Financial Operations
☐Do you know your real profit margin on each job — not just what you quoted, but what you actually kept?
☐Is every subcontractor invoice reconciled weekly against the original scope and purchase order?
☐Are change orders documented, priced, and signed before the additional work begins?
☐Do you have a system that flags overdue receivables before they hit 30 days?
☐Can you pull a real-time cash flow forecast without calling your bookkeeper?
☐Are material costs tracked per job — not just lumped into a monthly expense?
Job Management
☐Are estimates going out within 24 hours of a site visit?
☐Does every active job have a written scope, timeline, and assigned project lead?
☐Is there a daily or weekly progress check that catches schedule slippage before it compounds?
☐Do you have a punch list process that starts before the final walkthrough — not during it?
☐Are warranty callbacks tracked so you can identify recurring issues by trade or material?
☐Is your scheduling system visible to the crew, or does everyone rely on phone calls and texts?
Communication
☐Does every client get a proactive weekly update — even when there is nothing new to report?
☐Are phone calls answered during business hours, or do leads regularly hit voicemail?
☐Is there a defined response-time standard for inquiries (e.g., same day for calls, 1 hour for texts)?
☐Do you send a post-project follow-up asking for a review — within 48 hours of completion?
☐When a lead goes cold, is there an automated or manual follow-up sequence before you write them off?
Documentation & Compliance
☐Are all subcontractor COIs (certificates of insurance) current and filed before they step on site?
☐Is every job photographed at key stages — not just before and after?
☐Do you have a single, searchable place for contracts, permits, and lien waivers?
☐Are safety meetings documented, and do you have proof of attendance?
☐Is your licensing and bonding renewal tracked with reminders — not left to memory?
Growth & Reputation
☐Do you know your lead-to-close ratio — and is it improving quarter over quarter?
☐Are you collecting Google reviews consistently, or only when you remember to ask?
☐Is there a referral program that rewards past clients for sending new business?
☐Do you have a "not right now" list — leads who said no but might say yes in 6 months?
☐Could your business run for two weeks without you personally managing every detail?
Score Yourself
0–8 checked — Critical gaps in your operation. You are likely leaving money and reputation on the table.
9–17 checked — Room to grow. The foundation is there, but the cracks will widen as you scale.
18–27 checked — You are ahead of most contractors in Charleston. Time to optimize, not overhaul.
Want help closing the gaps? holyautomation.com/free-audit.html