1: Attracting Attention

(1-3) You rely mostly on word of mouth, referrals, door knocking, paying for leads, or luck — there’s no consistent marketing strategy.

(4-6) You do some marketing like SEO, paid ads, but it’s generic.

(7-9) You run targeted ads that attract solid leads, but it’s just not always consistent.

(10-12) You have a dialed in system attracting replacement ready leads consistently

How would you rate yourself, on a scale of 1-12?

What is your ideal goal, on a scale of 1-12?

Insights & Actions:

2: Turning Leads into Prospects

(1-3) You don’t have a follow-up system — it’s all manual, random, or delayed… and most leads go cold

(4-6) You follow up with some leads, but it’s hit or miss — and you’re probably missing out on jobs because of it.

(7-9) Most leads are followed up with quickly, and many turn into appointments — but there’s still some slipping through the cracks

(10-12) You’ve got a system where every lead is followed up with immediately and consistently until you connect or get them booked.

How would you rank yourself, on a scale from 1-12?

What is your ideal goal, on a scale from 1-12?

Any Insights

3: Closing Consistently

(1-3) You’re spending time on quotes and appointments, but hardly any of them are turning into real jobs

(4-6) You get appointments, but a lot of them aren’t ready, aren’t serious, or don’t turn into work

(6-9) You’re closing a good number of jobs, but not all appointments are with serious or qualified homeowners

(10-12) You’re meeting with qualified, ready-to-buy homeowners — and closing most of your appointments into profitable jobs

How would you score yourself right now, from 1 to 12?

Where do you want to be on the 1–12 scale?

If you have insights..

4: Multiplying Jobs

(1-3) After a job’s done, it’s crickets — no reviews, no referrals, no follow-up

(4-6) Once in a while, you get a referral or small add-on job, but it’s not consistent

(7-9) Some jobs bring in extras or referrals, but it’s hit or miss and not something you can count on

(10-12) Each closed job leads to extra work — like gutters, a second property, a referral, or another home in the same neighborhood

On a scale of 1 to 12, where do you think you stand?

Where do you want to be on the scale of 1-12?

Insights?

5: Maximizing Lifetime Value

(1-3) Once a job is done, it’s done — there’s no follow-up or plan to turn past clients into future business.

(4-6) You’ve reached out to a few past clients here and there, but there’s no real structure behind it

(7-9) You follow up now and then, and sometimes it leads to more work — but it’s not something you can predict.

(10-12) You stay in touch with past clients through a system that runs like clockwork — you expect referrals and repeat jobs, and it’s down to a science.

If you had to rate yourself from 1 to 12, what would it be?

Whats your goal? From 1-12

If you have insights or actions...

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