Our Proven Process
A repeatable framework for lasting transformation. We've refined this approach through hundreds of successful engagements with contractors from $1M to $100M+ in revenue.
Discovery & Assessment
Comprehensive evaluation of current operations, technology, and performance metrics to establish baseline and identify priority opportunities.
Activities
- Operational efficiency audit analyzing workflows, bottlenecks, and improvement opportunities
- Technology stack assessment evaluating existing systems and optimization potential
- Financial performance review of pricing, margins, and profitability across service lines
- Team performance evaluation assessing roles, responsibilities, and skill development needs
- Market position analysis and competitive landscape review
Deliverables
- Detailed operational assessment report with priority initiatives
- Technology optimization roadmap with clear implementation path
- Financial improvement opportunities with projected impact
- Implementation timeline with resource requirements and success metrics
Design & Planning
Development of customized workflows, standard operating procedures, system blueprints, and implementation strategy with clear timelines and success metrics.
Activities
- Custom workflow design that honors how your craftspeople actually work
- System configuration blueprints optimized for your specific operations
- Performance measurement framework aligned with business goals
- Change management strategy that respects team dynamics and culture
- Integration planning that connects systems in meaningful ways
Deliverables
- Complete standard operating procedures (SOPs) documentation
- Technology configuration specifications and integration map
- KPI framework with real-time dashboard designs
- Training curriculum tailored to your team's needs
- Detailed implementation roadmap with milestones
Implementation & Training
Hands-on system rebuilds, process rollouts, team training programs, and leadership coaching to ensure successful adoption and immediate impact.
Key Activities
- Complete system configuration aligned with your workflows
- Team training delivered in ways that stick
- Process rollout with adoption monitoring
- Performance measurement activation
- Quick wins identification and implementation
Deliverables
- Fully optimized and configured technology platform
- Trained team members confident in new processes
- Active KPI tracking with real-time dashboards
- Documented procedures and reference materials
- 90-day adoption success metrics
Optimization & Support
Ongoing performance monitoring, dashboard reviews, quarterly business assessments, and continuous enhancement cycles to sustain long-term growth.
Activities
- Quarterly business reviews analyzing performance against goals
- Continuous system optimization based on real-world usage
- Strategic advisory on growth and market opportunities
- Technology updates and platform evolution support
- Leadership development for next-level performance
Support Options
- Monthly performance dashboard reviews
- Quarterly strategic planning sessions
- Annual comprehensive system audits
- Priority support and troubleshooting
- Ongoing team development programs
Why Our Process Works
Proven Methodology
Battle-tested framework refined through work with contractors across North America, Europe, and Asia-Pacific.
Certified Expertise
ServiceTitan Certified Partner status combined with deep operational knowledge from the trades.
Flexible Engagement
From strategic advisory to full transformation projects, we right-size our approach to your needs and budget.
Measurable Results
Every engagement designed to deliver tangible improvements in efficiency, profitability, and operational performance.
Ready to get started?
Start with a complimentary 45-minute Strategic Assessment Call to evaluate how our process can transform your business.