Business Health Assessment
Business Name
*
Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Website
*
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Years in Business
*
Number of Employees
*
Primary Services
*
Please Select
Restoration
HVAC
Plumbing
Electrical
General Contractor
Roofing
Services Offered
*
Water Mitigation
Bio / Trauma
Mold
Emergency Service 24/7
Reconstruction
Commercial Services
Contents
Roofing
Average Annual Revenue
*
Last Year's Revenue
*
Last Year's Net Profit?
*
Service Area Radius
*
Miles
Owners Role
*
Please Select
Still doing field work
Managing only
Little of both
What consumes most of your time during the day/week?
*
How often do you experience cash flow issues?
*
Please Select
Rarely - maybe a few times a year
Sometimes - Maybe a few times each year
Often
Constantly
Average Collection Time
*
Please Select
0-30
31-45
46-60
61-90
90+
Accounts receivable over 90 days
*
Please Select
Less than 5%
5-10%
10-20%
20-30%
More than 30%
Cash Reserves (Do you have 3 months of operating expenses in cash reserves)?
*
Yes, fully covered
Partially 1-2 months
No Reserves
Are you proficient in Xactimate
*
Yes
No
Are you proficient in Cotality/ Symbility?
Yes
No
How do you determine pricing / estimating.
*
Please Select
Software
Manual Estimation / Spreadsheets
Match Competitors Prices
Guess / Experience
How do you determine your pricing?
*
Please Select
Detailed Cost Analysis + Target Margins
Industry Standards + Adjustments
Match Competitors
Gut Feeling
Whatever the Customer will pay
Do you know your actual hourly Cost? Labor+Overhead+Profit
*
Yes, calculated precisely
Rough Idea
No, don't track it
When was the last time you reviewed your pricing?
*
Please Select
Last 6 Months
Last Year
1-2 Years Ago
2-3 Years Ago
More than 3 years ago
Do you track actual cost vs estimated cost?
*
Please Select
Always, on every job
Usually, on most jobs
Sometimes, on larger jobs
Rarely
Never track this
What percentage of jobs exceed estimated costs?
*
Please Select
Less than 10%
10-20%
20-30%
30-40%
More than 40%
Do you offer maintenance agreement programs?
*
Please Select
Comprehensive - High Adoption
Basic Programs
Informal Maintenance
No 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?
Yes , easily
With some effort / Planning
Very Difficult
Not Happening
What's the average age of your equipment/ Fleet?
Please Select
Less than 3 years
3-5 years
5-8 years
8-12 years
More than 12 years
Do you review a monthly profit & loss statement?
Please Select
Every Month
Usually, most months
Sometimes, quarterly
Rarely
Never
How often do you compare budget vs actual performance?
Please Select
Detailed monthly review
Quarterly review
Annual reviews
No formal budget
Do you have a clear expense approval process?
Clear system with approvals
Informal process
No system
How do you allocate overhead costs to jobs?
Please Select
Detailed Calculation by Job Type
Percentage applied across all jobs
Rough Estimate
Don't track overhead
What are your credit terms with suppliers?
Please Select
Excellent Net 30
Good Terms
Standard Terms
Limited Credit
How structured is your hiring process?
Please Select
Structured Process
Basic Process
Hire Anyone Available
Do all of your technicians follow standard procedures?
Please Select
Always, Documented and Comprehensive
Usually, Basic Standards
Sometimes, Informal Standards
Rarely
Never
What type of training do you have for new hires?
Please Select
Outlined and ongoing
Basic initial training
On-the-job training only
No Formal Training
What's your current Google rating?
How many reviews do you currently have on Google?
Do you systematically ask customers for online reviews?
Please Select
Always, Automated
Usually, Manual Request
Sometimes
Rarely
Never Ask
How do you handle responding to online reviews?
Please Select
Respond to all reviews promptly
Respond to most reviews
Respond to negative reviews only
Rarely respond
Never Respond
What percentage of your jobs require callback visits?
Please Select
5%
5-10%
15-20%
More than 20%
Do you have a 1 , 3 and 5 year plan.
Yes
No
Do you have a clear growth strategy?
Clear Plan
A plan exists, but it is not being monitored
Vague ideas about growth
No growth plan
What percentage of your revenue goes to warranty work?
Please Select
less than 2%
2-5%
5-8%
8-12%
More than 12%
Do you conduct formal quarterly business planning sessions?
Please Select
Detailed Quarterly Reviews
Basic Quarterly Check-ins
Semi-Annual Planning
Annual Planning Only
No Formal Planning
How do you optimize tech routes and schedules?
Please Select
Automated Routing
Manual but Efficient
Basic
Poor Planning
Average daily drive per technician?
Please Select
Less than 2 hours
2-3 Hours
3-4 Hours
4-5 Hours
More than 5 hours
How do you track inventory?
Please Select
Real-time digital system
Basic Digital System
Manual Tracking
Guess Work/ Visual Inspection
What job management software do you use?
How do you handle invoicing and payment collection?
Please Select
Fully Digital, Mobile Payment Processing
Partially Digital
Paper-based Invoicing
Do you track technicians performance metrics (KPI's)
Please Select
Comprehensive Metrics
Basic Metrics
No Formal Tracking
How often do you conduct performance reviews?
Please Select
Monthly
Quarterly
Annual
No Formal Reviews
How would you describe the demand for your services?
Please Select
More than we can handle
Steady
Seasonal
Declining
Struggling to find work
What percentage of your customers use you again or refer others?
What percentage of new business comes from referrals?
Is your market share?
Please Select
Growing Rapidly
Growing Steadily
Stable
Declining
Losing Ground
What customer communication system do you use?
Please Select
Professional CRM with Automations
Basic CRM
Spreadsheet/ Simple Database
Memory
How consistently do you follow up with customers?
Please Select
Systematic Process
Occasional Follow-Up
No Process
How do you collect customer feedback?
Please Select
Regular Surveys
Internal Feedback Collection
I don't
How many hours per week do you work?
Please Select
Less than 50 hours
50-60 Hours
60-70 Hours
70-80 Hours
More than 80 Hours
How much vacation time do you take yearly?
Please Select
3+ weeks
2-3 Weeks
1-2 Weeks
Less than one week
What's a vacation
Could your business run smoothly without you for 2 weeks?
Please Select
Yes, Easily
Yes, with some prep
Be hard for sure
No Way
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?
Financial Freedom
Work Life Balance
Business Legacy
Market Leadership
Exit Strategy
Family Succession
What does success look like for your business?
Steady Growth
Market Domination
Lifestyle Business
Scale to Sell
Family Succession
What's your biggest challenge in front of you now?
If you could fix ONE thing tomorrow, what would it be?
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