Question 1of 10:
How many full time employees do you have?
Question 2 of 10:
Are your clients starting to complain?
Common product problems when it's just you:
Paying customers have higher expectations, product is unreliable and not good enough.
Question 3 of 10:
Is your lead flow inconsistent?
Common marketing problems when it's just you:
Lead flow is inconsistent (Stop : Start).
Question 4 of 10:
Are you struggling to attract new clients?
Common sales problems when it's just you:
Sales conversions are inconsistent.
Question 5 of 10:
Do clients expect more from you?
Common customer service problems when it's just you:
Paid customers have higher standards and complain more.
Question 6 of 10:
Is your budget too tight to invest in the tech you need?
Common information tech (IT) problems when it's just you:
You have no money to afford tech.
Question 7 of 10:
Do you need a full-time employee?
Common recruitment problems when it's just you:
Too much work for part timers and freelancers.
Question 8 of 10:
Are you unsure how to hire staff the right way?
Common human resources (HR) problems when it's just you:
You are treating contractors like full time employees - which is illegal.
Question 9 of 10:
Is it hard to track your cashflow and tax obligations?
Common finance problems when it's just you:
You don’t keep track of money or have a way to pay taxes.
Are you struggling to fix all the issues in your business?
Common product problems with 1 to 4 employees:
Product issues build up faster than you can handle.
Are leads taking longer to buy?
Common marketing problems with 1 to 4 employees:
Your new leads are colder, so take longer to convert.
Are too many of your leads unqualified?
Common sales problems with 1 to 4 employees:
You spend too much time with unqualified leads.
Are new clients showing signs of confusion or frustration?
Common customer service problems with 1 to 4 employees:
Customer service suffers as you train new staff.
Are you paying for tools you do not need?
Common information tech (IT) problems with 1 to 4 employees:
You’re paying for tech you do not need.
Is finding skilled staff a challenge?
Common recruiting problems with 1 to 4 employees:
Job applicants lack the experience you need.
Are you paying staff as you go?
Common human resources (HR) problems with 1 to 4 employees:
You’re not withholding money for staff taxes and fees.
Do you need a formal process for paying people?
Common finance problems with 1 to 4 employees:
There is no formal structure for paying people.
Is your product being pulled in too many directions?
Common product problems with 5 to 9 employees:
You said yes to anyone who would pay. Feedback from so many different customers creates too many product directions.
Are unqualified leads eating into your day more than you’d like?
Common marketing problems with 5 to 9 employees:
Too many unqualified leads.
Are you struggling to track key sale metrics?
Common sales problems with 5 to 9 employees:
It's hard to contact leads fast enough and you have no metrics around sales.
Is it difficult to measure what "good service" looks like?
Common customer service problems with 5 to 9 employees:
No metrics for customer success.
Do you see inconsistent adoption of tools across the team?
Common information tech (IT) problems with 5 to 9 employees:
New staff aren’t using all the tools effectively.
Have you spent too much time with low quality candidates?
Common recruiting problems with 5 to 9 employees:
You spend too much time with bad candidates.
Are you finding employees do not know how to behave?
Common human resources (HR) problems with 5 to 9 employees:
There are not clear expectations for staff i.e. paid leave, dress code, and code of conduct.
Are you constantly surprised by unexpected expenses?
Common finance problems with 5 to 9 employees:
Cash flow is lumpy due to random “one-time” expenses.
Do your clients stop buying because they run out of things to get?
Common product problems with 10 to 19 employees:
Customers have nothing else to buy from you & churn.
Have you seen rising costs for qualified leads?
Common marketing problems with 10 to 19 employees:
Qualified leads are too expensive and cap your ability to advertise.
Are clients not getting what they expect?
Customers get sold with unrealistic expectations and refunds/bad reviews become an issue.
Are clients starting to complain?
Common customer service problems with 10 to 19 employees:
Clients come in with unrealistic expectations and get inconsistent answers.
Are employees using their personal devices for company work?
Common information tech (IT) problems with 10 to 19 employees:
Employees use their own hardware and software, causing issues when they leave. There's no tracking of leads and customers interacting with your business.
Are you finding it hard to fill high-level roles?
Common recruiting problems with 10 to 19 employees:
Have trouble finding higher level roles/managers.
Do you have an informal way of firing staff?
Common human resources (HR) problems with 10 to 19 employees:
There’s no formal process for firing people leaving your company exposed.
Are you unsure how much you can safely reinvest into growth?
Common finance problems with 10 to 19 employees:
You don’t know how much money you can reinvest into growth.
Is the team taking longer to make product improvements?
Common product problems with 20 to 49 employees:
Improving two products slows down improvements.
Is your client acquisition costs increasing?
Common marketing problems with 20 to 49 employees:
Ads don’t convert well with colder traffic, and client acquisition costs rise.
Has your team's efficiency at closing deals declined?
Common sale problems with 20 to 49 employees:
With a larger sales team and broader market reach, closing efficiency drops.
Are more clients cancelling?
Common customer service problems with 20 to 49 employees:
Churn rises as you gain more customers and add new products.
Do you need a better way to protect your data and IP?
