Business Assessment Checklist
I begin each client engagement by walking through a comprehensive Business Assessment Checklist. This process offers several benefits. First, it provides a structure for the initial conversation that allows you, the client, to get to know me, and vice versa. You will quickly understand my approach for identifying ways that I can offer value. You will also learn something about the state of your business and how prepared you are for successfully launching and scaling a new company or service offering. At the same time, I will learn everything I need to know to size up the nature of a potential engagement and to recommend ways I can help you to improve your business.
The assessment covers 7 key elements of a successful IT product or services business - whether you are a technology firm offering a hosted service or an IT service provider building an ecosystem of complementary products and services for small, mid-sized or large-scale businesses and institutions. The 7 key areas are covered in the form of a checklist so that, together, we can identify which items are covered and which ones are not. The result is a gap analysis tells you how to apply resources to achieve the greatest level of success in the marketplace.
Here are the 7 categories formulated as high level questions. Each question represents several checklist items that should be part of every successul and scalable cloud solutions business.
Would you like to have a copy of my Business Assessment Checklist? Request one here.
The assessment covers 7 key elements of a successful IT product or services business - whether you are a technology firm offering a hosted service or an IT service provider building an ecosystem of complementary products and services for small, mid-sized or large-scale businesses and institutions. The 7 key areas are covered in the form of a checklist so that, together, we can identify which items are covered and which ones are not. The result is a gap analysis tells you how to apply resources to achieve the greatest level of success in the marketplace.
Here are the 7 categories formulated as high level questions. Each question represents several checklist items that should be part of every successul and scalable cloud solutions business.
- Messaging: Do you have a well-defined target market, customer profile & value proposition?
- Pricing: Do you have a strategically priced & packaged IT service portfolio?
- Sales Model: Do you have a comprehensive sales channel model?
- Revenue Model: Do you have a comprehensive revenue & profitability model?
- Lead Generation: Do you have a metrics-based lead generation plan & budget?
- Sales Enablement: Do you have a complete set of sales enablement tools & materials?
- Performance Management: Do you have the right performance management metrics & process?
Would you like to have a copy of my Business Assessment Checklist? Request one here.
