Sample Plumbing Co. (sample)

Fix #1

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Fix #2

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Fix #3

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Why do these three matter to you?

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Anything else Joe should know?

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Your name

Pat Sample

Email

pat@example.com

Business name

Sample Plumbing Co.

Your program

Not answered

Phone

(480) 555-0100

Your role

Sample answer for your role

Legal business name, if different

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Year the business started

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Location or service area

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Number of people on the team, including you

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Industry

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Website

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Google Business Profile link

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Social media pages

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Your logo

Company tagline or slogan

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Brand colors and fonts, if you know them

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Marketing you would like Joe to see

None uploaded

Revenue last year

$250,000 to $500,000

Revenue goal for the next 12 months

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Your main products or services, with prices

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Which ones make you the most profit?

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Average sale

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About how many new customers you get each month

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Who is your best customer?

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Where do new customers come from today?

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Your main competitors

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What separates you from them?

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In their own words, why do customers say they choose you?

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What marketing are you running now, and about what does it cost each month?

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What have you tried that didn’t work?

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What takes up most of your week that someone or something else could do?

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What would make these first 90 days a clear win for you?

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How many hours a week can you give to the work we agree on?

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Legal and protection

• ✓My business is registered as a legal entity (LLC, corporation or similar), not just under my own name
• ✓I have the licenses and permits my industry and city require, and they are current
• I have business insurance that fits what I do
• I use a written agreement or terms with customers
• I own my business name, website domain and social accounts in the business’s name

Money

• ✓Business and personal money are in separate bank accounts
• ✓My bookkeeping is up to date within the last 30 days
• ✓I know my monthly revenue and profit for each of the last 3 months
• I know my break-even: what I must bring in each month to cover costs
• I pay myself a regular amount
• I set aside money for taxes, and I have an accountant or tax pro
• I have at least 3 months of operating costs in reserve

Your customer

• ✓I can describe my best customer in one or two sentences
• ✓I know the problem they most want solved when they come to me
• I know where my best customers came from
• I know who my top 3 competitors are and what they charge

Your offer and pricing

• ✓I can explain what I sell in one sentence a stranger would understand
• ✓I know which products or services make me the most profit
• My prices are written down and I quote them the same way every time
• I have raised my prices in the last 12 months, or I know why I haven’t
• I have a guarantee or promise that lowers the risk of buying from me

Your brand and message

• ✓I can say in one sentence why someone should choose me over the competition
• ✓My name, logo and colors still fit the business I run today
• My website, cards, signage and social pages all look and sound like the same business
• I have 3 or more recent testimonials or reviews I can use

Being found

• ✓My website works well on a phone and says clearly what I do and where
• ✓Every page has an obvious next step (call, book or buy)
• ✓My Google Business Profile is claimed, complete and up to date
• I have reviews on Google, and I ask happy customers for them on purpose
• When I search for what I sell in my area, I show up on the first page
• I have checked what ChatGPT or another AI assistant says when asked for a business like mine

Bringing in leads

• ✓I have at least one way of bringing in new inquiries that doesn’t depend on referrals alone
• ✓I know how many new inquiries I get each month
• I know what each marketing channel costs and what it brings in
• I keep a list of customers and prospects that I can email or text

Turning leads into sales

• ✓Every inquiry gets a reply within one business day
• ✓I follow up more than once with people who don’t buy right away
• I know my close rate: out of 10 inquiries, how many buy
• I stay in touch with past customers and ask them for repeat business and referrals

Systems and tools

• ✓My most repeated tasks (quoting, booking, invoicing, onboarding a customer) are written down step by step
• ✓I use a calendar or booking tool so customers can schedule without back-and-forth
• I send invoices and get paid electronically
• I keep customer contacts and history in one place, not scattered across my phone and email
• I use at least one AI tool or automation to save time each week

Your team

• ✓Anyone who helps me (staff, contractors, family) knows exactly what they are responsible for
• The business could run for one week without me

Your numbers

• ✓I check a few key numbers at least once a month (for example revenue, new inquiries, close rate, average sale)
• I have a written goal for the next 12 months, with a revenue number

You, the owner

• ✓I spend most of my week on work only I can do
• ✓I take at least one full day off each week
• I feel confident pitching my business and talking about my prices
• I know what I want this business to give me in 3 to 5 years (income, time, a sale, a legacy)