TSO Academy | 1-on-1 Strategy form

Company Name *

Website

Full Name *

Mobile Number *

Put your country code +1 before your number

Your Email *

City based *

State based *

Year Started *

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): *

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

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

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? *

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

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

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

1-on-1 STRATEGY FORM ON-BOARDING

© Copyright 2025 - All Rights Reserved TSO Academy