We structured these offers based on what we’d actually want as owners.
👇 This Is For You If:
You know things are messy, but don’t know where to start.
You’re wearing too many hats and need clarity - fast.
You’re self-motivated, but want real operator-level insight, not surface-level “advice.”
You’ve never had someone look under the hood and give it to you straight.
✅ What’s Included:
1. 4-Hour Deep-Dive Strategy Audit
→ We walk through your sales, systems, team, and tools — like investors in due diligence mode. We’ll give you our unfiltered take on what’s wrong and what we would fix if we owned the business.
2. Business Health Scorecard
→ You’ll get a full breakdown of what’s working, what’s not, and what’s holding you back.
3. Custom Strategic Audit (PDF)
→ Clear, tactical action plan built around your team, tools, and goals, based on what was discovered in your audit.
4. Full Breakdown Notes
→ A full recap video of the audit with notes that you can replay, share with your team, and implement right away.
🛠️ What You’ll Walk Away With:
A prioritized fix list - what to address first and how
Role map: who’s responsible for what
SOP audit: what needs to be created or cleaned up
Key metrics to start tracking immediately
Tools & tech recommendations for simplicity (not complexity)
What You’ll Need:
Last 1–3 years of P&Ls (Profit & Loss Statements) – We’re not here to make guesses. We need real data to evaluate what’s profitable, what’s dragging, and what’s scalable.
Any Balance Sheet or Cash Flow statements you can provide – This gives us a clearer view of how your business actually functions.
Team roster with roles – We want to know who does what, who’s overloaded, and where the gaps are.
Your current offer(s), pricing, and how you pitch it – Sales issues often start at the offer level. We’ll break it down.
CRM access (or a walk-through) – We want to see how leads are captured, followed up, and converted, or where they’re leaking out.
Your top 2–3 biggest frustrations or challenges – We’ll zero in fast. You don’t have to sugarcoat it.
One 4-Hour Block (or two 2-hour blocks of time) – We go deep and get practical. We’ll show up with questions. Be ready with answers.
👇 This Is For You If:
You want the roadmap – and the firepower and accountability to actually follow through.
You’re building new systems, team roles, or offers - and don’t want to slow down doing it alone.
You’re ready to move fast but still want expert feedback on every step.
You want to install the type of sales and ops systems we build in our own companies and ones we invest in.
✅ What’s Included:
Everything from Package #1
PLUS:
1. Weekly 1-on-1 Calls
→ We stay in your corner to troubleshoot, adapt, and move fast.
2. Templates, Tools & SOP Frameworks
→ Battle-tested docs you can drop into your business. Hiring, sales, automations, org charts - done.
3. Progress Dashboard & Accountability Tracker
→ You’ll see what’s getting done, where bottlenecks show up, and what’s improving week to week.
🛠️ What We Can Help You Build (Choose Your Focus):
SOP library with ownership accountability
Custom sales script + CRM pipeline flow
Team compensation model & KPIs
Lead handoff, quoting, or booking process
Onboarding & delegation structure
Financial visibility dashboard
What You’ll Need:
Everything from the Roadmap package (above)
Daily or every-other-day access to you or a point person – We move quickly. Bottlenecks kill momentum.
Access to your CRM, email marketing, or sales software – If it touches the customer journey, we need to see it.
KPIs or reporting tools (if they exist) – Don’t worry if they’re messy - we’ll help you fix them.
Current org chart (if you have one) or we’ll build one – People problems are usually structure problems.
Willingness to delegate – We’ll tell you what to hand off. If you don’t, nothing changes.
3 hours/week minimum for implementation meetings – We’re not here to brainstorm. We’re here to build.
👇 This Is For You If:
You don’t want to piecemeal it. You want it done.
You’ve got a team - but no systems, no visibility, and no breathing room.
You want to offload the chaos, and re-enter as a
real
CEO; not a fire-fighting founder.
You want what private equity firms build behind the scenes - without needing to sell to one.
✅ What We'll Do:
→ Audit every system, team, and process
→ Work with your team directly to install new SOPs, automations, dashboards, and training
→ Rebuild your org structure, leadership, and rhythm
→ Hand you back a business that runs smoother, sells smarter, and scales faster
Example Build-Out Components:
CRM overhaul & automated pipeline
KPI dashboard system
Sales process & comp structure
Standard Operating Procedures with ownership
Team accountability structures & weekly rhythm
Hiring map & onboarding checklist
Owner offboarding (you delegate, we build it in)
What You’ll Need:
Everything from the first two packages
Full access to P&Ls, Balance Sheets, and financial KPIs – We act like investors. That means understanding margins, drivers, and threats.
Your tech stack + admin logins (CRM, email, phone, invoicing, etc.) – We audit and rebuild the flow.
Team directory + job descriptions (or task list per person) – We’ll assess, restructure, or rebuild the accountability tree.
Ability to make decisions – You don’t need to be involved in every detail, but if you’re not the final say, we can’t move at speed.
Dedicated time weekly (from you or your integrator) – If nobody shows up, nothing gets implemented.
Buy-in to change – If you want different results, you’ll need a different business. We’ll help you build it—but you have to back it.
📣 Important Note:
We approach your business like we’re building it for our portfolio - strategic, lean, and resilient.
And you’re completely in the drivers seat.
💬 From the Field:
“Grant and Brody jumped in immediately, pinpointing critical areas for improvement, from overhauling our sales and operations processes to streamlining our accounting procedures. They provided a clear, strategic execution plan with daily and weekly accountability for each employee. Their dedication to delivering results is genuine and impressive. Highly recommended!”
— Findlay, Commercial Duct Cleaning Business
We’ve bought and invested in some. We’ve passed on many.
What we’ve seen is this:
Most businesses are just one layer of systems away from freedom.
But the owners never get the right eyes on it.
They try to fix it themselves. Or they hire basic “consultants” who just tell them to increase revenue and decrease costs, and don’t actually get it (because they haven’t done it).
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