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Section 1 of 4
About Your Business
First, a few basics about your shop so we know what we're working with.
What type of work do you primarily do?
HVAC
Plumbing
Electrical
General Contracting
Landscaping
Other
How many people work in your business, including you?
Just me
2–5
6–15
16–50
How many jobs do you complete per month on average?
Under 20
20–50
50–100
100+
What tools or software are you currently using to run your business?
QuickBooks, Google Calendar, Jobber, spreadsheets, pen and paper — whatever you've got. No wrong answers here.
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Section 2 of 4
Your Biggest Headaches
Now let's talk about where the time and money actually goes.
How do you handle calls that come in after hours or when you're on a job?
Voicemail
Answering service
I answer myself
We miss most of them
How long does it typically take to get an estimate out after a customer asks for one?
Same day
1–2 days
3–5 days
More than a week
How quickly do invoices go out after a job is done?
Same day
Within a few days
End of the week
Whenever I get around to it
How many hours a week do you personally spend on admin — scheduling, follow-ups, paperwork?
Under 5 hours
5–10 hours
10–20 hours
More than 20 hours
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Section 3 of 4
In Your Own Words
Two open-ended questions. Say as much or as little as you want.
What's the one thing in your business that eats the most time but shouldn't require you?
Have you tried fixing any of these problems before? What happened?
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Section 4 of 4
Let's Talk
Last stretch. Tell us what matters to you and how to reach you.
What would getting this stuff off your plate actually mean for you?
Where should we reach you?
✓
You're all set.
We'll review your answers and reach out within one business day to set up your free Operations Review.
No pitch deck. No pressure. Just a conversation about your business and where it's leaking.
— Hard Hat Consulting