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Restoration Advisers - Onboarding Questionnaire

Hello!

To make the most out of our first session, please complete the following Business Profile Questionnaire at least 24 hours before we have our first Coaching Session. Please don’t rush this. Set aside about an hour to be sure you get through this without feeling rushed. Be detailed and thoughtful with your answers. This will create a more valuable first session, and set the framework for all future strategic plans.

These important questions about your business are essential to the transformation. Though some questions may be hard or uncomfortable to answer, the more I know your business, its strengths and its challenges, the better I can help you as your Adviser.

You are off to a great start! Please contact us if you have any questions.

 

Click the button below to start.

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Overview of your Business

Details about YOUR business that help me understand structure, organization, etc. 

Question 2 of 93

Company Name

Question 3 of 93

Company Billing Address

Question 4 of 93

Your Phone Number

Question 5 of 93

Your email address

Question 6 of 93

What is your GREATEST MOTIVATION for investing in Restoration Advisers?

Question 7 of 93

Comments, thoughts or expectations that you want to share up front?

Question 8 of 93

How many businesses do you own?

Question 9 of 93

Any partners or key managers that may be involved with our Coaching Calls?

A

Yes

B

No

Question 10 of 93

Do you have a Niche Market? Meaning a specific segment of client (hospital, military, etc)

A

Yes

B

No

Question 11 of 93

What is that Niche Market?

Question 12 of 93

What are your top 3 Lead sources. Where does your work come from?

(Select all that apply)
A

Retail

B

Adjusters

C

Other Contractors

D

Abatement Company

E

Testing Companies

F

Carrier Programs - TPA

G

Independant Adjusters

H

Property Managers

I

Realtors

J

Subcontractors/New Home Builders

K

Others

Question 13 of 93

How many years have you been in business?

A

1-2

B

2-4

C

5+

D

10+

Question 14 of 93

How many offices do you operate/own?

Question 15 of 93

How many FULL TIME employees do you employ?

Question 16 of 93

How many PART TIME Employees do you employ?

Question 17 of 93

How many TEMP/CONTRACT Employees do you employ?

Question 18 of 93

Do you have written job descriptions that call for accountability & performance standards?

A

Yes

B

No

Question 19 of 93

Do you have a standardized training program for new employees?

A

Yes

B

No

Question 20 of 93

Is there on-going training and skills development for each department?

A

Yes

B

No

Question 21 of 93

How many employees report directly to YOU? You specifically, as in an org chart methodology. 

Question 22 of 93

How often do you meet with your KEY people?

Estimating/ Billing/ Documentation

What processes are you using to invoice from/ backup claims?

Question 24 of 93

What estimating software/ procedure are you using?

A

Exactimate

B

Other (answer next question)

Question 25 of 93

If OTHER on previous question, please list here

Question 26 of 93

What Project Management/CRM software are you using?

Question 27 of 93

Are you using Quickbooks?

A

Yes

B

No

Ranking Section

As honestly and as best as you can, how would you rate each section for you or your company?

 1 is lowest (needs improvement)- 5 is highest

Question 29 of 93

Overall Morale (1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Question 30 of 93

Productivity (1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Question 31 of 93

Team Spirit (1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Question 32 of 93

Overall Company Performance (1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Question 33 of 93

Quality of Work (1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Question 34 of 93

Adherence to Mission/Vision

A

1

B

2

C

3

D

4

E

5

Question 35 of 93

Time Management (1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Question 36 of 93

Closing Ratio-(1 - Super low, 5 - Couldn't be better)

A

1

B

2

C

3

D

4

E

5

Customer/Client

Help us understand your client base

Question 38 of 93

Who do you mainly deal with in your Client/Customers organization(s). 

A

Executive/Owner

B

Operations

C

Project Managers

D

Adjusters

Question 39 of 93

Approximately how many active customers or clients do you have?
Clients as in refer you work. 

Question 40 of 93

In terms of total customers, over last year, is there a net gain or net loss of customers?

A

Gain

B

Loss

Question 41 of 93

Do you feel your customer/client has changed in the last 1-3 years?

A

Yes

B

No

C

Maybe

Question 42 of 93

Do you have a database to track and communicate with them?

A

Yes

B

No

Question 43 of 93

Describe your IDEAL customer/client

Question 44 of 93

How often do you communicate with your customers/clients?

A

Weekly

B

Monthly

C

Quarterly

D

Annually

E

Only when they buy something or send a referral

F

Never

Question 45 of 93

What is your primary method of communication with customers/clients?

Competition

Help us understand your competition

Question 47 of 93

WHO is your COMPETITION

Question 48 of 93

What advantage does your competition have OVER YOU?

Question 49 of 93

What advantage DO YOU HAVE over your competition?

Question 50 of 93

What do you see as your GREATEST COMPETITIVE THREAT in the future?

