DIAGNOSTIC TOOL

The Inside Sales Health Check

7 questions. 60 seconds. Honest answers about where your outbound is leaking and what to do about it.

Question 1 of 7 14%

How are you generating outbound right now?

  • Buying leads from aggregators (Angi, HomeAdvisor, Modernize, etc.)
  • We have setters but it's not working the way we want
  • We tried setters in the past, it didn't work out
  • We're 100% inbound right now (referrals, ads, organic)
  • Mix of inbound and some outbound

About how much are you spending to get one homeowner sit on the calendar?

  • Under $100
  • $100 to $250
  • $250 to $500
  • Over $500
  • Honestly not sure, haven't run the math

When you set an appointment, how often does the homeowner actually show up?

  • More than 70% of the time
  • 50% to 70%
  • 30% to 50%
  • Under 30%
  • We don't really track it

Where are your dial lists coming from?

  • We buy them from a list vendor
  • Aggregator form fills (Angi, HomeAdvisor, etc.)
  • Public records, county data, our own filters
  • A list our team built over time
  • Honestly, I don't know

Who listens to your team's calls and coaches them?

  • Sales manager does it
  • An outsourced coaching company
  • A dedicated person on staff
  • Nobody really, the agents figure it out
  • I do it myself when I have time

When your closers talk to a homeowner, do they ever ask about other home projects (windows, roof age, HVAC, solar) and route those leads somewhere?

  • Yes, we send those to partners and earn referral revenue
  • Yes, but we just throw them away
  • Sometimes, depends on the agent
  • We've never thought about it
  • We sell multiple verticals so we keep them in-house

If you could fix one thing in your outbound right now, what would it be?

  • More dial volume
  • Better quality conversations
  • Cost is killing margins
  • Show rate is too low
  • Need to scale faster than we can hire
PICK ONE TO CONTINUE
YOUR DIAGNOSTIC

Three places we'd start with you.

These are the leaks we'd diagnose first based on your answers. We work through them together.

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