What to bring to a SwiftSocial fit call

Write the towns you serve and the types of generator jobs you do. Note other work the same crews handle. Bring the names or roles that own calls, quotes and installs.

Describe the workload today. Is there space for more jobs, or is the backlog full? A sales goal needs room in the office and on the install schedule.

If a partner helps make the business decision, plan to include them. They may know costs or crew limits that would otherwise be missed.

Choose one recent period and write the dates. Use the same lead group where possible. Do not mix last month’s ad spend with a year of sales.

• New enquiries and their known sources.
• Calls reached and estimates held.
• Quotes accepted and installs finished.
• Money received from those jobs.
• Ad spend, fees and tools.
• Direct costs for a typical finished job.

If you only know the total lead count, bring that. State which later steps are missing. If payments cannot be linked to a source, do not invent the link.

A rough number should be labeled rough. Say who could check it later. Keep private homeowner records in your own system unless there is an agreed need to share them.

Bring one real example of the gap, with private details left out. Say which step failed and who owns it now. That can guide the first questions without pretending the totals are complete.

Write the three questions you need answered. Focus on scope, your team’s work and how success would be checked.

Read Services and the current Investment page. Note questions about roles, costs, timing and what your team keeps. Do not rely on an old interview for today’s offer.

The call should help assess whether the plan fits your business. Preparing numbers does not promise acceptance or a result. It gives both sides a firmer basis for the discussion.