Resources

Step 1 of 6 - Company Information

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Company Information

First Name*

Last Name*

Title*

Company*

City*

State/Province*

Phone*

Email*

Dealer Annual Revenue*

Distributor Name*

Number of Employees*

Distributor Account Manager*

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Planning & Budgeting

1. Does your company have a one, three, and five year plan in writing?

IS THIS IN PLACE?

Does your company have a One / Three / Five year plan in writing?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Does your company have a budget?

IS THIS IN PLACE?

Does your company have a budget?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you run daily/weekly/monthly financial reports?

IS THIS IN PLACE?

Do you run daily/weekly/monthly financial reports?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Does the company have a departmental Profit and Loss Statement?

IS THIS IN PLACE?

Does the company have a departmental Profit and Loss Statement?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you know your Key Performance Indicators (KPI's) and compare to plan?

IS THIS IN PLACE?

Do you know your Key Performance Indicators (KPI's) and compare to plan?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

6. Do you have a succession plan or exit strategy in place?

IS THIS IN PLACE?

Do you have a succession plan or exit strategy in place?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

One, three, and five year plan in writing
Company budget
Run daily, weekly, and monthly financial reports
Departmental profit and loss statement
Compare key performance indicators (KPI's) to your plan
Succession plan or exit strategy

Comments (Optional)

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Marketing

1. Do you have a Marketing Plan?

IS THIS IN PLACE?

Do you have a Marketing Plan?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you have a Branding Strategy?

IS THIS IN PLACE?

Do you have a Branding Strategy?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you know Your Market Potential?

IS THIS IN PLACE?

Do you know Your Market Potential?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Do you set Marketing Goals & Track Costs Per Lead?

IS THIS IN PLACE?

Do you set Marketing Goals & Track Costs Per Lead?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you have an optimized website and a system to grow your online reviews?

IS THIS IN PLACE?

Do you have an optimized website and a system to grow your online reviews?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

6. Do you utilize social media Facebook/Instagram/Twitter/Yelp/Blogs?

IS THIS IN PLACE?

Do you utilize social media Facebook/Instagram/Twitter/Yelp/Blogs?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Do you have a Marketing Plan
Do you have a Branding Strategy?
Do you know Your Market Potential?
Do you set Marketing Goals & Track Costs Per Lead?
Do you have an optimized website and a system to grow your online reviews?
Do you utilize social media Facebook/Instagram/Twitter/Yelp/Blogs

Comments (Optional)

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Sales

1. Do you have a documented sales process with dedicated Sales Team, Comfort advisors or Selling Technicians?

IS THIS IN PLACE?

Do you have a documented sales process with dedicated Sales Team, Comfort advisors or Selling Technicians?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you have a Tiered Pricing System (Best, Better, Good)?

IS THIS IN PLACE?

Do you have a Tiered Pricing System (Best, Better, Good)?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you use a finance program and include buydowns costs in pricing?

IS THIS IN PLACE?

Do you use a finance program and include buydowns costs in pricing?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Do you regularly train on lead generation & selling?

IS THIS IN PLACE?

Do you regularly train on lead generation & selling?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you have a Pre-Call and Post Call Process?

IS THIS IN PLACE?

Do you have a Pre-Call and Post Call Process?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

6. Do you have a referral and review program?

IS THIS IN PLACE?

Do you have a referral and review program?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Do you have a documented sales process with dedicated Sales Team, Comfort advisors or Selling Technicians?
Do you have a Tiered Pricing System (Best, Better, Good)?
Do you use a finance program and include buydowns costs in pricing?
Do you regularly train on lead generation & selling?
Do you have a Pre-Call and Post Call Process?
Do you have a referral and review program?

Comments (Optional)

Save and Continue Later

Operations

1. Have You Priced Your Service Labor Rate for Profitability?

IS THIS IN PLACE?

Have You Priced Your Service Labor Rate for Profitability?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you utilize a flat rate pricing system?

IS THIS IN PLACE?

Do you utilize a flat rate pricing system?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do you have Business & Training Plan, operational procedures for your service & installation teams?

IS THIS IN PLACE?

Do you have Business & Training Plan, operational procedures for your service & installation teams?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Do you track individual performance measurements for service and installation teams?

IS THIS IN PLACE?

Do you track individual performance measurements for service and installation teams?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you have a structured residential maintenance program in place?

IS THIS IN PLACE?

Do you have a structured residential maintenance program in place?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

6. Do you have an purchase and inventory control / replenishment system?

IS THIS IN PLACE?

Do you have an purchase and inventory control / replenishment system?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Have You Priced Your Service Labor Rate for Profitability?
Do you utilize a flat rate pricing system?
Do you have Business & Training Plan, operational procedures for your service & installation teams?
Do you track individual performance measurements for service and installation teams?
Do you have a structured residential maintenance program in place?
Do you have an purchase and inventory control / replenishment system?

Comments (Optional)

Save and Continue Later

Administrative

1. Do you have a Hiring Process?

IS THIS IN PLACE?

Do you have a Hiring Process?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

2. Do you have team operating processes, role descriptions, skill development plans as well as an organizational chart?

IS THIS IN PLACE?

Do you have team operating processes, role descriptions, skill development plans as well as an organizational chart?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

3. Do your perform detailed performance Reviews?

IS THIS IN PLACE?

Do your perform detailed performance Reviews?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

4. Does the company pay for performance based on the goals of the employee/company?

IS THIS IN PLACE?

Does the company pay for performance based on the goals of the employee/company?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

5. Do you have a Policy as well as Safety Manuals. Do you hold regularly scheduled safety meetings?

IS THIS IN PLACE?

Do you have a Policy as well as Safety Manuals. Do you hold regularly scheduled safety meetings?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

6. Do you have a Non Compete - Non Solicitation in place?

IS THIS IN PLACE?

Do you have a Non Compete - Non Solicitation in place?*

IS THIS A PRIORITY?

Is this a priority?*

High
Medium
Low

HOW WELL IS THIS EXECUTED?

How well is this executed?*

Well Executed
Needs Improvements
Poorly Executed

Please rank the tasks in order of importance to your company
Drag each task to order them from most important on the top to least important on the bottom.

Please rank the tasks in order of importance to your company

Do you have a Hiring Process
Do you have team operating processes, role descriptions, skill development plans as well as an organizational chart?
Do your perform detailed performance Reviews?
Does the company pay for performance based on the goals of the employee/company?
Do you have a Policy as well as Safety Manuals. Do you hold regularly scheduled safety meetings?
Do you have a Non Compete - Non Solicitation in place?

Comments (Optional)

This field is for validation purposes and should be left unchanged.

Save and Continue Later