00 · Intro

Find where the money is leaking.

This is a 10-minute diagnostic. Plain questions about how you actually run your business. No fluff. No sales pitch.

What you'll get

01
A written report identifying the 3-5 biggest money leaks in your operation — ranked by recoverable dollars.
02
For each leak: what's happening, how much it's costing you, and the specific play to run Monday morning.
03
Read it. Use it. No call required. If you want help running the plays, that's a separate conversation.

How to fill this out: Best guess is fine. If you don't know a number, say so — that's a finding in itself. Honesty beats accuracy.

01 · Business Basics

The lay of the land.

What's your trade? *

Annual revenue range *

Years in business *

Crew size *

Break it down if it's mixed (e.g., "3 W2 guys + 2 1099 subs")

Service radius *

02 · Cash & Collections

Where the money sits.

After a job is complete, how fast does the invoice go out? *

From invoice sent to payment received — how long? *

What % of your revenue is currently stuck in AR over 60 days? *

Your deposit policy *

50% deposit, standard 25 – 30% deposit 10% or less Depends on the job / customer I don't take deposits

Last time you raised prices? *

How do you set your prices? *

Cost-plus markup Match the local market Gut feel Hourly + materials Customer tells me what they want to pay

03 · Jobs & Margin

Are jobs making what you thought?

Do you track estimated vs. actual cost on each job? *

Yes, every job Sometimes — big ones No

When jobs vary from estimate, which way do they usually go? *

Usually over budget — I'm losing money on them About even — sometimes up, sometimes down Usually under — extra margin No idea — I don't track

Change orders — how do they get handled? *

Written and signed every time Sometimes — if it's big enough Verbal — handshake deal Honestly, I usually just eat it

When do you actually know if a job made money? *

Every job, as it closes Quarterly review At year-end when I do taxes Not really — I look at the bank account

If you had to name your worst-margin job type, what is it? *

Best guess. The kind of work you've come to regret taking on.

04 · Owner Time

Where your hours go.

Hours per week you're spending in the business *

Roughly, how does your week split? *

Field work / paperwork / sales & estimating / growth & strategy. Doesn't have to add to 100. Best guess.

Who does the books? *

I do it myself My spouse does it In-house bookkeeper Outside bookkeeper CPA only, at year-end

When was the last time you took a real week off — phone off, didn't check in? *

Within the last 3 months 3 – 6 months ago 6 – 12 months ago 1 – 2 years I can't remember

05 · Customers & Sales

Who pays the bills.

Your top 3 customers — what % of revenue are they? *

Where do your leads come from? *

Rank them, top to bottom. E.g., "1. Referrals, 2. Google, 3. BNI, 4. Old customers"

Of the bids you submit, what % close? *

Average job size in dollars? *

Ballpark is fine.

06 · Systems

How the business actually runs.

What software are you using? *

All of it. QuickBooks, JobTread, spreadsheets, sticky notes — name the stack.

Where does the information actually live? *

Where it really is — not where it's supposed to be.

In software, organized Mostly spreadsheets Notebooks, paper, the truck dashboard In my head, mostly A mess of all of the above

Are the books reconciled monthly? *

Yes, monthly — every month Sometimes — when I get to it At year-end with the CPA No

If you got hit by a bus tomorrow, what happens? *

Be honest. Does the business keep running for a week without you? A day?

07 · The Real Question

In your own words.

What's the biggest thing draining you right now? *

Could be a person, a process, a customer, a category of work. The thing that's costing you sleep.

If you could fix ONE thing in the next 90 days, what would change the most? *

08 · Send It

Where do we send the report?

We need this to deliver your Playbook diagnostic. No newsletters. No drip campaign. One email when the report's ready.

Business name *

Your name *

Email *

Phone

Optional. Only used if we have a question while we're reviewing.

Running the diagnostic.

Reading your answers, looking for the leaks. This takes about 20-40 seconds. Don't close the tab.