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Marketing

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TRAINING

Introduction to Marketing

1 Videos
Marketing
Introduction

TOOLS

Know What
Your Market
Values
How Is Your
Business
Different?
Define Your
Market
Segment
Your UVP
(Unique Value
Proposition)
Brand to Attract
Your Most
Probable Buyer
Unique Value
Proposition
Generator

TRAINING

How to
Create and
Add Value
Communicate
the Value
You Provide
Promises You
Make to Your
Customers

TOOLS

The Business
Model
Canvas
The One-Page
Business Model
Canvas Form
What My
Market
Values
Market
Opportunity
Analysis

TRAINING

Position the Company

3 Videos
The Business
Model
Canvas
Are You Playing
In a Game
Worth Winning?
Plant Your Flag,
Establish Your
Position
Marketing
to the
Affluent

TOOLS

How Effective
Must Your
Marketing Be?
Pro Forma
Based On
Marketing Effort
Pro Forma
Based On Lead
Conversion
Pro Forma
Based On
Market Share

TRAINING

Pro Forma
Based On
Marketing Effort
Pro Forma
Based On
Market Share

TOOLS

Email Version

Memo to SWOT
Participants
(email form)
S.W.O.T
Considerations
(email form)
S.W.O.T
Brainstorm
(email form)
S.W.O.T
Initiatives
(email form)
S.W.O.T
Strategies
(email form)
S.W.O.T
Initiatives &
Strategies
(email form)

Spreadsheet Version

S.W.O.T
Brainstorm
Worksheets
S.W.O.T
Scoring
(spreadsheet)
S.W.O.T
Initiatives
(spreadsheet)

Online Version

S.W.O.T
Initiatives
(online)

PDF Version (to print out)

S.W.O.T
Considerations
S.W.O.T
Scoring
S.W.O.T
Business
S.W.O.T
Marketing
S.W.O.T
Personnel
S.W.O.T
Production
S.W.O.T
Finances
S.W.O.T
Initiatives

TRAINING

SWOT ANALYSIS

5 Videos
S.W.O.T
Analysis
(free course)
Introduction
to
SWOT
SWOT Step 1:
Gather
Information
SWOT Step 2:
Collate the
Information
SWOT Step 3:
Brainstorm
the Results
SWOT Step 4:
The Payoff

TOOLS

Marketing
Action
Checklist
Marketing
Checklist for
Builders

TRAINING

Create the Marketing Plan

1 Videos

TOOLS

Content to
Support the
Buyer Journey
Lead Intake
Form
Lead Analysis
Form
Buyer Journey
Brainstorm

TRAINING

Introduction
to Content
Marketing
Step 1
Develop
Content
Step 2
Build
Awareness
Step 3
Achieve
Consideration
Step 4
Create
Intent
Step 5
Reinforce
Decision

Website Utilities

6 Videos

🏅 Create a Business Worth Owning

📶 Integrated step-by-step program using all tools and systems

💡 Two coaching sessions per month

📊 Monthly scorecard to measure the journey

🛠️ Tools: All tools (Chart of Accounts, Cost Codes, BBOS Estimator, Builder Business Model Canvas, SubManager, ClientManager, Policy Handbook, Management Scorecard).

🤝 What we do together:

  • A 180+-day engagement covering financials, estimating, subcontractors, clients, and workforce.
  • Coaching sessions every two weeks to review your real numbers and coach policy implementation.
  • A monthly “Business Health Scorecard” that shows where you are strong and where to strengthen.
  • Focus on building a business system that allows you to:
    • move out of day-to-day management;
    • develop a valuable legacy enterprise; and
    • create a business with significant market value.

💲 Investment: $3,500-$5,000.

🪜 Progression logic:

  • This is the capstone — combining all five prior steps into one system that builds a business worth owning.

🎯Outcome: "Now I control my business, not the other way around."

👷 Manage Your Workforce

👷‍♀️ Put the right people in the right position

📄 Create an Organization Chart and Position Descriptions

📄 Integrate employment policies

🛠️ Tools: OrgChart, Position Descriptions, Company Policy Template

🤝 What we do together:

  • Create a Company organization chart.
  • Create Job Descriptions.
  • Implement employee policy handbook
  • Identify inefficiencies in labor margins.
  • Discover hidden labor costs.

