None (0)
One (1)
2-5 (2)
2-5 (2)
64. Do you know the lifetime value of your client?
No (0)
Yes (2)
65. How many hours of TV do you watch a month?
Over 15 (0)
11-15 hours (2)
Less than 10 (3)
66. Do you read The Wall Street Journal every day?
No (0)
Yes (2)
67. How many books, business articles, or business magazines do you read a month?
None (0)
One (1)
2-5 (2)
6-10 (3)
11 or More (4)
68. Do you really think your marketing makes irresistible offers to clients and potential referral sources?
No (0)
Yes (2)
69. If "no," how many ways can you come up with right now to strengthen the appeal, attractiveness, effectiveness of your sales, advertising, promotional offers and propositions?
One (1)
2-5 (2)
6-10 (3)
More than 10 (4)
70. How many more complementary (up-sell/cross-sell) products/services do you currently add to your ‘traditional’ services?
None (0)
One (1)
2-5(2)
6 or More (3)
71. Do you hold, run or do special events such as seminars, new service introductions, promotions, client appreciation events, etc.?
No (0)
Yes (2)
72. Do you personally talk to your clients regularly to learn what they want and then build a relationship with them?
No (0)
Yes (2)
73. Do you regularly shop/buy or look what your competitors are doing to see what they do differently or are doing that your company doesn’t do?
No (0)
Yes (2)
74. There are between 15 and 30 key impact or leverage points that can positively increase your revenue. How many have you identified?
None (0)
l-5 (1)
6-10 (2)
11-20 (3)
Over 20 (4)
75. Do you have a written marketing strategy and tactical implementation plan you continuously apply and follow?
No (0)
Yes (2)
76. If "yes" do you regularly monitor and measure results and performance of every element of that plan; and adjust, replace, improve areas or activities whenever performance drops or does not exceed specific targeted benchmarks you’ve established?
No (0)
Sometimes (1)
Yes, Always (2)
77. Do you have a complete e-mail marketing strategy you constantly adhere to, implement and follow?
No (0)
Yes (2)
78. Do you study the success approaches that other companies (or industries) use that can be adapted and adopted by you?
No (0)
Yes (2)
79. If "yes"' do you regularly (at least once a quarter or more) pick approaches you want to try out and then actually test them to see if they perform better than the approach(es) you are currently using?
No (0)
Yes (2
80. Do your marketing, sales approaches and advertising activities focus on benefits or features?
Features (1)
Benefits (2)
81. Do you know the top five reasons why clients look to other sources of training?
No (0)
Yes (2)
82. Do you have a compelling and persuasive way to overcome each of those five objections or resistance points?
No (0)
Yes (2)
83. Do you really know what your fitness business vision is and can you explain it in a paragraph or two?
No (0)
Yes (2)
84. Do you know all of the marketing assets (both tangible and intangible) your fitness business has available to it?
No (0)
Yes (2)
85. Have you identified all the different revenue-generating activities your fitness business is engaged in doing so you can start improving and maximizing each one?
No (0)
Yes (2)
86. Do you really know and can you clearly elaborate what your facility's biggest marketing problem is?
No (0)
Unsure (1)
Yes, Absolutely (2)
87. Do you know what areas of your marketing are weak, poorly developed? Examples include prospecting follow-up, client satisfaction, upselling other services, referrals, etc?
No (0)
Yes (2)
88. How many fitness business management coaches do you currently have?
None (0)
1 (1)
2(2)
over (3)
89. Name your coach and what kinds of coaching you are getting
90. Do you really know and can you clearly verbalize what your fitness business' biggest growth or profit opportunity is, marketing, operations or otherwise?
No (0)
Unsure (1)
Yes, Absolutely (2)
91. Are you coachable?
No (0)
Yes (2)
92. What are your greatest strengths?
1
2
93. What are your greatest weaknesses?
1
2
94. How do you feel after this questionnaire?
Same or hopeless (0)
I need help (2)
Excited and I know I need help, can you please help me? (3)
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