LIVE ASSESSMENT
Contractor Freedom Roadmap

The 5-System
Self-Assessment

Most contractors don't have a growth problem. They have a systems problem. This 3-minute diagnostic identifies exactly where the gaps are — and what they're costing you per year.

0 / 15 ANSWERED
SYS-01 Lead Generation
LEADS Q01
Where does the majority of your new project work come from right now?
Almost entirely referrals & word of mouth 1pt
Mix of referrals plus some active outreach 2pt
Systematic outreach — I don't rely on referrals 3pt
LEADS Q02
If your top two referral sources stopped sending work tomorrow, how long until you felt it?
Within 30 days — I'd be scrambling 1pt
60-90 days — I'd notice but survive 2pt
Not much — my pipeline isn't referral-dependent 3pt
LEADS Q03
Do you have a documented process for reaching out to new GCs, developers, or project owners proactively?
No — it's ad hoc and relationship-based 1pt
Sort of — informal but not documented 2pt
Yes — written playbook with defined steps 3pt
SYS-02 Follow-Up & Pipeline
PIPELINE Q04
After you submit a bid or proposal, how does your follow-up process work?
I wait to hear back — maybe send one email 1pt
I follow up a few times manually 2pt
Automated multi-touch sequence, tracked in CRM 3pt
PIPELINE Q05
How many active bids or proposals can you see right now in a single place — without calling someone or opening a spreadsheet?
I'd have to dig — it's across emails / memory 1pt
In a spreadsheet — messy but it works 2pt
Live CRM dashboard — I can see it right now 3pt
PIPELINE Q06
What is your current bid-to-win ratio, and do you know what's killing the ones you lose?
I don't track it — I go by gut feel 1pt
I know the rough ratio but not why I lose 2pt
Tracked — I know my ratio and the main loss reasons 3pt
SYS-03 Operations & Estimating
OPERATIONS Q07
When a change order happens in the field, how quickly does it get documented and communicated to the owner or GC?
Days later — usually at invoicing 1pt
Same day via text/email — informal 2pt
Immediate — documented & signed same day 3pt
OPERATIONS Q08
How often does your final project margin differ significantly from your estimated margin — more than 10%?
Frequently — surprises at close are normal 1pt
Sometimes — maybe 1 in 4 projects 2pt
Rarely — our estimates are tight and reliable 3pt
OPERATIONS Q09
If you stepped away for two weeks, how would estimating and project kick-offs be handled?
They wouldn't — I'm the only one who can do it 1pt
Someone could manage but it'd be rough 2pt
Runs fine — documented processes, trained people 3pt
SYS-04 Client Retention
RETENTION Q10
What percentage of your clients from 2 years ago have you done follow-up work with or stayed in contact with systematically?
Less than 25% — most fall out of touch 1pt
Around half — the ones I personally remember 2pt
75%+ — automated touches keep us top of mind 3pt
RETENTION Q11
When a project closes, do you have a formal process to collect reviews, referrals, or repeat-project conversations?
No — it happens organically if it happens at all 1pt
I ask sometimes — not consistent 2pt
Yes — automated close-out sequence 3pt
RETENTION Q12
How much of your annual revenue comes from repeat clients vs. new client acquisition?
Mostly new — under 30% repeat 1pt
Balanced — roughly 50/50 2pt
Mostly repeat — 60%+ comes back 3pt
SYS-05 Owner Freedom
FREEDOM Q13
On a typical week, how many hours are you spending on things that someone else could do if the systems were documented?
20+ hours — I'm in the weeds constantly 1pt
10-20 hours — getting better but still a lot 2pt
Under 10 hours — I work on the business, not in it 3pt
FREEDOM Q14
Does your business have written SOPs (Standard Operating Procedures) that someone new could follow without asking you?
No — most knowledge lives in my head 1pt
A few — some areas documented, most not 2pt
Yes — core processes are written and maintained 3pt
FREEDOM Q15
What is your honest goal for this business in the next 3-5 years?
Keep it steady — maintain what I've built —
Grow it — I want significantly more revenue —
Exit — I want to sell or pass it on —
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BREAKDOWN Systems Scorecard
COST AUDIT Estimated Annual Gap Cost
Revenue Leaking Through Gaps ESTIMATE
TOTAL ANNUAL OPPORTUNITY COST
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