What service would you like to sell first? *
Do you have potential customers or work lined up? *
Choose one
Not yet
A few referrals or conversations
People have asked for pricing or estimates
Some work is already scheduled
I’m not sure yet
Where do you expect your first customers to come from?
Choose if you have an idea
Referrals or past customers
General contractors or trade partners
Google or local search
Networking or direct outreach
Paid advertising or social media
I’m not sure yet
How do you track inquiries and estimates today? *
Choose one
I’m not receiving inquiries yet
Phone, texts, or memory
Calendar or notes
Spreadsheet
CRM or contractor software
Another method
If you use software, what is its name?
How quickly do you usually respond to a new inquiry? *
Choose one I’m not receiving inquiries yet Usually within 15 minutes Usually within an hour Usually the same day Often later than the same day It varies or I’m not sure
How do you follow up on estimates? *
Choose one I’m not sending estimates yet I track and follow up on every estimate I follow up on some estimates I do not have a consistent routine I’m not sure
Can you tell where inquiries came from and whether each became an estimate or a job? *
Choose one I do not have inquiries yet Yes, for most inquiries For some, but not all No, I cannot see that consistently I’m not sure