The Blueprint
The Blueprint shows where your business stands and the work we'd do first. It ties what you want from the company to specific steps, who owns each one and how we'll measure progress.
What you get
What we found in the seven areas below. It covers what's holding the company back and where the openings are, measured against what you want from it.
The work to do first, what each piece takes in time and cost, and the thinking behind what it should bring in.
Each piece of work gets a number to move and someone who owns it, so you can see what's getting done and what it changes.
Some work can start right away. For a lot of owners, that's calling past customers and the people who got a quote and never signed. We agree on work like that as part of the engagement. It isn't in every Blueprint.
The Seven Areas
We look at where your revenue comes from, what you keep of it, and how much of it repeats. We also look at how much rides on a few customers and how good your reporting is.
We follow a job from the first call to the final payment. We look at what's written down and what lives in your head, and at what breaks if you're gone for a month.
Who reports to whom, and which people can't the company run without? Could someone run it if you stepped back?
How do customers find you, and how many leads turn into jobs? What does it cost to win a customer, next to what that customer is worth?
Why do customers pick you over the shop down the road? Where is your trade heading?
What do you want from the company, and when? We also look for anything that would worry a buyer or a lender, so you hear it from us first.
We look at the debt the company carries, the cash it keeps, and how its books would read to a lender. It counts toward what the company is worth. Raising money is separate work, and it isn't part of the Blueprint.
How it starts
The Blueprint is usually part of the first 90 days of an operating partnership.
We can also do an assessment on its own. Start with a free Walkthrough, and we'll work out which fits you. If we can't help, we'll tell you.