Echelon · Pre-Audit Intake

01 / 08 2 min

The basics.

Who you are and how to reach you. Standard stuff.

Company name *

Your name *

Email *

Phone Optional

Your role Optional

Website URL *

Service area Optional

What trade are you in? *

02 / 08 3 min

The shape of the business.

Helps us right-size every recommendation. No wrong answers.

How many years in business?

Crew size Including you

Rough annual revenue Optional · helps size recommendations

We won't share this. Helps us recommend tools that fit your scale.

Average job size (ticket)

Ballpark is fine. "Typical job runs $3,000–$5,000" works.

Is the business seasonal?

Yes — heavy season / dead season Somewhat — slower in winter No — year-round steady

03 / 08 2 min

How leads come in.

Where your work originates and how fast you catch it.

Where do most of your leads come from? *

Check all that apply. Rough estimate is fine.

Roughly how many inquiries per month?

Across all channels. A gut-feel number is fine.

When a new lead comes in, what happens?

Pick the closest match to your actual process.

I call them back when I see itSometimes same day, sometimes next day Automatic "got your message" replyThen I follow up manually Someone else on my team handles first contact It's all automatedAutoresponse, booking link, CRM entry Honestly? Some leads fall through the cracks

How fast do you usually respond?

Within 15 minutes, most of the time Within an hour during business hours Same day, usually Next business day Honestly, it varies a lot

04 / 08 2 min

What you're running today.

Your current stack. We'll find redundancies and gaps.

What do you use to track leads and jobs?

Do you currently send automated messages?

No, nothing automated Appointment reminders only Some — reminders + a follow-up or two Yes, a full system

How many Google reviews do you have?

A rough count is fine. If you're not sure, write "not sure."

05 / 08 2 min

Your AI toolkit today.

No judgment either way. Helps us spot quick wins. "I've never used any of this" is a perfectly fine answer.

Which AI tools do you use, even occasionally?

If you use AI, what for?

Specifics make for sharper recommendations.

Writing or fixing emails Drafting quotes or proposals Researching products / pricing Social posts or marketing copy Random work questions Summarizing docs or meetings Translation or rewording Tried it, haven't stuck with it

Any automations or recurring AI tasks running?

Scheduled tasks, custom GPTs, Make / Zapier / n8n — anything like that.

Not really — mostly just open ChatGPT when I need it A few things, but I run them manually each time Yes — a few scheduled / recurring workflows Yes — I've built a real stack of automations

Roughly, what do you spend on AI tools per month?

$0 — free tiers only Under $30/mo $30–$100/mo $100+/mo

A thing you wish AI could do for you but haven't figured out? Optional

"Answer my phone," "write my weekly emails," "tell me what to bid on a job I've never quoted." No bad answers.

06 / 08 2 min

What's hurting.

Be specific. The more precise you are about what's slowing the business down, the more precise our recommendations can be.

What's hurting? Check everything that applies.

Most owners have more than one. Pick as many as feel true.

Missing leads — can't answer the phone fast enough Following up — quotes and leads go cold Scheduling — too much back-and-forth Visibility — I don't know where my deals stand Seasonality — the off-season is too dead Reviews — I know I should ask but never do Admin time — too much paperwork, not enough field time Something else (explain below)

Of the ones you picked — which hurts most, and why?

A few sentences on the worst offender. Concrete examples help — "last Tuesday I missed three calls during a site visit" beats "we have a lead response problem."

Tried anything before to fix it? Optional

Including "I tried to figure out GoHighLevel and gave up" — that's useful context.

07 / 08 1 min

Where you want to go.

So we recommend a stack that fits your trajectory — not a Fortune 500 setup.

What does the next 12 months look like if things go well?

Grow revenue significantly (20%+) Steady growth while keeping my sanity Similar revenue, less admin work Hire or grow the team Set up to sell or step back in a few years Not sure yet

Realistic monthly budget for tools + automation?

08 / 08 Optional

Anything else.

Last stop. Nothing here is required.

Anything we should know that didn't come up? Optional

A specific competitor eating your lunch, a tool you love, a tool you hate, a past bad experience with an agency — all useful.

Links or documents to share? Optional

Google Business Profile, Facebook page, shared Drive folder — paste links here. We'll ask for uploads separately if needed.

REVIEW Final check

Ready to send it?

Quick summary before submit. Tap any section to jump back and edit.

Got it. Audit incoming.

Your answers are with Tyler. He'll dig in, mystery-shop your business, and have your audit ready within 2 business days. Watch your inbox.

Questions in the meantime? tyler@echelondigitalsolutions.net

Before we dig in.