Business Basics

Which of these does your business currently have? (choose all that apply)

Registered business (EIN)

Google Business Profile

Business domain (yourcompany.com)

Live business website

Business email (not personal Gmail/Yahoo)

Dedicated business phone number (not your personal cell)

Local Reliance

Does your business rely on customers finding you locally?

Yes, that is the core of our business

Somewhat, but we also take jobs further out

Not really, most work comes from outside that radius

Review Velocity

How often do you get new reviews?

Multiple per week

A few per month

Occasionally

Rarely or never

Maps Frequency

How often does Google Maps bring you new customers?

Maps Position

When you search your service + city on Google Maps, where do you show up compared to competitors?

I'm one of the highest rated with the most reviews

I'm competitive but not at the top

I'm behind most competitors

I've never checked

Customer Type

How would you describe your typical customer?

Repeat customers (maintenance, ongoing service)

One-time jobs (installations, repairs, projects)

Mix of both

Team Size

What does your team look like right now?

Phone Handling

What happens when someone calls your business and you can't answer?

Goes to voicemail, I call back when I can

My spouse or office staff answers

An answering service picks up

An AI or automated system handles it

Honestly, I'm not sure

Phone Confidence

How confident are you that every call gets handled quickly - including nights and weekends?

Very confident, we're dialed in

Mostly, but some slip through

Not confident at all

I don't know and that bothers me

Lead Leakage

When it comes to leads you never end up connecting with - how big of an issue is this?

Not an issue, we reach pretty much everyone

Small issue, a few slip through

Moderate issue, we miss more than we'd like

Big issue, we lose leads we never actually talk to

Payment Methods

How do you collect payment from customers? (choose all that apply)

Post Payment Actions

After a customer pays, what happens? (choose all that apply)

Nothing, the job is done

I personally ask for a review (in person, text, or call)

A review request is sent automatically

They get a thank you message

They get added to an email or text list for future offers

None of this is consistent - it depends on the job

Lead Followup

When a lead reaches out but doesn't book right away, what happens?

I follow up myself when I remember

We have a manual process but it's inconsistent

We have an automated follow-up sequence

Nothing, if they don't book they're gone

Referral System

Do you have a system for asking happy customers for referrals?

Yes, it's automated

Yes, but it's manual and inconsistent

I ask sometimes when I remember

No, I just hope they tell their friends

Growth Goal

Where are you right now when it comes to growing your business?

I want to grow significantly and I'm ready to invest in it

I'd like to grow but I'm not sure how

I'm happy where I'm at, just want things to run smoother

I'm too busy and need to get things under control first

Biggest Obstacle

What feels like the biggest thing holding your business back right now?

Not enough leads coming in

Leads coming in but can't convert or keep up

Systems are a mess, hard to manage everything

I'm the bottleneck and can't step away

I'm not sure