Home Services Company Integrator

Upon acquiring his new business, my client realized that this business was not worth what he paid for it - and that his plans for expanding into new markets would have to be put on hold while the operational gaps were corrected. I came on as an Integrator to build and maintain strong operations while the founder focused on business development.

Standard Operating Procedures (SOPs) are documented, tested and scheduled for routine review and updates. These span nearly the entire organization, from client acquisitions to fulfillment to invoicing, and allow us to streamline workflows and hold team members accountable to regular and consistent outcomes

The right job description is a key to start - and it doesn't come from ChatGPT. By taking the time to understand what the business needs, and how to appeal to the right candidates, we quickly attracted and connected with excellent candidates. Upon hiring them, we continued to set them up for success with two weeks of onboarding and training.

After promoting a technician to the head of our maintenance team, we also needed to streamline the workflows to fulfill the service tickets. Using simple tools and automations, we installed a workflow that actually works for the team (and the customers).

After assessing the project management SOPs, it was discovered that nearly the entire function needed to be overhauled. We structured everything from project intake to ongoing reviews and reporting, and installed with regular team training and support.

We're now talking again about expanding to other markets, and cash flow is back in the black.