business questionnaires
Through our many years of operating in this space and the large number of professionals in our team we have developed a range of key client questionnaires. You do not need to be a client to complete the Integr8 questionnaire process. These questionnaires help identify areas in a client’s business where they need to focus their attention.

The Questionnaire Process

Day 1      Initial phone consultation with an Integr8 consultant
Day 2      Client receives questionnaire, completes client section and Integr8 completes the consultant section
Day 10    Written report is prepared by Integr8 and sent to the client
Day 14    Meeting between client and Integr8 to discuss the report and the recommendations

business health check questionnaire — $2,500
This is a comprehensive survey and review of your business operations covering everything from your management systems, accounting systems, Human Resources, IT systems, Legal Compliance and Marketing, Public Relations and Social Media. At the conclusion of this process you will have a report which is a comprehensive review of your whole business.

This report will identify the things you are doing well and the areas that need attention. It should serve as the basis for you establishing your priorities over the next 12 to 24 months. The results are yours to keep.

You can use the results to
  • Implement the required changes yourself
  • Provide the results to your management team to implement
  • Provide the results to your existing advisors for their input and assistance to implement
  • Discuss the results with our integr8 professional services team with a view to the integr8 team working with you to implement these changes

business owners strategic review questionnaire — $1,500
This tool is about encouraging you as a business owner to consider why you started your business and where you are currently taking your business.

In this review we explore your lifestyle and financial goals, management style, the culture within your business and we work with Clients to establish the best organisational structure and culture to fit with your style.  The final report will also provide you a list of areas to focus on with your business over the next 12-24 months.

You can use the results to
  • Implement the required changes yourself
  • Provide the results to your management team to implement
  • Provide the results to your existing advisors for their input and assistance to implement
  • Discuss the results with our integr8 professional services team with a view to the integr8 team working with you to implement these changes

business validation questionnaire — $1,000
Many of our Clients tell us this is the best $1,000 they have spent.  Too often, particularly our Private Equity and Property team meet with Clients who are trying to find funding for their business or wish to sell their business for unrealistic figures.

Often the reality is that the business really is not scalable, the owner has not matched their passion with the opportunities in the market or the owner has not really established a particular competitive advantage which will sustain the business into the future.

By undertaking this Business Validation Questionnaire owners are able to critique their business against a series of checklists and our experience to confirm the likelihood of success or establish a better direction to head in before spending further time and money on the idea.

You can use the results to
  • Use our years of experience and broad network to assist in validating your business idea or suggest a slightly different slant on your idea.
  • Use the results to increase your chances of success
  • Avoid making a financial and lifestyle mistake without being fully informed.
  • Use the results to support your application for finance or your negotiations with a supplier, customer or franchisor.

individual risk profile questionnaire — $700
Going into business often conjures up many emotional feelings of elation. The question is why do you want to go into business?

Sometimes it is for the lifestyle and sometimes it is for the money or both.  We see far too many disillusioned business owners who agree they would be better off being an employee rather than the mess they have gotten themselves into with their business.

Ideally, integr8 would love to work with everyone to make them a successful business owner but sadly many do not do the proper preparation before pursuing their business idea.  Our Individual Risk profile process is about working with you to identify why you want to go into business, your current skill set and network base, your current financial strength and setting you up for success rather than failure.

You can use the results to
  • Use the results to better understand your strengths and weaknesses.
  • Use the results to enhance your chances of success.
  • The results can also highlight the other skill sets you should look to surround yourself with.
  • Avoid making a financial and lifestyle mistake without being fully informed.
  • Use the results to support your application for finance or your negotiations with a supplier, customer or franchisor.

downloadable resources

Please feel free to browse through an download our various resources. If you have any questions or would like to discuss the content further please do not hesitate to contact us


Business Lifecycle

(PDF 143KB)






Steps for Building your Business

(PDF 987KB)






Two Key Questions

(PDF 422KB)












Strategy Process

(PDF 406KB)






Solution Process

(PDF 225KB)












Key Process for Startup Business

(PDF 426KB)

















Key Focus

(PDF 426KB)








Key Focus for Established Businesses

(PDF 541KB)







Website Design — Best Approach

(PDF 487KB)




















Site Map Planning Tool

(PDF 383KB)

 
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