Profit Powercell Plan Generator

Business Name Are you an owner of the business? Select one Yes No What industry are you in? Select one Accommodation and Food Services Administrative and Support Services Agriculture, Forestry and Fishing Arts and Recreation Services Construction Education and Training Electricity, Gas, Water and Waste Services Financial and Insurance Services Health Care and Social Assistance Information Media and Telecommunications Manufacturing Mining Other Services Professional, Scientific and Technical Services Public Administration and Safety Rental, Hiring and Real Estate Services Retail Trade Transport, Postal and Warehousing Wholesale Trade In one sentence, what does your business do? Are you a Product Business, Services Business or Both? Select one Product Service Both What is your approximate annual turnover in dollars? Select one Less than $250K $250K - $500K $500K - $1M $1M - $2M $2M - $5M $5M - $10M $10M - $20M $20M+ How many team members (including owners) work in the business?

Leads

We consistently generate a healthy volume of new leads or enquiries. We actively invest time or money in attracting new leads (not just relying on word of mouth). We track where our leads come from and use that data to improve results. Which of the following best describes your current lead generation? Select one We get a consistent flow of good quality enquiries every week. We get a reasonable number of good leads which are ok quality. Our lead generation is very sporadic We don’t get the number of leads we need What lead sources do you currently use? (tick all that apply) Roughly how many new leads or enquiries do you receive each month?

Conversion Rate

We convert a high percentage of enquiries into paying customers. We have a consistent and well-defined sales process that we follow. We follow up on every lead or opportunity to maximise conversion. Which best describes your current approach to sales/conversion? Select one We have a structured sales process that is followed consistently We have a rough sales process but it's not followed consistently We rely mostly on the salesperson's instincts rather than a set process We don’t have a structured approach at all Do you provide formal quotes or proposals to your customers/clients? Select one Yes No N/A If yes: Do you have a follow-up system in place for quotes/proposals? Select one Yes No N/A Who usually handles sales in your business? What’s your estimated conversion rate from lead to customer as a percentage?

Average Spend

Our average sale value is strong compared to others in our industry. We have strategies in place to increase the value of each sale (e.g., packages, upsells, bundles). Our team knows how to offer extra value without being pushy. Which of the following best describes your approach to increasing sale value? Select one We actively work to increase sale value through strategies like upsells, packages or add-ons We sometimes look for upsell opportunities but it’s not systematic We do not focus on increasing sale value at all Do you currently use any of the following strategies? (tick all that apply) Do you provide quotes or proposals with multiple pricing options? Select one Yes No N/A What’s your average invoice or sale value (approximate)?

Purchases per Annum

Customers come back to buy from us regularly. We have strategies in place to stay top of mind with existing customers. We actively encourage repeat business through reminders, loyalty programs, or rebooking systems. Which of the following best describes your situation for repeat business? Select one We have strong repeat business and a high customer lifetime value We have moderate repeat business, but it could be stronger We rarely get customers buying from us more than once Which repeat-business strategies do you currently use? (tick all that apply) Is your business model naturally high-frequency or low-frequency? Select one High-frequency (e.g., weekly, monthly purchases typical) Low-frequency (e.g., one-off or rare repeat purchases) Roughly how many times per year does a typical customer buy from you?

COGS

Our cost of goods or materials is tightly controlled and reviewed regularly. We get strong value from our suppliers and regularly renegotiate or review pricing. We know the exact margin we make on our products or services. Which best describes your situation around COGS? Select one Our COGS is tightly managed and optimised Our COGS is acceptable but not actively reviewed We have limited control or understanding of our COGS Do you do any of the following to manage your COGS? (tick all that apply) How do you typically price your products or services? Select one Based on a markup over cost Based on what the market will pay Based on competitor pricing We don't have a clear pricing method Roughly what percentage of your turnover goes to direct material or production costs?

Direct Labour

We know the percentage of revenue that goes to paying our frontline team (direct labour). Our delivery team is productive and efficient — we’re getting good value for their time. We have systems in place to measure and manage labour efficiency. Which best describes your current approach to managing labour costs? Select one Labour costs are well controlled with strong productivity Labour costs are acceptable but could improve Labour costs are poorly managed What methods (if any) do you use to manage labour productivity or efficiency? (tick all that apply) What type of labour do you use most in delivery? Select one Employees (full-time/part-time) Subcontractors Casual labour A mix of the above Roughly what % of your total revenue is spent on direct labour (not admin or support roles)?

Overheads

We regularly review our overheads and eliminate unnecessary expenses. We can clearly identify which overheads are essential and which are ‘nice to haves’. We have systems in place to control spending without slowing the business down. Which best describes your current overhead management? Select one We actively manage and control overheads with good systems We keep an eye on overheads but not systematically Overheads are not actively monitored or controlled Which overhead control methods do you currently use? (tick all that apply) Do you feel your overheads are... Select one Well controlled Acceptable but could improve Out of control Roughly what percentage of your turnover goes to fixed overheads (excluding COGS & direct labour)?