Install Leadership Rhythm and Financial Clarity
Most trades businesses hit a revenue ceiling not because they lack demand, but because their financial systems, operational rhythms, and leadership accountability can't scale beyond the owner's personal capacity.
→ Best For
- $2M-$20M trade contractors ready to scale
- Growing teams experiencing operational chaos
- Owners tired of being the bottleneck
- Businesses with inconsistent cash flow visibility
- Leaders who want predictable, repeatable systems
! Common Challenges
- Financial reports that arrive too late to matter
- Crew-level accountability that depends on the owner
- Inability to forecast cash or make data-driven decisions
- Leadership meetings with no clear cadence or outcomes
- Systems that break when the business grows
Expected Outcomes
What you can measure after engagement
Average profit increase in year one through disciplined margin management and cost optimization
Leadership time reclaimed by installing delegation systems and operational rhythms
Partnership timeline to build, test, and optimize scalable operational infrastructure
How It Works
Discovery & Diagnosis
Complete operational audit: financials, workflows, org chart, decision-making patterns, and accountability gaps
Comprehensive diagnostic report with prioritized leverage points and 90-day roadmap
Blueprint & Architecture
Design custom scoreboard system, weekly leadership cadence, KPI dashboards, and accountability structure
Visual system maps, meeting templates, role definitions, and decision-making frameworks
Implementation & Training
Roll out new systems with your team, train on tools, establish rhythms, and troubleshoot adoption challenges
Live scoreboards, weekly leadership meetings running smoothly, team alignment on metrics
Optimization & Scale
Refine systems based on real data, expand to new teams/locations, automate manual processes, prepare for growth
Systems that run without you, predictable outcomes, confidence to pursue bigger opportunities
What You Get
Actionable artifacts you can use immediately
Typical Engagement
What's Included
- Weekly leadership check-ins
- Monthly financial review sessions
- Quarterly strategy planning
- Unlimited email/Slack support
- System design and implementation
- Team training and onboarding
- Custom dashboard development
- Ongoing optimization and refinement
What's Not Included
- Day-to-day bookkeeping
- Tax preparation or filing
- Legal or compliance services
- Software licensing fees
- Third-party integrations
Came to us stuck at $3.2M revenue with razor-thin margins and no visibility into job profitability. Built custom scoreboard system, installed weekly leadership rhythm, and restructured P&L to track contribution margin by service line. Owner now makes decisions from data, not gut feeling.
Frequently Asked Questions
How is this different from typical business coaching?
We don't just advise — we build and implement the systems with you. We design custom dashboards, train your team, sit in your leadership meetings, and troubleshoot in real-time until systems run without us.
Do we need specific software or tools?
We work with what you already have (QuickBooks, spreadsheets, project management tools). We'll recommend upgrades only if they solve a real bottleneck, and we'll help you implement them.
What if our financials are a mess right now?
That's common and expected. We'll start by cleaning up your chart of accounts, job costing, and reporting. That foundation work happens in parallel with system design in the first 90 days.
How much time does this require from our team?
Expect 3-5 hours/week from leadership in the first 3 months (meetings, training, feedback loops). After implementation, it drops to 1-2 hours/week for check-ins and optimization.
Can we pause or exit the engagement early?
Yes, with 30 days notice. Most clients commit to at least 6 months to see meaningful traction, but we don't lock you into contracts beyond quarterly commitments.
What happens when the engagement ends?
You own all systems, dashboards, and playbooks we build together. We provide final training documentation and optional check-in calls every 6-12 months to ensure sustainability.
Do you work with businesses outside of Texas?
Yes, all of our work is done virtually. We serve contractors nationwide and have successfully worked with clients across 15+ states.
How do we measure success?
We track specific KPIs agreed upon upfront: profit margin improvement, owner time reduction, team accountability scores, forecast accuracy, and system adoption rates. You'll see progress monthly.