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Route-Based Service Business Pricing Snapshot Diagnostic

Purpose: This diagnostic tool helps identify pricing gaps, referral opportunities, and operational bottlenecks for your business in about 10 minutes.

Contact & Company Info

1. Company Name

2. Owner/Operator Name

3. Email Address

5. City / Service Area

7. Years in Business

7. Years in Business
A
B
C
D

8. Primary Service Type (Check all that apply)

8. Primary Service Type (Check all that apply)

4. Phone Number

6. Company Website

SECTION 2: Current Pricing Structure

9. How do you currently price jobs?

9. How do you currently price jobs?
A
B
C
D
E

10. What is your current minimum charge for a visit? If unsure, estimate your lowest typical invoice.

11. Do you charge differently for one-time vs recurring cleanings?

11. Do you charge differently for one-time vs recurring cleanings?
A
B
C
D

12. How often do customers push back on price?

12. How often do customers push back on price?
A
B
C
D

SECTION 3: Add-Ons & Value Capture

13. Which add-ons do you currently charge for?

13. Which add-ons do you currently charge for?

14. Do customers frequently request extras you don’t charge for?

14. Do customers frequently request extras you don’t charge for?
A
B
C
D

15. Do you bundle any services together into packages?

15. Do you bundle any services together into packages?
A
B
C

SECTION 4: Costs & Margin Awareness

16. Do you know your average gross margin per job?

16. Do you know your average gross margin per job?
A
B
C

17. What is your biggest cost pressure right now?

17. What is your biggest cost pressure right now?

18. When prices increase (labor, supplies), do you adjust customer pricing?

18. When prices increase (labor, supplies), do you adjust customer pricing?
A
B
C
D

SECTION 5: Market Positioning

19. How would you describe your positioning?

19. How would you describe your positioning?
A
B
C
D

20. Why do customers choose you? (Check all that apply)

20. Why do customers choose you? (Check all that apply)

21. Are you comfortable being priced higher if value is clearly explained?

21. Are you comfortable being priced higher if value is clearly explained?
A
B
C

SECTION 6: Growth Friction

22. What happens if you raise prices by 10–20% tomorrow?

22. What happens if you raise prices by 10–20% tomorrow?
A
B
C
D

23. What would improved margins allow you to do?

23. What would improved margins allow you to do?

SECTION 7: Recurring Revenue

These questions relate only to your recurring clients. Estimates are completely fine.

24. How many active recurring clients do you currently have?

25. What is your average monthly revenue per recurring client?

26. Approximately how many recurring clients do you lose per month?

27. What is your approximate gross margin on recurring work?

28. On average, how many months does a recurring client stay with you?

SECTION 8: Readiness & Scope Qualification

29. What best describes what you want right now?

29. What best describes what you want right now?
A
B
C
D

30. Are you open to implementing pricing changes within 30 days?

30. Are you open to implementing pricing changes within 30 days?
A
B
C

SECTION 9: Business Direction

31. Are you thinking about transitioning or selling the business at some point?

31. Are you thinking about transitioning or selling the business at some point?
A
B
C

32. What does your ideal timeline look like?

32. What does your ideal timeline look like?
A
B
C
D

33. Have you worked with a broker or advisor on this yet?

33. Have you worked with a broker or advisor on this yet?
A
B
C

34. Anything else we should know before reviewing your pricing?

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