diagnostic

Your progress

This questionnaire helps us learn everything about your store so we can set up your Jewelry Store OS, migrate your data, and tailor our recommendations to your business. The more detail you share, the smoother your onboarding will be.

Complete every field you can. If something doesn't apply, leave it blank or write "N/A." Nothing you share leaves MA Luxury Management.

Documents to have ready to upload:

Profit & Loss statement — full year 2025
Balance sheet — year-end 2025
Inventory intake report — beginning of 2025 (January)
Inventory intake report — end of 2025 (December)
Current memo inventory list (if available)

Store name

Completed by

Date

Business Overview

Legal business name

DBA / store name (if different)

Primary store address

Additional locations (list each address)

Business phone

Business email

Website

Owner name(s)

Year established

Business structure (LLC, S-Corp, etc.)

State(s) registered in

Describe your store in one or two sentences (positioning, who you serve)

Who is your typical customer? (demographics, price range, occasion)

Your strongest categories (bridal, fashion, custom, watches, estate…)

What sets your store apart from competitors in your market?

Leadership & Team

How the store is led and who's on the floor.

Leadership

How would you describe your leadership / management style? (hands-on, delegator, coaching, etc.)

How are decisions made in the store? (who has authority over buying, pricing, hiring, marketing)

Who handles purchasing / buying decisions?

Who manages your inventory / POS system day to day?

Team Roster

NameRole / TitleFT / PTSells?

Sales Flow

How many of your team actively sell / write tickets?

Walk us through how a sale happens, start to finish (greeting → who picks up the customer → presentation → close → follow-up)

When multiple salespeople are on the floor, how are customers assigned or rotated? (ups system, by appointment, by category, first available…)

How are handoffs handled when a salesperson needs help or isn't available?

How are salespeople paid / incentivized? (salary, commission, spiffs, bonuses — describe the structure)

Do you currently track individual salesperson performance? If so, how?

Systems & Operations

Point of sale / inventory system

How long have you used it?

What do you like about it? What frustrates you?

Accounting software (QuickBooks, Xero…)

CRM / customer follow-up system

Do you sell online? On what platform(s)? (Shopify, Wix…)

What sales channels do you use? (in-store, website, social selling, shows…)

How do you currently book appointments? (walk-in, phone, online scheduler)

Marketing

What you're doing to bring customers in, and what it costs.

Which marketing channels are you active on? (email, SMS, Instagram, Facebook, TikTok, radio, print, billboards, events…)

Roughly how much do you spend on marketing? (monthly or annual total)

How is that spend broken down by channel? (rough % or dollars per channel)

Email / SMS platform (Klaviyo, Mailchimp, Podium…)

Approx. size of customer database / email list

Who runs your marketing? (in-house, agency, owner, none)

Do you track marketing ROI or where customers come from? If so, how?

What marketing has worked best for you? What has flopped?

Financials

Attach the documents below. The questions help us read them in context.

Documents to Attach

Profit & Loss statement — full year 2025

Balance sheet — year-end 2025

Context

Approx. total revenue for 2025

Approx. overall gross profit margin

Average overall keystone / markup target across the store

Do certain categories carry different margins? Describe.

Best-selling categories or price points in 2025

Any business debt or financing? (lines of credit, loans, vendor financing)

Seasonal swings — when are your peak and slow periods?

Biggest financial goal for the next 12 months

Inventory

Attach both inventory intake reports below.

Documents to Attach

Inventory intake — beginning of 2025 (January)

Inventory intake — end of 2025 (December)

Context

Total owned inventory value at cost (current)

Total owned inventory value at retail (current)

Approx. total SKUs / line items carried

Inventory breakdown by category (rough % or dollar split: bridal, fashion, watches, estate…)

How do you tag / track inventory? (SKU system, barcodes, vendor style numbers)

Typical inventory turn / how long product sits on average

Aged or dead inventory you'd like help moving? Approx. value

How do you currently handle markdowns or aged-inventory pricing?

Showroom & Floor

The physical layout of your selling space.

Showroom square footage (selling floor)

Total store square footage (incl. back of house, if known)

How many display cases on the floor?

Approx. case size (e.g., 4 ft, 6 ft, mix — describe)

Approx. how many pieces of inventory are in the cases total?

Number of private / consultation rooms

Window / front display space? (describe)

Safe or vault — capacity / how overflow inventory is stored

Anything else about your floor layout or showroom we should know?

Memo Inventory

Memo = consigned or loaned merchandise you hold but don't own outright.

Total dollar value currently held on memo (across all vendors)

Vendors who have given you memo

Vendor nameType of memo goods

How do you currently track what's on memo and when it's due back or owed?

Vendors

The most important section. Add a block for every vendor you work with — don't leave anyone out.

Repairs, Custom & Services

Do you offer in-house repairs, send them out, or both?

Do you use more than one person or business for repairs? (if yes, list each and what they handle)

Approximate repair volume per month

Do you offer custom design work? Who does it? (in-house designer, CAD service, vendor)

Do you offer appraisals? Who performs them and what are their credentials?

Watch repair / battery service?

Other services (engraving, restringing, cleaning…)

Goals & Challenges

Top 3 things you want help with right now

Biggest bottleneck or frustration in your business today

What would make this engagement a clear success in 6 months?

Anything else about your store, team, or market we should know?

Thank you

Once complete, return this questionnaire with your attached documents to begin onboarding. We'll review everything and build out your Jewelry Store OS from here.

MA LUXURY MANAGEMENT • MALUXURY.CO

Client Business Intake