Common information tech (IT) problems with 20 to 49 employees:
New people coming in. Old people leaving with intellectual property (IP) data, and access.
Is it harder to get the staff you need?
Common recruiting problems with 20 to 49 employees:
The number and type of roles you need exceed your current network. (Everyone who's good has a job already.)
Are higher-level candidates not wanting to work for you?
Common human resources (HR) problems with 20 to 49 employees:
You can't attract top talent because they want a full compensation package with benefits.
Is it tough to track where all your money goes?
Common finance problems with 20 to 49 employees:
You're spending money to grow, but you're not. Money is missing. Where's my return?
Are product improvements taking longer to implement?
Common product problems with 50 to 99 employees:
Product outdated. Improvements take too long to roll out.
Do you rely on one acquisition channel?
Common marketing problems with 50 to 99 employees:
Lead flow is volatile because you only have one way to get customers.
Is your team wasting leads?
Common sales problems with 50 to 99 employees:
Leads getting wasted. Not worked consistently.
Is your team more reactive than proactive?
Common customer service problems with 50 to 99 employees:
Customer service is more reactive than proactive.
Is your data and staff access disorganised?
Common information tech(IT) problems with 50 to 99 employees:
As more people join, data and access can feel scattered and difficult to manage.
Are you missing out on great hires?
Common recruiting problems with 50 to 99 employees:
You have too many roles open. It’s hard to track candidates and their progress. As a result, you miss out on great hires.
Is it hard to track all your employees' information?
Common human resources (HR) problems with 50 to 99 employees:
There are too many different places for employee information and you have no data.
Could your staff be handling your finances more effectively?
Common finance problems with 50 to 99 employees:
Your team starts spending money stupidly.
Are clients confused by all the features your product has?
Common product problems with 100 to 249 employees:
Your product has too many features and is starting to overwhelm clients.
Is your cost to acquire clients increasing due to low quality leads?
Common marketing problems with 100 to 249 employees:
Broader creative brings in lower quality leads and dilutes the brand. Increasing the cost to acquire clients.
Is the closing rate of your premium product decreasing?
Common sales problems with 100 to 249 employees:
Closing efficiency on premium product drops.
Do you have client journeys that conflict or overlap?
Common customer service problems with 100 to 249 employees:
Multiple customer journeys conflict or poorly timed with one another.
Are departments requesting better tools?
Common information tech (IT) problems with 100 to 249 employees:
Departments outgrow general software and need specific solutions. Too many internal inquiries. No inquiry process.
Are candidates who don't fit your culture getting hired?
Common recruiting problems with 100 to 249 employees:
Recruiters hold inconsistent standards and culture suffers. Wrong candidates get too far in the process.
Is staff performance starting to dip?
Common human resources (HR) problems with 100 to 249 employees:
So many new and existing employees, performance suffers. Compliance issues and complaints skyrocket.
Are you still being charged retail rates?
Common finance problems with 100 to 249 employees:
You're still paying retail for everything (and getting overcharged.) Cash is unprotected and getting 0% returns.
Are changes making your product worse?
Common product problems with 250 to 500 employees:
Changes to successful products {cash cows) make them worse. But you need new stuff to keep growing.
Are you finding it hard to track where your leads are coming from?
Common marketing problems with 250 to 500 employees:
Lead attribution by channel becomes difficult. Platform and regulatory compliance become an issue.
Is your sales team overwhelmed?
Common sales problems with 250 to 500 employees:
Too many different leads and products can overwhelm a single salesperson.
Is customer service struggling to keep up with all your inquiries?
Common customer service problems with 250 to 500 employees:
There are too many offerings and volume for customer service to handle.
Are your staff finding your old tools less effective than before?
Common information tech (IT) problems with 250 to 500 employees:
The technology that helped you before now struggles to keep pace as you grow.
Are the best candidates slipping through your hiring process?
Common recruiting problems with 250 to 500 employees:
Top talent ignores standard recruiting efforts, unless the CEO or Founder does it.
Are you seeing higher staff turnover?
Common human resources (HR) problem with 250 to 500 employees:
Churn is rising, and you lack the right people to grow.
Is raising capital challenging?
Common finances problems with 250 to 500 employees:
Your financials aren't strong enough to attract investors or lenders for research and development (R&D) or mergers and acquisitions (M&A).
Question 10 of 10:
Which area of your business do you want to improve first?
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Trained commission-only sales teams and leaders for one of the world leaders in face to face marketing.
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Grew one of the top 5% of podcasts in the world: NZ Business Owners.
Director of commission only marketing agency, Find Advice.
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Launched Uproar.gg rapidly scaling the platform to 450,000 active users before exiting in a large-scale roll up of gaming IP.
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Director of Potentia, New Zealand’s largest locally owned technology recruitment firm
Formerly led a team of 700 at Te Whatu Ora - Health New Zealand
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Client Strategy Director of Potentia, New Zealand’s largest locally owned technology recruitment firm.
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Director of Potentia, New Zealand’s largest locally owned technology recruitment firm.
Formerly led a team of 700 at Te Whatu Ora - Health New Zealand.
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Qualified financial adviser and chartered accountant.
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