Why the Order Matters

Sequence is the strategy.

Most owners try to fix the lead problem first. It's the loudest. It's the wrong move. If you pour leads into a leaky offer, you light cash on fire. If your money model can't fund acquisition, you can't scale even when both work. Phases run in this order for a reason.

Phase 1
Wk 1–2
Diagnose
Phase 2
Wk 3–5
Build the offer
Phase 3
Wk 6–7
Money model
Phase 4 → 5
Wk 8–12
Leads → scale
Phase 01

Diagnose

Weeks 1–2
Week01

The Audit & The Constraint

Get out of the operator's seat and into the owner's seat. Walk through the diagnostic together. Calculate LTV:CAC live. Name the constraint — offer, leads, money model, or ops — and write it at the top of the doc as the North Star for the next eleven weeks.

Diagnose
Week02

The Avatar & The Dream Outcome

Pick one avatar, not three. Write their Dream Outcome in their own words — pulled from verbatim quotes from past customers. Document their top fears and objections. Premium pricing lives where there's a time pressure and a fear.

Diagnose
Phase 02

Build the Offer

Weeks 3–5
Week03

The Value Equation

The spine of every offer. Score the current offer on dream outcome, perceived likelihood, time delay, and effort & sacrifice. Identify the two lowest levers — those are where the biggest gains are. Pick three improvements and implement them this week.

Offer
Week04

The Grand Slam Offer

List every problem a prospect has before, during, and after buying. Solve each one with a named deliverable. Assign perceived dollar values. Stack it into a single offer. If the stacked value isn't 10× the price, the offer isn't strong enough.

Offer
Week05

Guarantees, Bonuses, Scarcity & Urgency

Four offer enhancers, stacked. Conditional guarantees built around the actual outcome. Bonuses worth 30%+ of the offer price. Real, honest scarcity. Test a 5–15% price increase against the new offer and watch the close rate.

Offer
Phase 03

Money Model

Weeks 6–7
Week06

CFA — Client Financed Acquisition

If gross profit collected in the first 30 days exceeds 2× your CAC, you can acquire customers infinitely without running out of cash. This is the math the big chains use to crush the local guys. We calculate yours, then design two changes to push the ratio above 2:1.

Money
Week07

Pricing, Continuity & the Recurring Revenue Engine

The companies that get bought for 5× EBITDA aren't the ones with the most trucks — they're the ones with the most contracts. Build a three-tier maintenance plan. Script the tech-facing pitch. Target a 40%+ attach rate. Every dollar of MRR is worth 30–60× at exit.

Money
Phase 04

Open the Leads

Weeks 8–10
Week08

The Core Four — Choosing Your Lead Channels

Warm outreach, cold outreach, posting content, paid ads. Every lead source in the world is one of those four. Stage of business dictates which one first. Master one before you add a second — resist the urge to chase three at once.

Leads
Week09

Warm Outreach, Referrals & Reactivation

The lowest-cost, highest-converting lead source — and the one most owners ignore. Build the dormant customer list. Launch a 4-touch reactivation campaign. Install the NPS + referral handoff on every completed job. Line up 5 strategic partners.

Leads
Week10

Paid Ads, SEO & the Lead Magnet

A lead magnet is a complete solution to a narrow problem — not a $50-off coupon. We design one specific to your service, build the landing page, launch on one paid channel with a $500 test budget, and track cost per booked job, not vanity metrics.

Leads
Phase 05

Scale

Weeks 11–12
Week11

The Sales SOP & The Closing System

By Week 11 the offer works, the money model funds acquisition, and leads are flowing. The constraint shifts to the human in front of the prospect. We install the 5-step sales SOP, the ARC objection framework, and roleplay every objection you'll ever hear.

Scale
Week12

Scale, Hiring & The 12-Month Roadmap

The three hires that 10× a service business — and when to make each one. The weekly KPI dashboard. A 12-month roadmap with specific revenue, MRR, and team targets. You leave with the system, not a dependency on the coach.

Scale
What's Included

Twelve weeks of unreasonable focus.

01 / WEEKLY 1-ON-1 CALLS

Twelve calls. No replays. No groups.

A 60-minute working session every week. Concept brief, live exercise on real numbers, field assignment, KPIs to report next week. We don't talk about theory — we build the thing on the call.

02 / VOXER + TEXT ACCESS

Between-call access when the wheels come off.

A bad quote, a tech who quit, an objection you've never heard. You don't wait a week. Voxer or text, business hours, fast answers from someone who's been in your seat.

03 / THE TOOLKIT

Every template, script, and SOP.

Pre-program diagnostic, offer sheet template, maintenance plan script, ARC objection scripts, KPI dashboard, hire-by-stage worksheet, the 12-month roadmap. You leave with the kit, not a course login.

04 / WRITTEN GUARANTEE

Conditional, specific, outcome-tied.

I teach you to build guarantees that move close rate. Mine does the same. Discussed on our discovery call after I've looked at your numbers — because a blanket guarantee on a homepage isn't a real one.

The Benchmarks

What "best in class" looks like.

We don't grade on a curve. These are the numbers a best-in-class local service business runs. We'll find where you sit on day one — then move you up the column.

Metric Below Avg Average Best in Class
Quote-to-close %<25%25–40%50%+
Gross margin %<35%35–50%55%+
Net margin %<8%8–15%20%+
Maintenance plan attach %<15%15–35%40%+
Recurring revenue %<10%10–25%35%+
CAC payback period>6 mo3–6 mo<3 mo

Twelve weeks from now,
which column will you be in?

Book a Discovery Call