Business Analysis Questionnaire

Leadership & Vision

How would you describe your current role in the business?

Do you have a clear, defined business vision for the next 1-3 years?

How confident are you in your ability to lead your team and guide your business through challenges?

What’s your biggest leadership challenge right now?

Marketing & Customer Acquisition

How well is your marketing currently working to attract new customers?

Excellent

Good

Needs improvement

Not working at all

What marketing channels are you currently using?

Are you targeting the right audience, and do you know who your ideal customer is?

How consistent are you with your marketing efforts?

Sales Process

How would you rate your sales performance over the past 6-12 months?

Growing

Stable

Declining

What does your current sales process look like?

What’s your biggest obstacle in converting leads into paying customers?

Are you happy with your average customer value and retention rate?

Products & Services

Are your products or services meeting the needs of your customers?

What feedback are you getting from customers about your products or services?

Do you feel you’re offering the right mix of products or services to grow your business?

Operational Efficiency & Overhead

How well are you managing your overhead costs?

Very well

Somewhat well

Struggling

Are there any areas in your business where you feel costs could be reduced without impacting quality?

What systems or tools are you using to manage your business operations?

How would you rate your business’s efficiency overall?

Highly efficient

Moderately efficient

Inefficient

Delivery & Customer Experience

Are you consistently delivering your products or services on time?

Do you track customer satisfaction and experience after delivery?

What’s your biggest challenge in meeting customer expectations?

Cash Flow & Financial Health

How would you describe your current cash flow situation?

Strong and steady

Inconsistent

Problematic

Are you able to cover all operating expenses and still maintain a profit?

Do you forecast your cash flow, and if so, how often do you review it?

What’s the biggest financial challenge your business is facing right now?