BUSINESS STARTUP ASSESSMENT

Business Startup Assessment

Answer these short questions in order to get a head start on how we can be of assistance to you and your business.
Which of the following more precisely describes your goals for your small business (i.e., private practice)? Select all that apply. *

Establishing Private Practice Attracting ideal client Identifying ideal client Identifying niche Transitioning from part-time to full-time private practice Developing multiple streams of income Acquiring passive income Charging appropriate rates for services Managing time between doing practice and doing business (i.e., setting aside time to conduct the administrative/business aspects of my practice like billing, invoicing, accounting, notes, etc.). Setting aside time to work on income generating activities such as attending networking events, conferences, marketing, public speaking, podcasting, blogging, etc.). Delegating services that are non-income generating (i.e., handling bills/claims, answering phones, scheduling appointments, etc.). Deciding whether to start a private practice/small business Insurance vs Private Pay only Credentialing, Billing, Claims, etc. Expand practice from solo to group
Which of the following most closely reflects your ultimate goal(s)? Select all that apply. *

Spend more time seeing clients and not conducting administrative aspects of business Spend greater percentage of time with clients that reflect my niche Attract higher paying clients Target specific insurances Increase amount of clients Enhance reputation Establish brand Reduce reliance on low paying insurances Ensure success in current or new location Expand business to the next level Have more time to spend with family/friends Become recognized as an expert in my field
How much would you like to increase your profits over the next 12 months- *
How would you rate your current behavioral health marketing plan? *

Highly effective-I have a plan and I am reaching my goals Somewhat effective-inconsistent efforts/results Ineffective- I have no plan or measurable results N/A- I have no marketing plan.
Are your competitors actively marketing their business, organization or practice?
How would you describe your current business structure and/or role? *
How many providers are in your business? (enter a number) *
What has your revenue growth trend been for your business over the past 24 months?

Up strongly, more than 25% annually over the past year Up somewhat, annually about 10% over the past year Generally flat-no significant change from year to year Down somewhat- down by about 10% from the previous year Down strongly- down by about 25% or more from the previous year
Approximately what were your gross annual revenues during the last fiscal year? *

Less than $50,000 $50,000-$75,000 $76,000 –$100,000 $101,000 -$150,000 $151,000-$200,000 More than 200,000
How much do you currently spend on marketing? *
Finally, feel free to elaborate on your goals, desires, situation, etc. as much or as little as you like. *
Name ? *

First Name Last Name
Business Name *
Email? *
example@example.com
Phone Number

Area Code Phone Number
Best Time to Call

: Hour Minutes AM/PM Option
Should be Empty:

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Business Startup Assessment