Welcome to the EGIA Contractor University business evaluator!

This business evaluator tool is a powerful and easy to use system that will help us identify your unique business challenges, areas for improvement and most critical priorities. Once you complete this online form, we will get to work on developing a customized training roadmap that will be tailored for your company. You’ll receive a detailed plan that outlines the EGIA Contractor University tools and resources that your business should utilize first based on your company’s specific needs. To get started, fill out company information fields below and click “Next”.

Company Information

Is your distributor territory manager helping you with the business evaluator?

Planning & Budgeting

1. Does your company have a one, three, and five year plan in writing?

IS THIS IN PLACE?

IS THIS A PRIORITY?

2. Does your company have a budget?

IS THIS IN PLACE?

IS THIS A PRIORITY?

3. Do you run daily/weekly/monthly financial reports?

IS THIS IN PLACE?

IS THIS A PRIORITY?

4. Does the company have a departmental Profit and Loss Statement?

IS THIS IN PLACE?

IS THIS A PRIORITY?

5. Do you know your Key Performance Indicators (KPI's) and compare to plan?

IS THIS IN PLACE?

IS THIS A PRIORITY?

6. Do you have a succession plan or exit strategy in place?

IS THIS IN PLACE?

IS THIS A PRIORITY?

Marketing

1. Do you have a Marketing Plan?

IS THIS IN PLACE?

IS THIS A PRIORITY?

2. Do you have a Branding Strategy?

IS THIS IN PLACE?

IS THIS A PRIORITY?

3. Do you know Your Market Potential?

IS THIS IN PLACE?

IS THIS A PRIORITY?

4. Do you set Marketing Goals & Track Costs Per Lead?

IS THIS IN PLACE?

IS THIS A PRIORITY?

5. Do you have an optimized website and a system to grow your online reviews?

IS THIS IN PLACE?

IS THIS A PRIORITY?

6. Do you utilize social media Facebook/Instagram/Twitter/Yelp/Blogs?

IS THIS IN PLACE?

IS THIS A PRIORITY?

Sales

1. Do you have a documented sales process?

IS THIS IN PLACE?

IS THIS A PRIORITY?

2. Do you have a Tiered Pricing System (Best, Better, Good)?

IS THIS IN PLACE?

IS THIS A PRIORITY?

3. Do you use a finance program and include buydowns costs in pricing?

IS THIS IN PLACE?

IS THIS A PRIORITY?

4. Do you regularly train on technician selling and lead generation?

IS THIS IN PLACE?

IS THIS A PRIORITY?

5. Do you have a lead coordination system and follow-up process for sales calls?

IS THIS IN PLACE?

IS THIS A PRIORITY?

6. Do you have a referral and review program?

IS THIS IN PLACE?

IS THIS A PRIORITY?

Operations

1. Have You Priced Your Service Labor Rate for Profitability?

IS THIS IN PLACE?

IS THIS A PRIORITY?

2. Do you utilize a flat rate pricing system for service pricing?

IS THIS IN PLACE?

IS THIS A PRIORITY?

3. Do you have a documented process for your service department?

IS THIS IN PLACE?

IS THIS A PRIORITY?

4. Do you have a documented operations process for your install department?

IS THIS IN PLACE?

IS THIS A PRIORITY?

5. Do you have a structured residential maintenance program in place?

IS THIS IN PLACE?

IS THIS A PRIORITY?

6. Do you have an purchase and inventory control / replenishment system?

IS THIS IN PLACE?

IS THIS A PRIORITY?

Administrative

1. Do you have a Hiring Process?

IS THIS IN PLACE?

IS THIS A PRIORITY?

2. Do you have a structured plan for call taking and dispatching?

IS THIS IN PLACE?

IS THIS A PRIORITY?

3. Do your perform detailed performance Reviews?

IS THIS IN PLACE?

IS THIS A PRIORITY?

4. Does the company pay for performance based on the goals of the employee/company?

IS THIS IN PLACE?

IS THIS A PRIORITY?

5. Does the company provide career paths and training for key employees?

IS THIS IN PLACE?

IS THIS A PRIORITY?

6. Do you have a Non Compete - Non Solicitation in place?

IS THIS IN PLACE?

IS THIS A PRIORITY?

Overall Priorities