Persons in Attendance

Agency Information

  • What Industry does your business operate in?

  • What year did your business Commence Trading?

  • How many Employees does your business have?

  • Has the number of Employees changed in the last 3-years?

Business Outlook

  • Does your business have an up to date Business Plan

  • If yes, when was it last reveiwed?

Key Carriers

  • Does your business have a specific Health and Safety Policy?

  • If yes, when was it last updated?

  • Does your business handle or process any type of Data?

  • If yes, are you registered with the ICO?

  • Do you have a Data Protection Policy and Procedure Manual within your business?

  • Has your business obtained a Food and Hygiene Certificate?

  • Does your business have a Security policy?

  • Does our business need any of the following Agreements:

Specialties- Business Targets

  • Does your company have a Business Bank Account?

  • If yes, do you pay Bank Charges?

  • Does your business have a Budget and Forecast plan?

  • If yes, when was the last time the costs reviewed?

  • Do your business have a Chip and Pin Machine?

  • If yes, when was the costs last reveiwed?

  • Which of the following Business Insurances do you currently have for your business

  • Do you ever review your Insurances?

  • If yes, when was the last time they were reviewed?

Financial Management:

  • What Accountancy Software do you use?

  • Does your business have or use a Bookkeeper?

  • If yes, how often are they completed?

  • Is your business VAT registered?

  • If yes, who completes the VAT Returns?

  • Do You have a separate Bank Account for the VAT?

  • How often does your business review Business Performance?

  • Who files your Annual Accounts?

  • If you were to change Accountants what would be the reason?

Marketing Your Business

  • Does Your Business have a Marketing Strategy?

  • If yes, when was it last reveiwed?

  • Does your business have a Marketing Plan?

  • If yes, when was it last reviewed?

  • Does your business have a Website?

  • If yes, would you know what your Google ranking is?

  • Have You ever utilised Search Engine Optimisation (SEO)?

  • If yes, when was this completed?

  • Did You use a specialist for Your SEO?

  • How often is it updated?

  • What Marketing Vehicles does your business utilise?

  • How often does your business carryout Marketing?

  • Does your business have a Marketing Budget?

  • If yes, what is your annual spend?

  • Does your business ever review your Marketing Success?

  • If yes, how often are the results discussed and reviewed?


  • Business Planning:

  • Business Compliance:

  • Costs to Your Business:

  • Financial Management:

  • Marketing Your Business:

  • To provide then best possible service Hammond & Co may share your information with strategic partners. By signing this document you give your full authority to allow this process.

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. Any ratings or scores displayed in our Public Library have not been verified by SafetyCulture for accuracy. Users of our platform may provide a rating or score that is incorrect or misleading. You should independently determine whether the template is suitable for your circumstances. You can use our Public Library to search based on criteria such as industry and subject matter. Search results are based on their relevance to your search and other criteria. We may feature checklists based on subject matters we think may be of interest to our customers.