To Register for the course, please fill out our Client/Customer Survey. Once this is submitted, we will send you an invoice for payment and we will contact you immediately to set up your course.

Client/Customer Survey

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Name

Company Name

Company Address

Email Address

Company Website Address

When was the company started?

What type of corporation is the company?

What is the ownership structure of the company?

What is your industry experience?

Are you a franchise operation, company-owned store with a franchise division or exclusively company-owned?

What is the management structure of your company? CEO, President, COO, ?

What was the company's total annual revenue last year?

What do you project your company's total annual revenue to be this year?

What service lines do you offer?

What percent is each service line of the total revenue/gross or net production?

What percentage of your revenue is recurring revenue?

Do you have sales people dedicated full time to selling your company? How many?

How many technicians in each service segment?

How many office employees?

Total number of employees?

Does your company have health insurance benefits?

What other basic benefits does your company offer?

How many hours a week do your employees typically work? Saturdays?

How do you compensate employees in their different positions?

Do you produce profit/loss statements? How frequently?

What is your pre-tax profit margin?

What customer management software package do you operate on?

What accounting software do you use?

Do you have a safety program?

Do you have a documented training program?

How many branch locations do you have?

What is your service area?

Do you have family involved in the business?

Do you have a marketing plan/strategy?

Can you provide an organizational chart?

Do you plan to sell your company in the next 1-2 years? In the next 3-5 years?

What are your top 3 goals for your company?

Who are your competitors?

Do you have contracts with your customers?

What are your top 3 challenges?

Additional Information/Notes

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