Business Intelligence Intake - Plumbing Services Business Intelligence Intake Form Help us understand your plumbing business so we can provide targeted insights Confidential: All information provided will be kept strictly confidential and used solely to analyze your business and provide recommendations. 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 year 1-3 years 3-5 years 5-10 years More 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 - £50,000 Over £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 week Within a month Often have to chase payment Varies 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 miles 5-15 miles 15-30 miles Over 30 miles Varies 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
