Operational Baseline Assessment

Most businesses don't have a lead problem. They have a systems problem. Help us understand how your business operates so we can identify where opportunities, time, and revenue are slipping through the cracks.

STEP 01 — Company Profile & Decision Authority

Direct Contact Name

Direct Mobile Number

Company / Operating Entity

Website or Primary Business URL

Are you the primary owner / managing principal authorized to approve systems contracts?

Yes, final authority Partner review required

STEP 02 — Operating Sector & Annual Scale

Primary Business Focus

HVAC, Plumbing & Mechanical (Field Services)

Specialized Mfg. & Custom Fab (B2B / Marine / Machinery)

Real Estate & Land Acquisition (Asset Operations)

General Contracting & Specialty Trades

Other (Specify below)

Current Gross Annual Revenue

$500k – $1.5M Owner-operator with field crew

$1.5M – $5M Dedicated office/estimating staff

$5M – $10M+ Multi-crew, distributor network

STEP 03 — Revenue Leaks & Operational Friction

Select all that apply

Unanswered Estimates: Quotes sent out via email/PDF with zero automated follow-up.

Field-to-Office Disconnect: Inbound calls not logging instantly into dispatch/CRM.

Wholesale / Ordering Drag: Buyers still texting or calling orders manually.

Lead Velocity Lag: Form fills & ad inquiries sit for hours before an estimator calls.

Double Data Entry: Staff spending 15+ hrs/wk copying data across tools.

STEP 04 — Tech Stack Snapshot

Primary Dispatch / CRM / Field Software

Software Subscriptions Connected (or Disconnected)

STEP 04.5 — Operational Visibility

Confidence in exact revenue standing today:

We know at all times We know roughly Depends on who I ask We don't really know

STEP 05 — High-Impact Target

If we could install a permanent system this month that recovers 2 to 3 lost bids or saves 20 hours of manual office work every week, what specific breakdown needs fixing first?