Resources

Step 1 of 7 - Company Information

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Welcome to the EGIA Contractor University business evaluator!

This business evaluator tool is a powerful and easy to use system that will help us identify your unique business challenges, areas for improvement and most critical priorities. Once you complete this online form, we will get to work on developing a customized training roadmap that will be tailored for your company. You’ll receive a detailed plan that outlines the EGIA Contractor University tools and resources that your business should utilize first based on your company’s specific needs. To get started, fill out company information fields below and click “Next”.

Company Information

First name*

Last name*

Title*

Company*

City*

State/Province*

Phone*

Email*

Dealer annual revenue*

Distributor name*

Number of employees*

Distributor account manager*

Is your account manager helping you with the evaluator?

Account Manager's Name

Account Manager's Email

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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 how they compare to your 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 and 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

Marketing plan
Branding strategy
Know market potential
Set marketing goals and track costs per lead
Optimized website and system to grow online reviews
Utilize social media (Facebook/Instagram/Twitter/Yelp/Blogs)

Comments (Optional)

Save and Continue Later

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 buydown 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 technician selling and lead generation?

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 and post call sales process for In-Home Sales?

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

Documented sales process with dedicated sales team, comfort advisors or selling technicians
Tiered pricing system (best, better, good)
Finance program that includes buydown costs in pricing
Regularly train on lead generation & selling
Pre-call and post-call process
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 for service pricing?

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 the install 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 agreement 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 a 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

Price service labor rate for profitability
Utilize a flat rate pricing system
Business & training plan, operational procedures for service & installation teams
Track individual performance measurements for service and installation teams
Structured residential maintenance agreement program
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 a structured plan for call taking and dispatching?

IS THIS IN PLACE?

Do you have a detailed call taking 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

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 & safety manuals and 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 policy 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

Hiring process
Team operating processes, role descriptions, skill development plan & an organizational chart
Perform detailed performance reviews
Pay for performance based on the goals of the employee/company
Policy & safety manuals and hold regularly scheduled safety meetings
Non-compete / non-solicitation policy

Comments (Optional)

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Overall Priorities

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

Please rank the overall sections in order of importance to your company

Planning & Budgeting
Marketing
Sales
Operations
Administrative

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

Save and Continue Later