Founder intake.

Q4How many locations do you currently operate?

Q5How many total employees do you have?

Q6What's your approximate annual revenue?

Q7Is revenue currently growing, flat, or declining?

Q9Do you personally track profit and loss regularly?

Q10How confident are you in knowing which parts of your business are most profitable?

Q11Do you have a consistent monthly budget or spending plan?

Q12What financial software or tools do you currently use, if any?

Select all that apply

Q13Have you ever been caught off guard by a cash flow problem in the last 12 months?

Q14What systems or software do you use to run day-to-day operations?

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Q15Do you have written procedures (SOPs) for your core processes?

Q17How do new employees currently get trained?

Q18What is your main source of new business?

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Q19Do you have a defined sales process, or does it vary person to person?

Q20Is there anyone besides you who can close a sale or a deal?

Q21How consistent is your outreach/sales activity?

Q22How do you currently promote your business?

Select all that apply

Q23Do you have a clear answer for why a customer should choose you over a competitor?

Q24If you have more than one location or crew, does the customer experience feel consistent across all of them?

Q25How many employees have left in the past 12 months?

Q26Is there anyone on your team who could step into a leadership role if needed?

Q28Do you feel like leadership tasks are shared, or do they mostly fall on you?

Q29Do you have a process for following up with past customers/clients?

Q30Roughly what percentage of your business is repeat customers vs. new?

Q31Do you track why customers choose not to return, if they don't?

Q32Are your licenses, certifications, and insurance currently up to date?