How many people are on your team, including yourself?
Just me — solo operator
2–5 people
6–15 people
16–50 people
51 or more
Flow & Focus
How many hours per week do you personally spend on admin, paperwork, or back-office tasks?
Estimates, invoicing, scheduling, emails, reports — anything that isn't billable or field work.
1–5 hours — pretty lean
6–10 hours — manageable but noticeable
11–20 hours — it's a real problem
More than 20 hours — admin is eating my week
Owner Freedom Factor
If you stepped away for two weeks, what would happen to your business?
Rate from 1 (falls apart immediately) to 5 (runs itself without me).
Falls apart without meRuns itself
Tools & Visibility
How do you currently track leads and new opportunities?
We don't — leads come in and we just respond
Memory and conversations — nothing written
A spreadsheet or basic list
A CRM or software (basic use)
A CRM with pipelines, follow-up automation, and reporting
Opportunity Readiness
How would you describe your current lead pipeline?
Pretty dry right now — we're actively looking for work
Mostly referrals — good when they come, but unpredictable
Decent flow, but very seasonal — big swings
Multiple lead sources — fairly consistent year-round
Strong and predictable — we can forecast 60–90 days out
Opportunity Readiness
How confident are you that you'll hit your revenue target this year?
Rate from 1 (very uncertain) to 10 (highly confident).
Very uncertainHighly confident
Tools & Visibility
How well do you track active jobs from start to completion?
1 = minimal tracking, reactive. 5 = every job has a clear system, nothing falls through the cracks.
Minimal / reactiveFully systematized
Tools & Visibility
How is your company currently using AI tools?
Not using any AI tools
Tried a few things, nothing systematic
Using AI for 1–2 specific tasks (emails, estimates, etc.)
AI is integrated into several workflows
AI-first operation — we build around it
Final Question
Which of these best describes your biggest challenge right now?
Revenue is stuck — we're not growing
I can't step away — too much depends on me
Jobs and field ops feel chaotic and hard to track
Lead flow is too inconsistent — boom and bust
Admin and back-office work is overwhelming
Revenue is growing but margins are shrinking
Almost Done
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