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Forward Growth Engine Scorecard for HVAC & Plumbing Companies

Answer 18 quick questions across visibility, lead generation, call handling, follow-up, reviews and tracking. You get a score out of 100 and your three biggest gaps

The six areas that decide how fast a home service company grows
Your three biggest gaps, with what to fix first
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Take the Growth Engine Scorecard

Answer every question for your score and your three biggest gaps. Partly is a fair answer when something only happens some of the time

Visibility

Do you show in the Google map pack for your main services in your main towns?

Does your website have its own page for each service you sell?

Is your Google Business Profile complete and updated in the last 30 days?

Lead generation

Do you run Google Search Ads or Local Services Ads for the jobs you want more of?

Do ad clicks land on a page written for that service, not your homepage?

Do you get enough leads to keep every truck busy in your slow season?

Call handling

Are more than 90% of calls answered live during business hours?

Does someone call or text back every missed call within 5 minutes?

Do your CSRs use a script and book the job on the first call?

Follow-up

Does every web form get a response within 5 minutes?

Do unsold estimates get a follow-up sequence of calls, texts and emails?

Do you market to past customers at least once a month?

Reviews

Do you ask every customer for a Google review after the job?

Do you have more Google reviews than your top local competitors?

Do you reply to every review, good or bad?

Tracking

Can you see which marketing channel produced each booked job?

Are calls from your website and ads tracked with call tracking numbers?

Do you know your cost per booked job for each channel?

Your Growth Engine score
- / 100

Answer all 18 questions for your full score

Go through my scorecard with a strategist
How to use it

How to Get the Most From Your Growth Engine Scorecard

Answer for a normal week

Score the business as it runs on an ordinary week, not how it runs when everything goes right

Fix the lowest area first

A gap in call handling or tracking wastes the money spent on every other area, so the lowest score is usually the cheapest to fix

Retake it every quarter

Answer the questions again after each change to see which areas moved

FAQ

Questions We Get Asked About the Growth Engine Scorecard

Straight answers to the questions owners ask us before they hire us

Six areas: visibility, lead generation, call handling, follow-up, reviews and tracking. They are the areas we look at first when we plan growth for an HVAC or plumbing company.

Yes scores 2, partly scores 1 and no scores 0. Your score is the points you earned out of the points available, and every area has three questions, so all six count the same.

Start with your lowest area. Once every question is answered, the scorecard lists your three biggest gaps with the first fix for each and the service that handles it.

Yes. Book a free strategy call and a strategist will go through your answers, check them against your market and tell you what to fix first.

Close Your Three Biggest Gaps

Book a free strategy call and we will turn your scorecard into a plan for the next 90 days