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The questionnaire

Send the four numbers you have.

Four numbers say whether a home services business is working. Fill in what you have and leave the rest blank. One of us reads it the same day and replies once with what we see.

Go to the form →Free. The reply is yours whether or not we work together.

The four numbers, defined

The same definitions we use on your Monday Report.

So a number you send today means the same thing in month three.

01 Monthly

New leads a month

Everyone not already in your customer record who asked for a quote, a visit or a price in a month, whether they came by phone, form, text or a referral. A past customer asking for more work is repeat business and counts elsewhere.

Where it livesThe phone log, the CRM, the form inbox. A rough count from last month is enough.
02 Monthly

New sales from them

How many of those leads became a paying job in the same month. Not repeat customers, not upsells on existing jobs. New.

Where it livesClosed jobs or invoices for first-time customers. If you can't split new from repeat, send the total and say so.
03 12 months

What it costs you to sell

Over the last twelve months: salespeople, commissions, sales and marketing managers, the agency, every ad dollar. Not office overhead, not your own pay.

Where it livesPayroll for anyone whose job is selling, plus the marketing lines on the P&L. Your bookkeeper can pull it in ten minutes.
04 Monthly close

Gross margin

The percent left after materials, crew and equipment on the job. Before office, trucks, insurance and you.

Where it livesThe P&L, as gross profit divided by revenue. If your books don't split job costs out, say so; that is one of the things the working session fixes.
02 ÷ 01Close rateHow many people who ask end up buying.
03 ÷ 02Cost per new customerWhat you pay to win one.
04 × revenueWhat a customer is worthWhether that price was worth paying.

What happens next

Three things, in this order.

Nothing is automated on our side.

The same day
One of us reads it

Brian, Deane or Garrett. Not a form queue, not an assistant. Ask for the NDA first and that comes back first, signed.

Inside two days
One reply with what we see

The math on your numbers, where we would look first, and whether we can move anything. If we can't, we say so and that is the end of it.

If you want it
The working session

An hour on your numbers, in person where we can. Observations and options, not a proposal, free either way.

Before you type a number

How we handle it.

  • A one-page NDA. We sign it, you don't. It comes back with our reply, or first if you ask
  • Your numbers are read by the three of us and nobody else
  • Blank is an answer. A number you are unsure of is also an answer; mark it rough
  • Nothing you send is used to sell you anything. The reply is observations, not a proposal

What we won't do

With your numbers.

  • No sharing, no benchmarking you against a named competitor, no list
  • No follow-up sequence. One reply, then it is your move
  • No pricing in the reply. Price comes after the working session, against what the moves are worth to you
  • No judgement about the gaps. Most owners can't fill in all four; that is the point

Send the numbers

Fill in what you know.

About four minutes. Numbers can be rough. All we need is a way to reach you.

Send what you have of the four numbers

The short version of our questionnaire. Leave blank anything you don't know; that is an answer too, and it tells us where to start. One of us reads it, usually the same day, and an NDA we sign comes back with our reply. Want it first? Check the box at the bottom.

Where the reply goes. A mobile number means we may text you back; reply STOP any time.
Per month, not existing customers
Per month
Salespeople, commissions, sales and marketing managers, agency, all ads. Not office overhead or your own pay.
Percent left after materials, crew and equipment on the job
Optional
A sentence or two is plenty

What the four numbers become

A Monday Report, every week.

If we work together, the four numbers become a page you get every Monday: this week against the same week last year, what ran, and what we did about anything that moved the wrong way.

  • The four numbers, this week against the same week last year
  • What ran: calls answered, quotes chased, past customers reached, bookings back in the record
  • What we did about anything that moved the wrong way
  • Numbers that match what your accountant sees, to the dollar

The whole Monday morning, start to finish →

A Monday Report: the four numbers for one week against the same week last year, what ran, and what moved the wrong way, for a carpet cleaning franchise with the client name redacted
One week of a real Monday Report. Client name hidden; every number comes from their records.

Rather talk first?

Twenty-five minutes on the phone. Same questionnaire, same free working session at the end of it.

Book a 25-minute call →