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New Client Business Assessment

You’re wearing too many hats — we get it. This quick assessment helps us learn how your business runs today (leads, estimates, scheduling, marketing, paperwork) so we can recommend the best plan and build your back office the right way. Estimated time: 8–10 minutes.

Basic Company Profile

This section is for registered businesses, but it’s okay if you’re not there yet.

  • If your business is not registered, you can skip this section or leave Legal Company Name blank.

  • If you have a business name but it’s not registered yet, enter it under DBA and leave Legal Company Name blank.

Company Legal Name

DBA / brand name (if different)

Company Phone

Company Address

Business Certifications / Designations (Multi-select)

Primary Contact

This section requires an answer so we can review your assessment and get back to you with a proposal. Your information is only used for onboarding and service communication.

Full Name *

Position / Role *

Email *

Phone *

Business Snapshot

This section helps us understand what you do and how your business operates today. Answer what you can—if you’re not fully registered, licensed, or insured yet, that’s okay. We use this to tailor the right plan and proposal for you.

Main trade(s) *

Do you do residential, commercial, or both? *

Are you a legally Registered Business?

Do you have a professional license for your trade?

Do you have General Liability Insurance

Do you have Workers' Compensation (Workers' Comp) insurance?

What Cities/State do you do business in? *

Team size *

Do you use subcontractors? (Yes/No) *

How many active jobs do you typically have at once? *

How many Leads per week are you currently receiving? *

Average job size? *

What is your current leads close rate? *

What do you currently collect in invoices every month. *

What is your biggest bottleneck right now (select all that applies)? *

Current system *

If “Other” → What system? *

Where do you store files/photos now? *

Business phone setup: *

Do you currently use:

Do you have a company email domain? (name@company.com ) Yes/No *

Company Email *

Lead Intake and Customer Service

These questions help us understand how leads are coming in, how quickly they’re followed up, and where calls may be getting missed. Answer what you can—this helps us recommend the right support coverage and workflow.

Lead sources (multi-select): *

Who answers calls now? *

Missed calls frequency: *

Do you follow up on missed calls/leads within: *

Do you have screening questions? (Yes/No) *

Current monthly budget spent on leads. *

Appointment scheduling method:

Do you want SupportCrewe handling: *

Sales Support and Estimates

These questions help us understand how you price jobs, how fast you send estimates, and where deals are getting stuck. We use this to build your proposal and recommend the right estimating + follow-up support.

How do you estimate now? *

Estimates per month currently: *

Current turnaround time to send estimate: *

Biggest issues with estimates (multi-select): *

Do you have a price list? *

Do you take deposits? (Yes/No) *

Do you request reviews after completed jobs? *

Payment methods accepted: *

Do you want SupportCrewe to handle: *

Project Management and Field Operations

This section helps us understand how you schedule jobs, communicate with customers, and keep projects organized in the field. Answer what you can—your responses help us scope the right project management support and documentation workflow.

How do you schedule jobs now? *

Do you track:

Biggest PM pain points (multi-select): *

Do you need COIs / permits coordination often?

Do you currently have any re-occuring Master Service Agreements?

Who communicates with customers during projects now? *

Do you currently have SOPs?

Do you have an onboarding process for:

Admin tasks you want off your plate (multi-select):

Where does paperwork currently live?

Marketing and Online Presence

This section helps us understand your current visibility online (website, Google profile, content, and ads) so we can recommend the right marketing support. Don’t worry if you don’t have links handy—answer what you can.

Do you have a website? *

What is your website URL? *

If website exists: who manages it?

List all social media account(s) URLs?

Do you have Google Business Profile? *

How many Google reviews?

How often do you post content? *

Primary goals (pick up to 2): *

Do you have any branding assets ready? Choose all that apply.

Do you currently run ads? (Yes/No)

If yes, how much do you currently invest in Ads *

Are you ready to provide access (when approved)?

Goals, Priorities, and Next Step

This final section helps us prioritize what matters most and tailor your proposal. Please choose your top priorities and confirm the best way for our team to contact you with next steps.

Top 3 priorities for the next 30–90 days (multi-select): *

I agree SupportCrewe can contact me by phone/text/email regarding this request? *

What does “success” look like in 90 days?

Which SupportCrewe plan are you most interested in? *

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