Blu Star Assessment Tool

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A FREE CONFIDENTIAL assessment of your pest control business. Your answers will not be shared.

By providing your email address, we will be able to provide you with written recommendations based on your responses.

Email *

Instructions

For each of the questions below, indicate the extent to which you agree with the statement:
1 = Strongly Agree
2 = Somewhat Agree
3 = Neither agree or disagree
4 = Somewhat Disagree
5 = Strongly Disagree

Strategic

I/we have a written strategic business plan *

Strongly Agree

Strongly Disagree

I/we review our strategic business plan on at least an annual basis *

Strongly Agree

Strongly Disagree

I/we have a Big, Hairy, Audacious Goal (BHAG) for the future *

Strongly Agree

Strongly Disagree

I/we know what our corporate values are and our employees know them too *

Strongly Agree

Strongly Disagree

I/we use our corporate values in the hiring process *

Strongly Agree

Strongly Disagree

Our employees know our mission statement *

Strongly Agree

Strongly Disagree

Marketing

I/we know who our target customers are *

Strongly Agree

Strongly Disagree

I/we know why our customers buy our services *

Strongly Agree

Strongly Disagree

I/we know who our closest competitors are *

Strongly Agree

Strongly Disagree

I/we know what differentiates our services from our competitors *

Strongly Agree

Strongly Disagree

Our customers’ experience is consistent from the promises we make in our advertising, to the way the phone is answered, to the way our trucks look, to the quality of our service quality, to the way we interact with our customers at all touch points, to our pricing *

Strongly Agree

Strongly Disagree

I/we effectively use traditional media to create awareness for our company *

Strongly Agree

Strongly Disagree

I/we effectively use digital marketing to reach and convert people who are shopping for pest control *

Strongly Agree

Strongly Disagree

I/we link our advertising to specific landing pages on our website *

Strongly Agree

Strongly Disagree

Our website was designed within the past 2 years *

Strongly Agree

Strongly Disagree

Our website is responsive, meaning it still looks good on a phone or tablet *

Strongly Agree

Strongly Disagree

I/we update our website with new content at least twice per month *

Strongly Agree

Strongly Disagree

I/we measure the effectiveness of our website through analytics and conversion metrics *

Strongly Agree

Strongly Disagree

I/we use metrics to evaluate the effectiveness of our marketing *

Strongly Agree

Strongly Disagree

Sales

I/we are comfortable with our growth *

Strongly Agree

Strongly Disagree

I/we set annual revenue or production goals for the company *

Strongly Agree

Strongly Disagree

I/we set annual revenue or production goals for each technician *

Strongly Agree

Strongly Disagree

I/we have a documented sales process *

Strongly Agree

Strongly Disagree

I/we have a system that reminds us when to follow up with prospects who haven't returned an email or voicemail *

Strongly Agree

Strongly Disagree

I/we have email templates and voicemail scripts which we can use throughout the sales process *

Strongly Agree

Strongly Disagree

I/we have key measures which are monitored regularly to track our sales effectiveness *

Strongly Agree

Strongly Disagree

The best way for our company to increase sales is to increase the number of leads/prospects *

Strongly Agree

Strongly Disagree

The best way for our company to increase sales is to improve our closing ratio *

Strongly Agree

Strongly Disagree

Our pipeline is full - we don’t need more leads *

Strongly Agree

Strongly Disagree

Everyone involved with selling knows our value proposition / why customers should choose us over our competitors *

Strongly Agree

Strongly Disagree

Operations

I/we know how many services/revenue need to be scheduled each day, week, and month by tech and/or type of service *

Strongly Agree

Strongly Disagree

I/we know how many services and revenue have been completed each day, week, and month by tech and/or type of service *

Strongly Agree

Strongly Disagree

I/we know how many services and revenue were skipped by day, week,and month by tech and/or type of service *

Strongly Agree

Strongly Disagree

I/we can easily determine how many techs are needed to complete the orders already on the books for next quarter *

Strongly Agree

Strongly Disagree

I/we know how many call backs we do in a period and why *

Strongly Agree

Strongly Disagree

I/we know how to measure the quality of our services *

Strongly Agree

Strongly Disagree

I/we know how many customers cancel and the reasons that they do *

Strongly Agree

Strongly Disagree

I/we have a customer retention program that is executed when a customer wants to cancel service *

Strongly Agree

Strongly Disagree

I/we have a method to monitor and resolve customer complaints *

Strongly Agree

Strongly Disagree

I/we have a plan to improve our customers’ experience *

Strongly Agree

Strongly Disagree

I/we have defined service programs and we set customer expectations to them *

Strongly Agree

Strongly Disagree

Our technicians are in alignment with the service expectations set with customers *

Strongly Agree

Strongly Disagree

I/we measure the productivity and efficiency of our techs *

Strongly Agree

Strongly Disagree

Technical Training

I/we are ready to support the growth of our business with the right training, treatment protocol, equipment and products *

