Business Health Assessment

Business Name

Name

First NameLast Name

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Website

Email

example@example.com

Phone Number

Area CodePhone Number

Years in Business

Number of Employees

Primary Services

Services Offered

Average Annual Revenue

Last Year's Revenue

Last Year's Net Profit?

Service Area Radius

Miles

Owners Role

What consumes most of your time during the day/week?

How often do you experience cash flow issues?

Average Collection Time

Accounts receivable over 90 days

Cash Reserves (Do you have 3 months of operating expenses in cash reserves)?

Are you proficient in Xactimate

Are you proficient in Cotality/ Symbility?

How do you determine pricing / estimating.

How do you determine your pricing?

Do you know your actual hourly Cost? Labor+Overhead+Profit

When was the last time you reviewed your pricing?

Do you track actual cost vs estimated cost?

What percentage of jobs exceed estimated costs?

Do you offer maintenance agreement programs?

What's your average gross margin on water mitigation jobs?

What's your average gross margin on Mold Remediation jobs?

What's your average gross margin on Bio / Trauma jobs?

What's your average gross margin on Emergency Service jobs?

What's your average gross margin on Reconstruction jobs?

What's your average gross margin on New Construction jobs?

What's your average gross margin on Contents jobs?

What's your average gross margin on Roofing jobs?

What's your average gross margin?

What percentage of work comes from a TPA or MRN?

Can you easily access $50,000 for equipment or growth opportunities?

What's the average age of your equipment/ Fleet?

Do you review a monthly profit & loss statement?

How often do you compare budget vs actual performance?

Do you have a clear expense approval process?

How do you allocate overhead costs to jobs?

What are your credit terms with suppliers?

How structured is your hiring process?

Do all of your technicians follow standard procedures?

What type of training do you have for new hires?

What's your current Google rating?

How many reviews do you currently have on Google?

Do you systematically ask customers for online reviews?

How do you handle responding to online reviews?

What percentage of your jobs require callback visits?

Do you have a 1 , 3 and 5 year plan.

Do you have a clear growth strategy?

What percentage of your revenue goes to warranty work?

Do you conduct formal quarterly business planning sessions?

How do you optimize tech routes and schedules?

Average daily drive per technician?

How do you track inventory?

What job management software do you use?

How do you handle invoicing and payment collection?

Do you track technicians performance metrics (KPI's)

How often do you conduct performance reviews?

How would you describe the demand for your services?

What percentage of your customers use you again or refer others?

What percentage of new business comes from referrals?

Is your market share?

What customer communication system do you use?

How consistently do you follow up with customers?

How do you collect customer feedback?

How many hours per week do you work?

How much vacation time do you take yearly?

Could your business run smoothly without you for 2 weeks?

On a scale of 1-10 , 10 being the best, where would you rate employee moral?

What does success look like for you personally? Check all that apply?

What does success look like for your business?

What's your biggest challenge in front of you now?

If you could fix ONE thing tomorrow, what would it be?