Strategy session prep

Let's make the most of our time together.

This isn't a sales questionnaire. It's how we do our homework before your strategy session, so we spend our time together on ideas built around your business instead of an hour of questions.

About 6 minutes

Most answers are a single tap.

Rough guesses are perfect

We're looking for the shape of your business, not exact figures. "Not sure" is a real answer, and it tells us something useful too.

Skip anything that doesn't fit

Every business runs differently. If a question doesn't apply to how you work, leave it blank. Only the few marked * are required.

Some questions will make you think

That's on purpose. The questions that are hardest to answer are often where the biggest opportunities hide.

Your answers stay between you and our team.

01

About you

02

Where you're headed

More jobs, a second crew, bigger projects, fewer headaches. Whatever "great" means to you.

If you could fix only one thing, which would it be? *

Picking one helps us focus the session.

03

The numbers

Rough guesses are fine. These help us figure out what a new customer is worth to you, so any plan we suggest actually pays for itself.

What's a typical job worth?
After materials and labor, about how much of that do you keep?

This tells us how much you can spend to win a customer and still come out ahead.

Out of 10 people who get a quote, how many hire you?

Two businesses with the same number of leads can end up in very different places because of this number.

After the first job, how often does a customer come back or send someone your way?
About how much do you spend on marketing each month, ads included?
04

How customers find you

Where did most of your last 10 customers come from?

Pick all that apply. If this one is hard to answer, that's normal, and it's usually one of the first things we fix.

When a new lead comes in, how fast do they usually hear from you?

How fast you respond often matters more than how much you spend on ads.

If leads doubled next month, could you handle them?
05

What you've learned

When someone doesn't hire you, what's usually the reason?

Pick all that apply.

Think of the review or comment that made your day.

06

The session

Who else should be part of the conversation?
When are you hoping to get started? *

Next, you'll pick a time for your strategy session.

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