2024 Pre-Event Questionnaire

All information stays in-house. Everyone attending has to sign an NDA. All information is kept confidential among The Owners. During the weekends when Key People are present, Owner information will not be discussed the same as the owner only weekends.

Company Name*

Address*

Street Address Street Address Line 2 City State / Province / Region Postal / Zip Code Country

The Owner's Name*

First

Last

The Owner's badge (Name First, Last)*

Cell Phone-Owner*

The Owner Email*

The Owner/Partners name, if applicable

First

Last

The Owner/Partner's badge (Name First, Last)

Cell Phone-Owner/Partner

The Owner/Partner Email

The Key Person's badge (Name First, Last) if applicable (Second Weekend)

The Key Person's badge (Title) if applicable (Second Weekend if a different person)(1)

The Key Person's badge (Name First, Last) if applicable (Third Weekend if a different person)

The Key Person's badge (Title) if applicable (Third Weekend if a different person)

Dates you will attend the Friday reception and networking with hors d'oeuvres from 4:00 PM-5:30 PM (The Owner)*

Nov. 2. 2023

March 1, 2024

May 31, 2024

Sept. 6, 2024

Special Diet Requirements? (The Owner)*

None

Vegetarian

Vegan

Gluten Free

Muslum

Kosher

Siliac

Dates you will attend the Friday reception and networking with hors d'oeuvres from 4:00 PM-5:30 PM (The Owner/Partner-If Applicable)

Not Applicable

Nov. 2. 2023

March 1, 2024

May 31, 2024

Sept. 6, 2024

Special Diet Requirements?(The Owner/Partner-If Applicable)

Not Applicable

None

Vegetarian

Vegan

Gluten Free

Muslum

Kosher

Siliac

Dates you will attend the Friday reception and networking with hors d'oeuvres from 4:00 PM-5:30 PM (Key Person-If Applicable Second Weekend)

Not Applicable

March 1, 2024

May 31, 2024

Special Diet Requirements?(Key Person-If Applicable Second Weekend)

Not Applicable

None

Vegetarian

Vegan

Gluten Free

Muslum

Kosher

Siliac

Dates you will attend the Friday reception and networking with hors d'oeuvres from 4:00 PM-5:30 PM (Key Person-If Applicable Third Weekend)

Not Applicable

May 31, 2024

Special Diet Requirements?(Key Person-If Applicable Third Weekend)

Not Applicable

None

Vegetarian

Vegan

Gluten Free

Muslum

Kosher

Siliac

Room Selection (The Owner)*

King Bed

2 Queen Beds

Room Selection (The Owner/Partner)

Not Applicable

King Bed

2 Queen Beds

Room Selection (Key Person)

Not Applicable

King Bed

2 Queen Beds

1/12

Number of business locations*

The business buildings (office/shop/warehouse)*

Own

Home/Office

Lease Year to Year

Long-Term Lease

Rent Some/Own Some

Number of Employees*

None (Just me, myself, and I)

1-3

4-10

11-20

21-30

31-40

40+

Number of Sales People*

Owner Only

1-3

3-5

Each sales person sells an annual volume of: (if Owner Only, check not applicable) *

Owner Only, Not Applicable

0-500K

500-1 Million

1-1.5 Million

1.5-2 Million

2-2.5 Million

2.5-3 Million

3-5 Million

5+ Million

Yearly Sales Volume*

< 1 million

1-3 Million

3-5 Million

3-7 million

5-7 Million

7-10 Million

10-20 million

20-30 Million

30+ Million

2/12

Did you write a business plan specific for 2023?*

Yes

If yes, do you use your business plan proactively?*

Yes

Not Applicable

Business Growth last three years*

I have been taking a hit

Up and down

Steady up a bit

Boom Shakala!

I could with the right people

Tell me about your SLT*

I don't know what that is

Sort of, some confidaunts

Neet once a week

Meet once a month

Succession Planning*

It is a family business

Not really

Everyone is good where they are at

We have a next man up plan

Once or twice a year we revise our plan

Nothing

Numbers*

I never look at anything (I can't)

I see them once a year (tax time)

A couple of times a year

I never see them, I just know.

Monthly Reports

Weekly Reports

It doesn't matter,, we are making money!

Do you plan for CapX? (No cheating looking it up)*

Every year!

Not really

What is CapX?

