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The six systems

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Everything published here

105 pages. Ten trades, 70 systems, and the delivery playbook for every one of them printed in full rather than summarised. Nothing on this site is more than two clicks from the homepage, and this page is the whole shape of it on one screen.

Company

The six systems

The cross-industry way in. Each stage lists every trade's version of it.

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The ten trades, and the seven systems in each

In campaign order. The number on each system is its place in that trade's build order.

Executive search

  1. Search Status That Reflects Reality
  2. Kickoff Discipline & The Feedback Window
  3. Client Feedback Recovery
  4. Business Development Pipeline & Mandate Conversion
  5. The Complete Search System
  6. Fee Collection, Guarantee & Client Retention
  7. The Partner's Morning Brief

Custom builders

  1. Enquiry Capture & Qualification Before Design Hours
  2. Consultation & Site Visit Preparation
  3. Proposal Follow-Up & Decision Recovery
  4. Selections, Change Orders & Draw Control
  5. The Complete Build System
  6. Warranty, Past Clients & The Referral Channel
  7. The Principal's Morning Brief

HVAC

  1. Multi-Channel Capture, Triage & Instant Response
  2. Dispatch Confirmation, Arrival Protection & Technician Brief
  3. Bumped, Cancelled & Deferred Capacity Recovery
  4. Replacement Estimate Recovery
  5. The Complete Service-to-Install System
  6. Service Agreement Renewal, Fulfilment & Reactivation
  7. The Owner's Morning Brief

Dental practices

  1. Multi-Channel Capture & Instant Response
  2. New Patient Preparation, Insurance & Show-Up Protection
  3. Open Chair Recovery & a Working ASAP List
  4. Unscheduled Treatment Recovery
  5. The Complete New Patient Journey
  6. Recare, Reactivation & Benefit Timing
  7. The Owner's Morning Brief

Medical spas

  1. Multi-Channel Capture & Instant Response
  2. Consultation Preparation & Show-Up Protection
  3. Cancelled Capacity Recovery & Waitlist Auto-Fill
  4. Stalled Decision Recovery
  5. The Complete Patient Visit System
  6. Retention, Reactivation & Reputation Engine
  7. Owner Command Layer

Roofing and exteriors

  1. Storm-Ready Capture, Triage & Instant Response
  2. Inspection Preparation, Arrival & Complete Capture
  3. Estimate Follow-Up & Decision Recovery
  4. Production Control, Change Orders & Supplements
  5. The Complete Job System
  6. Warranty, Maintenance & Referral Engine
  7. The Owner's Morning Brief

Smart home and AV

  1. Multi-Channel Capture, Qualification & Instant Response
  2. Site Visit Preparation & Consultation Protection
  3. Proposal Follow-Up & Decision Recovery
  4. Selections, Change Orders & Project Milestone Control
  5. The Complete Project System
  6. Service Agreements, Installed Base & Recurring Revenue
  7. The Owner's Morning Brief

Real estate

  1. Lead Capture, Speed to Contact & Routing
  2. The Appointment, and the Same-Day Rescue
  3. Long-Cycle Nurture With An Owner
  4. Transaction Coordination & Client Communication
  5. The Complete Client Journey
  6. Sphere, Past Clients & Referral Engine
  7. The Team Leader's Morning Brief

Franchise development

  1. Candidate Capture, Qualification & Instant Response
  2. The Not-Ready Candidate Pipeline
  3. Discovery Day & Validation Control
  4. Franchisee Onboarding & Opening
  5. Multi-Unit Opening & Expansion Control
  6. Multi-Unit Consolidated Operations & Reporting
  7. The Morning Brief

Hair and nail salons

  1. Multi-Channel Capture & Correct Booking
  2. Confirmation, Reminders & Deposit Protection
  3. Rebooking At The Chair
  4. Open Chair Recovery
  5. The Complete Client Journey
  6. Retention, Reactivation & Membership
  7. The Owner's Morning Brief