Lead Response & Sales
☐What percentage of inbound calls are answered live during business hours? (If you do not know, it is probably lower than you think.)
☐Are estimates sent within 24 hours of the initial call or visit — every time?
☐Is there a follow-up sequence for estimates that have not been accepted within 48 hours?
☐Do you track your close rate on estimates — and know which tech or salesperson converts best?
Customer Communication
☐Does the customer get an automated confirmation and tech-on-the-way notification for every appointment?
☐After the job is complete, is there an automated follow-up asking about satisfaction — before they post a review?
☐Are past customers contacted for seasonal services, or do you wait for them to remember you?
Reviews & Reputation
☐Is there a consistent process for requesting a Google review after every completed job?
☐Are all reviews — positive and negative — responded to within 24 hours?
☐Do you monitor review trends monthly to catch service issues before they become patterns?
Dispatch & Operations
☐Is dispatching optimized for route efficiency, or are techs criss-crossing town?
☐Do you know your average jobs-per-tech-per-day — and is it where it should be?
☐Are invoices sent the same day the work is completed — not at the end of the week?
☐Is truck inventory tracked, or do techs make supply runs that eat into billable hours?
Marketing & Growth Readiness
☐Is your marketing spend tracked by channel — and do you know your cost per lead for each?
☐Are you running marketing 12 months a year, or only when the schedule gets light?
☐Is there a seasonal preparation plan (equipment, staffing, inventory) that kicks in 60 days before peak?
Team & Systems
☐Could you hire and onboard a new technician in under two weeks with your current training materials?
☐Are your core processes documented — or do they live in one person's head?
☐If you doubled your call volume next month, would your systems handle it — or would quality collapse?
Score Yourself
0–7 checked — Critical gaps. Scaling now would amplify problems, not revenue.
8–14 checked — Room to grow. Fix the foundation before adding trucks.
15–20 checked — You are ahead of most home service businesses. You are ready to scale with confidence.
Want help closing the gaps? holyautomation.com/free-audit.html