Case Study: Clean Sweep Intake Form

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Case Study: Clean Sweep

Intake Form

Startups and Small Businesses complete an intake form when they apply for mentoring. This information is shared with mentors when considering if they want to attend an applicant’s pitch scrub. Below is the intake form from Clean Sweep.

Small Business Self-Assessment


Company:
Clean Sweep
Miramar, FL

Applicant:
Daphne Harvey, Office Manager
[email protected]

Industry: Cleaning
Year Founded: 2002
Employees: 10
Website: None

What does your business provide to your customers?
CleanSweep provides superior cleaning to both commercial and residential cleaning clients.

Please provide us with your assessment of your business:

Below your expectations Somewhat met your expectations Met your expectations Above your expectations Far exceeded your expectations
(no process in place) (a process is in place, some improvements are needed) (a process in place, and it's working efficiently)
Management Processes 1 2 3 4 5
Business Operations
Managing day-to-day business tasks
Business Plan
Documenting a business for the next 12 months
Staff Development
Hiring Staff
Company Culture
Attracting and retaining staff
Risk Management
Identifying key risks that could adversely impact the business
Business Sustainability
Planning long-term projects
Developing New Business Ideas
Meeting with customers and others to find new ideas
Additional Comments We have a good loyal staff who have been with us a long time. We don't have any plans for the future.
Sales and Marketing Processes 1 2 3 4 5
Target Market
Knowing your customer profile
Customer Service
Seeking feedback from customers
Customer Retention
Repeat business
Sales Pipeline
Developing continuous sales
Reputation Management
Addressing customer complaints
Competitor Knowledge
Knowing how you differ from your competitors
Additional Comments Our competitors are using social media to get new customers and schedule jobs.
Financial Processes 1 2 3 4 5
Budgeting
Planning a 2-year budget
Maintaining Cashflow
Keeping a cash balance
Business Model
Charging the right amount
Profitability
Paying yourself a regular salary
Reinvestment
Using your profits to grow your business
Additional Comments I handle the financials. We need help managing cash flow.
Technical Processes 1 2 3 4 5
Customer Management Software
Managing your customers' business with you
Marketing Media
Use of email, social media, or direct mail
Additional Comments We aren't using any social media.

What are your anticipated plans for growth within the next 3 years? (i.e. hiring, new products, services, or locations)

When my brother graduates, he will join the business, and we will look at new ways to bring in customers.