STEP 2:

APPLICATION

Qualifies!

Next step: Once you submit this form, you’ll be taken to book a 1-on-1 call to go over your results.

Company Name *

Website

Full Name *

Mobile Number *

Put your country code +1 before your number

Your Email *

City based *

State based *

TSO Discovery Form

A. Business Overview

1. Year Started *

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

3. How many active crews do you run right now? *

4. Average number of people per crew: *

5. Estimated daily revenue per crew target: *

6. List your main pieces of equipment (chippers, bucket trucks, loaders, stump grinders, etc.): *

B. Financial Snapshot

7. What’s your estimated total revenue for the last 12 months (roughly)?

8. What was your revenue last month? *

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

10. What’s your main role in the company right now? (Select all that apply)

Admin / Answering phones

Field work

Sales/Estimates

Managing crews

Owner only (no day-to-day work)

C. Sales & Marketing

11. Where do most of your leads currently come from? (Select all that apply)

Referrals

Google Maps / SEO

Paid Google Ads

Paid Facebook Ads

Direct Mail (EDDM)

Door-to-Door

Repeat customers

12. Do you follow up with leads after sending estimates?

Yes

No

Sometimes

13. How much do you spend on marketing each month (approximately)?

14. What percent of your total revenue is that (roughly)?

15. How many estimates are you doing per month on average?

16. What’s your current closing ratio (% of jobs won from estimates)?

17. Do you know your average job size? (Tip: Divide your total revenue for a period — like a month or year — by the number of completed jobs to find your average job size.)

18. How many active or repeat clients do you have in your database (past clients)? *

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

D. Admin & Systems

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

Yes

No

21. What systems or tools do you use to schedule jobs and track clients? (Select all that apply) *

Pen & Paper or Spreadsheet

Jobber

SingleOps

ArborNote

ArborGold

QuickBooks

22. Do you have regular systems for collecting payments and reviews?

Yes

No

Sort of

E. Goals & Readiness

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

24. Which areas are MOST important to you right now? (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

F. Coaching Fit

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

Yes

No

26. Which 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)

27. Are you open to coaching or taking a course to speed up your growth?

Yes

No

Maybe

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

Yes

No

Next step: Once you submit this form, you’ll be taken to book a 1-on-1 call to go over your results

Pick a Date and Time that works for you?

STEP 2: APPLICATION

Fill out this application form

Next step: Once you submit this form, you’ll be taken to book a 1-on-1 call to go over your results.

Company Name *

Website

Full Name *

Mobile Number *

Put your country code +1 before your number

Your Email *

City based *

State based *

TSO Discovery Form

A. Business Overview

1. Year Started *

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

3. How many active crews do you run right now? *

4. Average number of people per crew: *

5. Estimated daily revenue per crew target: *

6. List your main pieces of equipment (chippers, bucket trucks, loaders, stump grinders, etc.): *

B. Financial Snapshot

7. What’s your estimated total revenue for the last 12 months (roughly)?

8. What was your revenue last month? *

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

10. What’s your main role in the company right now? (Select all that apply)

Admin / Answering phones

Field work

Sales/Estimates

Managing crews

Owner only (no day-to-day work)

C. Sales & Marketing

11. Where do most of your leads currently come from? (Select all that apply)

Referrals

Google Maps / SEO

Paid Google Ads

Paid Facebook Ads

Direct Mail (EDDM)

Door-to-Door

Repeat customers

12. Do you follow up with leads after sending estimates?

Yes

No

Sometimes

13. How much do you spend on marketing each month (approximately)?

14. What percent of your total revenue is that (roughly)?

15. How many estimates are you doing per month on average?

16. What’s your current closing ratio (% of jobs won from estimates)?

17. Do you know your average job size? (Tip: Divide your total revenue for a period — like a month or year — by the number of completed jobs to find your average job size.)

18. How many active or repeat clients do you have in your database (past clients)? *

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

D. Admin & Systems

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

Yes

No

21. What systems or tools do you use to schedule jobs and track clients? (Select all that apply) *

Pen & Paper or Spreadsheet

Jobber

SingleOps

ArborNote

ArborGold

QuickBooks

22. Do you have regular systems for collecting payments and reviews?

Yes

No

Sort of

E. Goals & Readiness

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

24. Which areas are MOST important to you right now? (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

F. Coaching Fit

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

Yes

No

26. Which 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)

27. Are you open to coaching or taking a course to speed up your growth?

Yes

No

Maybe

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

Yes

No

Next step: Once you submit this form, you’ll be taken to book a 1-on-1 call to go over your results

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