STEP 2:

APPLICATION

Qualifies!

Company Name *

Website

Full Name *

Mobile Number *

Your Email *

City based *

State based *

Year Started *

Business Snapshot

How many total employees do you currently have (including yourself)? *

How many active crews do you run right now? *

Number of people per crew (average): *

Estimated daily revenue per crew (average): *

Financials

What’s your revenue for the last 12 months (roughly)? *

$100,000 and under

$200,000–$300,000

$300,000–$500,000

$500,000–$700,000

$700,000–$850,000

$850,000–$1M

$1M–$1.5M

$1.5M–$2.5M

$2.5M–$3M

$3M–$5M

$5M+

What is your revenue goal for the next 12 months? *

What is your main role in the company right now? (Multiple answers are ok) *

Admin work (Answering phone etc)

Field work

Sales/Estimates

Managing crews

Owner only (no day-to-day work)

Sales & Marketing

How are you currently getting most of your leads? (Select all that apply) *

Referrals

Google Maps or SEO

Direct Mail like EDDM

Paid Ads (Google or Facebook)

Door-to-Door

Repeat customers

Do you follow up with leads after the estimate? *

✅ Yes

❌No

🤷‍♂️ Sometimes

How much are you currently spending per month on marketing? *

Roughly what % of revenue is that? *

How many estimates are you doing per month (on average)? *

What is your current closing ratio (% of jobs won from estimates)? *

Number of current clients: *

When was the last time you marketed to past clients? *

Admin & Office

Do you have an admin or office manager helping you? *

✅ Yes

❌ No

How are you currently scheduling jobs and keeping track of clients? *

Pen & paper or spreadsheet

Jobber, SingleOps, or similar software

Assistant handles it

Not really tracking yet

Do you have regular systems for collecting payment and reviews? *

✅ Yes

❌ No

🤷‍♂️ Sort of

Goals & Readiness

What do you hope to get out of this call? (Short answer) *

Which of these are MOST important to you right now and would like help with? (Choose up to 3) *

Lead generation/Marketing Strategy

Pricing jobs correctly & estimating

Hiring or training crew

Admin/scheduling systems

Owner burnout / time management

Building a business that runs without you

Coaching Fit

Have you taken any business courses or worked with a coach before? *

Yes

No

Which statement best describes your current stage of business? *

I'm doing most of the work myself (Stage 1)

I have a team but still run everything myself (Stage 2)

I have crew leaders and some systems in place (Stage 3)

I want to step back, scale, or eventually sell (Stage 4)

Are you open to coaching and taking a course to speed up your growth? *

✅ Yes

❌ No

🤔 Maybe

Are you currently enrolled in one of our coaching programs? *

Yes

No

Pick a Date and Time that works for you?

STEP 2: APPLICATION

Fill out this application form

Company Name *

Website

Full Name *

Mobile Number *

Your Email *

City based *

State based *

Year Started *

Business Snapshot

How many total employees do you currently have (including yourself)? *

How many active crews do you run right now? *

Number of people per crew (average): *

Estimated daily revenue per crew (average): *

Financials

What’s your revenue for the last 12 months (roughly)? *

$100,000 and under

$200,000–$300,000

$300,000–$500,000

$500,000–$700,000

$700,000–$850,000

$850,000–$1M

$1M–$1.5M

$1.5M–$2.5M

$2.5M–$3M

$3M–$5M

$5M+

What is your revenue goal for the next 12 months? *

What is your main role in the company right now? (Multiple answers are ok) *

Admin work (Answering phone etc)

Field work

Sales/Estimates

Managing crews

Owner only (no day-to-day work)

Sales & Marketing

How are you currently getting most of your leads? (Select all that apply) *

Referrals

Google Maps or SEO

Direct Mail like EDDM

Paid Ads (Google or Facebook)

Door-to-Door

Repeat customers

Do you follow up with leads after the estimate? *

✅ Yes

❌No

🤷‍♂️ Sometimes

How much are you currently spending per month on marketing? *

Roughly what % of revenue is that? *

How many estimates are you doing per month (on average)? *

What is your current closing ratio (% of jobs won from estimates)? *

Number of current clients: *

When was the last time you marketed to past clients? *

Admin & Office

Do you have an admin or office manager helping you? *

✅ Yes

❌ No

How are you currently scheduling jobs and keeping track of clients? *

Pen & paper or spreadsheet

Jobber, SingleOps, or similar software

Assistant handles it

Not really tracking yet

Do you have regular systems for collecting payment and reviews? *

✅ Yes

❌ No

🤷‍♂️ Sort of

Goals & Readiness

What do you hope to get out of this call? (Short answer) *

Which of these are MOST important to you right now and would like help with? (Choose up to 3) *

Lead generation/Marketing Strategy

Pricing jobs correctly & estimating

Hiring or training crew

Admin/scheduling systems

Owner burnout / time management

Building a business that runs without you

Coaching Fit

Have you taken any business courses or worked with a coach before? *

Yes

No

Which statement best describes your current stage of business? *

I'm doing most of the work myself (Stage 1)

I have a team but still run everything myself (Stage 2)

I have crew leaders and some systems in place (Stage 3)

I want to step back, scale, or eventually sell (Stage 4)

Are you open to coaching and taking a course to speed up your growth? *

✅ Yes

❌ No

🤔 Maybe

Are you currently enrolled in one of our coaching programs? *

Yes

No

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