Business Audit Questionnaire — So Icy Air

1 Business Overview & Background

Business Name *

Owner / Primary Contact Name *

Email Address *

Phone Number *

Website URL

Business Address / Primary Service Area *

How long has your business been operating? *

What is your business structure?

How many employees (including yourself)?

Briefly describe your business and the main services/products you offer:

What is your primary business goal for the next 12 months?

Increase Revenue Get More Customers Improve Efficiency Expand Service Area Hire & Build Team Build Brand Awareness Improve Profit Margins Systemize Operations

2 Financial Health & Revenue

What is your approximate annual revenue?

Has your revenue grown, stayed flat, or declined over the past 12 months?

Grown significantly (20%+) Grown moderately (5–20%) Stayed about the same Declined

Do you know your approximate profit margin (after all expenses)?

What is your biggest financial challenge right now?

Cash flow / inconsistent income Pricing – not sure if we charge enough High overhead / expenses Material / equipment costs Collecting payments from customers Tax planning / management Access to financing / capital

Do you use accounting software?

Do you have a separate business bank account?

Yes No

What payment methods do you accept?

Cash Check Credit/Debit Cards Venmo/Zelle/CashApp Customer Financing Invoicing

3 Marketing & Customer Acquisition

How many new customer leads do you get per month (approximately)?

What percentage of leads convert to paying customers?

Do you have a Google Business Profile?

Yes, and it's optimized Yes, but it's basic No Not sure

Which social media platforms do you actively use?

Do you currently run any paid advertising?

Yes – Google Ads Yes – Facebook/Instagram Ads Yes – Multiple platforms No paid advertising Tried but stopped

What is your approximate monthly marketing budget?

Do you actively ask customers for reviews?

Yes, systematically after every job Sometimes, when I remember No, not really

4 Operations & Workflow

How do you currently schedule and manage jobs?

Field service software (ServiceTitan, Housecall Pro, Jobber, etc.) Google Calendar / phone calendar Paper / whiteboard Memory / text messages

If you use field service software, which one?

How do you handle customer communications? (Select all that apply)

Do you have documented processes/SOPs for your team?

Yes, documented and followed Partially – some things documented No – everything is in my head

How many jobs/service calls do you complete per week on average?

What is your average ticket value (revenue per job)?

What are your biggest operational bottlenecks?

Scheduling & dispatching Parts/material ordering Invoicing & payments Customer follow-up Finding/keeping good employees Not enough time in the day Paperwork & admin tasks Drive time between jobs

Do you offer maintenance agreements / service contracts?

Yes, actively selling them Not yet, but planning to No

5 Customer Experience & Retention

How would you rate your current customer satisfaction? (1=Poor, 10=Excellent)

Do you follow up with customers after completing a job?

Yes, automated follow-up system Yes, manually when I can No, not regularly

What percentage of your business comes from repeat customers?

Do you offer any warranties or guarantees?

What is the most common customer complaint or issue?

Do you have an email list or customer database?

Yes, in a CRM / email platform Yes, in a spreadsheet No organized list

6 Competitive Landscape

Who are your top 3 competitors in your area?

What differentiates you from competitors?

How do your prices compare to competitors?

Lowest in the area Below average About average Above average (premium positioning) Not sure

Do you actively monitor what your competitors are doing?

Yes, regularly Occasionally Not really

7 Technology & Tools

How comfortable are you with adopting new technology?

Very – I'm an early adopter Moderate – willing to learn if it helps Low – prefer to keep things simple

Are there any processes you wish could be automated?

8 Growth Vision & Challenges

Where do you see your business in 3 years?

What is the #1 thing holding your business back from growing?

Are you interested in any of the following growth strategies?

Adding new services Expanding service area Moving into commercial work Franchising / multiple locations Strategic partnerships Online sales / e-commerce Training & certifications Acquiring other businesses

What level of support are you looking for?

Just give me the recommendations – I'll handle it Guided support – help me implement step by step Done-for-you – handle it all for me

Is there anything else you'd like us to know about your business?

📋 Full Business Audit Questionnaire