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Assistance From Advisor

You have outside advisor in place to help you with the areas you are not skilled in   Please click on the topics below to get started.  

SME HR 19 – HR help

You have access to an HR professional to help steer you through challenges   Please click on the topics below to get started.

SME HR 16- HR regulations

Your HR documentation meets all the required regulations   Please click on the topics below to get started.

SME HR 15 – scripts

You have scripts/templates in place for new team members Please click on the topics below to get started.

SME HR 14 – training plan

You have a training/professional development plan in place for you and your team   Please click on the topics below to get started.

SME HR 12 – Org chart

You have an up to date organisational chart   Please click on the topics below to get started.

SME HR 10 – Induction

You have a comprehensive induction programme in place that helps to embed your culture   Please click on the topics below to get started.

SME HR 9 – Salaries

You have up to date salary surveys and understand the typical benefits offered in your industry   Please click on the topics below to get started.

SME HR 8 – Covid policies

You have a defined policy as to how to keep your staff safe due to the risks of Covid-19   Please click on the topics below to get started.

SME HR 7 – Employement contracts

Your employment contracts, policies and health and safety documentation are up to date   Please click on the topics below to get started.

SME HR 6

You have clear documented roles for everyone within your team (even if it’s just you or work is outsourced)   Please click on the topics below to get started.

SME HR 5 – recruitment process

You have a clear recruitment process in place to choose the right people for example, values, attitude, outlook and personality, not just skills   Please click on the topics below to get started.

SME HR 3 – 2 way comms

You have a clear, two-way channel of communication to keep your team up to date on their progress, goals and aspirations of the business and you listen to their feedback and ideas   Please click on the topics below to get started.

SME HR 2 – Culture

You have defined and live by your culture and all team members subscribe to it   Please click on the topics below to get started.

SME HR 1 – Talent requirements

You understand what talent requirements you need to achieve your goals   Please click on the topics below to get started.

SME Finances 23 – financial advisor

You have someone who can advise you on the improving the financial results of your business   Please click on the topics below to get started.

SME Finances 22 – Book keeper

You have someone responsible for bookkeeping other than yourself   Please click on the topics below to get started.

SME Finances 19 – projected expenses

You understand your expenses and have projected your future expenses for at least the next 3 months   Please click on the topics below to get started.

SME Finances 17 – debtor days

You know your debtor days and how long it takes to get paid   Please click on the topics below to get started.

SME Finances 14 – Rand D

You have set up your finances to reclaim R&D tax credits   Please click on the topics below to get started.

SME Finances 13 – Vat payments

You have no problem filing and paying VAT and corporation tax on time   Please click on the topics below to get started.

SME Finances 11 – funding needs

You are aware of future funding needs and have a basic plan on how to achieve this   Please click on the topics below to get started.

SME Finances 7 – budget

You have a budget and you stick to it   Please click on the topics below to get started.

My Self Payment

You pay yourself a regular amount from your business   Please click on the topics below to get started.

Staff Knowledgebase

You have a manual/wiki/cheat sheets with all your processes clearly documented so it is not lost if a staff member leaves   Please click on the topics below to get started.

Customers Aftersales Journey

You understand your customer’s journey once a sale is made and this journey through the aftersales process is easy, fast and efficient   Please click on the topics below to get started.

Cyber Security Systems

You are fully protected with cyber security, data protection, firewalls and antivirus/spam infrastructure and GDPR   Please click on the topics below to get started.

Current Technology/Software

You have the most up to date technology and software in place to communicate with your customers and collaborate with your staff Please click on the topics below to get started.

My Operations Project Plan

Your day to day operations are working towards the big picture – You have a project plan that you follow and update weekly   Please click on the topics below to get started.

My SWOT Assessment

You have an up-to-date assessment of your strengths and weaknesses (e.g. with: technology landscape, operational performance, delivery performance, skills and capabilities, etc.)   Please click on the topics below to get started.

Advice From Advisor

You have outside advisor in place to help you with the areas you are not skilled in   Please click on the topics below to get started.

Staff Scripts/Templates

You have scripts/templates that you use and are effective which you give to new sales team members (assuming you have them)   Please click on the topics below to get started.

Customers Approval

You know what works and what doesn’t work to get a customer/clients to say yes Please click on the topics below to get started.

My Aftersales Journey

You understand your customer’s journey once a sale is made and this journey through the aftersales process is easy, fast and efficient   Please click on the topics below to get started.

My CRM System

You are using a CRM system and you communicate to your clients and prospects regularly   Please click on the topics below to get started.

My Sales Funnels

You have a comprehensive sales funnel in place and you know/track where your leads come from   Please click on the topics below to get started.

My Online Presence

Your website modern, clear, responsive for mobile and detail the problems you solve for your customers   Please click on the topics below to get started.

My Lead Generation

You have you got a lead generation system that works on auto pilot   Please click on the topics below to get started.

My Sales Targets

You have proper sales targets and your reach them every month   Please click on the topics below to get started.

My Marketing Leads

Your marketing provides you with quality leads that are easy to convert   Please click on the topics below to get started.

My Mindset And Health

I have developed a strong mindset and am in control of my diet, exercise and mental wellbeing   Please click on the topics below to get started.

Management Share Goals

All the members of the management team share the same goals and are behind the strategy   Please click on the topics below to get started.

My Backup Plan

I have a “what if” plan B if I need to change things   Please click on the topics below to get started.

Necessary Resources

I understand what resources/finance/talent I will need to reach my goals   Please click on the topics below to get started.  

My SWOT Analysis

I have an up-to-date assessment of external opportunities and threats (e.g. availability of key skills, changing market, technology change, etc.) and have a plan to manage them.   Please click on the topics below to get started.

Dashboard And KPI’s

I create/receive regular ’Dashboard’ style reports showing the overall picture of the business’s health for KPI’s, sales, operations and finance etc.   Please click on the topics below to get started.

Competitor Advantage

I have a clear understanding of my competitive advantage and this knowledge is based on a thorough market analysis.   Please click on the topics below to get started.