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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.

Question 2 of 10:

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.

Question 3 of 10:

Are leads taking longer to buy?

Common marketing problems with 1 to 4 employees:

Your new leads are colder, so take longer to convert.

Question 4 of 10:

Are too many of your leads unqualified?

Common sales problems with 1 to 4 employees:

You spend too much time with unqualified leads.

Question 5 of 10:

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.

Question 6 of 10:

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.

Question 7 of 10:

Is finding skilled staff a challenge?

Common recruiting problems with 1 to 4 employees:

Job applicants lack the experience you need.

Question 8 of 10:

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.

Question 9 of 10:

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.

Question 2 of 10:

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.

Question 3 of 10:

Are unqualified leads eating into your day more than you’d like?

Common marketing problems with 5 to 9 employees:

Too many unqualified leads.

Question 4 of 10:

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.

Question 5 of 10:

Is it difficult to measure what "good service" looks like?

Common customer service problems with 5 to 9 employees:

No metrics for customer success.

Question 6 of 10:

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.

Question 7 of 10:

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.

Question 8 of 10:

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. 

Question 9 of 10:

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.

Question 2 of 10:

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.

Question 3 of 10:

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.

Question 4 of 10:

Are clients not getting what they expect?

Common marketing problems with 10 to 19 employees:

Customers get sold with unrealistic expectations and refunds/bad reviews become an issue.

Question 5 of 10:

Are clients starting to complain?

Common customer service problems with 10 to 19 employees:

Clients come in with unrealistic expectations and get inconsistent answers.

Question 6 of 10:

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.

Question 7 of 10:

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.

Question 8 of 10:

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.

Question 9 of 10:

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.

Question 2 of 10:

Is the team taking longer to make product improvements?

Common product problems with 20 to 49 employees:

Improving two products slows down improvements.

Question 3 of 10:

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.

Question 4 of 10:

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.

Question 5 of 10:

Are more clients cancelling?

Common customer service problems with 20 to 49 employees:

Churn rises as you gain more customers and add new products.

Question 6 of 10:

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.

Question 7 of 10:

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.)

Question 8 of 10:

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.

Question 9 of 10:

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?

Question 2 of 10:

Are product improvements taking longer to implement?

Common product problems with 50 to 99 employees:

Product outdated. Improvements take too long to roll out.

Question 3 of 10:

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.

Question 4 of 10:

Is your team wasting leads?

Common sales problems with 50 to 99 employees:

Leads getting wasted. Not worked consistently.

Question 5 of 10:

Is your team more reactive than proactive?

Common customer service problems with 50 to 99 employees:

Customer service is more reactive than proactive.

Question 6 of 10:

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.

Question 7 of 10:

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.

Question 8 of 10:

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.

Question 9 of 10:

Could your staff be handling your finances more effectively?

Common finance problems with 50 to 99 employees:

Your team starts spending money stupidly.

Question 2 of 10:

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.

Question 3 of 10:

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.

Question 4 of 10:

Is the closing rate of your premium product decreasing?

Common sales problems with 100 to 249 employees:

Closing efficiency on premium product drops.

Question 5 of 10:

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.

Question 6 of 10:

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.

Question 7 of 10:

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.

Question 8 of 10:

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.

Question 9 of 10:

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.

Question 2 of 10:

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.

Question 3 of 10:

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.

Question 4 of 10:

Is your sales team overwhelmed?

Common sales problems with 250 to 500 employees:

Too many different leads and products can overwhelm a single salesperson.

Question 5 of 10:

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.

Question 6 of 10:

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.

Question 7 of 10:

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.

Question 8 of 10:

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.

Question 9 of 10:

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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  • 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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