[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-243743-105":53,"doc-detail-243743-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","2024-year-end-self-analysis-worksheet-2025-goal-setting","2024 Year End Self-Analysis Worksheet - 2025 Goal Setting","","2024 Year End Self-Analysis Worksheet for 2025 Goal Setting is a guided business self-audit presented as a questionnaire. It prompts objective YES/NO responses and encourages collaboration with leadership to identify strengths and gaps in sales, marketing, and operations. The worksheet emphasizes structured planning, tracking results, improving customer acquisition and follow-up systems, and refining service policies and feedback processes to better support 2025 priorities.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2024-year-end-self-analysis-worksheet-2025-goal-setting/243743/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2024-year-end-self-analysis-worksheet-2025-goal-setting/243743.png","ImageObject",442,249,{"name":88,"@type":89},"Ben Jamin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How should answers be recorded in the worksheet?","Question",{"text":109,"@type":110},"Answer each question by circling “Y” for YES or “N” for NO. The worksheet asks for objective and honest self-assessment.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What is the worksheet used for?",{"text":114,"@type":110},"It supports a thorough end-of-2024 self-analysis of a business model to identify improvement areas and formulate goals and strategies for 2025.",{"name":116,"@type":107,"acceptedAnswer":117},"Does the worksheet include sections beyond sales and marketing?",{"text":118,"@type":110},"Yes. It includes at least a second section for operations, focusing on systems, policies, returns/refunds, and how customer feedback is tracked and monitored.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},243743,1789207830,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":126,"read_time":101},2336478466772,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","2024 YEAR END SELF ANALYSIS WORKSHEET FOR 2025 GOAL SETTING  \nAs we approach the end of 2024 it is time for a thorough self-analysis and appraisal of your business model. Our coaching team has prepared this questionnaire to aid you in gauging where you are as you end 2024 . Hopefully you can use this information to see where you need to improve and to formulate the goals and strategies for 2025.  \nRemember, your business exists for one reason, to provide you with a means by which to obtain the things you want in life, including an enjoyable and stable retirement.  \nRespond to each question below by circling “Y” for YES or “N” for NO. Be objective and honest with yourself. It will help you see where you really are. I also suggest you ask others who are part of your leadership to also answer the questions and assist with the 2025 goal setting.  \nSECTION 1 / SALES & MARKETING  \n\\#1 Y N Sales goals are established, and we are meeting or exceeding these through effective lead generation and promotions  \n\\#2 Y N We have a clearly defined position in the marketplace  \n\\#3 Y N We have defined our prime target market, our target customer, and the demographics of our clients  \n\\#4 Y N We have clearly defined our products and / or services  \n\\#5 Y N We have a pricing strategy that is bringing us the profits we set our goals for  \n\\#6 Y N We are consistently marketing & retargeting our present customer base  \n\\#7 Y N We have an effective method of network & referral marketing  \n\\#8 Y N We have a process of thanking those who refer us  \n\\#9 Y N We have a written and well executed marketing plan and calendar  \n\\#10 Y N We have an effective marketing system that includes both electronic and other proven methods and we track our results.  \n\\#11 Y N Our website is working effectively, and we have a social marketing strategy in place  \n\\#12 Y N We have a proven and trackable system of collecting the email addresses of our customers and we are using this for ongoing contact & retargeting of our customer base.  \n\\#13 Y N We have an effective way to consistently mine our data to refine our market position and to use it in developing our marketing programs.  \n\\#14 Y N We have an effective drip system for sales follow-ups.  \n\\#15 Y N Our website is up to date and has the right messages, the right call to actions, the right look and information to promote our services and products  \n\\#16 Y N We are producing a minimum of 2 blogs, in either a written or video format, a month that effectively attracts potential customers and utilizes these through social media  \n\\#17 Y N Our phones are answered always live during business hours with voice mail or virtual backup for overload times  \n\\#18 Y N Our phone conversations are recorded and analyzed to ensure we are providing the proper presentation to each customer  \n\\#19 Y N We have an effective method of answering telephones, recording messages and all phone calls are returned in a timely manner  \n\\#20 Y N We track the source and origination of each phone call and can track the success rate of our staff members answering the phone (include yourself if you do this)  \n\\#21 Y N We have effective scripts that appeal to our target customer and closes appointments/sales for the maximum number of inquiries.  \n\\#22 Y N We have a method of recording and reviewing phone calls on a regular basis to make any needed changes to maximize quality and closure of sales  \n\\#23 Y N We are effectively capturing internet leads and effectively following up on these in an effective manner.  \n\\#24 Y N We have an effective upsell and down sell process  \n\\#25 Y N We have an effective process for building relationships and overcoming objections and negotiations  \n\\#26 Y N We have an effective process for identifying ongoing and changing customer needs  \n\\#27 Y N We have clearly defined sales processes and procedures in place that are working effectively  \n\\#28 Y N We respond immediately and effectively to any customer concerns  \n\\#29 Y ","cbCaib5VOHJ6Z4Vk","https://ap.wps.com/l/cbCaib5VOHJ6Z4Vk","pdf",480102,19,"English","# Section 1 / Sales & Marketing\n## Sales goals and positioning\n## Marketing systems, website, and content\n## Phone handling, scripts, and lead follow-up\n## Sales process, relationships, and customer management\n# Section 2 / Operations\n## Customer service experience and policies","[{\"question\":\"How should answers be recorded in the worksheet?\",\"answer\":\"Answer each question by circling “Y” for YES or “N” for NO. The worksheet asks for objective and honest self-assessment.\"},{\"question\":\"What is the worksheet used for?\",\"answer\":\"It supports a thorough end-of-2024 self-analysis of a business model to identify improvement areas and formulate goals and strategies for 2025.\"},{\"question\":\"Does the worksheet include sections beyond sales and marketing?\",\"answer\":\"Yes. It includes at least a second section for operations, focusing on systems, policies, returns/refunds, and how customer feedback is tracked and monitored.\"}]","2024 Year End Self-Analysis Worksheet - 2025 Goal Setting | PDF"]