{
  "tool": "ARCH Next Move",
  "version": "1.1.1",
  "provider": {
    "name": "A.R.C.H. Consulting, LLC",
    "url": "https://archconsults.com/",
    "tagline": "Your Partners in Organizational Transitions"
  },
  "appUrl": "https://archconsults.com/wp-content/plugins/arch-next-move/app/",
  "runLinkFormat": "https://archconsults.com/wp-content/plugins/arch-next-move/app/#/run?<questionId>=<value>&<multiQuestionId>=<value1>,<value2>",
  "engineModule": "https://archconsults.com/wp-content/plugins/arch-next-move/app/agent/next-move-engine.js",
  "notes": [
    "Use option values, not labels. \"not_sure\" and \"prefer_not\" are always acceptable where offered; they lower confidence instead of counting against the business.",
    "Follow-up questions apply only when their \"when\" condition is met; answers to inapplicable follow-ups are ignored.",
    "Questions marked optional may be omitted. Missing required answers send the owner to the first unanswered step."
  ],
  "steps": [
    {
      "step": 1,
      "title": "Your business",
      "questions": [
        "industry"
      ]
    },
    {
      "step": 2,
      "title": "Your goal",
      "questions": [
        "goal"
      ]
    },
    {
      "step": 3,
      "title": "Stage",
      "questions": [
        "stage"
      ]
    },
    {
      "step": 4,
      "title": "Size",
      "questions": [
        "team",
        "revenue"
      ]
    },
    {
      "step": 5,
      "title": "Decisions",
      "questions": [
        "decisions",
        "delegation_barriers"
      ]
    },
    {
      "step": 6,
      "title": "People",
      "questions": [
        "staffing",
        "management"
      ]
    },
    {
      "step": 7,
      "title": "Demand",
      "questions": [
        "demand"
      ]
    },
    {
      "step": 8,
      "title": "Leads",
      "questions": [
        "response",
        "followup"
      ]
    },
    {
      "step": 9,
      "title": "Pricing",
      "questions": [
        "pricing",
        "margins"
      ]
    },
    {
      "step": 10,
      "title": "Processes",
      "questions": [
        "processes"
      ]
    },
    {
      "step": 11,
      "title": "Quality",
      "questions": [
        "rework",
        "rework_source"
      ]
    },
    {
      "step": 12,
      "title": "Bottlenecks",
      "questions": [
        "bottleneck"
      ]
    },
    {
      "step": 13,
      "title": "Tools",
      "questions": [
        "software",
        "admin_hours"
      ]
    },
    {
      "step": 14,
      "title": "AI readiness",
      "questions": [
        "ai_use"
      ]
    },
    {
      "step": 15,
      "title": "Your time",
      "questions": [
        "owner_hours",
        "away"
      ]
    },
    {
      "step": 16,
      "title": "The future",
      "questions": [
        "succession"
      ]
    },
    {
      "step": 17,
      "title": "Resources",
      "questions": [
        "cash",
        "capacity"
      ]
    }
  ],
  "questions": [
    {
      "id": "industry",
      "prompt": "What kind of business do you run?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "pool",
          "label": "Pool service"
        },
        {
          "value": "hvac",
          "label": "HVAC"
        },
        {
          "value": "electrical",
          "label": "Electrical"
        },
        {
          "value": "plumbing",
          "label": "Plumbing"
        },
        {
          "value": "landscaping",
          "label": "Landscaping or lawn care"
        },
        {
          "value": "property",
          "label": "Property services or maintenance"
        },
        {
          "value": "cleaning",
          "label": "Cleaning or janitorial"
        },
        {
          "value": "other_trade",
          "label": "Another trade or field service"
        },
        {
          "value": "other",
          "label": "Another kind of small business"
        }
      ]
    },
    {
      "id": "goal",
      "prompt": "What matters most to you over the next 90 days?",
      "help": "Pick the one that would make the biggest difference. Your priorities will be weighted toward it.",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "profit",
          "label": "Grow profit"
        },
        {
          "value": "time",
          "label": "Free up my time"
        },
        {
          "value": "stabilize",
          "label": "Stabilize day-to-day operations"
        },
        {
          "value": "succession",
          "label": "Prepare for succession or an exit"
        },
        {
          "value": "customers",
          "label": "Win more of the right customers"
        },
        {
          "value": "technology",
          "label": "Use better technology, including AI"
        }
      ]
    },
    {
      "id": "stage",
      "prompt": "Which best describes where the business is today?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "startup",
          "label": "Getting started (under 2 years)"
        },
        {
          "value": "growing",
          "label": "Growing quickly"
        },
        {
          "value": "stable",
          "label": "Established and steady"
        },
        {
          "value": "transition",
          "label": "Preparing for a change in ownership or leadership"
        },
        {
          "value": "struggling",
          "label": "Working through a tough stretch"
        }
      ]
    },
    {
      "id": "team",
      "prompt": "How many people work in the business, including you?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "solo",
          "label": "Just me"
        },
        {
          "value": "2-5",
          "label": "2–5"
        },
        {
          "value": "6-15",
          "label": "6–15"
        },
        {
          "value": "16-50",
          "label": "16–50"
        },
        {
          "value": "50+",
          "label": "More than 50"
        }
      ]
    },
    {
      "id": "revenue",
      "prompt": "Roughly what is your annual revenue?",
      "help": "A range is enough. This only adjusts the illustrative cost ranges.",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "lt250k",
