Every step you need to go from 4 active projects and 2 months booked to 5 active projects and 4 months booked. Built from your Vision Worksheet and our audit findings. Nothing is left out.
This roadmap is yours. Every step below is written so that anyone on your team can follow it - no technical background required. We have not skipped a single step, no matter how small it seems. If you follow this guide from top to bottom, you will have a system that catches every lead, follows up automatically so nothing falls through the cracks, tracks every deal from first call to signed contract, a website that actually brings in business, and a simple plan for getting found by more homeowners every month.
Each step tells you exactly what to do, which tool to use, what to click, and what the result should look like when you're done. Tips are highlighted in gold. Warnings are in red. Tools are tagged in blue so you know what software is involved.
A note on time: We estimate 28 days for someone doing this full-time with experience. For your team doing this alongside running projects, plan for 8-12 weeks. Some steps take 15 minutes. Some take a full day. Don't rush - get each one right before moving on.
This roadmap is 37 steps across 28 days. If your team has the bandwidth to execute it, everything you need is right here. If you'd rather have someone implement it while your team stays focused on building, we can have this running in 2-4 weeks.
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