I reach out a few times a year for seasonal services
Only when they contact me
I don't — once the job's done, that's it
Question 7 of 10 — Estimates
How professional are your estimates and proposals?
Branded templates with itemized pricing, photos, timelines, and terms
Clean and professional — I use a template or software
Basic — usually a quick email or text with a price
I usually just tell them the price verbally
Question 8 of 10 — Upselling
Do you offer maintenance plans, add-ons, or upgrades to existing customers?
Yes — I present options on every job and have a maintenance program
Sometimes — when it makes sense I'll suggest extras
Rarely — I feel awkward upselling
No — I just do what they asked for
Question 9 of 10 — Marketing Channels
Beyond word-of-mouth, how are new customers finding you?
Multiple channels: Google, social media, email, ads, local partnerships
A couple channels — Google + maybe Facebook or Nextdoor
Mostly one platform — like HomeAdvisor or Thumbtack
Almost entirely word-of-mouth — no real marketing
Question 10 of 10 — Systems
How much of your marketing runs on autopilot vs. manual effort?
Most of it — CRM, automated follow-ups, review requests, reminders
Some automation — I use a CRM or scheduling tools
Very little — mostly manual but I have some templates
Nothing automated — everything is in my head or on paper
0
out of 100
📊 Your Breakdown by Category
Follow-Up
0%
Reviews
0%
Referrals
0%
Online Presence
0%
Sales Process
0%
Retention
0%
🎯 Your Top 3 Action Items
Fix Your Weakest Areas — Today
The Contractor Marketing Toolkit gives you done-for-you scripts, templates, and systems for every category above. 10 plug-and-play marketing systems. Copy, paste, start getting more calls.
Most contractors know they could be doing more marketing, but they don't know where to start. That's the value of a marketing assessment — it takes the guesswork out and shows you exactly where you're strong and where you're leaving money on the table.
The 6 Pillars of Contractor Marketing
Our scorecard measures six critical areas that determine whether your contracting business grows or stagnates:
Follow-Up Speed & Systems — 78% of jobs go to the first contractor who follows up. If you're not following up within 5 minutes, you're losing jobs to competitors who do.
Online Reviews — 93% of consumers read reviews before hiring. Having a systematic review request process is the single highest-ROI marketing activity for most contractors.
Referral Programs — The average referral is worth 4x more than a cold lead. A structured referral program turns every happy customer into a sales rep.
Online Presence — Your Google Business Profile is your digital storefront. An optimized profile with photos, posts, and reviews shows up in local searches and maps.
Sales Process — Professional estimates, strategic upselling, and maintenance plans increase your average ticket and lifetime customer value.
Customer Retention — Acquiring a new customer costs 5x more than retaining one. Automated stay-in-touch campaigns turn one-time jobs into recurring revenue.
What to Do After Your Assessment
Focus on your lowest-scoring category first — that's where you'll see the biggest improvement with the least effort. Most contractors can increase revenue 20-30% just by fixing their follow-up process.
Need ready-made systems for every category? The Contractor Marketing Toolkit includes done-for-you scripts, templates, and step-by-step systems for all six pillars. Over 200 contractors use it to grow their businesses on autopilot.