          "label": "Under $250,000"
        },
        {
          "value": "250k-1m",
          "label": "$250,000 – $1 million"
        },
        {
          "value": "1m-3m",
          "label": "$1 – 3 million"
        },
        {
          "value": "3m-10m",
          "label": "$3 – 10 million"
        },
        {
          "value": "gt10m",
          "label": "Over $10 million"
        },
        {
          "value": "prefer_not",
          "label": "Prefer not to say",
          "unknown": true
        }
      ]
    },
    {
      "id": "decisions",
      "prompt": "How many routine decisions need you personally?",
      "help": "Think estimates, schedule changes, customer issues and small purchases.",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "almost_all",
          "label": "Almost all of them"
        },
        {
          "value": "most",
          "label": "Most of them"
        },
        {
          "value": "some",
          "label": "Some of them"
        },
        {
          "value": "few",
          "label": "Very few"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "delegation_barriers",
      "prompt": "What makes it hard to hand more of those decisions off?",
      "help": "Choose any that apply.",
      "type": "multi",
      "required": false,
      "when": {
        "id": "decisions",
        "in": [
          "almost_all",
          "most",
          "some"
        ]
      },
      "options": [
        {
          "value": "no_one_ready",
          "label": "No one is ready yet"
        },
        {
          "value": "no_rules",
          "label": "There are no written rules or limits"
        },
        {
          "value": "quality",
          "label": "I worry about quality or mistakes"
        },
        {
          "value": "customers_expect",
          "label": "Customers expect to deal with me"
        },
        {
          "value": "faster_myself",
          "label": "It’s faster to do it myself"
        }
      ]
    },
    {
      "id": "staffing",
      "prompt": "Do you have enough capable people for the work you already have?",
      "type": "single",
      "required": true,
      "when": {
        "id": "team",
        "notIn": [
          "solo"
        ]
      },
      "options": [
        {
          "value": "often_short",
          "label": "We’re often short-handed"
        },
        {
          "value": "sometimes_short",
          "label": "Sometimes short-handed"
        },
        {
          "value": "enough",
          "label": "Usually enough"
        },
        {
          "value": "spare",
          "label": "We have spare capacity"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "management",
      "prompt": "Besides you, does anyone run the day and hold people accountable?",
      "type": "single",
      "required": true,
      "when": {
        "id": "team",
        "notIn": [
          "solo"
        ]
      },
      "options": [
        {
          "value": "yes",
          "label": "Yes, reliably"
        },
        {
          "value": "partly",
          "label": "Partly, or only some days"
        },
        {
          "value": "no",
          "label": "No, that’s me"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "demand",
      "prompt": "How does demand compare with what you can handle?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "more_than_capacity",
          "label": "More work than we can handle"
        },
        {
          "value": "about_right",
          "label": "About right"
        },
        {
          "value": "could_take_more",
          "label": "We could take on more work"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "response",
      "prompt": "How quickly does a new inquiry usually get a real response?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "hour",
          "label": "Within the hour"
        },
        {
          "value": "same_day",
          "label": "Same day"
        },
        {
          "value": "1_2_days",
          "label": "One to two days"
        },
        {
          "value": "longer",
          "label": "Longer, or it depends"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "followup",
      "prompt": "After you send an estimate, what usually happens?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "system",
          "label": "We follow up on a set schedule"
        },
        {
          "value": "when_remember",
          "label": "Someone follows up when they remember"
        },
        {
          "value": "rarely",
          "label": "We rarely follow up"
        },
        {
          "value": "no_estimates",
          "label": "We don’t send estimates"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "pricing",
      "prompt": "How confident are you that your prices cover every cost and leave the profit you need?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "very",
          "label": "Very confident"
        },
        {
          "value": "somewhat",
          "label": "Somewhat confident"
        },
        {
          "value": "not",
          "label": "Not confident"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "margins",
      "prompt": "Do you know which jobs or services make the most money after labor and materials?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "by_job",
          "label": "Yes, by job or service type"
        },
        {
          "value": "rough",
          "label": "I have a rough sense"
        },
        {
          "value": "no",
          "label": "No"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "processes",
      "prompt": "How much of your core work is written down as checklists or how-tos?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "most",
          "label": "Most of it"
        },
        {
          "value": "some",
          "label": "Some of it"
        },
        {
          "value": "little",
          "label": "Almost none"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "rework",
      "prompt": "How often does a job need a return trip, callback or redo?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "rarely",
