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Roast Form

This questionnaire is designed to accompany your Profit and Loss (P&L) statement, providing a comprehensive overview of your business’s current state and future aspirations.

Please answer the following questions to the best of your ability.

Your responses will help us tailor our analysis and feedback to your specific needs.

"*" indicates required fields

General Information

This should be in:
  • 👉 – In one XLS file.
  • 👉 – One tab per P&L month.
  • 👉 – If it doesn’t look a little like this example, ask your accountant to produce one for you.
  • 👉 – Ensure your business name is in the file title.
Max. file size: 50 MB.
I have checked that the P&L is accurate and in the right format:*

Vision & Values

How do you see your business evolving over the next 5 years?*
Do you have values that are established within the business?*
Which core values define your business? (Add one per line)
How are these values reflected in your daily operations? (Add one per line)

Finance

We have financial goals set in the business:*
What are your primary financial goals for the next fiscal year? (Add one per line)
How do you plan to achieve these financial goals? (If you answered yes above)

Marketing

Which marketing channels have been most effective for your business?*
What is your primary marketing goal?*
We have someone in the business dedicated to marketing:*
We have a defined tool/process in place to qualify a lead:*
Include a total of all leads, including ones that are utterly useless. Don’t include spam form completions.
The average number of leads that you pick up and continue with your sales process.

Sales

We have someone in the business dedicated to sales:*
Include the total from your ‘viable’ leads response that you deliver a proposal/quote to for their decision.
The main reasons, that we know of, for why leads do not convert are:*

Operations

We have a tool or platform in place to manage our day-to-day operations:*
Every repeatable task has an SOP/Process in place:*
We regularly review our SOP's/Processes.
We can track the completion of our client workload:*
We track and manage staff capacity/utilisation rates in the business:*
Express this as a whole number rather than a percentage.
Example: 80% utilisation rate = 80
All lapsed clients, for all reasons.

Last Questions

0 = Not at all
10 = So confident that I’m regretting asking for the roast.
Please enter a number from 0 to 10.

Check your answers & submit

I confirm that the answers I've given are honest and as accurate as possible.

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