| Section 1: Business Overview |
| 1. Company Information |
| Business Name: |
| Year Founded: |
| Number of Employees: |
| Location(s): |
| 2. Ownership Structure |
| What is the ownership structure of your business? (e.g., Sole Proprietorship, Partnership, LLC, Corporation) |
| Are there any partners or stakeholders involved? If yes, please describe their roles. |
| 3. Business Model |
| What is your primary recruitment focus? (e.g., Permanent placements, Temporary staffing, Executive search, etc.) |
| What industries or sectors do you specialise in? |
| Who are your main clients? (e.g., SMEs, large corporations, specific industries) |
| 4. Revenue Streams |
| What are your primary sources of revenue? (e.g., Placement fees, Retainer fees, Consulting services) |
| What is your average annual revenue? |
| 5. Market Position |
| How would you describe your current market position? (e.g., Market leader, Mid-sized player, Emerging business) |
| Who are your main competitors? |
| Section 2: Current Operations |
| 6. Technology and Tools |
| What technology platforms do you currently use for CRM (Customer Relationship Management)? |
| Do you use an Applicant Tracking System (ATS)? If yes, which one? |
| What job boards or advertising platforms do you use to post vacancies? |
| Are you using any pay-and-bill systems for payroll and invoicing? |
| 7. Marketing and Client Acquisition |
| What marketing channels do you currently use? (e.g., Website, social media, Email marketing, Networking events) |
| How do you acquire new clients? (e.g., Referrals, Cold outreach, Online marketing) |
| What is your average client acquisition cost? |
| 8. Financial Management |
| Do you have a dedicated bookkeeping or accounting system? If yes, which one? |
| How do you manage your financial forecasting and budgeting? |
| Are you currently managing your business’s cash flow effectively? (e.g., Managing expenses, Invoice financing) |
| 9. Team and Leadership |
| How many recruiters are currently employed by your business? |
| What is the experience level of your recruitment team? (e.g., Junior, Mid-level, Senior) |
| Do you have a leadership team in place? If yes, please describe their roles. |
| 10. Operations and Efficiency |
| Are your business processes documented and standardised? |
| How do you measure the efficiency of your operations? (e.g., Time-to-fill, Placement success rate) |
| Are there any bottlenecks or challenges in your current operational processes? |
| Section 3: Challenges and Pain Points |
| 11. Business Challenges |
| What are the biggest challenges you are currently facing in your business? (e.g., Client acquisition, Candidate sourcing, Technology integration) |
| Are there specific areas where you feel your business is underperforming? |
| 12. Financial Challenges |
| Are you facing any financial challenges? (e.g., Cash flow issues, High operational costs, Difficulty in securing financing) |
| What steps have you taken to address these challenges? |
| 13. Technology Challenges |
| Are there any technology-related challenges you are facing? (e.g., System integrations, Software limitations, Data management) |
| Are you considering upgrading or changing any of your current technology tools? |
| 14. Operational Challenges |
| Are there any operational challenges impacting your business? (e.g., Inefficient processes, Staffing issues, Compliance concerns) |
| How do you currently address these operational issues? |
| Section 4: Future Goals and Aspirations |
| 15. Business Growth Goals |
| What are your business growth goals for the next 1-3 years? (e.g., Increase revenue, expand into new markets, Hire more staff) |
| What specific steps do you plan to take to achieve these goals? |
| 16. Financial Goals |
| What are your financial goals for the business? (e.g., Improve profitability, increase cash reserves, Reduce costs) |
| Are there any specific financial metrics you aim to improve? |
| 17. Technology and Innovation |
| Are there any new technologies or tools you plan to implement in the future? |
| How do you envision technology playing a role in your business’s growth? |
| 18. Marketing and Branding |
| What are your marketing goals for the next year? (e.g., Increase brand awareness, generate more leads, Enhance online presence) |
| Are there any new marketing strategies or channels you plan to explore? |
| 19. Leadership and Team Development |
| What are your goals for leadership development within your company? |
| How do you plan to develop and retain your recruitment team? |
| 20. Exit Strategy |
| Do you have an exit strategy in place? If yes, please describe it. |
| What is your long-term vision for the business? (e.g., Selling the business, passing it on, Expanding internationally) |
| Section 5: SWOT Analysis |
| 21. Strengths |
| What are the key strengths of your business? (e.g., Strong client relationships, Experienced team, Niche market expertise) |
| 22. Weaknesses |
| What areas of your business do you believe need improvement? (e.g., Limited brand recognition, High turnover, Outdated technology) |
| 23. Opportunities |
| What opportunities do you see for growth and expansion? (e.g., Entering new markets, Developing new services, Strategic partnerships) |
| 24. Threats |
| What external threats could impact your business? (e.g., Economic downturn, Increased competition, Regulatory changes) |
| Section 6: Additional Information |
| 25. Other |
| Is there anything else you would like to share about your business? |
| Are there any specific areas where you would like more support or advice? |
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