Free tool 05 · Trial Stall Check

Which of your contractor trials will convert, and which are stuck at setup? Check each one in a minute.

For each trial, answer a few setup questions. You get a stall risk with the two reasons behind it, the setup step that unblocks it, and the one question to ask the owner this week.

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Check as ofToday, unless you want to check against another date.

Trial 1

ContractorInitials or a made-up name. It stays in this tab.TradeDays into the trialTrial length in daysPrice book or services set upTechnicians invited and activeLast two-way contactThe last time the owner or office replied, picked up or joined a call.

Customers importedA real job scheduled or dispatched in the appAn invoice or estimate sent from the appThe owner joined the onboarding callOffice manager active in the last 7 days

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How the risk is calculated (and how to change it)

Each sign below adds its points. The score is the points a trial collects, divided by the sum of all weights, times 100. These weights are a starting guess, not a benchmark: replace them with what you've seen in your own trials. A sign only counts once it's due: price book by day 2, customers by day 3, techs by day 5, first real job by day 7, first invoice by day 10, the owner on a call by day 2 and the office active by day 3 (all by the day before the end in shorter trials). A trial that ends within 5 days with no first job is at least medium risk, and high risk in its last 2 days.

Sign of a stall	Points
No price book set up (partly set up counts half)
Customers not imported
No technicians on the app (some techs counts half)
No real job scheduled or dispatched in the app
No invoice or estimate sent from the app
The owner didn't join the onboarding call
Office manager not active in the last 7 days
Trial ends within 5 days with no first job
No two-way contact for 7 days or more

Days without contact = silentMedium risk from scoreHigh risk from score

Want a second pair of eyes on how your demos get booked?

This tool checks the contractor trials you're running now from what you entered. It can't see your CRM, your inbox, your calendar or the contractors you sell to. If the result shows a gap, I'll do a free written review of how demos get booked at your company and send it within 48 hours: what I'd fix first, and the first home-service businesses I'd go after.

The check covers trials already running. In the review I look upstream: which demos turn into trials that convert, and the first home-service businesses I'd go after.

Ask for the free review

Shilpa Goel, [email protected]

This is a sales-process checklist built from what you entered: not a security audit, legal, compliance or investment advice.