dare to prosper: business audit

LEGAL

I believe that the birthright of every human being is to experience perfect health, lavish wealth, loving, harmonious relationships and the freedom of creative self-‐expression.

If I say something that does not feel good to you, remember that you are free to eat the meat and throw away the bones.

By participating in Dare to Prosper, you acknowledge that I am not a licensed psychologist or health care professional and my services do not replace the care of psychologists or other healthcare professionals.

Coaching is in no way to be construed or substituted as psychological counseling or any other type of therapy or medical advice.

I will at all times exercise my best professional efforts, skills and care. However, I cannot guarantee the outcome of coaching efforts and/or recommendations in this course, on my website/blog/email series and my comments about the outcome are expressions of opinion only.

I cannot make any guarantees other than to deliver the coaching services purchased as described. Gals and guys, business is risky. And while I love using my experiences, and the experiences of countless other entrepreneurs I know, have worked with and have drank endless cups of coffee with, business is still risky. So my advice doesn’t come with any guarantees. You get that, right? Cool. Oh, and if you need legal assistance, consider hiring a small business attorney. Preferably one with a suit and briefcase.

http://www.DaretoProsper.net

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BUSINESS AUDIT

DARE TO PROSPER SALON 1

WELCOME

My name is Kadena Tate and I am absolutely thrilled that you’ve decided to join me on this journey. There is no time like the present to give yourself permission to stand tall as the President and Founder of your company. My deepest desire is to support you in creating a conscious brand, aligned to your highest purpose so that you can leave a positive legacy in the community in which you live, work and serve. Visit me online at http://www.KadenaTate.com

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Copyright 2005 - 2015. Kadena Tate Intl. All Rights Reserved. http://www.KadenaTate.com

THINK LIKE A C.E.O.! Who you are tomorrow begins with what you do today.

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I’ve discovered that the “present moment” presents a wonderful opportunity to look at your business model and clearly identify what works and what doesn’t .

This is also a good time to take a deep dive into the heart and soul of your brand to ensure that you are aligned with your heart’s desire to serve your beloved customers.

On the following pages you will Sind a series of questions to help you determine business leaks. They may appear in the form of your time, mindset, skillset, Sinances or relationships.

4 Please answer each question with full-‐bodied integrity. These questions are designed to help you clarify the tools that can help you create a life without limits.


Planet

Profits

People

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LOVE Drench yourself with love. Think, plan, create, and act from love.

Yes No Business Audit ☐ ☐ Are you satisSied with your overall health and well being? ☐ ☐ Do you have routines that keep you in balance and “rituals” that

help you perform at your best? ☐ ☐ Do you express and experience “love and respect” in every

relationship? ☐ ☐ Do you eat healthy and nutritious foods? ☐ ☐ Do you express your feelings with ease? ☐ ☐ Do you have a “forgiveness” practice? ☐ ☐ Do you draw, paint, dance, sing or play a musical instrument? ☐ ☐ Do you believe that “authenticity has no competition”? ☐ ☐ Do you look people in the eyes when you are speaking to them? ☐ ☐ Do you host “staff appreciation” events? ☐ ☐ Do you host “client appreciation” events?

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LEAD You’re a visionary who easily negotiates killer deals and delegates everything outside your zone of brilliance.

Yes No Business Audit ☐ ☐ Do you know how to ask for what you want – with ease? ☐ ☐ Do you do this with consistency? ☐ ☐ Do you have a vision board or written document that clariSies the

highest vision that you have of your life? ☐ ☐ Do you make time to read books, take classes and visit museums,

gardens or art galleries? ☐ ☐ Do you have an online/ofSline tv or radio show? ☐ ☐ Do you Sind it easy to inspire/motivate yourself, your clients and

your team? ☐ ☐ Do you partner with a non-‐proSit to foster positive change? ☐ ☐ Do you outsource everything outside your zone of brilliance? ☐ ☐ Do you travel local, national or international? ☐ ☐ Have you created an environment that makes your clients,

colleagues and friends feel safe to voice a differing opinion? ☐ ☐ Do you listen more than you talk? ☐ ☐ Do you walk your talk?

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LENS Your CEO mindset builds up the 3 Ps: people, planet, and profits.

