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Email Address *

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Contact Information

Tell us about yourself.

Your Name *

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Your Title *

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Phone Number *

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Business Name *

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Business Profile

Help us understand your business.

Industry *

Please select your industry.

Years in Business *

Please select years in business.

Employee Count *

Please select employee count.

Annual Revenue *

Please select annual revenue.

Current Challenges

Select ALL areas where you're experiencing challenges or want to improve.

Cash Flow Management / Profitability Issues

Pricing Strategy / Job Costing

Financial Reporting / Understanding Numbers

Revenue Growth / Marketing / Lead Generation

Sales Process / Quote Conversion

Hiring / Staffing Issues

Employee Retention / Turnover

Operational Inefficiency / Inconsistent Service

Process Documentation / Standard Operating Procedures

Select at least one challenge to continue.

Tell Us More

These questions help us understand your specific situation.

💰 Financial & Profitability Questions

What's your current profit margin (net profit as % of revenue)?

Do you track costs per job/project?

How do you currently price your services?

How often do you review your financial statements?

What's your biggest financial challenge right now?

📈 Growth & Marketing Questions

How many qualified leads do you get per month?

What's your quote/estimate to sale conversion rate?

What's your current monthly marketing budget?

Where do most of your leads come from?

Do you have a documented sales process?

What's your biggest growth challenge?

👥 Hiring & Retention Questions

Do you have a documented, standardized hiring process?

What's your average time to fill an open position?

How many positions are you currently trying to fill?

How many employees left your company in the last 12 months?

Do you use a structured interview process with scorecards?

How do you determine compensation for new hires?

Do you have a structured onboarding program for new hires?

What's your single biggest hiring or retention challenge?

⚙️ Operations & Efficiency Questions

Do you have documented Standard Operating Procedures (SOPs)?

How consistent is your service delivery across different technicians/employees?

What percentage of jobs require callbacks or rework?

Do you have a quality control process for completed work?

Do you have standardized customer communication (scripts, templates, processes)?

Do you have documented safety protocols and checklists?

Do you have a structured training program for employees?

What's your biggest operational efficiency or quality challenge?

Your Goals

Tell us what success looks like for your business.

What are your top 3 business priorities for the next 12 months? *

Please describe your business priorities.

What specific outcome would make this engagement a success for you? *

Please describe your success criteria.

Almost Done!

Just a few more questions to help us serve you better.

How did you find us? *

Please tell us how you found us.

When would you like to get started? *

Please select a timeline.

Who else will be involved in this decision? *

Please select who will be involved.