Score

1. Owner's Freedom

2. Vision

3. Planning & Goal Setting

5. HR

4. Training

6. Sales & Marketing

7. KPI

8. SOP's

9. Services & Pricing

10. Financials

11. Org charts & Position

12. Culture

pc_os_points

pc_os_strength

owner_freedom_score

Pest Control OS Assessment

1. We haven’t defined our culture or core values.

2. We’ve talked about the culture we want, but haven’t clearly defined or communicated it.

3. Our core values are defined, but they aren’t consistently reflected in how we operate.

4. We use our core values to guide hiring, coaching, recognition, and decisions.

5. Our culture is intentional, understood by our team, and consistently drives how we hire, lead, make decisions, and hold people accountable.

11. Org Chart & Position Responsibilities

1. We don’t have a clear organizational structure or defined responsibilities.

2. We have an org chart, but it’s outdated or doesn’t reflect how the company actually operates.

3. Most roles are defined, but overlap, gaps, or confusion still exist.

4. Each position has clearly defined responsibilities and ownership.

5. Our structure is clear, current, and gives every team member ownership and accountability for results.

1. I mostly measure success by whether there’s money in the bank.

2. I receive financial statements, but don’t really understand what they’re telling me.

3. We review our financials monthly, but don’t consistently use them to make changes.

4. We review and act on our financial numbers each month to improve results.

5. We know our benchmarks and use financial data to make decisions, identify problems, and plan ahead.

1. We’ll sell almost anything a customer asks for, even if it isn’t profitable.

2. We have recurring services but often adjust pricing or scope to close sales.

3. We’ve set prices for core services but sometimes discount or customize too much.

4. We focus on recurring, profitable services and review pricing at least annually.

5. Our service mix and pricing are intentional, profitable, regularly reviewed, and aligned with our growth goals.

1. We rely mostly on verbal instructions, and people often do things their own way.

2. We’ve documented some processes, but many are incomplete or outdated.

3. Most key processes are documented, but they aren’t consistently followed.

4. Our key SOPs are current, accessible, and consistently used.

5. Our major functions have clear, current processes that are followed, trained, measured, and improved as the business changes.

8. SOPs (Policies & Procedures)

1. We don’t consistently track performance metrics.

2. We track some numbers, but aren’t always sure what they mean or what to do with them.

3. We have KPIs, but they aren’t consistently reviewed or acted on.

4. Each department tracks key KPIs, and results are regularly reviewed with the team.

5. Our KPIs create accountability; we know what’s on track, identify issues quickly, and take action when results are off.

Pest Control OS Assessment

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What prompted you to schedule this call?

If we were having this conversation one year from today, what would need to be different in your business for you to feel really good about the progress you’ve made?

What’s getting in the way of making that happen today?