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Dear Business Owner:

My consulting firm, The Schallert Group, Inc., has been hired to work with you and other business owners in your community.  I will be spending time in your business, assisting you on increasing the sales and improving the profitability of your existing operations. 

In order for me to understand your business more fully, and give you suggestions to grow your business, I will need to know some key financial figures about your current operations.

I realize this information is confidential and I will not share this with any other business, individual, or organization. 

Thank you for your time in answering these questions.

Sincerely,

Jon Schallert, President
The Schallert Group, Inc.
Management Consultants
* Seminar / Consulting City:
* Name of Business:
* Owner Name:
* Type of Business:
* Address:
* City / State / Zip:
* Phone:
Fax:
* Email Address:
* Number of Years in Business:
#1 Sales-Generating Item or Product Category:
#2 Sales-Generating Item or Product Category:
#3 Sales-Generating Item or Product Category:
* If money were no object, I would change this aspect of my business:
* List your Current Business Strengths:
* List your Current Business Weaknesses:
* My store's Sales are Trending:
* by what %?
* Customer Traffic is Trending:
* by what %?
* Annual Sales Volume Last 5 Years:
* The biggest challenge to running my business is:
* I currently have a lease:
Term of Lease:
Monthly Rent:
* I own my own Building:
Mortgage Payment:
* Number of Full-Time Employees:
* Number of Part-Time Employees:
* My business could use assistance and training on the following retail topics:
Merchandising
New Store Layout
Cash Flow Analysis
Technology Questions
Customer Service Training
Direct Mail Assistance
Shoplifting (Internal or External)
Advertising and Publicity Recommendations
Front Window and Check Out Area Displays
* The store's busiest time of the day is:
* The store's slowest time of day is:
* The store's busiest month is:
* The store's slowest month is:
I use or have used the following methods to increase my sales (check all that apply)
* Direct Mail:
Effective
Ineffective
Never Used
* Catalog:
Effective
Ineffective
Never Used
* Internet Website:
Effective
Ineffective
Never Used
* Local Newspaper Ads:
Effective
Ineffective
Never Used
* Radio Advertising:
Effective
Ineffective
Never Used
* Television Advertising:
Effective
Ineffective
Never Used
* Coupon / Discount Advertising:
Effective
Ineffective
Never Used
* Store Newsletter:
Effective
Ineffective
Never Used
* Do you maintain a database of your customers' names and addresses?
Yes
No
If yes, is it maintained on a computer?
Yes
No
If yes, what program?
* My Long Term Goal for My Business Is:
Grow in the Present Location for the Next 5-10 years
To Add Another Location
To sell my store
To retire from my business
List any specialized services you offer for your customers (i.e. delivery, late night hours...):
Many changes are occurring in your community. What effect are they having on your business?
   
 
Pamela Wilkins, Owner
In Bloom, Seattle, WA
"As a retailer this was actually life changing. I am so excited to go back to my store and start doing things! I wish he'd talked longer, I want more!"
 
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Email:  
Jon Schallert, President
The Schallert Group, Inc.
"I hear consultants all the time telling small business owners that the way they will compete with Wal-Mart and other superstores is by providing better customer service. That’s a horrible answer! Service is only a tiny piece of the strategy one needs to convince consumers to bypass a superstore."
Copyright © 2008 The Schallert Group, Inc. All Rights Reserved
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2117 Emerald Drive, Suite 100 . Longmont, CO 80504
Phone: 303-774-6522 . Fax: 866-653-1336