Strongly Agree

Strongly Disagree

My/our technicians are trained regularly throughout the year *

Strongly Agree

Strongly Disagree

I/we use a trainer that is certified in pest management (ACE, BCE or PHD) *

Strongly Agree

Strongly Disagree

I/we use a trainer that is skilled and knowledgeable on latest pest management practices *

Strongly Agree

Strongly Disagree

I/we have training materials on various topics including safety, compliance, and customer service, as well as pest identification and treatment protocols *

Strongly Agree

Strongly Disagree

I/we have classroom training that integrates a variety of training methods, such as videos, photos, pest samples, quizzes, etc. to keep trainees engaged *

Strongly Agree

Strongly Disagree

I/we have a field training program that gives new hires a hands-on understanding of their daily responsibilities and the operational procedures of our organization *

Strongly Agree

Strongly Disagree

I/we evaluate the skills of new employees after they have worked 90 days *

Strongly Agree

Strongly Disagree

Human Resources

I/we meet or exceed NPMA Quality Pro standards when hiring new techs *

Strongly Agree

Strongly Disagree

We are fully staffed and have several good applicants waiting to fill our next position *

Strongly Agree

Strongly Disagree

I/we are pleased with the quality of the personnel I/we have hired over the last 2 years *

Strongly Agree

Strongly Disagree

My/our personnel files are complete, accurate, and in compliance with federal regulations *

Strongly Agree

Strongly Disagree

My/our employee health insurance coverage is perfect for our company *

Strongly Agree

Strongly Disagree

I/we examine our workplace safety and risk management policies at least once per year *

Strongly Agree

Strongly Disagree

I/we have an employee handbook that has been distributed to all employees *

Strongly Agree

Strongly Disagree

I/we keep our employee handbook up to date by reviewing/editing it at least once per year *

Strongly Agree

Strongly Disagree

My/our safety policies are published for all employees *

Strongly Agree

Strongly Disagree

I/we maintain accurate safety records *

Strongly Agree

Strongly Disagree

Administration

The office staff specializes in certain functions to speed processing and improve accountability *

Strongly Agree

Strongly Disagree

The office staff is cross-trained so all can help customers and each other when needed *

Strongly Agree

Strongly Disagree

The office staff has documented office procedures *

Strongly Agree

Strongly Disagree

Daily work is always done the same or next business day *

Strongly Agree

Strongly Disagree

The office staff has checks and balances or validation steps in place to ensure accuracy *

Strongly Agree

Strongly Disagree

The office staff is posting completed work orders the same or next business day *

Strongly Agree

Strongly Disagree

I/we have a way to implement price increases *

Strongly Agree

Strongly Disagree

Accounts Receivable has clearly defined metrics that are monitored and reported regularly *

Strongly Agree

Strongly Disagree

I/we have a defined collection process with metrics, so status can be monitored regularly *

Strongly Agree

Strongly Disagree

I/we have a routine month-end process to ensure timely delivery of invoices *

Strongly Agree

Strongly Disagree

My/our customer database automatically maintains accurate mailing addresses *

Strongly Agree

Strongly Disagree

My/our customer billing system accurately maintains current tax code amounts *

Strongly Agree

Strongly Disagree

Finance and Accounting

I/we know the financial health of the business from regular accounting reports generated internally *

Strongly Agree

Strongly Disagree

I/we know how much cash we have in the bank at any time *

Strongly Agree

Strongly Disagree

I/we know our cash flow and demands on cash for the next 30 days *

Strongly Agree

Strongly Disagree

I/we reconcile our bank statements on a monthly basis *

Strongly Agree

Strongly Disagree

I/we file all tax reporting on time *

Strongly Agree

Strongly Disagree

My/our financial systems and procedures are designed for compliance and to minimize fraud or theft *

Strongly Agree

Strongly Disagree

Our software is more than adequate for the type and number of transactions during a typical accounting period *

Strongly Agree

Strongly Disagree

Our software will grow with us if we were to double in size *

Strongly Agree

Strongly Disagree

The staff person doing bookkeeping is skilled in accounting *

Strongly Agree

Strongly Disagree

My/our phone system meets our needs *

Strongly Agree

Strongly Disagree

My/our Internet speeds are adequate *

Strongly Agree

Strongly Disagree

My/our IT costs are appropriate for our size *

Strongly Agree

Strongly Disagree

My/our field staff uses phones or tablets to record their work *

Strongly Agree

Strongly Disagree

I/we provide technicians, salespeople, and/or managers with cell phones and the technology they need *

Strongly Agree

Strongly Disagree

My/our IT staff are employees, are well-trained, and do a good job keeping us up to date *

Strongly Agree

Strongly Disagree

I/we have antivirus software on all computers and a current, complete backup of our data which we keep offsite offsite *

Strongly Agree

Strongly Disagree

I/we have a written disaster recovery plan *

Strongly Agree

Strongly Disagree

Tell us just a little about your pest control business

Number of employees *

My business is

year-round

seasonal

residential is seasonal, but commercial is year-round

Clear selection

Sales/revenue *

Less than $250,000

$250,000 - $500,000

$500,000 - $1 million

$1 million - $2 million

$2 million - $5 million

$5 million +

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