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Have your say in the Future of Trade Business
Section 1 - Basic Details
Name
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Email
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Location
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Section 2 - Business Snapshot
Business Name
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Trade
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How long have you been in business?
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What type of work do you focus on?
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What is your team size?
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What is your team size?
Sole Tradesman
1 - 3 Billables
4 - 6 Billables
7 + Billables
Admin
Ops Manager
BDM
Average Monthly Revenue?
*
What Job Management Software do you use?
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What Accounting Software do you use?
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What CRM do you use?
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What Calendar app do you use?
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Section 3 - Coaching Experience
Have you worked with a business coach before?
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If yes, what worked well (or didn't) about your past coaching experience?
What's the biggest challenge in your business right now?
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What kind of support would help you the most?
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What kind of support would help you the most?
Time management
Knowing your numbers
Hiring & building a team
Cashflow management
Setting up systems & processes
How to price effectively
Getting off the tools
Marketing & sales
Automation & Ai
I don't even know where to start
Section 4 - Goals & Mindset
What would success look like to you in the next 12 months?
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Are you open to using Ai tools to help you grow and manage your business?
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How soon are you looking to take action in your business?
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Section 5 - Business Dashboard Features
Do you currently use any apps or dashboards to track your business performance?
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If so which ones?
What kind of info would you want to see at a glance on your ideal dashboard?
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What kind of info would you want to see at a glance on your ideal dashboard?
Net profit %
Live revenue
Team workload or scheduling
Job pipeline
Quote conversions
Unpaid invoices or overdue payments
Time on tools vs time off
Ai alerts "red flags" to action
Calendar view (tasks, meetings)
Staff Performance
Which tools would you like the dashboard to connect with?
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Which tools would you like the dashboard to connect with?
CRM
Calendar
Job management system
Accounting software
Project board
Emai
Would you find it helpful to get daily or weekly prompts based on your live business data?
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If you could wave a magic wand, what would your dashboard do for you automatically?
How did you hear about us?
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