Module 2: Vision, Plan & Core Values
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Module 2: Vision, Plan & Core Values
Most operators don't have a vision or a plan. They have hope and a calendar. This module builds a real 3-year vision, a 12-month operating plan, and core values that drive every hiring, firing, and pricing decision. Specificity is what makes a vision dangerous.
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Module 3: Financials, Pricing & Cash Flow
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Module 3: Financials, Pricing & Cash Flow
The module that prints money. Most operators are flying blind here. By the end of this module you'll know your real margin per job, per hour, per tech. You'll have a price book grounded in math. You'll have a 13-week cash flow forecast so nothing surprises you again.
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Module 4: Tech Stack & Systems Foundation
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Module 4: Tech Stack & Systems Foundation
The tech stack is where most operators waste $10K-$30K per year on tools they don't use, or under-invest in the one tool that would 5x their leverage. This module shows you exactly what software a $500K, $1M, $2M, and $5M operator actually needs — and what to ignore. Build the stack that fits your stage, not the stack ServiceTitan tells you you need.
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Module 5: The SOP System
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Module 5: The SOP System
Most operators run their business from their head. That's a prison sentence. This module is how you get out. You'll build the SOPs that let your team run without you — and train them to follow them.
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Module 6: Marketing & Lead Generation
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Module 6: Marketing & Lead Generation
Most operators don't have a marketing problem. They have a close rate problem. This module fixes both. By the end you'll know your real CAC, your LTV, which channels actually convert, and where to spend your next marketing dollar. Stop running ads until your fundamentals work, then scale what's already converting.
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Module 7: Sales & The Close
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Module 7: Sales & The Close
Most stuck operators have a close rate of 30-40%. Healthy operators close 60-75% on the same lead quality. This module gives you the entire sales system: the inbound conversion framework, the on-site close, the objection handling, and the comp model. Same leads, double the revenue.
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Module 8: Fulfillment & Field Ops
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Module 8: Fulfillment & Field Ops
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Module 9: Hiring & Onboarding
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Module 9: Hiring & Onboarding
Hiring is the highest-leverage activity in your business. One bad hire costs $50K-$100K in wasted time, retraining, and missed revenue.
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Module 10: Training & Leadership
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Module 10: Training & Leadership
The difference between a $1M operator and a $5M operator isn't strategy. It's leadership.
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Module 11: KPIs & The Weekly Operator Rhythm
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Module 11: KPIs & The Weekly Operator Rhythm
Most operators track 30 KPIs and miss the 7 that actually predict the next 90 days.
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Module 12: Recurring Revenue & Service Agreements
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Module 12: Recurring Revenue & Service Agreements
Recurring revenue is the difference between a job and a business. This module builds a service agreement program that adds $50K-$200K of predictable annual revenue.
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Module 13: Expansion: Service Lines, Geo & M&A
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Module 13: Expansion: Service Lines, Geo & M&A
Expansion is where most operators destroy their business. They add a service line that drains the margin, expand to a new city that drains the cash, or buy a competitor that drains the culture. This module is the discipline of expansion: when, what, where, and how — in that order.
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Module 14: Exit, Valuation & Building to Sell
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Module 14: Exit, Valuation & Building to Sell
Even if you never plan to sell, building like you will forces the right operating discipline. This module is the exit playbook: what buyers look for, what kills valuation, and how to add $1-3 million to your sale price with 24 months of intentional work. The best operators run their business as if it's always 18 months from sale.
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