Understanding Potential Profit Optimization: An introduction to the tools available through this program, how effective they can be if applied correctly, and insights into where

you might be missing low-hanging fruit.

Quick Wins (Part 1): Identify low-hanging fruit to reduce overhead, decrease stress, increase sales, and achieve your goals.

Quick Wins (Part 2): Continuation of identifying easy opportunities to streamline your business and increase profitability.

Quick Wins (Part 3): Final part of the quick wins series, consolidating strategies for immediate impact

Scaling for Exit: Prepare your company to maximize its valuation and attract a lucrative acquisition.

Porter's Five Forces: Analyze strengths, weaknesses, opportunities, and threats while protecting your business against market changes.

Leveraging Virtual Assistants: Optimize help with better skills for less money and reduced liability.

Human Resources: Strategies to enhance HR efficiency and effectiveness.

Defining Your Org Chart: Create transparency and clarity in your organizational structure.

SEO: How to generate $25,000 to $200,000 worth of ad spend equivalent traffic for only $5,000/month.

Guerilla Marketing: Stretch your marketing dollars with high-ROI neighborhood blitz campaigns.

Canvassing (Part 1): Train your team for effective canvassing and leverage technology to dominate territories.

Canvassing (Part 2): Continuation of canvassing strategies, focusing on team efficiency.

Canvassing (Part 3): Final canvassing session, optimizing territory coverage.

Call Centers: Create call centers to generate leads, retarget old leads, and support neighborhood blitz campaigns.

Dispatching (Part 1): Optimize lead funneling, territory selection, and automated nurturing campaigns.

Dispatching (Part 2): Continuation of dispatching strategies, focusing on territory selection and lead alignment.

Dispatching (Part 3): Final dispatching session, automating nurturing campaigns.

Inspection Forms: How to create consistent inspections with consistent recommendations regardless of who is running them.

Inspecting with AI: How to automate your inspection process with technology while increasing accuracy, decreasing risk, and reducing time on site.

Building Out Your Sales Presentation (Part 1): Creating an exciting unique selling proposition.

Building Out Your Sales Presentation (Part 2): The outline I used to flip insurance into retail jobs at $700/sq in Dallas while everyone else was eating deductibles.

Building Out Your Sales Presentation (Part 3): Content creation and photo selection that will help you beat out your competition.

Building Out Your Sales Presentation (Part 4): Putting it all together.

Building a Sales Team: The model I used to train an international, remote sales team that was closing contingencies at a 60% close rate off of canvassed leads over Zoom.

Insurance Process Automation: How we ran 45% profit margins on insurance-based jobs with automated systems and a minimal staff.

Outsourcing the Insurance Process: How you can outsource claims for better margins, better customer service, less liability, and less headache.

Financing (Part 1): Using financing to expand your offerings, better serve your clients, and sell better products at higher margins.

Financing (Part 2): Making sure your books are in order and you are not overpaying for financial services or taxes.

Software Suite Review: Ensuring that you have the right CRM with the right automations for your specific business model.

Branding: How to create a brand that stands out. Making small tweaks that will help make your brand famous in your market.

Video Production: How to leverage video content to reach otherwise unreached customers in new and exciting ways.