This is a Test Survey Entry.

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.

Take Again

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)

Women-Owned Business (WBE / WBENC)

Minority-Owned Business (MBE / NMSDC)

Veteran-Owned Business (VOB)

Disadvantaged Business Enterprise (DBE)

Small Disadvantaged Business (SDB)

Service-Disabled Veteran-Owned (SDVOSB)

LGBTQ+ Owned Business (LGBTBE)

HUBZone Certified (U.S. SBA program)

8(a) Certified (U.S. SBA program)

Small Business (general)

This question was skipped

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 *

am@supportcrewe.com

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) *

Handyman

Cleaning → Division 01 – General Requirements

Concrete → Division 03 – Concrete

Masonry → Division 04 – Masonry

Carpentry (Framing etc.) → Division 06 – Wood, Plastics, and Composites

Roofing → Division 07 – Thermal and Moisture Protection

Waterproofing → Division 07 – Thermal and Moisture Protection

Doors → Division 08 – Openings

Windows → Division 08 – Openings

Drywall → Division 09 – Finishes

Flooring → Division 09 – Finishes

Painting → Division 09 – Finishes

Tile → Division 09 – Finishes

Plumbing → Division 22

HVAC → Division 23

Electrical → Division 26

This question was skipped

Do you do residential, commercial, or both? *

Residential

Commercial

Both

This question was skipped

Are you a legally Registered Business?

Yes

This question was skipped

Do you have a professional license for your trade?

Licensed

Unlicensed

In process

Not Required

This question was skipped

Do you have General Liability Insurance

Yes

This question was skipped

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

Yes

Woker's Comp Exempt

This question was skipped

Business Size and Capacity

Team size *

Owner-only

1–3

4–10

10+

This question was skipped

Do you use subcontractors? (Yes/No) *

Yes

This question was skipped

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

How many Leads per week are you currently receiving? *

0–5

6–15

16–30

31+

This question was skipped

Average job size? *

< $500

$500k–$2k

$2k–$10k

$10k–$50k

$50k+

This question was skipped

What is your current leads close rate? *

<10%

10–25%

26–40%

40%+

Not sure

This question was skipped

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

Too many missed calls/leads

Not enough projects

Slow estimates

Disorganized scheduling

No systems/SOPs

Marketing not consistent

Cash flow / slow payments

Projects not documented

Admin/compliance overload

This question was skipped

Systems and Tools

Current system *

None

Odoo

Service Fusion

Jobber

Housecall Pro

ServiceTitan

Excel

Other

This question was skipped

Where do you store files/photos now? *

Phone only

Google Drive

Dropbox

Email threads

Other

This question was skipped

Business phone setup: *

Personal cell

Business line

Call answering service

Other

This question was skipped

Do you currently use:

QuickBooks

Xero

Wave

None

Other

This question was skipped

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

Yes

This question was skipped

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): *

Google

Google LSAs

Angi

Yelp

Thumbtack

Bark

Social Media

Referrals

Website

Other

None

This question was skipped

Who answers calls now? *

Owner

Office staff

Nobody (missed calls)

Other

This question was skipped

Missed calls frequency: *

Often

Sometimes

Rarely

This question was skipped

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

5 min

Same day

1–2 days

Not consistent

This question was skipped

Appointment scheduling method:

Phone/text manually

Calendar tool

No set system

This question was skipped

Do you want SupportCrewe handling: *

Call answering

Lead qualification

Booking estimates

Follow-up sequences

None of the above

This question was skipped

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? *

Quick text price

Spreadsheet

Template

Software

other

This question was skipped

Estimates per month currently: *

0–5

6–15

16–30

31+

This question was skipped

Current turnaround time to send estimate: *

Same day

1–2 days

3–5 days

1 week+

This question was skipped

Biggest issues with estimates (multi-select): *

Takes too long

Customers don’t understand scope

Follow-up is inconsistent

Pricing changes mid-job

Hard to collect deposits

This question was skipped

Do you take deposits? (Yes/No) *

Yes

Depends on Contract

This question was skipped

Do you request reviews after completed jobs? *

Yes

This question was skipped

Payment methods accepted: *

Zelle

CashApp

Merchant Provider (Stripe, Square etc,)

Cash

Check

ACH

Wire

Payment Plan

Financing

Other

This question was skipped

Do you want SupportCrewe to handle: *

Quote prep

Material Take-Off

Bid follow-up

Deposit invoices

Reminders

None of the Above

This question was skipped

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? *

Whiteboard

Texts

Spreadsheet

Software

Other

This question was skipped

Do you track:

Start date

End date

Daily logs

Photos

Material orders

Change Orders

Punch list

Closeout

This question was skipped

Biggest PM pain points (multi-select): *

Permit Delays

Crews not coordinated

Customer updates inconsistent

Change orders not tracked

Materials delayed

No documentation

No reviews requested or tracked

This question was skipped

Do you need COIs / permits coordination often?

Never

Sometimes

Often

This question was skipped

Who communicates with customers during projects now? *

Owner

Crew lead

Nobody consistently

Other

This question was skipped

Admin, Compliance, and Internal Systems

Do you currently have SOPs?

None

Some

Yes documented

This question was skipped

Do you have an onboarding process for:

Customers

Employees

Subcontractor

No Onboarding Plan

This question was skipped

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

Document templates/forms

Vendor packets/W-9

Finding Public and Private contracts

HR tracking

Compliance reminders

Bookkeeping coordination

This question was skipped

Where does paperwork currently live?

Software

Email /

Physical folders

Scattered

Google drive

Other

This question was skipped

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? *

Yes

This question was skipped

Do you have Google Business Profile? *

Yes

This question was skipped

How often do you post content? *

Daily

Weekly

Monthly

Rarely

Never

This question was skipped

Primary goals (pick up to 2): *

More calls

Better Google ranking

Reputation/reviews

More commercial bids

Higher-quality leads

This question was skipped

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

Logo

Photos

Before-after

None yet

This question was skipped

Do you currently run ads? (Yes/No)

Yes

This question was skipped

Are you ready to provide access (when approved)?

Google Business Profile

Website login

Work Softwares

Social pages

Lead Platforms

Domain registrar

This question was skipped

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.