Intake

1. Basic Info

Full Name

Email

Phone Number

Company Name

2. Business Snapshot

What type of work do you primarily do? General Contractor Subcontractor (HVAC, Electrical, Plumbing, etc.) Service Business Product Business Other

What is your average job size? Under $10K $10K - $50K $50K - $250K $250K+

What is your current monthly revenue? Under $50K $50K - $150K $150K - $500K $500K+

3. Current State

How are you currently estimating your jobs? Spreadsheet Pen & paper Software (please specify) No consistent system

Do you know your true overhead and profit targets? Yes, clearly Somewhat No

4. Problem Identification

What is your biggest issue right now? (Select all that apply) Underbidding jobs Not knowing true costs Inconsistent estimating Cash flow issues Too much manual work No clear systems Scaling problems

In one sentence, what’s the main problem you want to fix?

5. Desired Outcome

What would success look like in the next 90 days?

6. Readiness Filter

Are you looking for: A system I can implement myself Guidance on real jobs Someone to help build systems with me Full operational support

Are you prepared to invest in improving your estimating and operational systems? Yes Maybe No

7. Positioning Question

If we could fix your estimating and pricing, what impact would that have on your business?