Applied Signals
Operational Intelligence Review
Answer every question as accurately as you can — your responses drive the analysis.
Business Profile
Company Name
*
Contact Name
*
Email
*
Phone
*
What is your primary trade?
*
Select an option…
HVAC
Plumbing
Electrical
Garage Door
Pest Control
Roofing
Restoration
Landscaping
Multi-Trade
Other
What is your annual revenue?
*
Select an option…
Under $1M
$1M – $3M
$3M – $5M
$5M – $10M
$10M – $25M
Over $25M
How many trucks/vehicles are in your fleet?
*
Select an option…
1 – 3
4 – 10
11 – 25
26 – 50
Over 50
What CRM or field service platform do you use?
*
Select an option…
ServiceTitan
Housecall Pro
Jobber
FieldEdge
Service Fusion
HubSpot
Salesforce
Zoho
Custom CRM
Spreadsheet / Manual Process
No CRM
Other
Demand Capture
Roughly how many inbound calls do you receive per month?
*
Select an option…
Under 50
50 – 100
100 – 250
250 – 500
Over 500
When a call is missed, what happens next?
*
Select an option…
Immediate text-back
Same-day callback
Next-day callback
No consistent process
What share of inbound calls do you estimate go unanswered?
*
Select an option…
Under 5%
5% – 10%
10% – 15%
15% – 20%
More than 20%
How confident are you in that missed-call estimate?
*
1
2
3
4
5
6
7
8
9
10
1 = Very Poor
5 = Average
10 = Excellent
How are after-hours calls handled today?
*
Select an option…
Live agent
Automated system
Hybrid (live + automated)
Voicemail only
No after-hours handling
Can customers book appointments after hours?
*
yes
no
How quickly do after-hours inquiries typically get a response?
*
Select an option…
Immediate
Within 30 minutes
Within 1 hour
Within 2 hours
Next business day
How important is after-hours coverage to your business?
*
1
2
3
4
5
6
7
8
9
10
1 = Not Important
10 = Extremely Important
How well does your team handle calls during busy periods?
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1
2
3
4
5
6
7
8
9
10
1 = Very Poor
5 = Average
10 = Excellent
How would you rate your overall response speed to new leads?
*
1
2
3
4
5
6
7
8
9
10
1 = Very Poor
5 = Average
10 = Excellent
Estimate Recovery
About how many open/pending estimates do you have at any time?
*
Select an option…
Under 10
10 – 25
25 – 50
50 – 100
Over 100
Who owns following up on outstanding estimates?
*
Select an option…
Dedicated person
Rotated among staff
No clear owner
How quickly are estimates typically followed up on?
*
Select an option…
Same day
Within 24 hours
Within 2 – 3 days
Weekly
No consistent process
Is estimate follow-up automated?
*
Select an option…
Yes
No
Partially
What is your estimate close (win) rate?
*
Select an option…
Over 60%
50% – 60%
40% – 50%
30% – 40%
Under 30%
What is your average ticket size?
*
Select an option…
Under $100
$100 – $250
$250 – $500
$500 – $1,000
Over $1,000
What share of estimates convert into booked jobs?
*
Select an option…
Under 30%
30% – 50%
50% – 70%
Over 70%
How would you rate your overall estimate follow-up process?
*
1
2
3
4
5
6
7
8
9
10
1 = Very Poor
5 = Average
10 = Excellent
Operational Coordination
How are jobs dispatched to technicians?
*
Select an option…
Automated / software-optimized
Manual, with some optimization support
Fully manual process
Ad hoc / whoever is available
How often do technicians have unplanned idle time?
*
Select an option…
Never
Monthly
Weekly
Daily
Do you track technician utilization?
*
yes
no
Do customers get a call/text when a technician is on the way?
*
Select an option…
Always
Usually
Sometimes
Never
Do customers receive appointment reminders?
*
yes
no
Do customers receive en-route/on-my-way notifications?
*
yes
no
Is there a follow-up process after service is completed?
*
yes
no
Overall, how automated are your operations today?
*
Select an option…
Full automation
Significant automation
Moderate automation
Minimal automation
No meaningful automation
How consistent is customer communication across a job's lifecycle?
*
1
2
3
4
5
6
7
8
9
10
1 = Very Poor
5 = Average
10 = Excellent
Visibility & Growth
How would you rate your visibility into daily operations?
*
1
2
3
4
5
6
7
8
9
10
1 = Very Poor
5 = Average
10 = Excellent
Which of these metrics do you actively track today?
*
Revenue Per Technician
Technician Utilization
Lead Conversion Rate
Estimate Close Rate
Average Ticket Size
Customer Satisfaction
Response Time
First Call Resolution
Callback Rate
Marketing Lead Source
How ready is your team to adopt AI-driven automation?
*
1
2
3
4
5
6
7
8
9
10
1 = Not Ready
10 = Ready To Adopt Immediately
What is your primary growth goal over the next 12 months?
*
Select an option…
Increase Revenue
Improve Profit Margins
Increase Capacity
Improve Customer Experience
Reduce Operational Inefficiency
Scale Without Adding Headcount
Expand Into New Markets
Prepare For Acquisition Or Exit
Other
What is your single biggest operational concern right now?
*
Select an option…
Missed Calls
Slow Response Times
After-Hours Coverage
Estimate Follow-Up
Low Conversion Rates
Scheduling And Dispatch Efficiency
Technician Utilization
Customer Communication
Visibility Into Operations
Administrative Overload
Other
In your own words, what's the biggest operational challenge you're facing?
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