💲 Investment: $1,250-$1,500.

🪜 Progression logic:

  • Labor is usually the last controllable variable — now you are tackling optimization and efficiency.

🎯Outcome: "Now I am in control of the work that must be completed, and my employees understand their positions and accountabilities."

🗣️ Control the Client Relationship

📄 Client log, Change Order system

📄 Notice of Completion, Draw Requests

📄 Communication templates for disputes

🛠️ Tools: ClientManager, Client Contact Log, Initial Specifications, NAHB Residential Construction Guide

🤝 What we do together:

  • Implement a structured client management system.
  • Introduce the Client Contact Log.
  • Provide templates for change order and scope adjustments.
  • Train on reducing disputes and managing client expectations.

💲 Investment: $750-$1,250

🪜 Progression logic:

  • With the business financially stable and risk-protected, control of clients and their expectations ensures smoother operations and fewer profit leaks.

🎯Outcome: "Now I can manage clients and their expectations without projects spinning out of control."

🧯Identify and Manage Risks

🏠 Project Risks:

  • Site Risks – site injuries with no primary insurance coverage.
  • Reputational Risks – You don’t deliver what you promised because your subcontractors were not on the same page.
  • Capacity Risks – You can’t deliver what you promised because you don’t have the organizational structure to support your sales.

🔍 Management Risks:

  • Company Structural Risks – You don’t have the right people in the right positions.
  • Promotional Risks – Your market doesn’t know or care about your products.
  • Competitive Risks – You haven’t differentiated your company, so lowest price is the only way you can compete. 
  • Market Demand Risks – a bad market cycle will cripple or destroy your business.

🛠️ Tools: SubManager, Organizing for Success, Builder Business Model Canvas, Budgeting Forecasts

🤝 What we do together:

  • Implement Terms and Conditions, Scopes of Work, and Inspection Reports for all Subcontractors.
  • Review how you track subcontractor insurance and compliance.
  • Analyze your organizational structure to optimize production capacity.
  • Review your business model.
  • Create “Expected Case”, “Best Case”, and Worst Case” budgeting scenarios.

💲 Investment: $1,000-$1,500

🪜 Progression logic:

  • After financial clarity and profitable estimating, risk management provides the next layer of company stability.

🎯Outcome: "Now I can reduce or transfer risk exposure; identify and appeal to my primary market; and plan for any type of economic environment."

🧮Price with Confidence

🔍 Audit your estimating process

🔎 Review all active projects monthly for budget-to-actual performance

🔍 Debrief every completed project for profitability and work flow

📶 Install a margin-tracking dashboard

🛠️ Tools: BBOS Estimator, Overhead Calculator, Completed Project Profitability Report

🤝 What we do together:

  • Audit your current estimating process.
  • Benchmark your margins against industry and market standards.
  • Optimize estimating margins for maximum profitability.
  • Track true budget-to-actual expenditures.

💲 Investment: $750-$1,250

🪜 Progression logic:

  • Once finances are stable, you can sharpen your pricing to stop leaving money on the table.
  • You’ll know the margin to use to make sure overhead is allocated profitably. 

🎯Outcome: "Now I can bid jobs knowing I'll profit, not just hoping for profit."

💰90-Day Financial Reset

🗄️ Rebuild Chart of Accounts on NAHB Model

🗃️ Rebuild Cost Codes on CSI model

🛠️ Tools: Accounting platform, NAHB Chart of Accounts, CSI Cost Codes, Management Scorecard

🤝 What we do together:

  • Access to your accounting platform is required.
  • Rebuild your Chart of Accounts for project-level profitability.
  • Create and align Cost Codes so estimating, job costing, and reporting all “speak the same language.”
  • One-on-one coaching call every two weeks during the program to interpret your numbers.

💲 Investment: $1,500-$3,000

🪜 Why start here?

  • Without financial clarity, nothing else matters.
  • The reason you are in business is to make a profit. 
  • Do you KNOW if you are doing that?

🎯Outcome: "Now I know if my business is profitable and my business model is sound."

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