SKILL, CHALLENGES, GOALS AND OBJECTIVES

This will help understand your perspective of your business.

Question 52 of 93

How do your SKILLS currently match your GOALS? What do you do really well right now?

Question 53 of 93

Where do YOU need IMPROVEMENT?

Question 54 of 93

What are your BIGGEST BUSINESS CHALLENGES?

Question 55 of 93

What is ONE THING you would like to CHANGE about your business?

FINANCIAL

Everyone's FAVORITE TOPIC. THIS is NOT required but will certainly help when we approach speaking about them. 

Question 57 of 93

What was your Gross/Net Annual Revenue for 2019

Question 58 of 93

What was your Gross/Net Annual Revenue for 2022

Question 59 of 93

What is your Gross/Net Annual Revenue for 2023 YTD. 

Question 60 of 93

Total Number of projects last fiscal year?

Question 61 of 93

Average Sales PER Project

Marketing Efforts

Help us understand your current marketing efforts

Question 63 of 93

Do you have a marketing budget for your company?

A

Yes

B

No

Question 64 of 93

Are you satisfied with the website that you use to market your business?

A

Yes

B

No

Question 65 of 93

What is the PRIMARY PURPOSE of your Website?

A

Promote your products and services

B

Online Storefront for products and services

C

Capture Prospects to market to.

D

Not sure, just have one

Question 66 of 93

Do you use any of the following internet tools to market your website? (check all that apply)

(Select all that apply)
A

SEM- Search Engine Marketing

B

SEO- Search Engine Optimization of your Website

C

PPC- Pay-Per-Click Advertising on Search Engines

D

SMM- Social Media Marketing to drive traffic to your Website

Question 67 of 93

Do you have a Blog or post articles to market your business?

A

Yes

B

No

Question 68 of 93

Do you use any CRM (Customer Relationship Manager) software?

A

Yes

B

No

Question 69 of 93

Do you have an email marketing prospect and customer list with permission to communicate with your prospects and clients?

A

Yes

B

No

Question 70 of 93

What are some other CURRENT METHODS you use for GETTING CLIENTS? (click all that apply)

(Select all that apply)
A

Brochures or sales literature?

B

Market Education (CE classes)

C

Direct Mail

D

Public Relations

E

Contact Prospects Personally

F

Contact Prospects over the phone

G

Happy Hours/ Events?

H

Speaking Engagements

Question 71 of 93

What is your effective marketing tactic and what are the cost per lead and sale generated?

Question 72 of 93

Why is this marketing tactic (listed in last question) the MOST POTENT for Driving Leads?

Question 73 of 93

How do you currently track marketing efforts, leads, costs?

Question 74 of 93

Any other MARKETING EFFORTS you would like to mention?

SALES

Tell us about your Sales efforts/team

Question 76 of 93

Do you have a SALES FORCE in place?

A

Yes

B

No

C

Kinda

Question 77 of 93

Do you need to GROW or UPGRADE your sales force?

A

Yes

B

No

C

Maybe

Question 78 of 93

Do you have regular TRAINING MEETINGS with your sales team?

A

Yes

B

No

Question 79 of 93

Does your SALES TEAM submit regular activity and results reports?

A

Yes

B

No

Question 80 of 93

If yes to the previous question, how are they reports reviewed, tracked and followed up upon?

Question 81 of 93

What would your overall rating you would give your SALES TEAM based on the performance and result this PAST YEAR?

A

Excellent

B

Good

C

Average

D

Fair

E

Poor

GOALS

This brief section will be to outline your goals for this and the coming year. 

Clearly Define your ULTIMATE GOALS in the following three areas. They should be specific, measurable and attainable. Also include your intended result and timeline for achieving these goals. 

Question 83 of 93

Marketing

Question 84 of 93

Sales

Question 85 of 93

Revenue

Question 86 of 93

Profit

RATE YOUR SKILL LEVEL

Let us know how you feel about your skills

Question 88 of 93

I know exactly how to run a meeting in my company because I’ve learned those leadership skills from the masters.

A

Not true at all

B

Somewhat true

C

Pretty true

D

Very true

Question 89 of 93

I have become a master at client acquisition because I understand that this is one of the 12 keys of being a great business owner.

A

Do not agree at all

B

Agree somewhat

C

Completely Agree

Question 90 of 93

I am well aware that the most successful companies have standard operating procedures for everything, and I’ve learned how to do that for my own company, which has made it so this company runs without me.

A

True

B

False

Question 91 of 93

We have perfected our “stadium pitch” and know exactly what we’d say if we could get in front of all our potential buyers all at once.

A

True

B

False

FINAL THOUGHTS or EXPECTATIONS

Thank you for answering these questions.  If there is anything else you would like to share with us, please note it here

Question 93 of 93

Final Thoughts or Expectations here

Confirm and Submit