Please prepare your P&L Statement and upload it at the end of this questionnaire.

Email *

Company Name *

Full Name *

Business Overview

1. What are your biggest challenges in running the business?

2. What is your business name, years in operation, and core services?

3. What is your current revenue, and what are your growth goals for the next 12 months?

4. Who are your top three competitors, and how do you differentiate from them?

Financial Health

5. How do you currently track revenue, expenses, and profitability?

6. What is your gross and net profit margin?

7. How much cash reserve do you have (months of expenses covered)?

8. What is your average job ticket size?

9. Do you offer financing options to customers? If so, which ones?

Marketing & Lead Generation

10. What marketing channels do you currently use (Google Ads, Facebook, TikTok, direct mail, referrals, etc.)?

11. How much do you spend on marketing monthly?

12. What marketing strategies have worked well for you? What hasn’t?

13. Who is your ideal customer, and how do you attract them?

14. How do you track marketing performance and ROI?

15. Do you have a customer referral program?

Sales & Conversion

16. What is your lead generation process?

17. How do you qualify and follow up with leads?

18. What is your sales closing rate?

19. What upsell opportunities do you offer (maintenance plans, premium services, warranties)?

20. Do you track lost estimates and follow up on unsold jobs?

Operations & Efficiency

21. What software or CRM do you use to manage operations?

22. How do you schedule and dispatch jobs?

23. What is your process for quality control and reducing callbacks?

24. How do you measure technician efficiency and productivity?

25. How do you handle customer complaints and disputes?

Hiring, Training & Culture

26. How many employees do you currently have?

27. What is your biggest hiring challenge?

28. What recruiting methods have worked best for you?

29. How do you onboard and train new hires?

30. What performance incentives or benefits do you offer employees?

31. What’s your strategy for employee retention?

Customer Experience & Retention

32. How do you collect and respond to customer feedback?

33. What percentage of your business comes from repeat customers?

34. How do you ensure a great customer experience from start to finish?

35. What follow-up process do you have after service is completed?

36. What’s your process for handling service guarantees and warranties?

Growth & Future Strategy

37. What’s your target revenue growth for the next year?

38. What’s the biggest obstacle stopping you from scaling?

39. Are you planning to expand your services or open new locations?

40. What technology or automation would improve efficiency?

41. Do you have a long-term business exit strategy (sell, franchise, passive ownership)?

Upload your Profit & Loss Statement Here

Upload CSV/PDF/Excel File Here

Please upload your 1-Year P&L Statement, 3 months minimum (including February and March 2025, if possible).

Upload your Organizational Chart Here with all employees pay mapped

Drop pdf/image/excel/csv Here