Your name                       Your position/title           

    Phone number                               E-mail             

    Tenure    - less than 6 months 6 months-2 years 2-5 years 5-10 years 10-20 years over 20 years                                  Best time to contact    - weekday morning weekday afternoon weekends/evenings

    Company name                   Years in business/industry    - less than 6 months 6 months-1 year 1-5 years 5-10 years 10-20 years over 20 years

    Number of employees    - just me 2-15 15-35 35-50 50-75 75-100 100-175 175-250 250-500 500 or more                Annual revenue    - $0-100k $100k-500k $500k-1M $1M-5M $5M-15M $15-30M $30M-beyond

    Company website            Family-run/owned business    - Yes No

     If you could change any two things about your company, what would they be?

            Change #1   

            Change #2   

    For change #1:

            What is keeping this change from happening right now?   

            What would be the benefits of this change?   

            What would be the consequence of not making this change?   

            How soon does this change need to happen?    - yesterday/today! within a year within 6 months within the next few years sooner than later not sure

    For change #2:

            What is keeping this change from happening right now?   

            What would be the benefits of this change?   

            What would be the consequence of not making this change?   

            How soon does this change need to happen?    - yesterday/today! within a year within 6 months within the next few years sooner than later not sure

    Do you currently have a strategic plan in place?    - yes no not sure what is a strategic plan?

    What percentage of your current operations are automated?    - 0-10% 10-30% 30-50% 50-70% 70-90% 90-100% We are robots!

    What would be the ideal percentage of automation for your company?    - 0-10% 10-30% 30-50% 50-70% 70-90% 90-100% We want to be robots!

    How are you currently financing your growth?    - business loan(s) factoring lines of credit/credit cards/other lending personal savings/equity not sure

    What associations/networks (trade, cultural, philanthropic, etc) do you belong to?   

    Are there any other specific issues for which you are contacting us?   

    Is there anything else you want to share?   

    Yes, I'd like more info on (please hold [CTRL]+click to check more than one topic)

            developing unique strategy_ organizational leadership_ operational excellence_ life and work balance_ employee retention/morale_ overall alignment w/ strategy_ productivity/time management_ goal-focused activity_ breaking silos_ sales/customer service_ leadership development/promotional readiness_ variability control_ process improvement_ defect reduction/production speed_

    What is your top priority for the next 6 months?   

    Have you brought-in an outside entity to improve your company before?    - yes no probably not sure

    Best time for us to make a site visit (usually two weeks out)    - Mondays, between 12-3pm Thursdays, 8am

    Name of person/organization that referred you to Better San Diego