Salon Health Check

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Salon Name:(Required)

Owner Name(Required)

First Last

Owner Email(Required)

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Please choose ONE answer from each of the provided questions that most closely resembles your current business practices.

How efficient are your current systems in place for:

1. Tracking growth in key benchmarks for each service provider.(Required)

GREAT - We’re meticulous about this. Our service providers clearly understand our expectations for their progress.

GOOD - We do have systems in place. However, we often find ourselves re-teaching or reminding our service providers what is expected of them.

FAIR - We provide benchmarks, but often lose track of our service providers’ progress and do not revisit this often with them.

NON-EXISTENT - We have no systems in place for this.

2. Promotion criteria that each service provider must complete to level up.(Required)

GREAT - We’re meticulous about this. Our service providers are aware of where they stand in their position and exactly what they need to do to be promoted.

GOOD - We have clearly defined promotion criteria. However, our service providers sometimes seem unaware of what they need to do to advance.

FAIR - We have promotion criteria, but it’s not set in stone. We sometimes will promote service providers if they do not meet one of the requirements as long as they excel in other areas.

NON-EXISTENT - We have no set criteria in place for service providers or managers to follow; promotion is on a case-by-case basis.

3. Understanding and using a PNL.(Required)

GREAT - We routinely break down our PNL into the tiniest details so we can find areas where we are losing money or could grow.

GOOD - We look at our PNL at times to see larger trends in potential and existing profit and loss.

FAIR - We have a PNL, but it’s not one of the tools we use regularly to analyze the business.

NON-EXISTENT - We do not have/ do not use a PNL.

4. Forecasting future revenue for cash flow.(Required)

GREAT - We have multiple ways of knowing what the business’ expected revenue should be throughout the year.

GOOD - We have a good idea of how much revenue the business should be generating throughout the year.

FAIR - We know a couple of big revenue-generating events or seasons during the year, but for the rest of the time we take the revenue as it comes.

NON-EXISTENT - We are usually reactive to revenue generated, as opposed to proactive.

5. Recruiting, hiring, and training new team members.(Required)

GREAT - We have a designated program and specialized team members to recruit, hire, and train new employees.

GOOD - We have a designated program for training and one or two team leaders to help me with recruitment, hiring and education.

FAIR - We have standard methods of recruitment, hiring and training and I mostly do it myself.

NON-EXISTENT - I mostly do everything myself and find myself playing catch-up in recruitment, hiring and training.

6. Recruiting new guests.(Required)

GREAT - We have an ongoing New Guest offer and multiple avenues that we use to share it with potential new guests. We also hold events, activities and/or promotions regularly to lure new guests.

GOOD - We have a New Guest offer but it’s mostly a passive feature on our website. We hold events, activities and/or promotions at times to lure new guests.

FAIR - We do not have a New Guest offer, but I hold events, activities and/or promotions at times to lure new guests.

NON-EXISTENT - We do not have systems in place specifically to get new guests in the door.

7. Social media guidelines.(Required)

GREAT - We have one or more designated social media managers who consistently post original content on our accounts along with news and announcements about the business. They monitor the accounts, and try to generate followers.

GOOD - We have one or more designated social media managers who regularly post content, along with news and announcements about the business.

FAIR - We have one person who posts content when they have the time, along with news and announcements about the business.

NON-EXISTENT- We don’t regularly post on social media accounts unless we are making an announcement or having a big promotion or event.

8. Achieving 10% profit minimally.(Required)

GREAT - We closely monitor our profits and have multiple avenues to increase profit when it dips below 10%.

GOOD - We monitor our profits regularly and when we fall below 10%, have a couple tried-and-true ways that usually increase profit.

FAIR - We monitor our profits once in a while and try to come up with changes or promotions to bring them up for the future.

NON-EXISTENT - We don’t monitor our profits regularly and/or don’t have ways to consistently raise our profits when we need to.

9. Achieve a 45% service payroll or less.(Required)

GREAT - We always know exactly how much of our income our payroll occupies and make decisions based on keeping it at or below 45%.

GOOD - We usually keep payroll at 45%, but at times it dips above. monitor our profits regularly and when we fall below 10%, have a couple tried-and-true ways that usually increase profit.

FAIR - We try to keep payroll at 45%, but it’s difficult.

NON-EXISTENT - Our payroll is usually or always above 45% of our income.

10. Creating and maintaining a strong culture.(Required)

GREAT - Our team members understand our company values and mission as taught and exemplified by team leaders and ownership, and it is clear when someone is not on board with our company culture.

GOOD - Our company has a clearly stated mission and vision, and we do our best to convey that to our team, usually with good results.

FAIR - Our company’s mission and vision is clear to team ownership, but not always clear to the rest of the team.

NON-EXISTENT - Our company’s culture is generally established by the team, not the company owner.

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