First, Tell Me About Your Business

What Systems Are Running the Business Today?

I need to know where your data currently lives before I can determine what can realistically be brought into one dashboard.

What Is Harder to See Than It Should Be?

Give me the frustrating stuff - anything that currently takes digging, exporting, calculating, or asking someone else to figure out.

What Numbers Actually Matter to You?

Select anything that may be useful. Then tell me which numbers really matter when you're making decisions.

How Do You Measure Performance?

Raw numbers only tell part of the story. Tell me what you compare and how you judge whether the company and team are winning.

How Do You Want to Use the Dashboard?

Tell me how you actually want to interact with it - what you want to filter, who needs access, and where you'll usually view it.

Now Forget the Limitations

Forget what Housecall Pro, GoHighLevel, or any other software can currently do. Tell me what would actually help you run the business better.