Growth Scorecard
How ready is your business to turn more inquiries into booked jobs?
Use this practical scorecard to identify strengths, gaps, and the next growth priorities for your service business.
How it works
- Answer 24 questions across 6 categories, Visibility, Inquiry Capture, Speed to Lead, Conversion & Follow-Up, Marketing & Measurement, and Leadership & Planning.
- Each question has five response options: Consistently in place (2 pts), Partially in place (1 pt), Not in place (0 pts), Not sure (unscored), and Not applicable (excluded).
- Your results show category scores, an overall readiness rating, self-reported strengths, priority gaps, and suggested next steps, no email required.
Scores are calculated as points earned ÷ maximum possible points for scored answers × 100. "Not sure" answers are not scored but are flagged as areas requiring clarification. "Not applicable" answers are excluded from the calculation. An overall rating requires at least 12 scored answers with at least 2 per category.
Category 1 of 6
Visibility
How easy is it for potential customers to find your business online?
Is your website clear about your services, service area, and next step?
Is your Google Business Profile claimed and accurate?
Do you regularly review whether customers can find you for relevant searches?
Do your service and location pages provide useful, current information?
Category 2 of 6
Inquiry Capture
How well does your business capture and record incoming inquiries?
Can visitors easily call, submit a form, or request an appointment?
Do you capture the contact information and job details needed to follow up?
Are calls and form inquiries recorded in a consistent system?
Are after-hours and overflow inquiries handled consistently?
Category 3 of 6
Speed to Lead
How quickly and consistently does your business respond to new inquiries?
Do new inquiries receive a response within a defined timeframe?
Is there a consistent process for missed calls?
Do appropriate acknowledgments and follow-up messages happen reliably?
Are time-sensitive inquiries routed to the right person using documented rules?
Category 4 of 6
Conversion & Follow-Up
How consistently does your business move inquiries toward booked jobs?
Are unbooked inquiries and estimates followed up consistently?
Is there a clear process for moving an inquiry toward an appointment or consultation?
Are appointments, estimates, and completed sales tracked separately?
Do you review where prospects drop out of the process?
Category 5 of 6
Marketing & Measurement
How well do your marketing activities connect to business results?
Are marketing activities tied to defined business goals?
Can you identify which channels generate qualified inquiries?
Do you evaluate advertising using appointments, opportunities, or sales where tracking permits?
Do you review performance regularly and make documented improvements?
Category 6 of 6
Leadership & Planning
How clearly is marketing ownership and direction defined in your business?