Business planning and coaching.
- Business planning
- Growth strategy
- Priority setting
- Entrepreneurship coaching
- Leadership development
- Help with big decisions
- Implementation support
How it works
We help you pick what to work on now, set the next goal and bring in the help to reach it.
Know what to do next.
- A growth plan built around your goals, budget and time.
- Your priorities in order, so you know what to do first.
- No more guessing which idea to chase.
Everything on your plateNow Fix cash flow between jobs Raise prices on the small jobsNextHire a second crew leadA website that books estimatesBetter photos of finished jobsLaterOpen a Castle Rock officeMaintenance plans for past clientsA second truckBid on commercial workHow we pick this quarter’s priority.Your goal for the yearGrow without borrowingThe time you haveAbout six hours a weekCash and peopleTwo crews, one officeWhat is already movingSpring bookingsFix cash flow between jobsThe hires wait on it.Know who does what, and by when.
- Every priority turned into a milestone with a date.
- Each one has an owner and first steps.
- Nothing stalls after the planning meeting.
Fix cash flow between jobsSeptemberOctoberNovemberTodayInvoice within 48 hours of finishingYouWeeks 1 to 4A deposit on every job over $5,000YouNew quote templateFriday cash reviewYouEvery weekChase anything past 30 daysYouWeeks 4 to 9Six weeks of costs in the bankThe first three steps.Send the four open invoicesYouMonAdd a deposit line to the quoteYouWedPut the cash review on the calendarYouFriFriday, November 20Six weeks of costs in the bankGet help with big decisions.
- Coaching for you as the leader of the business.
- A second opinion before big decisions.
- Lead your team with more confidence.
Thursday, September 17Hire a general manager, or a second crew lead? EstimatesSchedulingYour eveningsA year’s salaryTraining timeA month to findCan the cash plan carry a hire by spring?Second crew lead first.Revisit the manager in the spring, once the cash plan is working.It adds work you can bill.It gives you back the time to sell.What you said you would do.Hand estimates under $10,000 to the officeBlock Friday mornings for planningWrite the crew lead job postDraftGet the plan done in-house.
- Marketing, websites and accounting on our business campus.
- Everyone already knows your plan.
- No hiring and briefing separate firms.
Where the next quarter needs help1Fill the spring scheduleA spring campaign across search and socialMarketing2Know the margin on every jobJob costing set upAccounting & tax3Answer quote requests the same dayRequests into the CRM, replies draftedAI & automation4A site that books estimatesAn estimate form on every service pageWebsite designWhat the next meeting covers.CoachingKeeps the plan honestMarketingBrings the campaignAccountingBrings the numbersThursday, October 1at the Foundry
What’s included.
Discuss your next move →Know what to do next.
A plan built around your goals and constraints.
- Business planning
- Growth strategy
- Priority setting
- Planning for implementation
Get help with big decisions.
Support for the person leading the business.
- Entrepreneurship coaching
- Leadership development
- Business decision support
Get the plan done in-house.
The right team, when a priority calls for it.
- Connected service recommendations
- Marketing and financial perspectives
- Implementation support
Does this sound familiar?
You have ideas but don’t know which to do first.
Where we’d start: a growth plan with your priorities in order.
Your business has grown and you need to lead it differently.
Where we’d start: coaching on how you lead your team.
You want an outside view and help carrying out your plans.
Where we’d start: a plan, then the marketing, technology or accounting it needs, all on our business campus.
Is this for new businesses or established owners?
Either. Tell us what stage you are at and the decisions you face. In the first conversation we work out whether coaching or growth strategy would help.
Who does the coaching?
We do, and we bring in marketing, finance and operations help when you need it.
Can you help execute the plan?
Yes. We also do marketing, web, accounting, media and automation. We agree on that work as part of your scope.
How often would we meet?
It depends on the help you need. Tell us your goals and when you are free, and we will suggest a schedule.
Related services.
Accounting & tax
Books, reports and tax preparation in one place.
- Stop sorting receipts yourself
- Clean books that free up money to grow
- Never worry about taxes again
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Marketing
Search, content and social media that bring in inquiries.
- Get found on Google and AI
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Planning and coaching for business owners.
Bring the decision you are facing and what is making it difficult.