Yes No Business Audit ☐ ☐ Do you have a clear point of differentiation in the marketplace? ☐ ☐ Do you have a written manifesto? Is everyone who works with

and for you aware of it? ☐ ☐ Do you have a written, yet Slexible business model? ☐ ☐ Do you have a plan to build a business based on customer

satisfaction and referrals? ☐ ☐ Are you at the “cause” of what’s happening or the “effect” of

what’s happening? ☐ ☐ Do you have an “operations manual”? ☐ ☐ Are you a social entrepreneur? Do you give back as a volunteer,

donor or sponsor to a 501c3? ☐ ☐ Are you a environmentally friendly person? ☐ ☐ Do you conduct weekly or bi-‐monthly staff meetings?

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BOOKS .

Yes No Business Audit ☐ ☐ Have you read “Mama Gena's School of Womanly Arts: Using the

Power of Pleasure to Have Your Way with the World (How to Use the Power of Pleasure)” by Regena Thomashauer

☐ ☐ Have you read “The Artist’s Way: A Spiritual Path to Higher

Creativity” by Julia Cameron? ☐ ☐ Have you read “You Can Heal Your Life” by Louise Hay? ☐ ☐ Have you read “Coming Home to Myself: ReSlections for

Nurturing a Woman's Body and Soul (Daily ReSlections for a Woman's Body and Soul) “ by Marion Woodman?

☐ ☐ Have you read “Million Dollar Coaching” by Alan Weiss? ☐ ☐ Have you read “The Right-‐Brain Business Plan: A Creative, Visual

Map for Success” by Jennifer Lee? ☐ ☐ Have you read “The Red Book: A Deliciously Unorthodox

Approach to Igniting Your Divine Spark” by Sera J. Beak? ☐ ☐ Have you read “Value Proposition Design: How to Create

Products and Services Customers Want (Strategyzer)” by Alexander Osterwalder and Yves Pigneur?

☐ ☐ Have you read “The 48 Laws of Power” by Robert Greene?

Some say that reading improves their ability to concentrate, reduces stress levels and deepens their ability to think, listen and empathize

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LABOR You help people solve their problems and reach their goals.

Yes No Business Audit ☐ ☐ Is your productivity calendar updated daily? ☐ ☐ Is your value proposition in writing? ☐ ☐ Do you have a signature home study program? ☐ ☐ Do you have a signature coaching/consulting program? ☐ ☐ Do you conduct live trainings in person or via webinar, email

courses and/or teleseminars? ☐ ☐ Have you written a book? ☐ ☐ Have you created audio, video and/or multi-‐media products? ☐ ☐ Are you outsourcing those tasks that zap your strength, eat up

your time and cost you money? ☐ ☐ Do you create “case studies” to show the transformational beneSit

of working with you? ☐ ☐ If you are still conducting 1:1 coaching sessions, do you have the

client pay for them 90 days, 6 months or 1 year in advance?

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LIFE PARTNER Your relationships bloom from shared desires and value-driven actions

Yes No Business Audit Past Clients “KPIs (Key Performance Indicators)” ☐ ☐ Do you have written documentation of which customers have the

highest total purchase values from your company? ☐ ☐ Do you have written documentation of which customers have been

with you the longest? ☐ ☐ Do you have written documentation of which customers have the

highest rate of repeat business as well as longevity of loyalty? ☐ ☐ Do you have written documentation of which customers have had

the highest rate of repeat business in the recent past? (3 months, 6 months, this year?)

☐ ☐ Do you have written documentation of which customers have

traditionally responded to your marketing efforts? ☐ ☐ Do you have written documentation of which customers have

traditionally purchased premium products?

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Yes No Business Audit ☐ ☐ Do you meet with your clients once a year for a “review” of their

business needs? ☐ ☐ Do you send handwritten notes? ☐ ☐ Do you have a system set up to acknowledge birthdays,

anniversaries, etc.? ☐ ☐ Do you have a marketing plan in place that keeps you in touch

with your tribe multiple times per year? ☐ ☐ Is your client intake system in writing? ☐ ☐ Do you have a database of names, addresses, phone #’s and other

information on your clients + prospective customers readily available at your desk? I call this my “Fab 50” list.

☐ ☐ Do you have a Client Questionnaire near your phone? ☐ ☐ Are you talking to at least 50 people per week? ☐ ☐ Do you have a scheduled time each week/day when you

communicate with your clients/friends? (“Hour of Power”) ☐ ☐ Do you do this consistently?

