Industry
*
Electrical
Plumbing
HVAC
Roofing
Landscape
Other
Do You Serve Residential or Commercial?
*
Residential
Commercial
Both
Is Your Work
*
Primarily Your Own Jobs
Primarily as a Subcontractor
Number of Regular Employees
*
Annual Revenue
*
Do You Have An Office Manager, Secretary or Assistant?
*
Yes
No
Do You Have Any Advisors?
*
Marketing
Bookkeeper/Financial Advisor
Business or Sales Coach
Do You Use Bookkeeping Software or Keep Them Manually?
*
Software
Manual
If Software, Which Do You Use?
What Do You Like and/or Dislike About It?
Do You Use Customer Relationship Software (CRM)?
*
Yes
No
If Yes, Which CRM Do You Use?
What Do You Like and/or Dislike About It?
Do You Use Time Tracking Software?
*
Yes
No
If Yes, Which Do You Use?
What Do You Like and/or Dislike About It?
Do You Offer Service Agreements?
*
Yes
No
What Activities Do You Enjoy Most in Running Your Business?
*
Which Activities Do You Like Least or Put Off?
*
What Are The Biggest Challenges Your Business is Facing?
*
Examples: Labor, Financial, Time Management, Marketing, Sales, etc.
What Is Your Biggest Financial Struggle?
*
Examples: Cash Flow, Low Profit, Job Costing, etc.
If Dreams Were Reality, What Would Define Your Perfect Business?
*
Examples: Time Freedom, A Legacy For Your Family, Financial Freedom, etc.
Name (if You Would Like Results)
First Name
Last Name
Email (if You Would Like Results)