Business Onboarding

Time to Complete 3 minutes

Excellent – I consistently engage and connect with customers across multiple channels and meet or exceed communication goals.


Good – I effectively reach customers most of the time, with occasional opportunities for improvement.


Fair – I reach customers but sometimes struggle with timing, channel selection, or messaging consistency.


Needs Improvement – I face frequent challenges in reaching customers and am actively working on strategies to improve.

Excellent – I build strong relationships that lead to high customer loyalty and long-term retention.


Good – I retain most customers and maintain positive relationships, with occasional churn in specific cases.


Fair – I retain some customers but recognize there are areas where stronger follow-up or engagement is needed.

Needs Improvement – I experience frequent customer turnover and am actively working to strengthen retention strategies.

Excellent – I have a clear growth strategy, necessary resources, and systems already in place to scale successfully.


Good – I have a general plan and some resources ready, though a few areas need further development.


Fair – I have some ideas for growth but need significant planning, resources, or system improvements to move forward.


Needs Improvement – I currently lack a clear strategy or the resources required to grow and am in the early stages of preparing.

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