First Name *

Last Name *

Company *

Email *

Phone *

What kind of business do you run *

What are you spending on marketing each month right now *

Revenue & baseline

Revenue, trailing twelve months.

Revenue for the two years before that

Revenue target for the next twelve months.

What portion of current revenue comes from you personally, or from people you already know?

Capacity

How many new jobs or customers per month can you absorb today without service slipping?

How many could you absorb ninety days from now?

How many crews or technicians do you run, and who supervises them?

What breaks first when you get busy?

Operations & estimating

How do you price a job today — set pricing, or estimated per job?

How often does a completed job come in below the margin you expected?

Are you still doing the work yourself, or managing people who do it?

Marketing today

What are you running now, and who runs it?

What is your monthly spend, and what are you willing to spend?

Do you use a CRM? Which one? Is lead source captured?

Who answers the phone during the day — and at 9pm on a Saturday? How fast does someone get a human response after filling out your form?

Books & transparency

Do you know your gross profit percentage for each of the last two years?

Who keeps your books, and what system?

Would you be willing to open them as part of a partnership?

Ambition & partnership fit

Where do you want this business to be in three years — bigger, sold, or handed to someone?

Are you the person who can sign an agreement, or is there a partner or spouse who decides with you?

What is the last marketing decision you regret, and what did it cost you?