Right now, your businessis all in your head.We get it out.
Roofing, solar, HVAC, remodeling — $1M to $10M. You’re still the only real closer and the answer to every question. We map how your shop actually runs, build the systems, and teach your team to run them.
Built by an operator: five years of door-to-door sales and marketing in the field. We speak driveway, not corporate.
Could you take a week off — no phone — without revenue dipping?
If the answer is no, you didn’t build a business. You bought yourself a job. Here’s what that looks like day to day:
You’re the only real closer
Your guys set the appointment, but if you’re not in the room, the deal dies. Close rates swing week to week and nobody can tell you why.
Every question lands on your phone
Estimates, scheduling, “how do I do this” — the second you’re unreachable, things stall. Half your day is fires your crew should handle.
New hires take months to produce
There’s no playbook. They shadow you until it clicks — and you pay full payroll the whole time they’re not producing.
The process lives in your head
Nobody else knows how you do half this stuff. If a key guy quits, the process walks out the door with him.
This isn’t a people problem. The business lives in your head — that’s the bottleneck.
Most consultants have done one half of this job.
I’ve spent the last five years in this world. Knocking doors. Sitting kitchen tables. Closing with the financing paperwork on the counter. Then the other half most reps never see: the comp plans, the phone scripts, the SOPs, and the marketing systems that kept the pipeline full.
Coaches have never built a back office. Software consultants have never closed a job in a driveway. I’ve done both halves — that’s why what I build survives contact with a real crew.
— Austin Willman, Founder
You don’t need a pep talk. You need systems your team runs when you’re not in the room.
Almost every owner we talk to has hired help before — and fired them, because they didn’t understand home services. There’s a reason for that.
Sells motivation. You leave fired up with notes from a call — and nothing is different Monday, because nothing got built.
Smart deck, wrong industry. They’ve never sat a kitchen table or chased a financing stip. You get a binder and a CRM login, the rollout stays on your plate, and their process breaks the first week it meets your crew.
We’ve done the work you sell — the doors, the in-home closes, the boards. We map your real workflows, build the systems with your crew, and teach your people to run them. You’re left with something that runs, not a document.
Diagnose. Build. Teach. Repeat.
One quarter at a time. Three stages — each one stands alone, each one sets up the next.
The Audit credits toward the Alignment Day. The Alignment Day credits toward the Build. You never pay twice to move forward.
Systems, not advice.
Pick three per quarter. Every one documented, wired into the stack you already run, and trained into your team.
Sales process & scripts
Stage-by-stage from first contact to signed — the in-home presentation, objection responses, financing steps. Close rates stop depending on you being in the room.
Job lifecycle SOPs
Sold → scheduled → installed → paid, with role swimlanes. Handoffs that don’t route through your phone.
Estimates & quoting
Templated and repeatable, so quotes go out the same day — not whenever you get a minute.
New-hire ramp
A structured first-30/60/90 with checklists and training videos. Producing in weeks, not months of shadowing you.
Owner-out cadence
The meeting rhythm, dashboards, and decision rules that let you leave for a week without the wheels coming off.
Real builds. Real shops.
No stock testimonials. What’s here is what’s shipped — and numbers get published when they’re real.
Valleywise Design & Remodel
Phoenix remodeler. Speed-to-lead voice agent wired into JobNimbus — in the field now.
This isn’t for everyone.
It’s for you if
- You run a home-services shop — roofing, solar, HVAC, remodeling, trades — doing $1M–$10M.
- You’re still the only real closer, or the answer to every question, or both.
- You have a team (or you’re building one) to hand the systems to.
- You’ll give the build real time — interviews, reviews, training sessions.
It’s not for you if
- Pre-revenue, or well under $1M — there’s not enough team or process to systematize yet.
- You like being the hero in every deal and don’t actually want to step back.
- You’re shopping for a lead-gen silver bullet or a magic CRM.
- You want pure done-for-you with zero involvement — this is built with your team, by design.
What owners ask before they book.
What actually happens in the Bottleneck Audit?
A kickoff call, workflow-mapping interviews with you and one or two key people, and a read of your CRM, scripts, and pricing. Then a live readout: every owner-dependency ranked by what it costs, and the three systems to pull out of your head first. You keep the diagnosis whether we go further or not.
I don’t have time for this.
That’s the symptom. You’re slammed because the business runs through you — “too busy to fix it” is exactly how it stays this way for another two years. The Audit is built around your schedule: mostly us interviewing you and your team and watching how the work actually flows.
We already bought a CRM.
A CRM isn’t a system — it’s a place systems live. Most shops use theirs as an expensive address book. We wire your real process into the stack you already run, so the tool finally earns its subscription.
How is this different from a coach or a consultant?
A coach gives you motivation. A consultant gives you a binder and a CRM login, then leaves the rollout and training on your plate. We build the systems with your team and teach your people to run them. You’re left with something that runs, not a document.
Do I have to commit to the whole quarterly loop?
No. Each stage stands alone, and what you pay for one credits toward the next. Start with the Audit — if the math doesn’t justify the next step, we don’t take it.
What does it cost?
Flat fees, never hourly, scoped in the Audit — and every dollar credits forward if you continue. The Audit itself runs about the cost of one sold job.
From owner-operated to owner-optional.
It starts with one call. We map where your business breaks when you’re not in the room — and what that’s costing you.