HELP TT Assessment Form

1. Business Profile

Business Name

Industry

Contact Name

Phone

Email

Number of Employees

Monthly Revenue Range

2. Customer Acquisition

How do customers currently find you?

Word of Mouth

Facebook

Instagram

TikTok

Google

Website

Walk-in Traffic

Other

Website

Google Business Profile

Active Social Media

Biggest marketing challenge

3. Customer Management

How do customers contact you?

Phone

Email

Facebook

Walk-in

Website Form

Do customer requests get lost?

How do you track requests?

4. Payments & Cash Flow

Cash

Bank Transfer

Linx

Credit Card

Online Gateway

Customers can pay online

Do unpaid invoices affect cash flow?

5. Operations Friction Score

Rate each area from 1 = no issue to 5 = major issue.

Customer Service

Marketing

Sales

Staff Management

Inventory

Accounting

Technology

6. Staff & Technology

Attendance tracking

Leave tracking

Has written procedures

Business Email

Data Backup

Antivirus

Cloud Storage

CRM

Help Desk

Biggest technology frustration

7. Growth Goals

Top goals for next 12 months If you could solve one business problem immediately, what would it be?