The Growth Blueprint
CRM & Tech-Stack Scorecard: This assessment helps construction companies evaluate their CRM and sales strategy across key categories.
Name
*
First Name
Last Name
Company Name
*
Email
*
example@example.com
Phone Number
*
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Category 1
Lead Management and Conversion
How quickly are you following up with inbound leads?
*
Within 5 minutes
Within 1 hour
Within 1 day
Unsure
How often are you attempting to contact a lead within the first 7 days?
*
5–7 attempts
3–4 attempts
1–2 attempts
Unsure
How many channels is your business using to secure new leads?
*
5 or more Channels
3-4 Channels
1-2 Channels
Unsure
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Category 2
Pipeline and Project Management
How long does it take to move a lead from qualification to proposal?
*
1–2 weeks
3–4 weeks
More than 1 month
Unsure
Are deals in your pipeline stalling for more than 30 days?
*
Reviewed and followed up weekly
Reviewed monthly
Stalled with no review process
Unsure
How often are you reaching out to past clients to generate repeat business?
*
Quarterly outreach
Annual outreach
No outreach
Unsure
How many active projects are you managing at any given time?
*
Consistently managing 10+ active projects with no delays or bottlenecks
Managing 5–9 active projects with minor delays or challenges
Managing fewer than 5 projects or frequently facing delays
Unsure or not tracking active projects effectively
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Category 3
Client Engagement and Feedback
How soon after project completion do you ask for client feedback or reviews?
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Within 1–3 days
Within 2 weeks
No feedback requested
Unsure
How often do you follow up on submitted bids?
*
Follow-up within 1–2 days after submission, with additional touchpoints every 3–7 days
Follow-up within 1 week, with occasional additional touchpoints
Follow-up only after the client reaches out
No follow-up process or unsure
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Category 4
CRM and Tech Stack Optimization
How often are you reviewing CRM and marketing metrics to adjust your strategy?
*
Weekly reviews
Monthly reviews
Sporadic reviews
Never
How long does it take your team to prepare a customized proposal for a lead?
*
24–48 hours
3–5 days
More than 1 week
Unsure
How quickly can you onboard/ramp a new salesperson or marketing team member?
*
1–2 weeks
1–2 months
More than 2 months
Unsure
Can your CRM track warranty periods or service agreements to prompt timely follow-ups?
*
Yes
No
Partially
Is there ongoing training to ensure staff can effectively use the CRM and associated tools?
*
Yes
No
Occasionally
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CalculationCorrection
Score
Should be Empty: