Bayward Growth | Discovery Assessment

There are no right answers. If your business does not currently track something, tell us that. One of the goals of this assessment is to find what should be measured — without making assumptions about revenue you may or may not be losing.

Your business information is treated as confidential. Bayward Growth uses your responses only to evaluate your customer-acquisition workflow, prepare recommendations, and provide the services you request. We do not sell your responses or share them with unrelated companies for their own marketing or commercial use. Information may be processed by service providers that operate this site, securely store submissions, deliver notifications, or support the analysis. Read the privacy notice.

About the Business

A quick snapshot of what you do and what a good customer looks like.

Business name *

Your name *

Email *

Phone

What are your main services?

Which service is most profitable?

Primary service area

What does your ideal customer or job look like?

What is the biggest frustration in getting new customers right now?

Where Leads Come From

We want to see what happens from the moment someone first reaches out.

About how many new inquiries do you receive in a typical month?

We don't currently know / track this

Where do most new customers come from?

Do you track all new leads in one place?

Yes

Partially

Not sure

Are you currently paying for advertising?

Yes

Not sure

Approximate monthly ad spend

Advertising platforms

Of your inbound inquiries, roughly what percentage are legitimate potential customers?

We don't know / track this

Response & Missed Opportunities

Speed and consistency matter most when nobody is sitting at a desk all day.

What usually happens when a customer calls and nobody answers?

About how many inbound calls or leads are missed, delayed, or not followed up each week?

We don't know / track this

Do customers submit website forms or online quote requests?

Yes

Not sure

How quickly are web inquiries usually contacted?

Where do you personally think potential customers are most likely to fall through the cracks?

What repetitive customer communication takes the most time?

Sales & Follow-Up

How an inquiry becomes a paying customer.

What normally has to happen before someone becomes a customer?

About how many estimates / proposals do you send each month?

Don't know / don't track

What percentage usually closes?

Don't know / don't track

How are open estimates or undecided leads followed up?

Do you have a CRM or formal sales pipeline today?

Yes

Sort of / multiple tools

Not sure

What CRM or tracking tools do you use?

Customer Value

Rough ranges are fine. We use profit — not just revenue — when estimating whether a system can pay for itself.

Average completed job / sale value

Don't know / varies too much

Approximate gross profit per average job

Revenue minus direct labor/material/product costs. A rough estimate is enough.

Don't know / not calculated

Which customer or job type is most valuable to the business?

Opportunity estimate

No duplicate entry. These numbers are pulled automatically from answers you already gave above.

A · Missed/delayed leads per month—

B · Legitimate prospect rate—

C · Normal close rate—

D · Gross profit per job—

Illustrative monthly opportunity gapNeed more data

A × B × C × D
Planning estimate only — not a revenue promise.

Reviews & Past Customers

Two places small businesses often have value sitting unused.

How consistently do satisfied customers get asked for a Google review?

Do you keep a usable list of past customers?

Yes

Partially

Not sure

Do you proactively contact past customers for repeat, seasonal, replacement, upgrade, or referral opportunities?

Do you have old estimates or prospects that never became customers?

Setup & Success

What a system needs to respect — and how we'll know whether it is working.

What tools are essential to keep?

What should never be promised or done automatically without human approval?

What result would make a $350–$1,000/month growth system feel clearly worthwhile?

Which outcome matters most right now?

Anything else Bayward Growth should know?

I understand and agree that Bayward Growth may use and process these responses to evaluate my business workflow and prepare recommendations, as described in the privacy notice. *

Your progress saves automatically on this device.

Opportunity calculations are illustrative planning estimates based on the information you provide — not guaranteed revenue or proof of historical losses.

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Thank you.

Your assessment is complete. Bayward Growth will review your responses and prepare a personalized findings summary for your follow-up conversation.