Information for October Training Question Title * 1. Information Name Company Address Address 2 City/Town State/Province ZIP/Postal Code Country Email Address Phone Number OK Question Title * 2. Are you an owner of the company? Yes No OK Question Title * 3. How many "legal" owners are there, including yourself? 1 2 3 4 5+ OK Question Title * 4. How many years have you owned the business? 0-3 4-7 8+ None of the above OK Question Title * 5. What are your annual sales? Under 200k 200k - 400k 400k - 600k 600k+ OK Question Title * 6. Please rank the level of importance for the following areas of your business in the upcoming year with 1 being the most and 5 being the least. 1 2 3 4 5 Increase sales 1 2 3 4 5 Decrease employee turnover 1 2 3 4 5 Increase workforce/hiring new people 1 2 3 4 5 Increase quality of work 1 2 3 4 5 Increase profitability OK Question Title * 7. Do you have a written plan to help you reach your growth goals? Yes No Working on it I have a plan, but don't use it OK Question Title * 8. Which tools do you actively utilize to help grow and manage your business? (select all that apply) Strategic plan Organizational chart Employee handbook Job descriptions Customer database (Service Monster, Service Titan, Jobber, etc.) Personality Assessments Other (please specify) OK Question Title * 9. By what percentage do you want to increase your sales next year over your current year sales? 0-10% 11-20% 21-30% 31-40% 41-50% 51%+ No plans OK Question Title * 10. How much time do you spend doing the following? Less than 25% of your time 26-50% of your time 51-75% of your time More than 75% of your time Does Not Apply Working in the field alone Working in the field alone Less than 25% of your time Working in the field alone 26-50% of your time Working in the field alone 51-75% of your time Working in the field alone More than 75% of your time Working in the field alone Does Not Apply Working in the field with a helper Working in the field with a helper Less than 25% of your time Working in the field with a helper 26-50% of your time Working in the field with a helper 51-75% of your time Working in the field with a helper More than 75% of your time Working in the field with a helper Does Not Apply Managing people but you are not in the field Managing people but you are not in the field Less than 25% of your time Managing people but you are not in the field 26-50% of your time Managing people but you are not in the field 51-75% of your time Managing people but you are not in the field More than 75% of your time Managing people but you are not in the field Does Not Apply Sales/Estimating Sales/Estimating Less than 25% of your time Sales/Estimating 26-50% of your time Sales/Estimating 51-75% of your time Sales/Estimating More than 75% of your time Sales/Estimating Does Not Apply Accounting including billing, payables, bank reconciliations, etc. Accounting including billing, payables, bank reconciliations, etc. Less than 25% of your time Accounting including billing, payables, bank reconciliations, etc. 26-50% of your time Accounting including billing, payables, bank reconciliations, etc. 51-75% of your time Accounting including billing, payables, bank reconciliations, etc. More than 75% of your time Accounting including billing, payables, bank reconciliations, etc. Does Not Apply Office work (other than accounting) Office work (other than accounting) Less than 25% of your time Office work (other than accounting) 26-50% of your time Office work (other than accounting) 51-75% of your time Office work (other than accounting) More than 75% of your time Office work (other than accounting) Does Not Apply OK Question Title * 11. How many employees do you have, other than yourself, performing the following? 0 1 2-3 4-5 6-8 9+ Office support Office support 0 Office support 1 Office support 2-3 Office support 4-5 Office support 6-8 Office support 9+ Dedicated sales person Dedicated sales person 0 Dedicated sales person 1 Dedicated sales person 2-3 Dedicated sales person 4-5 Dedicated sales person 6-8 Dedicated sales person 9+ Technician Technician 0 Technician 1 Technician 2-3 Technician 4-5 Technician 6-8 Technician 9+ Supervisors who works more than 10 hours in the field Supervisors who works more than 10 hours in the field 0 Supervisors who works more than 10 hours in the field 1 Supervisors who works more than 10 hours in the field 2-3 Supervisors who works more than 10 hours in the field 4-5 Supervisors who works more than 10 hours in the field 6-8 Supervisors who works more than 10 hours in the field 9+ Supervisors who works less than 10 hours a week in the field Supervisors who works less than 10 hours a week in the field 0 Supervisors who works less than 10 hours a week in the field 1 Supervisors who works less than 10 hours a week in the field 2-3 Supervisors who works less than 10 hours a week in the field 4-5 Supervisors who works less than 10 hours a week in the field 6-8 Supervisors who works less than 10 hours a week in the field 9+ OK Question Title * 12. How many people do you anticipate hiring in the next 12 months? 0 1 2 3 4+ Not Sure Office Office 0 Office 1 Office 2 Office 3 Office 4+ Office Not Sure Technicians Technicians 0 Technicians 1 Technicians 2 Technicians 3 Technicians 4+ Technicians Not Sure Supervisors Supervisors 0 Supervisors 1 Supervisors 2 Supervisors 3 Supervisors 4+ Supervisors Not Sure Sales Sales 0 Sales 1 Sales 2 Sales 3 Sales 4+ Sales Not Sure Other Other 0 Other 1 Other 2 Other 3 Other 4+ Other Not Sure Other (please specify position and how many) OK Question Title * 13. Do you review and/or analyze any of the following on at least a monthly basis? (select all that apply) Income statements Balance sheets Cash flow statements Projected income statements Projected cash flow Job profitability reports Strategic plan OK Question Title * 14. How comfortable are you reading and understanding your financial statements? Not at all Somewhat Comfortable Very comfortable I expect my accountant to know them and guide me OK Question Title * 15. Are there any areas of your business you would like to have a podcast, webinar, or class on? Marketing including online, print and branding How to recruit, retain and train employees How to read your financial statements and perform accurate job costing Exit/succession planning How to create and follow a strategic plan Other (please specify) OK Question Title * 16. Do you currently have a marketing plan? Yes No OK Question Title * 17. What is your current monthly budget for marketing? Under 1k a month 1-3k per month 4-6k per month 6k+ per month I don't advertise at all. OK Question Title * 18. What percentage of your sales do you spend on marketing? 1-3 % 4-6% 7-10% 11-15% 16%+ 0 - No Marketing at All OK Question Title * 19. What channels do you currently advertise on? Google Facebook/Instagram Angies List/Yelp/Home Advisor Tik-Tok Email Print Radio TV OK Question Title * 20. Which marketing channel are you interested in learning more about? Google Facebook/Instagram Angies List/Yelp/Home Advisor Tik-Tok Email Print Radio TV OK Question Title * 21. What is your future intention regarding marketing? Create a marketing plan to begin bringing in new leads (currently don't have a program) Enhance current marketing channels to generate more leads Add new marketing channels to existing ones to bring in new leads None of the above OK Question Title * 22. If you were to attend a class, what area of the U.S. would be best? Northeast Southeast Midwest West Southwest No preference OK Question Title * 23. When is the best time of year for you to attend a class? January - March April - June July - September October - December No preference OK Question Title * 24. What other information, regarding operating a business, would you like to get more information on? OK DONE
