Foundational Guidance.

The basic service is designed for owners who need direction, and professional oversight, but aren’t ready for deeper implementation or Full GM involvement.

This tier provides consistent leadership guidance, early stage system development needed to stop operating in the dark.

Its perfect for smaller companies OR owners who want to “get their feet wet” before moving into higher level operational work.

What’s Included in the Basic Service

1. Foundational Operational Review

A streamlined assessment of the essentials:

• pricing health

• margin alignment

• basic dispatch flow

• scheduling structure

• technician performance visibility

• top financial bottlenecks

We identify the biggest wins and the most urgent problems.

2. Monthly Strategy Session

Once per month, we meet to:

• review your core metrics

• correct operational issues

• set monthly priorities

• discuss leadership decisions

• give you clear next steps

This provides structure without overwhelming your calendar or team.

3. Light System Development

We help you build key foundational tools such as:

• simple tech scorecards

• starter KPIs

• basic SOPs

• call flow improvements

• margin and pricing checks

Nothing overly advanced — just the core systems every service company must have.

4. Basic KPI Tracking

We track your baseline indicators:

• revenue trends

• margin health

• callback percentage

• average ticket

• conversion rate

This gives you visibility and direction.

5. Email Access (Limited)

You can reach out for:

• clarifying questions

• quick leadership advice

• operational decisions

• general guidance

No emergency support