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The Service Business Road Map

A six-part business course designed for trades owners to improve 

  • Marketing: Branding & Advertising (Digital/Regional)
  • Sales: Process, Closing Rates, and follow-ups
  • Operations: Accounting, Budgeting, Hiring, Dispatching & more!  

The practical ideas we are sharing are tested & proven by other successful trades companies already! 

All we have done is put them in one place & organized them into 6 different pillars aimed at strengthening all 360 degrees of your trades business. 

The Service Strategist—Your One Stop Shop for Business Support!

By signing up to our Service Business Road Map, you will learn about how to craft your business mindset, marketing, sales, practices, growth factors, and leadership within your company.

Avoid Common Business Pitfalls

Since The Service Strategist already operates a successful Multi-Trades Company, we have been in your shoes, walked the path of a small business, fell into costly pitfalls along the way, climbed our way back out of multiple money holes, course corrected, only to end up where we started. We want you to learn from our mistakes! It took us a whole lot of time, money, testing, and risk to develop our successful business processes. When running our trades company, we wish we had someone to advise us on the dos and don’ts of business because it would have saved us a ton of cash from our failed attempts to first grow. We have created a simple visual that models the growth patterns of a business. Below is how it typically plays out.

  1. Growth levels off,
  2. Test changes to stimulate growth, spend too much money, profitability dips down,
  3. Lessons are learned, a slow climb back up to where you began.

If you’re lucky, you’ve made a little more money than when you started. The bottom line, growth is slow, but it doesn’t have to be!

With our strategy manuals, business resources, mentors, and specialists, we help you build a bridge across those growth pitfalls. We give you a roadmap for success that has already been proven to work. This way, you safely navigate and avoid those profit pitfalls. Think of it this way: The field technician reaches for the service manual when they get stuck, reads it, and finds the info they need to solve the problem. But what does the business owner reach for when faced with a tough decision? The Answer: The Service Strategist’s Business Roapmap!

Grow Your Trades Companies

The 6 Pillars of a Trades Company

Each pillar of the road map, contains multiple full length lessons that break down the key knowledge a business owner needs to make informed decisions and set meaningful targets. Service Business Road Map at a glance.

Mindset

CEO vision
Unseen
Opportunies
Management Skills
Removing Growth Barriers

Marketing

Branding
Advertising
More Sales Leads
Media Mixes
Disrupt your market

Sales

Closing %
Bigger Ticket size
Organized Sales team
Follow Up Process
Sales material

Business Practices

Policies
Processes
HR
Operations
Standard Setting

Accountability

Budgeting
Planning
Finding Staff
Using Profit
Membership Plans

Growth

Target setting
Delegation
Mentorship
Vision Setting
Rally Staff

A company built on the six pillars method is stable and easier for the owner to operate from the background.

To achieve freedom, time, and profits from a business all depends on the processes you put in place, hiring the key staff to run them, and knowing when to step in and when to get out of the way. Unlock your Service Business Road Map and ignite the growth of your trades business.

Mindset Pillar

This pillar helps owners have a growth mindset & how to start thinking like a CEO, a leader and a provider of employment. Topics like…

  • How to Leverage a Business Mindset
  • Thinking like a TECH or a CEO
  • How the subconscious impacts business 
  • Business Language 
  • Roadblocks 
  • Power, Passion & Purpose 
  • Future Vision
  • 80/20 implementing targets
  • Time management 
  • Growth Mindset
  • Responding to setbacks 
  • Beating Bad Habits
  • Mistakes & Control
  • Transformative Experiences
  •  Value of Business Coaching
  • Get Motivated

Marketing Pillar

This pillar teaches you how to market as a trades company. It’s the single most transformative thing you can do for a company. Topics like…

  • Differences between Marketing, Branding & advertising 
  • Synergy between branding and advertising 
  • Finding Your Why
  • Disruptive Branding 
  • Name, Logo, Colors & mascots
  • Basic Grahpic Design Principles 
  • Value of Headlines
  • Business Guide to Google
  • Websites
  • Social Media
  • Regional Advertising
  • Referral Strategies 

Sales Pillar

This pillar teaches effective techniques while selling home services. The detailed processes that are likely missing from your trades companies. Topics like…

  • Calculating closing rates
  • Gap Selling
  • Key Sales Materials 
  • Value propositions 
  • Guarantee development 
  • Leveraging Warranties 
  • Financing Client Sales 
  • Flat Rate Pricing Points 
  • Kitchen Table Quoting 
  • Sales Presentation Booklet
  • Full Sales Framework
  • Follow-up process 
  • Gift Process 
  • Sales Department Management

Business Practices Pillar

This pillar tackles the mundane things your company needs, either by law for your sanity’s sake! Create a company that employees run, not you!

  •  Core Values & Purpose 
  • Company Rules
  • Company Structure
  • Service Essentials 
  • Client over Customer Mindset
  • Employee Manuals 
  • Team Handbook 
  • Hiring
  • Job Posting
  • Intreviewing 
  • Market-Industry Research 
  • Health & Safety 
  • Bookkeeping & Budgeting 
  • Legal Stuffs

Growth Pillar

This pillar is two fold: ways to grow & how to react to it! Topics like…

  • Stages of Business Growth
  • Industry Leading 
  • Compound Growth Metrics 
  • Maven Marketing 
  • Key Growth Drivers 
  • Key Business Factors 
  • Habits of Leaders 
  • Road Map & Vision Crafting 
  • Target Setting Vs Goals Vs Steps 
  • Budgeting 
  • Joint Ventures 
  • Coinciding Purchases 
  • Creating Membership Plans 
  • Business Book Reading Lists

Accountability Pillar

This pillar is all about holding the owner accountable for their business. As the CEO, it rests on you to steer the direction of the company toward more growth. If you’re not growing, you are shrinking!

  • Who is accountable?
  • Accountability Partners
  • Mentors
  • Rallying Staff 
  • Delegation 
  • Team Building 
  • Authenticity 
  • Passion

The Pleateaus of Business Grwoth

Where is your business? Operating at the next revenue level will require a new set of business practices. The Service Business Road Map sets up your company to respond to growth so you actually grow and not shrink.

Zoom into one growth plateau and you can see the rise to the next level is full of ups and downs to grow, but before the growth, there is a flat road where a lot of companies stagnant and likely never grow because they do not know what is needed to start the growth.

The Owner's Benefit

Your growth and success as a trades company hinges on your commitment to be its CEO. Overcome the plateaus of business growth, remove problems and gain benefits. We’ll help you build a bridge over the pitfalls that come with growth, marketing and sales.

The Service Business Roadmap — Full Access!

Strengthen your company with the 6 pillars of trades organizations.
Each Pillar contains multiple lessons that show you how to implement, organize, & upgrade your
company’s operations.
The full-serve roadmap is a course designed to guide your company towards business success and ease
of operation.

Ignition

The Website Tier
$ 249
/month
Let's reach for business mastery together & start getting your growth targets implemented.

Ready

The Workshop Tier
$ 1,495
/Month
Let's reach for business mastery together & start getting your growth targets implemented.

Set

The Branding Tier
$ 2,995
/Month
Let's reach for business mastery together & start getting your growth targets implemented.

Go

The Mentoring Tier
$ 4,995
/Month
Let's reach for business mastery together & start getting your growth targets implemented.