STEP: 1

INSTRUCTIONS FOR APPLICANT

Please answer every question as accurately as possible.

If you do not know an exact number, provide your best estimate.

If you truly do not know, enter:

"Don't Know"

The goal is not perfection.

The goal is understanding where your business is today and determining the best next step.

IMPORTANT:

After submitting this form, you will be directed to our scheduling page where you can book the appropriate call with our team.

Please complete this form BEFORE scheduling.

CONTACT INFORMATION

Full Name *

Email Address *

Mobile number *

1. Today’s date: *

Company Name *

Website *

City *

State *

BUSINESS SNAPSHOT

2. What year did you start your business? *

3. What city and state do you primarily operate in? *

What was your revenue last month? *

5. Total revenue last 12 months (estimate): *

How would you describe the accuracy of your numbers? *

Tracked and accurate

Mostly accurate

Best estimates

I don't know

How many total employees do you currently have? *

How many field employees currently work in production? *

How many office/admin employees do you currently have? *

SALES SNAPSHOT

How many estimates do you typically complete each week? *

What is your approximate close ratio? *

What is your approximate average job size? *

BUSINESS MODE

Which best describes your business right now? *

Survival Mode (Struggling with consistency, cash flow, profitability, or lead flow)

Stabilization Mode (Building control and consistency)

Optimization Mode (Improving systems, efficiency, and profitability)

Growth Mode (Hiring, scaling, and expanding)

Expansion Mode (Multiple crews, leadership team, acquisitions, additional locations, or enterprise growth)

FINAL QUESTION

Are you prepared to invest in improving your business if the right plan is clear? *

Yes

No

Depends

Next step: After submitting this form, you will be directed to our scheduling page.

Based on your responses, we may recommend:

Coaching
Marketing Services
Courses
TSO Network Membership
A 90-Day Game Plan Session
Other resources that fit your current stage
Our goal is simple:

Help you install the right systems at the right time so you can grow without operational chaos.

BROWSE OUR WEBSITE

CONTACT INFORMATION

(678) 336-6697

Facebook:

Facebook Page

Facebook Group

🔧 SUPPORT & HELP

Live Chat with our VA team

Submit a Ticket for any course, billing, or account issue

Submit a Ticket

STEP: 1

INSTRUCTIONS FOR APPLICANT

CONTACT INFORMATION

TSO RELATIONSHIP

BUSINESS SNAPSHOT

SERVICES OFFERED

MARKETING SNAPSHOT

SALES SNAPSHOT

SYSTEMS & SOFTWARE

BUSINESS MODE

BIGGEST CHALLENGES

GOALS & INTERESTS

FINAL QUESTION

BROWSE OUR WEBSITE

CONTACT INFORMATION

Facebook:

Facebook Page

Facebook Group

🔧 SUPPORT & HELP

Live Chat with our VA team

Submit a Ticket for any course, billing, or account issue

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