First Name

Last Name

Phone *

Company legal name, and the name customers know you by

Website, and links to your Facebook, Instagram and Google Business Profile

Your service lines, and your rough revenue split between them

Service area: the cities or ZIPs you want more of, and any you want less of

Agencies or freelancers you work with now, and what each one does

Your 3 to 5 closest competitors, by name *

Your single biggest growth goal: more leads, better leads, a new service line, or a new area? And which service line do you most want to grow?

How sales works: who answers the phone (including after hours), how fast new web leads get a call, proposals on site or emailed, whether you offer options and financing, and how you follow up on proposals that don't close

Tools you use: CRM or estimating software, call tracking (CallRail or similar), and email or text marketing

What makes you different, in your own words? Any warranties or guarantees? Would you or your team be on camera?

Twelve months from now, what has to be true for this to have been worth it?

Anything else we should know: seasonality, crew capacity, constraints, things you won't do

Ideal customer: residential or commercial, and the home-value range you most want to work in

Monthly spend: Google Ads ($)

Monthly spend: Local Services Ads ($)

Monthly spend: Meta / Facebook / Instagram ($)

Monthly spend: Angi / HomeAdvisor ($)

Monthly spend: other lead buys ($)

Monthly spend: agency or freelancer fees ($)

Revenue, last full year ($)

Revenue goal, next 12 months ($)

Leads per month (best guess)

% of leads that become an appointment

% of appointments you win

Average job: overall ($)

Average job: interior ($)

Average job: exterior ($)

Average job: cabinets ($)

ZIP codes you serve (comma separated)

Upload: jobs you won in the last 12 months, with address or ZIP, job value, lead source, service line and date. A DripJobs or CRM export is ideal.

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Upload: all estimates from the last 12 months with status (won, lost, open)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Upload (optional): last 3 months of invoices for Meta, Google, Angi or other lead sources

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )

Email *

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