Threshold Consulting

Client Intake Packet.

Complete this before our kickoff. The more real numbers you share, the sharper — and more valuable — your audit. Estimates are fine. "Don't know" is a completely acceptable answer — it tells us exactly where to look.

≈ 15 minutes

Intake progress0 of 0 answered

Part 1

The Basics

Who you are and where you operate.

Business name

Owner / main contact If someone else is filling this out, note who

Primary trade

Years in business

Service area City / county and roughly how far out you'll run a truck

Residential vs. commercial work

Website URL

Google Business Profile link optional

Social / marketing links optional

Part 2

You & the Goal

The audit is built around where you're trying to go — not just where you are.

What's the single biggest bottleneck or frustration in the business right now?

Where do you want revenue to be 12 months from now?

Long-term goal for this business

Steady lifestyle incomeAggressive scaleBuild to sell somedayNot sure yet

What are you personally best at in this business?

What parts do you avoid or dislike?

Hours per week you personally work in the business

Other businesses or big projects you're running at the same time

What have you already tried to fix growth? Coaches, marketing agencies, software, hires — and what happened

Part 3

The Numbers

Best guesses are fine — we'll verify against your books. Every figure gets tagged verified or estimate in the audit.

Last 12 months revenue

Compared to the 12 months before that

Gross margin Revenue minus job costs (labor + materials)

Don't know

Net profit margin What the business keeps after everything — not your paycheck

Don't know

Average service / repair ticket

Don't know

Average install / replacement ticket

Don't know

Roughly what % of revenue comes from installs / replacements vs. service?

% install

Don't know

Strongest months of the year

Slowest months of the year

Roughly how many customers are in your system? optional Don't know

Part 4

Calls & Leads Coming In

Most revenue leaks start at the phone — before a truck ever rolls.

How do most new customers find you? Tap all that apply

Google search / GBPPaid adsReferrals / word of mouth Repeat customersHome advisor / lead sitesTrucks & yard signsSocial mediaBuilder / GC / commercial accountsBid invitations

Calls / leads per month, roughly Don't know

Of the calls that come in, what % turn into a booked job or visit?

Don't know

Who answers the phone during business hours?

What happens to after-hours calls?

If running paid ads: monthly spend

Not running ads

Cost to acquire a customer, if you know it optional

Don't know

Part 5

Sales & Follow-Up

This is where we usually find the most recoverable money.

Walk through what happens from booked call to paid job — who does what?

Who presents estimates / options to the customer?

Do techs present multiple options (good / better / best)?

Overall close rate on estimates given

Don't know

Open, unsold estimates sitting out right now Count or dollar value — either works Don't know

What happens to a quote that doesn't close on the spot?

How fast do you typically respond to a new lead or web inquiry?

What CRM or field-service software do you run on?

Part 6

Pricing & Maintenance Plans

"Busier but making less" almost always lives here.

How do you price jobs?

When did you last raise prices?

Do you have a maintenance plan / service agreement program? Route customers and service contracts count too

Yes, actively soldYes, but it's stalledNo, but interestedNo

If yes: current member count Don't know / N.A.

If yes: plan price Don't know / N.A.

Part 7

Referrals & Reputation

Roughly what % of new customers come from referrals?

Don't know

Do you systematically ask for referrals and reviews?

Google review count Don't know

Google star rating Don't know

Your top 3 competitors in your market

Part 8

Team & Leadership

Growth constraints are usually people constraints wearing a disguise.

Who's on the team? Rough headcount by role

People who left or were let go in the last 12 months

Hardest role to hire or keep right now

Do you track any numbers weekly? Which ones?

Team meeting rhythm

Part 9

Data to Share Before Kickoff

Read-only access is fine for all of it. Check what you can provide — anything you can't, we treat the gap itself as a finding.

Last 12 months P&L QuickBooks or processor export works
CRM / field-service software export Jobs, estimates, and pipeline if available
Current price book / rate card
Call or lead reports Phone system, ServiceTitan, or ad platform reporting
Website analytics + ad accounts GA4, Meta, Google Ads — only if running paid
Google Business Profile access or a reviews export
Maintenance plan / member list, if you have a program
Any existing SOPs or process docs

Send It In

One click sends your intake packet straight to Threshold. You'll see a confirmation when it lands.

Everything you share is kept strictly confidential and used only to prepare your audit.
Questions? [email protected]