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The 7-Day Operations Reset Guide

Stop fighting fires. Start running your business.

A day-by-day action plan for trade business owners who are tired of chaos and ready for control. Each day = one focused task = real progress.

  • Day-by-day action items with checklists
  • Templates for every step
  • Built for $500K-$10M trade companies
  • Works for HVAC, plumbing, electrical, roofing

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What's Inside the Guide

Day 1

Cash Reality Check

Know exactly where you stand financially. AR aging report, bank reconciliation, and true cash position worksheet.

Day 2

Team Accountability Audit

Map who owns what. Find the gaps. Stop the "I thought someone else was handling it" problem.

Day 3

Process Bottleneck Hunt

Identify the 3 processes causing 80% of your headaches. Interview your team. Find the friction.

Day 4

Pricing Sanity Check

Are you actually making money on your top jobs? Audit 5 job types for true profitability with overhead included.

Day 5

Customer Experience Review

Mystery shop your own business. Call in as a customer. Experience what they experience.

Day 6

Systems Inventory

Catalog every tool, login, and process. Find the redundancies. Identify the gaps.

Day 7

90-Day Action Plan

Prioritize fixes, assign owners, set deadlines. Leave with a clear roadmap—not just insights.

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"Day 4 alone saved us $43K. We'd been underpricing maintenance contracts for two years and never caught it."
— Mark T., HVAC contractor, Houston

This Guide Is For You If...

  • You run a trade business doing $500K-$10M in revenue
  • You're working IN the business more than ON it
  • You suspect money is leaking but can't pinpoint where
  • Your team needs more structure and accountability
  • You're ready to do the work—not just read about it

This Guide Is NOT For You If...

  • You want theory without action
  • You're not willing to spend 1-2 hours per day
  • Your business is under $250K (different challenges)

Ready to Reset Your Operations?

7 days. 7 focused actions. Get the guide free.