3/12

Do you have an office manager?*

Yes

I really need one, I thnik

Do you feel you utilize your office manager correctly?*

Yes

I could sure use some help

Not Applicable

Do You Use A CRM (Customer Relationship Management)*

Zoho

QuickBooks (not really a CRM)

Sales Force

WorkBooks

HubSpot

Excel Spread Sheets

MS Word

Other

Do you use email automation? (Like Drip or ActiveCampaign)*

Yes

Email Marketing*

ActiveCampaign

Constant Contact

Drip

HubSpot

MailChimp

Mailjet

Sales Force

Send In Blue

WorkBooks

None

Accounting/Book Keeping*

In-House Book Keeping (outside CPA for tax)

Outside Book Keeper

Outside Book Keeper, then CPA for tax

Accountant on Staff

Accountant on Staff is CPA

Outside CPA does everything

Keep reciepts in a shoebox and tax company

Accounting Software*

Accountant's Software

Excel

NetSuite

QuickBooks Desktop

QuickBooks Online

Zero

Zoho

Other

4/12

Do you have an attorney you can call right now and they will know who you are?*

Yes

Yes, for all the wrong reasons

An attorney has reviewd:*

Agreements (Contracts)

Sub-Contractor Agreements

Specifications Sheets

Work Orders

Change Orders

NDA's

Partnershipt Agreement

Initial Corporate Documents

Corporate Minutes & Filings

Lawsuits (This is business related)*

I have sued

I have been sued

I sued, they counter sued

They didn't pay me, I sued (maybe they counter sued

I HATE THE WHOLE SYSTEM (been there, done that)

Never been in the system

5/12

Do you have an architect on staff?*

Owner does designs

Yes

More than One

Not Applicable

Number of design manager (oversees design with client)*

Owner does designs

Office Manager

Number of production managers (oversees all the crews/scheduling)*

Owner

Office Manager

Thinking about it

Dedicated PM (1)

Dedicated PM (2-4)

Dedicated PM (4+)

None

Number of Crews*

We sub everything

1-3

4-6

7-10

11+

Still just me (I wear all the hats)

Scheduling Software*

Nothing

We figure it out

Write it on a board

P.M takes care of it

Excel

Specific Software

If yes to scheduling software, who sees it? (Check all that apply)*

Stays In-House

Share With Subs

Project Manager

Crew Leader

On Board In Shop

Posted On Website

Shared With Clients

How do you handle change orders? (Check all that apply)*

Conversation with client, try to remember correct billing

It is on paper, hope to remember to bill

It is on our computer, and in the invoice when created

We use a tablet for the whole system

We are loosing money

We don't start until we are paid in advance

This is a huge profit center

We probably loose money on change orders

Do you have a cleaning service for your office(s)?*

Yes

6/12

Our Marketing is done by: (Website, Advertising, etc.)*

Owner

Office Manager

Thinking about hiring someone

In-House 1

In-House 2-3

In-House 4+

Subcontract

None

I do some sort of marketing to the neighbors of my clients. (Other than job signs/website/newspaper)*

Yes

If yes, marketing to neighbors:*

Door Hangers

Flyers

Direct Mail

Personal Introductions

Other

Do you use job signs?*

I don't have any

On the nicer/bigger jobs

Every Job

When I need a permit

What our clients say about us:*

Honestly, no idea

Don't really talk to them about it.

We Chat

Love Us (I just know it)

Get a survey after the project

Receive thank you letters

7/12

Do you have someone in charge of HR?*

The Owner

Dedicated Person

Office Manager

Third-Party

Not really

Employee review process*

Raises once a year

Review and raise once a year

Semi-Annual Review

Quarterly Review

I talk to them when needed

Avoid at all cost!

Our Company Culture is best described as:*

Not really sure

Sour grapes

Could be better

I go to leadership conferences

We are on the same path

Leadership Excels Here!

On-Boarding Process (general practices)*

Sign Paperwork, Get Started

Sign, on the job training

Sign, Written On-Boarding Process

Sign, Written On-Boarding Process & Training

Above with 30-day review

Above with 30, 60, 90-day review

Our interviewing process*

Talk to them for a few minutes, hired!

Fill out an application, Hire

App, Interview, Hire

App, Interview, 2nd, Hire

App, Interview, 2nd, Meet Staff, Hire

App, Interview, 2nd, Meet Staff,, Mtg., Hire

Boy, I wish I was doing some of those

Would you say you have a cancer working for you?*

Yes

Unsure

Not sure what you mean

I am starting to worry about ESG and D&I! (Again, no cheating looking this up)*

Yes

Never heard of it

Don't care

We have taken an active role

8/12

Biggest Company Challenge #1 Please be a bit detailed, but concise.*

Biggest Company Challenge #2 (Please don't repeat #1 i.e. Labor, Labor, Labor)*

Biggest Company Challenge #3*

9/12

Biggest Mistakes #1*

Biggest Mistake #2*

Biggest Mistake #3*

10/12

Best Marketing Idea #1*

Best Marketing Idea #2*

Best Marketing Idea #3 *

11/12

Are you open to role playing in front of everyone? (There could be some intentionally uncomfortable situations)*

Yes

Not my thing

I am here because of the Satisfaction Guarantee.(1)*

Yes

Not really, but it is nice!

Please upload a black & white image of your logo/graphic. The logo can be only 4" wide horizontal. *

Send a copy of this message to yourself (add email address)

I have read the Privacy Policy, the Terms & Conditions, the Business Rehab NDA, and the Satisfaction Guarantee, and agree individually to each of the four documents. (They are also located in the footer for reference.)*

Yes

Word Verification

12/12