First Name
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Last Name
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Email
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How steady is your incoming lead volume week to week?
Unpredictable swings week to week
Often inconsistent
Somewhat steady
Mostly steady
Very steady and predictable
How dependable are your current lead sources?
I don’t have reliable sources
Mostly unreliable or inconsistent
Some dependable, some not
Mostly dependable
Very dependable and repeatable sources
How well does your marketing attract “good-fit” customers (not just volume)?
Mostly low-quality / price-driven
Often poor-fit leads
Mixed quality
Usually good-fit leads
Consistently high-fit ideal customers
How repeatable is your sales process from lead → close?
No consistent process
Very inconsistent approach
Some repeatability
Mostly standardized
Fully standardized and followed every time
On qualified opportunities, how often do you win the job?
Rarely
Sometimes
About half
Often
Very often
f you stepped away for 30 days, what happens to closing performance?
Closings would stall
Closings would drop significantly
Closings would decline somewhat
Closings would mostly hold
Closings would stay strong or improve
How often do jobs slip (schedule, labor hours, or cost)?
Almost every job
Many jobs
About half
Occasional
Rare
How clean is the handoff from “sold” to “scheduled and executed”?
Confusing and inconsistent
Frequent breakdowns
Improving but uneven
Mostly smooth
Smooth, clear, and reliable
How well is field execution controlled (subs/crews, quality, callbacks)?
Constant issues / rework
Frequent issues
Average performance
Strong and consistent
High quality with minimal callbacks
How accurate is your job costing (labor + materials + margin)?
Not accurate / not trusted
Often inaccurate
Somewhat accurate
Mostly accurate
Very accurate and reviewed routinely
How clear is your monthly break-even and overhead position?
I don’t know it
Rough guess only
Some clarity
Clear and usable
Clear and reviewed monthly
How stable are margins across months?
Highly unstable
Frequently unstable
Somewhat stable
Mostly stable
Stable and predictable
How consistently does your team execute to your standards?
Rarely consistent
Often misses standards
Sometimes consistent
Mostly consistent
Consistently meets standards
How well does work move forward without you pushing it daily?
Stops without me
Slows down heavily
Moves forward sometimes
Moves forward most of the time
Moves forward consistently
How effective is internal communication day to day?
Poor and reactive
Often unclear
Improving
Generally strong
Strong, proactive, and aligned
How defined are your core processes (sales, production, billing, follow-up)?
Not defined
Loosely defined
Partially defined
Mostly defined
Fully defined and followed
How strong is follow-through and accountability inside the team?
No follow-through
Weak follow-through
Some follow-through
Good follow-through
Strong follow-through with ownership
If you increased volume by 30%, what happens operationally?
It would break the business
It would create major strain
It would be challenging but manageable
It would stretch but hold
It would scale without major disruption