What is your business not seeing?

Question 1 of 15

Marketing & demand

Do you know which marketing or lead sources bring your most profitable customers — not just the most leads?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 2 of 15

Sales & quoting

When you lose a bid or quote, do you record the reason why?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 3 of 15

Sales & quoting

Can you see your quote-to-win rate broken down by salesperson or job type?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 4 of 15

Job delivery

Do you track actual time and cost per job against what you estimated?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 5 of 15

Job delivery

Do you capture notes on how each job went — problems, customer reactions, surprises?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 6 of 15

Customer retention

Do you track your repeat-customer and referral rates?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 7 of 15

Customer retention

Do you follow up with customers who didn't come back, to learn why?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 8 of 15

Customer retention

Do you collect feedback from customers right after a job is finished?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 9 of 15

Materials & suppliers

Do you track how your material or supplier costs change over time?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 10 of 15

Hiring

Do you track how long a new hire takes to become fully productive?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 11 of 15

Operations & capacity

Do you measure how fully your crews or team capacity are being used?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 12 of 15

Quality & rework

Do you track rework, callbacks, or quality issues as a rate over time?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 13 of 15

Profit visibility

Do you know your profit by job type or customer segment — not just overall?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 14 of 15

Team performance

Do you track performance differences between individual team members?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all

Question 15 of 15

Equipment & assets

Do you track equipment or vehicle downtime and utilization?

Yes — tracked systematically It's written down somewhere I can actually look it up Sort of — informally It's in my head, or scattered notes, not really tracked No We don't capture this at all