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Yes No Business Audit ☐ ☐ Do you have ofSice hours posted on your brochure/website? ☐ ☐ Are your ofSice hours posted in your coaching contracts? ☐ ☐ Have you decided exactly how many days will you work this year? ☐ ☐ Do you have your “vacation” days blocked off? Are auto-‐

responders set-‐up to inform clientele? Rank these in order from primary vehicle of communication to least desired mode of communication: ☐ Phone/fax ☐ Email (may include audio, video inside of the emails) ☐ Skype/Google Chat ☐ In person (networking, coffee/tea, breakfast, lunch, dinner, happy

hour, etc.) ☐ Social media

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MARKET RESEARCH Market Research is a very important component of business strategy

Where Are You Looking for Your Beloved Life Partner? Yes No Business Audit ☐ ☐ Chamber of Commerce ☐ ☐ Facebook + Facebook Groups ☐ ☐ Google Hangouts ☐ ☐ Instagram ☐ ☐ Joint Venture Partners ☐ ☐ Linkedin + Linkedin Groups ☐ ☐ Meetups and/or Networking groups ☐ ☐ North American Industry ClassiSication System (NAICS) ☐ ☐ Pinterest ☐ ☐ Purchase a Consumer List via Dun and Bradstreet / InfoUSA? ☐ ☐ The database of family and friends ☐ ☐ Twitter ☐ ☐ Trade Associations

DARE TO PROSPER 2 DAY BUSINESS

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COPYRIGHT 2005-‐2015 Kadena Tate International, LLC. All Rights Reserved. http://www.KadenaTate.com .

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LANGUAGE Your words sing with clarity, integrity, and power.

Yes No Business Audit ☐ ☐ Are all of your business policies in writing? ☐ ☐ Are your contract proposals, coaching/consulting agreements and

customer service protocols in writing? ☐ ☐ Do you have a system for coaching your clients? Is it in writing? ☐ ☐ Have you memorized the Sirst 5 questions to ask a prospective

customer? ☐ ☐ Have you memorized the Sirst 5 questions to ask a client once

they’ve hired you? ☐ ☐ Have you memorized the Sirst 5 questions to ask a client if they

“Sire” you? ☐ ☐ Do you have questions and visual aids to help shift a prospective

customer from a “price shopping” mindset to a “results shopping” mindset?

☐ ☐ Do you have a brochure or website that communicates your “

offers” with clarity, brevity and authority? ☐ ☐ Do you have a website/brochure/presentation that offers a “sneak

peek” into the experience of working with you? ☐ ☐ If not, can it be custom generated quickly and without “brain

damage?

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LANGUAGE Your words sing with clarity, integrity, and power.

Yes No Business Audit ☐ ☐ Have you mastered the responses to a prospective client’s

objections and/or requests for more information? ☐ ☐ Do you have your most common letters “standardized” so you

don’t need to create an original every time you want to communicate with someone?

☐ ☐ Do you have job descriptions, joint venture agreements, afSiliate

agreements, etc. in writing? Do you have a powerful Sales Presentation that: ☐ ☐ Clearly shows the prospective customer why they should work

with you? ☐ ☐ Shows them why they “should buy now”? ☐ ☐ Differentiates you from those offering a similar product/service

offering? ☐ ☐ Demonstrates how you add value to their lives? “Wow!?” ☐ ☐ Shows at least 5 things that you and your company do for the

buyer that those with a similar value proposition do not?

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LEVERAGE You Use Inbound and Outbound Marketing To Serve More People.

Yes No Business Audit ☐ ☐ Do you have a inbound + outbound marketing plan and checklist

for this year? ☐ ☐ Do you have a content strategy/checklist for this year? ☐ ☐ Do you have a launch strategy/checklist for this year? How are you currently reaching your Beloved Life Partner? Check all that apply. ☐ Networking and Referral Building + Direct Contact and Follow-‐up ☐ Joint Venture and/or AfSiliate relationships ☐ Writing (Blogging, Direct Response Style Copywriting, etc.) ☐ Advertising in Physical Publications (Door Knob Hangers,

School Booster Club Books, Newspapers, Magazines, etc.) ☐ Digital Advertising (Banner Ads, AfSiliate, Search Engine

Marketing (SEM), Content Ads, Display Ads, Search Engine Optimization (SEO), Mobile Advertising and Email Marketing, Newspapers, Magazines, etc.)

☐ Publicity and/or Word of Mouth ☐ Speaking ☐ Sponsorship

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LIFE SUPPORT Who are your internal and external key partners?.

