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Section 1: Lead Flow & Sales

1. How well do you know the exact Cost Per Lead (CPL) for your paid marketing (Google Ads, etc.)? *

I know the CPL and ROI for every channel.

I have a general idea, but I don't track the exact numbers.

I mostly rely on word-of-mouth and don't track costs.

Section 1: Lead Flow & Sales

2. When a potential customer calls during business hours, what percentage of the time does a live person answer? *

95% to 100% of the time. We never miss a call.

About 70% to 90% of the time. We miss calls when busy.

Less than 70% of the time (rely on voicemail/callbacks).

Section 1: Lead Flow & Sales

3. How often do you actively request online reviews from satisfied customers? *

Every time we complete a job; it’s a standard process.

Occasionally, when I remember.

Almost never.

Section 2: Operations & Finance

4. How many hours a week do you spend working on the business (planning, finance, systemizing) versus working in the field? *

At least 10-15 hours a week working on the business.

About 3-9 hours a week working on the business.

Less than 3 hours a week; I'm mostly in the field.

Section 2: Operations & Finance

5. Do you use standardized pricing/estimating tools that your technicians can follow, or is it based on your personal judgment? (copy) *

Yes, we use a consistent price book or software.

I have a price list, but the final quote often depends on the job's "feel."

I do all the estimating myself, and it’s based on my experience.

Section 2: Operations & Finance

6. How often do you review a Profit & Loss (P&L) statement to assess business performance? *

Monthly. It’s a non-negotiable routine.

Quarterly, when tax time rolls around.

Rarely. If there's cash in the bank, I assume we're fine.