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    The 6 Keys of Business Success: Assess

Client Testimonial

  1. 1: Assess
  2. 2: Identify
  3. 3: Strategize
  4. 4: Develop
  5. 5: Implement
  6. 6: Maintain

With proper assessment of your business, you can determine what is working and what is not, which gives you clarity, direction, and focus.

To become or remain a leader in your industry it is critical to regularly access the progress your business has made. Then evaluate where your business is today, compared to where you want it to be in the future.

Many times as a business owner, you are to busy working in your business to stand back and assess the big picture of your business. Without this assessment, there is no way to determine if what you are currently doing is working or not. Successful businesses take the time to regularly assess and make the needed changes to meet their markets needs and reach their long and short-term objectives.

When was the last time you assessed your business?

If you need help assessing your business, call us at 678-583-0401 or e-mail us for your FREE one-hour phone consultation.

On a regular basis you should assess the following:

  1. Vision - Review your business vision and ask yourself if your vision is still the same or if you need to expand on it. Then ask if you have executed everything possible to achieve your vision. Your vision is the largest piece of your businesses foundation. Without vision, a company struggles to grow past the start-up phase. If you do not have your business vision written, you have violated a fundamental business law of success. Learn About the Principle of Vision >>>

  2. Purpose – Assess if you are working daily towards your business purpose or if you have allowed anything to take you off course of achieving your purpose. Reviewing your purpose will remind you of why you are in business. It will also move you forward and empower you to push through obstacles you might be facing.

  3. Mission – Assess your mission to learn if you are hitting or missing the mark of your mission. If you are not hitting the mark of your mission, search for what needs to be adjusted and make those needed adjustments.

  4. Values – It is important to review your values and assess if you, as the owner of your business and your leadership, have been making decisions and operating your business based on the values you set as your standards. Many times issues you are experiencing or diversions from your vision have occurred because you or your leadership have violated the values you originally set forth.

  5. Core Value – This is your core competency as a business. The main benefit you provide your clients. Review your core value to see if it has changed or needs to change because you have grown or changed the focus or direction of your business.

  6. Consistency in Work Product/Service – Consistency in your work product and the service you provide builds credibility. Credibility creates longevity. If you are struggling to retain clients or see little referral business, it is critical to assess and fix all inconsistencies in your work product/service. Inconsistencies are the main factor that diminishes trust and reliability in the eyes of your clients.

  7. Employee Perceptions – Your employees are your internal customers. If all is well with them, usually all is well with your external customers. It is critical to get feedback from your employees about your company, what they know about your client's needs and what they feel can be done to assist them with their job. Their feedback and your listening and making the needed changes will decrease your employee turnover and increase your bottom line. Assess to discover the last time you conducted an employee survey. An employee survey conducted confidentially by a third party is one of the most valuable tools a company can use to extract truthful information they need to know. Learn About Our Employee Survey Service >>>

  8. Customer Perceptions– Without clients you are out of business. What your client perceives becomes your reality. Learn About the Principle of Perception >>>

    It along with your employee's perception is all that matter. It is critical to keep your finger on the pulse of your client to learn what you are doing right and where you need to improve to best serve them. The information you obtain from a client survey will give your company a cutting edge in the marketplace, increase your client retention, and allow you to improve your customer service. It is always more cost effective to keep a client than replace one. Assess to discover the last time you conducted a client survey. A client survey conducted confidentially by a third party is one of the most valuable tools a company can use to extract truthful information they need to know. Learn About Our Customer Survey Service >>>

  9. Written Policies and Procedures - Anything you do more than once needs a written procedure. It does not matter if you are a one-person business or have 1-1000 employees or anything in between, you must have written policies and procedures. Your policies and procedures must always be updated to reflect any and all changes made. Policies legally protect your business and give you, your employees, and your client’s clarity of what to expect. Procedures allow your business to provide consistency in your work product, services and top-notch customer service. They also allow you and your employees to do the job at hand efficiently and accurately every time. Be sure to review, assess, and update your policies and procedures. If you do not have your policies and procedures written, you have violated a fundamental business law of success and need to take the time to write them. You, your employees, and clients will be glad you did.

  10. Customer Service Procedures- A lack of customer service is one of the quickest ways to lose clients. It is critical for you to review and assess all customer complaints. Then be sure to revise or develop customer service procedures to eradicate those particular complaints in the future.

  11. Hiring Procedures (Employees) – Hiring the right employee for the right position is critical to productivity, consistency of work product and the overall success of your business. High employee turnover also greatly decreases your bottom line. Assess your current hiring procedures to ensure you are doing everything possible to hire the right person for the right position. An empty seat is less damaging to your company than a seat filled by the wrong person. It is important to hire slow and fire fast.

  12. Hiring Procedures (Independent or Subcontractor) – Many businesses utilize the services of independent and subcontractors. When choosing this route, you must ensure consistency in your work product or services with written procedures that identify what you expect as a final product from your independent or subcontractor. You must also have a written agreement that identifies who has what responsibility and the amount of payment for their work, how and when payment for work will be made. Without written procedures and a written agreement, you are risking your business reputation and putting your business in jeopardy. If you do not have your procedures and agreement written for working with contractors, you have violated a fundamental business law of success and need to take the time to write them.

  13. Level of Efficiency – It is imperative to your businesses financial health to assess how efficient your business is operating and improve upon areas where inefficiency is found. Efficiency lowers operating cost and improves profitability.

  14. Level of Productivity – Your bottom line greatly depends on your level of productivity and the systems that support your productivity. You need to assess and learn if there are ways to improve the level of your current productivity.

  15. Marketing Efforts – Review and assess your past marketing campaigns to learn where you received your greatest ROI. Review your brochures and website to see if they need to be updated to include new products or services. If a change of focus or direction of your company has occurred, you will want to update your marketing materials to reflect this change. Maybe your marketing materials need a fresh up-dated look.

  16. Sales Efforts – Sales are the lifeblood of your business. Without clients, you have no business. You need to asses your sales efforts to learn if you are meeting your sales goals and if your sales materials and strategy has been effective or if improvements need to be made.

"I would like to commend you and your team for your outstanding service in designing our marketing materials and our website.

After our conversation we embarked on a multi-point plan to market our company to our niche security market. What impresses me the most as separated you from other companies we were considering was your multi-point strategy starting with a client survey and then continuing with a new logo and website design and marketing materials and printing; much of which was built from information our clients provided during the survey. Not only did the survey allow insight into our client’s perceptions of our company but allowed us to immediately improve areas identified by our clients and to incorporate their suggestions and additional services in our website design and marketing materials.

It is for this reason that I would like to thank your staff for a job well done and I do not hesitate to recommend True Perceptions – as your company truly delivers the true perception of a company."

– Rick Staly, M.S., F.B.I.N.A
Executive Vice President/MGMR

American Eagle Sentry, LLC.


“The most important benefit of working with True Perceptions is seeing my wife’s job and my job changing from being focused solely on the daily tasks to being more focused on the direction of the company. Our work with True Perceptions has set our company on a new path.

Judging by recent complements about our company from several clients, I can see that working with True Perceptions has really developed our company and given it a much stronger and more professional image in the industry than we had before.”

- Johnston and Dana Blakley Founders
On Track Investigations, Inc.

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