OF COURSE IT'LL HURT! so rip off the band-aid now, otherwise you're never gonna get outta the hell-hole you call a company. this is what our process looks like ↓

PHASE 1: STRUCTURE

STEP ONE: CLARIFY YOUR IDENTITY

→ TAKING YOU FROM: Just a Job...

→ TO: Finding Meaning and Purpose

YOU WILL LEARN HOW TO:

• Write your Mission Statement and Core Values 
• Define your niche and identify your target market
• Document your proven process

WHAT YOU WILL HAVE:

• A clear definition of your company, answering why it exists and what drives you each day
• Realization that not everyone is your ideal customer. You will stop clients and third-party administrators from running YOUR company and instead, take back ownership.
• A complete and documented iMAP: Identity, Mission, Action, and Plan

STEP TWO: ESTABLISH YOUR GOALS

→ TAKING YOU FROM: Day-to-Day...

→ TO: Long Term Perspective

YOU WILL LEARN HOW TO:

• Complete the "Dream Company Exercise"
• Write SMART Goals (Specific, Measurable, Achievable, Realistic, Timely)
• Define, write, and map out your 5-year, 3-year, 1-year, and quarterly goals

WHAT YOU WILL HAVE:

• An understanding of what life could look like outside of your company
• A roadmap of specific, measurable, and achievable goals with assigned timelines

STEP THREE: DESIGN ACCOUNTABILITY

→ TAKING YOU FROM: An Owner Who IS the Bottleneck...

→ TO: An Owner Who Delegates

YOU WILL LEARN HOW TO:

• Build an Accountability Chart
• Conduct a Team Assessment
• Perform a GWC Assessment

WHAT YOU WILL HAVE:

• An Accountability Chart with role descriptions that answers the question of what roles are needed for your company to #1) Survive and #2) Thrive
• Clarity on the right people in the right roles and necessary changes for success
• Documented financial and spending decision thresholds for each role

Yea, cause sittin' around eatin' ho-hos, sucking down beer, and complaining is a much better alternative... buck-up buttercup, welcome to the NFL, here's your playbook (BOOM)

PHASE 2: SYSTEMS

STEP ONE: MOST IMPORTANT METRICS

→ TAKING YOU FROM: Reactive Decisions...

→ TO: Data Driven Decisions

YOU WILL LEARN HOW TO:

• Define SMART Goals for key metrics (e.g., leads, jobs, payables, receivables, employee reviews)
• Develop a trackable spreadsheet for progress measurement
• Create a Scorecard for accountability

WHAT YOU WILL HAVE:

• Up-to-date and accurate Financial Statements (P&L)
• Accurate client scorecards
• Leadership Calibration Meetings

STEP TWO: PROCESS ANALYSIS

→ TAKING YOU FROM: Just Get It Done...

→ TO: Having A Playbook

YOU WILL LEARN HOW TO:

• Document safety protocol
• Document Standard Operating Procedures (SOPs) for primary service offerings, client onboarding, employee onboarding, etc.
• Document policies for employee benefits

WHAT YOU WILL HAVE:

• Handbooks or software shared with team members
• Handbooks or software for new employees during onboarding

STEP THREE: TEAM TRAINING & DEVELOPMENT

→ TAKING YOU FROM: Fragmented...

→ TO: Role Clarity

YOU WILL LEARN HOW TO:

• Train your team
• Deploy training on all levels of your organization
• Design weekly training plans
• Customize tech levels

WHAT YOU WILL HAVE:

• Training PROCESS for all new hires and employees
• Tech levels rolled out
• Alignment Meetings

nice to meet you Herold. everyone, this is Herold. say "hi" to Herold everyone.

"HI HEROLD"

Herold, it's time.

PHASE 3: SCALE

STEP ONE: ESTABLISHING HABITS

→ TAKING YOU FROM: A Manager...

→ TO: A Leader

YOU WILL LEARN HOW TO:

• Develop habits for organizational continuity
• Hold weekly meetings with Leadership, Safety, Team, Financial, and IDS teams
• Resolve issues and hold yourself and your team accountable
• Become a baller CEO and leave your team alone. Only helping them, not doing it for them.

WHAT YOU WILL HAVE:

• Safety Meetings
• Financial Reviews
• Alignment Meetings
• LCM Follow-Ups
• Training & Certification Calendar
• Scheduled time off for intentional breaks from your business to spend time doing the things you enjoy
• Issue Resolution
• New Habits

STEP TWO: OPTIMIZING THE PROCESS

→ TAKING YOU FROM: Effective...

→ TO: Efficient

YOU WILL LEARN HOW TO:

• Identify weak or inefficient processes or team member(s)
• Identify training opportunities
• Identify growth opportunities in various areas of your business (e.g., safety, scaling, onboarding)

WHAT YOU WILL HAVE:

• 6+ months of data for identifying opportunities
• Review and feedback from your Restoration Advisers Coach
• Job Costing
• Advanced skills

STEP THREE: DESIGN INDEPENDENCE

→ TAKING YOU FROM: CEO...

→ TO: Shareholder

YOU WILL LEARN HOW TO:

• Identify additional business interests not requiring your consistent involvement
• Identify community and non-profit programs to support locally
• Discuss potential new business ventures 
• Define the culture you want for your company 

WHAT YOU WILL HAVE:

• Freedom to explore new interests
• The ability to give back to your community or support non-profit programs
• Inspiration from your team for personal and professional growth