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At Culberson Capital, our carefully crafted questions are designed to prompt deep reflection on the inner workings of your business. Each question is strategically formulated to encourage you to delve into various aspects of your operations, finances, goals, and challenges. By engaging with these questions thoughtfully, you'll gain valuable insights into areas that may require attention, improvement, or strategic planning. If you find yourself wanting to explore these topics further, we invite you to sign up for a free consultation with our experienced team. At Culberson Capital, we're dedicated to helping businesses thrive, and we're here to support you every step of the way. Let's work together to take care of your business's needs and unlock its full potential.

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  • What services do you offer? 

  • Which service's produce the most revenue? 

  • Which services are the most profitable (highest margin)? 

  • How many did you do last year for each service, and what do we expect to do this year? 

  • What is the average sale? 

  • How does the average sale vary based on service? 

  • What is your business sales plan?

  • How many installation crews do you have?

  • Do you have different crews that specialize in a specific type of project?

  • What are your current lead sources? 

  • Are we categorizing each lead that comes in and recording its source? 

  • Do we know what the average conversion rate is from each lead source?

  • More importantly, do we know the cost per lead, from each individual source? 

  • How often are we evaluating lead source metrics and adjusting the allocation of our ad spend budget accordingly? 

  • What is the process for inbound leads?

  • Are we solely waiting for inbound leads or actively going out to capture new leads? 

  • What is the process for engaging and educating leads before the sales appointment?

  • What happens to non-converted leads after the sales appointment? Are we continuing to engage with them and keep them in our sales funnel? 

  • What % of leads are booking an appointment? 

  • What is the system for contacting in bound leads to schedule an appointment? 

  • What is the system for collecting positive reviews?


What is your sales process?

Are we using a sales script? What is the script? 

What is our average closing rate?

What is our average gross sale per lead? 

What is the initial sales training and what does ongoing sales development look like? 

Is your sales system using a one step close or is it an ongoing process with 2 or more steps? 

What is your follow up process? 

What is your most common objection? 

How confident are you in your teams ability to effectively handle and overcome objections?

What is your cancellation rate?

Are you tracking individual and team results? 

How does your appointment setting vary based on sales consultant results?

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