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| 1. |
What
is the primary product you produce? |
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| 2. |
Please
select the secondary products you produce? |
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| 3. |
What
is the average number of estimates you create each
week: |
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| 4. |
What
is the average number of orders you create each week: |
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| 5. |
What
is the average order size (in dollars): |
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| 6. |
Who does the estimating? |
|
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Number
of Employees |
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Number
of concurrent users |
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| 7. |
How
long does it take from the time a customer requests
an estimate to the time when the customer receives
the estimate (fax, email, etc.)? |
|
| 8. |
How
many times each week do your sales people miss the
chance to sell extras, and get extra revenue for them? |
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| 9. |
What's
it worth to win 10% or 20% more of the jobs you estimate
each week? |
| a.
|
10%
is worth: |
|
each
week |
| b.
|
20%
is worth |
|
each
week |
| 10. |
How
many re-orders do you have each week? |
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| 11. |
When
a customer re-orders, how long does it take to find
their prior order? |
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| 12. |
How
long does it take to re-price the order and get the
new estimate to the customer? |
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| 13. |
How
long does it take to check on the status of an order
(or a line item) that's in production? |
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| 14. |
How
long does it take to make a list of the jobs in production
and set the priorities for production for today? |
|
| 15. |
How much time is spent re-writing information each
week? (taking down the customer's request, creating
the estimate, the work order, the invoice, the shipping
label, and sending the customer a follow-up thank
you letter) |
|
| 16. |
How
many times each week does production have to contact
a customer to get more information because the original
info on the work order is incomplete? |
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| Finally
please take a few minutes and answer these last 3
very important questions: |
| 17. |
What
is your company's 3 year goal? |
|
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| 18. |
In
your business, what are your 3 biggest fears, problems,
or concerns? |
|
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| 19. |
What
are the 3 biggest things holding your company back
from reaching your goal? |
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