Who are your internal and external key partners?. Yes No Business Audit ☐ ☐ Clergy/Spiritual Advisor ☐ ☐ Mentor/Mastermind Partner ☐ ☐ Business Coach ☐ ☐ Accountant/Book-‐keeper ☐ ☐ Legal team (Small Business Attorney, Intellectual Property Attorney) ☐ ☐ Project Management team (Virtual assistant, On-‐the-‐ground assistant, project

manager, data entry, social media tasks, etc.) ☐ ☐ Visual Team (Photography, Videography, Graphic Designer,

Web Designer) ☐ ☐ Writing Team (Copywriter, Editor, Content creator/producer/ designer) ☐ ☐ Image (Hair, Skin, Nails, Makeup, Wardrobe) ☐ ☐ Healer (Massage, Reiki, Energy work, Feng Shui) ☐ ☐ Creative (Artist, Illustrator, Musician, Poet) ☐ ☐ Health (Personal trainer, Nutritionist, Chef) ☐ ☐ Concierge (Errand runner, driver, travel agent, etc.) ☐ ☐ Child Care, Nanny, etc. ☐ ☐ Housekeeper, Maid, etc.

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LEAKS You suss out and plug leaks in your time, energy, money, and other resources.

Yes No Business Audit ☐ ☐ Have you removed or distanced yourself from people and

experiences that drain and exhaust you emotionally, physically or Sinancially?

☐ ☐ Do you have a written script on “How to Say No to Anyone

(Even a Good Friend)” when asked to do something that you really do not want to do?

☐ ☐ Is your refund, cancellation and return policy in writing? ☐ ☐ Are you a DIYr in areas that would be better served by someone

else? ☐ ☐ Have you plugged the leaks in your marketing funnel so that

you aren’t losing customers? ☐ ☐ Do you check your email, Facebook, Twitter or other social

network Sirst thing in the morning? ☐ ☐ Do you write short, concise, actionable emails on a daily basis? ☐ ☐ Do you Sind yourself constantly “reacting” rather than

“responding” to requests for your time, energy, money, expertise?

☐ ☐ Is there clutter in ANY area of your life? (home, car, inbox,

website, database. etc.)

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LIFEBLOOD Your profits free you to serve more people, give to causes, and stay on top of your financial responsibilities.

Yes No Business Audit ☐ ☐ Is your Sinancial house in order so you are not in a state of

worry, anxiety, overwhelm and stress? ☐ ☐ Are you on track to reach the target income level you desire for

the year? ☐ ☐ Do you track your income Daily/Weekly/Monthly basis? ☐ ☐ Are your taxes paid to date? ☐ ☐ Do you have “feel good” account? ☐ ☐ Does your business model include both active and passive

income streams? ☐ ☐ Do you know where your business comes from speciSically? ☐ ☐ Do you know how much income is it going to cost to make your

marketing plan work?


YOUR THREE MOST VALUABLE BUSINESS ASSETS

BE A GOOD STEWARD

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TIME The present moment is Silled with joy and happiness. If you are attentive, you will see it. ― Thích Nhất Hạnh

UNDIVIDED ATTENTION Concentration is a skill that can be learned, practiced and developed.

INTELLECTUAL PROPERTY Knowledge is of no value unless you put it into practice.

http://www.DaretoProsper.net

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CONCLUSION CLOSE THE GAP

YOUR AHA MOMENT If you responded with a "yes" to all of the following questions, CONGRATULATIONS! I’m very proud of you for aligning your thoughts and actions to entrepreneurial success. If you answered "no" to Sive or more of these questions, Dare to Prosper http://www.DaretoProsper.net can support you in closing the gap between where you are and where you desire to be. YOUR NEXT BEST STEP! What is one speciSic thing you're going to do differently from now on because of what you noticed, discovered or uncovered during this brand audit?

YOUR BUSINESS ACCELERATION ALCHEMIST

Kadena Tate, contributing author in the NYT Bestseller, “Business Model You”, believes that authenticity has no competition. For the last decade, Kadena has taught service based entrepreneurs how to take who they are and what they know and package that into multiple offerings. As a business acceleration alchemist, Kadena’s work is designed to help you leapfrog the market and make the idea of competition irrelevant. Kadena will help you gain the conSidence + clarity necessary to attract clients + cash + clout. Visit her online today at http://www.KadenaTate.com

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