STEP TWO ยท STRUCTURE
STARTER BUILDS. ONE SYSTEM, BUILT AND HANDED OVER.
A fixed-scope build of the first system your business needs most. Pick a track, or we scope something different after the Strategy Session.
THREE TRACKS
PICK THE ONE THAT HURTS MOST.
TRACK A
QUOTE TO CASH
WHAT GETS BUILT
Quote templates and pricing rules the office can use
Quotes wait on the owner, invoices go out late, and nobody is sure what is owed.
A workflow from accepted quote to booked job
Invoicing and payment follow-up
One view of what is owed
The office quotes, books and bills without waiting on you.
TRACK B
CREW PLAYBOOK
WHAT GETS BUILT
SOPs for your core job types
The crew calls you to ask how the last job was done, and every new hire learns it differently.
A new-hire onboarding checklist
Clear roles: who owns each step
One place the crew can find it all
The crew runs a job the same way every time.
TRACK C
LEAD TO BOOKED
WHAT GETS BUILT
One CRM for every lead source
Calls, forms and referrals land in different places and some never get a reply.
Follow-up reminders and messages
A handoff from booked lead to the schedule
A weekly lead report
Every lead gets a reply on time and a clear next step.
Each track runs 3 to 6 weeks, depending on scope, and includes one check-in after handover. It is quoted after the Strategy Session, and the $250 is credited if you book within 30 days.
QUOTE TO CASH, IN PRACTICE
Same day
Quote response, down from 3 days, at a $500K window tinting company over 6 months.
"The system change alone paid for the entire engagement."
Owner, window tinting company
