Business Intelligence Intake Form

1. Basic Business Information

Business Name *

Your Name *

Email Address *

Phone Number

How long have you been running your plumbing business? *
Select…Less than 1 year1-3 years3-5 years5-10 yearsMore than 10 years
How many people work in your business (including yourself)? *

Just me

2-3 people

4-6 people

7+ people

2. Financial Overview

What’s your approximate monthly revenue? *
Select…Under £5,000£5,000 – £10,000£10,000 – £20,000£20,000 – £35,000£35,000 – £50,000Over £50,000
What’s your typical job value? *

Under £100 (small repairs)

£100-£500 (standard jobs)

£500-£1,500 (installations)

Over £1,500 (major work)

Mix of all sizes
How quickly do customers typically pay you?
Select…On completion (same day)Within a weekWithin a monthOften have to chase paymentVaries by customer

3. Customer Patterns

How do most of your customers find you? (Select all that apply)
Word of mouth/referrals
Repeat customers
Van signage/local presence
Google searches
Facebook/social media
Online directories (Checkatrade, etc.)
Local newspaper/radio ads
Other tradespeople referrals
What percentage of your work comes from:
Emergency callouts:
Select…0-10%10-25%25-50%50-75%75-100%
Planned maintenance/repairs:
Select…0-10%10-25%25-50%50-75%75-100%
New installations:
Select…0-10%10-25%25-50%50-75%75-100%
Roughly what percentage of your customers use you again within 2 years?
Select…Under 10%10-25%25-50%50-75%Over 75%

4. Day-to-Day Operations

How do you typically spend your working day? *

Be honest – include travel time, admin, quoting, materials collection, etc.
When are you busiest?
Days of week:
Monday
Tuesday
Wednesday
Thursday
Friday
Weekends
Times of year:
Winter
Spring
Summer
Autumn
Around holidays
Pretty consistent year-round
What’s your typical travel radius for jobs?
Select…Within 5 miles5-15 miles15-30 milesOver 30 milesVaries by job size

5. Current Challenges & Frustrations

What’s your biggest business frustration right now? *

When you lose a potential job, where do customers usually go instead?

Cheaper competitors

Bigger plumbing companies

They try to do it themselves

They postpone the work

I don’t usually know
How would you describe your cash flow?

Generally good – steady income

Up and down – feast or famine

Often tight – struggle between jobs

Completely unpredictable

6. Goals & Future Plans

If you could wave a magic wand, what would your business look like in 2 years?

Are you interested in growing your business or keeping it as it is?

Want to grow significantly – willing to take risks

Steady, manageable growth

Just want to improve what I’m already doing

Happy with current size, just want better profits

7. Additional Information

Is there anything unique about your business, your area, or your customers that might affect our analysis?

Do you currently track any business data systematically?
Use accounting software
Keep a job diary/logbook
Have a customer database
Track quotes vs. completed jobs
Track time spent on different activities
Don’t really track anything systematically
Submit Business Analysis Request