Phase

Phase 1

Pre Signing

This is where we decide if the prospect is worth signing and if our visions align

Confirm the founders goals whether it’s to scale, exit, stabilize, etc.

Assess founders readiness to be completely transparent and implement change

Establish expectations, authority, and decision making structure

Alignment on success metrics

Phase 2

Post Signing

Extraction. Within the first 7 days of signing this is where we extract everything
that is required for us to understand how the business operates in its current state.

Full financial access. P&L, balance sheet, cash flow, debt, current financial obligations
Access to all systems currently being used. CRM, payroll, project management, marketing tools, project workflows/tracking
Visibility into offers/services, margins, pricing, fulfillment workflow
Honest explanation of what’s been working, stalled, broken, and where do you think the true problem lays whether it’s from a management stand point or systems stand point

Phase 3

The Blueprint

This is where we begin designing how the business should exist. We’re not just improving the areas you lack, we’re rebuilding from the ground up. Think of it like a building going up, if the base of the structure is faulty the building will eventually collapse. We’re relaying the structure.

The ideal operating system
Clear role structures and accountability structure
System architecture finance, sales, ops, sales, delivery, reporting
Founder leverage plan (What the founder should stop doing and start delegating)
Escalation plan
Clear strategic roadmap of how the next 3, 6, and 12 months will look

Phase 4

Execution

We’re not just implementing systems but we’re completely starting as if the business makes zero. You can’t scale if the base is compromised. This phase can and will be uncomfortable but establishing structure will remove the chaos.

We clean up and normalize financials dating back to the start up to current day

Clean and simplify current offers

Remove inefficient systems

Establish core operating workflows

Fix cash flow leaks and margin erosion

Cut unnecessary expenses

Phase 5

Installation

We established the base and now we’re ready to implement systems that allow the business to operate without constant founder intervention.

KPI dashboards and reporting cadence
Management and execution rhythms
Hiring, onboarding, and performance systems
Documentations and SOPs
Sales, delivery, and customer lifecycle optimization

Phase 6

Maintenance

This phase ensures the business stays clean, efficient, and aligned
with long term objectives whether that’s exiting, scaling, or just stabilizing.

This process will be uncomfortable for most and that’s understandable, but we’re here because you know your business is sinking and you don’t know where to start. We require full transparency, trust, and commitment. When we’re done, you won’t just have a better business but you’ll have a better fundamentally structured one where you can focus on scaling instead of constantly going back to patch the leaks that shouldn’t have existed to begin with. You’ll have a business that works for the founder and not because of them.

Industry

1. HVAC (Heating, Ventilation, & Air Conditioning)
2. Roofing & Solar Integration
3. Plumbing & Water Filtration
4. Real estate development / General Contracting
5. Pest Control
6. Landscaping & Outdoor Living
7. Restoration Services (Water/Fire/Mold)
8. General Repair/ Handyman
9. Tree Services & landscaping Management
10. Waste Management & Junk Removal

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