          "label": "Rarely"
        },
        {
          "value": "sometimes",
          "label": "Sometimes"
        },
        {
          "value": "often",
          "label": "Often"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "rework_source",
      "prompt": "Where do those problems usually start?",
      "help": "Choose any that apply.",
      "type": "multi",
      "required": false,
      "when": {
        "id": "rework",
        "in": [
          "sometimes",
          "often"
        ]
      },
      "options": [
        {
          "value": "handoff",
          "label": "Handoff between office and field"
        },
        {
          "value": "scope",
          "label": "Unclear scope or customer expectations"
        },
        {
          "value": "training",
          "label": "Training or skill gaps"
        },
        {
          "value": "materials",
          "label": "Materials, parts or scheduling"
        }
      ]
    },
    {
      "id": "bottleneck",
      "prompt": "Where does work most often get stuck?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "approvals",
          "label": "Waiting on me to approve or decide"
        },
        {
          "value": "estimates",
          "label": "Writing and sending estimates"
        },
        {
          "value": "scheduling",
          "label": "Scheduling and dispatch"
        },
        {
          "value": "invoicing",
          "label": "Invoicing and collecting payment"
        },
        {
          "value": "hiring",
          "label": "Hiring and training people"
        },
        {
          "value": "none",
          "label": "Nothing major right now"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "software",
      "prompt": "What do you mainly use to run jobs?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "fsm",
          "label": "Field service or job software"
        },
        {
          "value": "mix",
          "label": "A mix of apps, texts and spreadsheets"
        },
        {
          "value": "paper",
          "label": "Mostly paper, memory or a whiteboard"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "admin_hours",
      "prompt": "About how many hours a week go to repetitive office work?",
      "help": "Re-typing information, reminder messages, invoicing, chasing paperwork. Count everyone, including you.",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "0-5",
          "label": "Under 5 hours"
        },
        {
          "value": "5-10",
          "label": "5–10 hours"
        },
        {
          "value": "10-20",
          "label": "10–20 hours"
        },
        {
          "value": "20+",
          "label": "More than 20 hours"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "ai_use",
      "prompt": "Has anyone in the business used AI tools for real work?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "with_rules",
          "label": "Yes, regularly, with clear rules"
        },
        {
          "value": "informal",
          "label": "Some people have tried it informally"
        },
        {
          "value": "interested",
          "label": "Not yet, but I’m interested"
        },
        {
          "value": "not_interested",
          "label": "Not yet, and not a priority"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "owner_hours",
      "prompt": "How many hours a week do you usually work?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "lt40",
          "label": "Under 40"
        },
        {
          "value": "40-50",
          "label": "40–50"
        },
        {
          "value": "50-60",
          "label": "50–60"
        },
        {
          "value": "60+",
          "label": "More than 60"
        }
      ]
    },
    {
      "id": "away",
      "prompt": "If you were unavailable for two weeks, what would happen?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "fine",
          "label": "It would run fine"
        },
        {
          "value": "slower",
          "label": "Slower, but it would get by"
        },
        {
          "value": "serious",
          "label": "Serious problems"
        },
        {
          "value": "stop",
          "label": "It would mostly stop"
        },
        {
          "value": "not_sure",
          "label": "Not sure",
          "unknown": true
        }
      ]
    },
    {
      "id": "succession",
      "prompt": "Are you thinking about stepping back, selling or passing the business on?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "within_2",
          "label": "Yes, within 2 years"
        },
        {
          "value": "3_5",
          "label": "Yes, in 3–5 years"
        },
        {
          "value": "someday",
          "label": "Someday, but no plan yet"
        },
        {
          "value": "no",
          "label": "No"
        },
        {
          "value": "prefer_not",
          "label": "Prefer not to say",
          "unknown": true
        }
      ]
    },
    {
      "id": "cash",
      "prompt": "How tight is cash right now?",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "comfortable",
          "label": "Comfortable"
        },
        {
          "value": "manageable",
          "label": "Manageable"
        },
        {
          "value": "tight",
          "label": "Tight"
        },
        {
          "value": "very_tight",
          "label": "Very tight"
        },
        {
          "value": "prefer_not",
          "label": "Prefer not to say",
          "unknown": true
        }
      ]
    },
    {
      "id": "capacity",
      "prompt": "For the next month, how much time could you or someone else give one improvement each week?",
      "help": "Be realistic. The plan is sized to this answer.",
      "type": "single",
      "required": true,
      "options": [
        {
          "value": "lt1",
          "label": "Less than 1 hour"
        },
        {
          "value": "1-2",
          "label": "1–2 hours"
        },
        {
          "value": "3-5",
          "label": "3–5 hours"
        },
        {
          "value": "5+",
          "label": "More than 5 hours"
        }
      ]
    }
  ]
}