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Roofing Business Health Assessment

How Systemized is your Business? Are you ready to Scale?

This quick self-assessment will help you identify where your business currently stands on the path to becoming fully systemized. By reviewing your scores across the key pillars, you'll uncover potential bottlenecks in your operations and gain clarity on what areas need the most attention to move your roofing business forward.

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Question 1 of 41

First and Last Name

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Question 2 of 41

Company Name

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Question 3 of 41

Company Title

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Pillar 1: People

Your people are your power — from hiring to culture to retention.

Instructions: Rate each item from 1 to 5
(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 5 of 41

I have the right people in the right roles. (1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 6 of 41

My team knows what’s expected of them and is held accountable. (1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 7 of 41

We have regular team meetings and clear internal communication. (1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 8 of 41

I invest in developing my team’s skills and leadership. (1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 9 of 41

Our company culture reflects our values and keeps people engaged. (1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Pillar 2: Leadership

Strong leadership sets the vision, drives execution, and builds trust.

Instructions: Rate each item from 1 to 5
(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 11 of 41

I have a clear vision and communicate it to my team.

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Question 12 of 41

I spend time working on the business, not just in it.

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Question 13 of 41

I make data-driven decisions based on performance and results.

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Question 14 of 41

I hold myself and others accountable.

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Question 15 of 41

I empower others to lead and grow within the business.

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Pillar 3: Sales

A solid sales system fuels your revenue and profit.

Instructions: Rate each item from 1 to 5
(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 17 of 41

I have a consistent and repeatable sales process.

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Question 18 of 41

My sales team is trained, coached, and held to clear KPIs.

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Question 19 of 41

We track leads, follow-ups, and close rates.

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Question 20 of 41

I know our conversion rate and average job size.

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Question 21 of 41

We use tools/scripts that help build trust and close more deals.

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Pillar 4: Operations

Strong ops deliver quality, efficiency, and customer satisfaction.

Instructions: Rate each item from 1 to 5
(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 23 of 41

We have systems for scheduling, ordering, and job tracking.

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Question 24 of 41

Install crews are held to quality and timeline standards.

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Question 25 of 41

I track job costs, profit margins, and completion rates.

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Question 26 of 41

Customers get clear communication and updates throughout the project.

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Question 27 of 41

I have well-documented SOPs (Standard Operating Procedures) for all key tasks in my business

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Pillar 5: Marketing

Marketing brings in leads, builds brand authority, and fuels growth.

Instructions: Rate each item from 1 to 5
(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

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Question 29 of 41

We have a clear marketing strategy (digital + local).

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Question 30 of 41

I know which channels (ads, SEO, referrals) bring the best ROI.

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Question 31 of 41

Our website, brand, and message attract the right customers.

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Question 32 of 41

We generate qualified leads consistently each week.

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Question 33 of 41

I track marketing spend and cost per lead.

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Pillar 6: Finances

Understanding your numbers is key to long-term stability and smart decision-making.

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Question 35 of 41

I know my job costs, profit margins, and break-even point.

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Question 36 of 41

I review my financials (P&L, cash flow, budget) regularly.

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Question 37 of 41

I have a system for tracking income, expenses, and job profitability.

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Question 38 of 41

I price jobs based on real data, not guesswork.

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Question 39 of 41

I set financial goals and have a plan for reaching them.

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Question 40 of 41

What are the top three challenges your are facing right now?

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Question 41 of 41

Best Email to send the results to

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