Please feel free to fill out our “Quick Look” Business Fitness Analysis form by simply clicking on the appropriate options. Upon completion, a Sage representative will contact you to go over your results.

Business Name Name Email     Business Topic/Area Top Notch! We're Doing Great in this area! Good A Few Minor Problems Here & There Fair Some Problems in This Area Not so Hot One of our Major Problem Areas. HELP! Business Operations         Business Plan Leadership, vision, values, quality, business direction, business purpose & strategy/revenue growth, business development reviews performance-based culture Top Notch! Good Fair Not so Hot Operational Plan Virtually "problem-free" day-to-day running of business from opening to closing, high productivity, fully computerized, maintenance, equipment, cleanliness, safety, emergencies, policies & procedures, productivity strategy in place, high degree of professionalism in place from cleanliness to organization to appearance of employees Top Notch! Good Fair Not so Hot Financial Plan Budgets, income, expenses, record-keeping, payroll, revenue collection, growth pro-forma, profit driven vs. revenue driven, profit margins increase annually Top Notch! Good Fair Not so Hot Marketing Plan Increased client base, Advertising, Public Relations &, Sales, website presence, newsletters, image and business identity Top Notch! Good Fair Not so Hot Administration Plan Office set-up, high productivity and organization, telephone, mailings, data base, policies/procedures Top Notch! Good Fair Not so Hot Program/Product Development Top Notch! Good Fair Not so Hot New Programs/Products Research & Design (R&D), coordination, implementation, documentation ©,®,™ and quality assurance and feedback Top Notch! Good Fair Not so Hot Current Programs/Products Evaluation/documentation, ©,®,™, quality assurance and feedback Top Notch! Good Fair Not so Hot Support Systems         Staff/Employees Top Notch! Good Fair Not so Hot Recruitment & Hiring, Substitutes / Temporary help Top Notch! Good Fair Not so Hot Management & Supervision & Communication & Professionalism Top Notch! Good Fair Not so Hot Retention & Motivation - company is "employer of choice" Top Notch! Good Fair Not so Hot Performance Reviews and Professional Development Implemented on consistent and on-going basis Top Notch! Good Fair Not so Hot Education & Training Orientation, Basic, specialized, advanced, On-going, evaluation, Training employees to do their job exceedingly well is a #1 priority. Management is involved. Top Notch! Good Fair Not so Hot Customer Service Plan Standards Development, coordinated and implemented. ,Service standards are set extremely high Top Notch! Good Fair Not so Hot Website Attractive, informational and value-added. A presence that integrates overall marketing plan. And "brands" company at all levels Top Notch! Good Fair Not so Hot Communications Plan Clear overall plan that allows for consistent open communication channels with management, with staff and with customers Top Notch! Good Fair Not so Hot Personal Balance Quality time for self/family, happy & healthy personal life, proper physical activity w/ "fun factor" built into schedule, truly enjoy business, adequate $$ being set aside for financial independence Top Notch! Good Fair Not so Hot

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