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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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