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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 40

First and Last Name

Question 2 of 40

Company Name

Question 3 of 40

Company Title

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)

Question 5 of 40

I have the right people in the right roles.

(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

A

1

B

2

C

3

D

4

E

5

Question 6 of 40

My team knows what’s expected of them and is held accountable.

(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

A

1

B

2

C

3

D

4

E

5

Question 7 of 40

We have regular team meetings and clear internal communication.

 

(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

A

1

B

2

C

3

D

4

E

5

Question 8 of 40

I invest in developing my team’s skills and leadership.

(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

A

1

B

2

C

3

D

4

E

5

Question 9 of 40

Our company culture reflects our values and keeps people engaged.

 

(1 = Needs Major Work | 5 = Fully Implemented & Consistent)

A

1

B

2

C

3

D

4

E

5

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)

 

Question 11 of 40

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

A

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B

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C

3

D

4

E

5

Question 12 of 40

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

A

1

B

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C

3

D

4

E

5

Question 13 of 40

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

A

1

B

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C

3

D

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E

5

Question 14 of 40

I hold myself and others accountable.

A

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B

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D

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E

5

Question 15 of 40

I empower others to lead and grow within the business.

A

1

B

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C

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D

4

E

5

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)

Question 17 of 40

I have a consistent and repeatable sales process.

A

1

B

2

C

3

D

4

E

5

Question 18 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 19 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 20 of 40

I know our conversion rate and average job size.

A

1

B

2

C

3

D

4

E

5

Question 21 of 40

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

A

1

B

2

C

3

D

4

E

5

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)

Question 23 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 24 of 40

Install crews are held to quality and timeline standards.

A

1

B

2

C

3

D

4

E

5

Question 25 of 40

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

A

1

B

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C

3

D

4

E

5

Question 26 of 40

Customers get clear communication and updates throughout the project.

A

1

B

2

C

3

D

4

E

5

Question 27 of 40

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

A

1

B

2

C

3

D

4

E

5

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)

Question 29 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 30 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 31 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 32 of 40

We generate qualified leads consistently each week.

A

1

B

2

C

3

D

4

E

5

Question 33 of 40

I track marketing spend and cost per lead.

A

1

B

2

C

3

D

4

E

5

Pillar 6: Finances

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

Question 35 of 40

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

A

1

B

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C

3

D

4

E

5

Question 36 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 37 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 38 of 40

I price jobs based on real data, not guesswork.

A

1

B

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C

3

D

4

E

5

Question 39 of 40

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

A

1

B

2

C

3

D

4

E

5

Question 40 of 40

Best Email to send the results to

Confirm and Submit