SOP Starter Pack
Founders Discount 25% Off$400 for 3 SOPs$299 for 3 SOPs
Three documented standard operating procedures.
Full Details
- What's Included
- Three documented standard operating procedures for the processes you rely on most.
- What's Not Included
- SOPs beyond the three selected and staff training sessions.
- Estimated Turnaround
- 7–10 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- A description of the three processes to document
Call-Handling and Booking System
Founders Discount 25% Off$330$249
Call flow, booking standards, scripts, and follow-up process.
Full Details
- What's Included
- Call flow, booking standards, scripts, and a follow-up process — so every call turns into a booked job.
- What's Not Included
- Phone system or CRM software fees.
- Estimated Turnaround
- 5–7 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- Current call-handling process, if any
Dispatch Workflow Setup
Founders Discount 25% Off$465$349
Dispatch process, responsibilities, and job flow.
Full Details
- What's Included
- A clear dispatch process, responsibilities, and job flow that removes the daily scramble.
- What's Not Included
- Dispatch software subscription fees.
- Estimated Turnaround
- 7–10 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- Current dispatch process and team structure
CRM Starter Setup
Founders Discount 25% Off$400 plus software$299 plus software
Basic CRM configuration and starter workflow.
Full Details
- What's Included
- Basic CRM configuration and a starter workflow so leads and customers stop falling through the cracks.
- What's Not Included
- CRM software subscription fees and data migration beyond basic setup.
- Estimated Turnaround
- 10–14 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- CRM account access (or an invite) and current customer or lead list
Office Operations Setup
Founders Discount 25% Off$665$499
Core office processes, roles, and workflow structure.
Full Details
- What's Included
- Core office processes, roles, and workflow structure built around how your business actually runs.
- What's Not Included
- Software subscriptions and staff training beyond written guidance.
- Estimated Turnaround
- 10–14 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- Team roster and current office workflow notes, if any
Employee Onboarding System
Founders Discount 25% Off$465$349
New-hire checklist, training steps, and required documents.
Full Details
- What's Included
- A new-hire checklist, training steps, and required documents so every new employee starts strong.
- What's Not Included
- HR or payroll software fees and background-check services.
- Estimated Turnaround
- 7–10 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- Current onboarding process, if any, and position details
Job Description and Hiring Kit
Founders Discount 25% Off$330$249
Job description, interview questions, and candidate scorecard.
Full Details
- What's Included
- A job description, interview questions, and a candidate scorecard built for HVAC hiring.
- What's Not Included
- Job-posting fees and background checks.
- Estimated Turnaround
- 5–7 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- Position details and required qualifications
Accountability and Meeting System
Founders Discount 25% Off$400$299
Meeting rhythm, scorecard, action list, and follow-up process.
Full Details
- What's Included
- A meeting rhythm, scorecard, action list, and follow-up process that keeps the whole team accountable.
- What's Not Included
- Ongoing meeting facilitation.
- Estimated Turnaround
- 5–7 business days
- Revisions
- Up to two revision rounds
- Materials Needed From You
- Team roster and current meeting structure, if any
Not Sure Where to Start?
Every Service Above Includes a Clear Scope — No Surprises
Click "Full Details" on any service to see exactly what's included, what's not, the estimated turnaround, revision limits, and what we need from you to get started. A 50% deposit begins the work, and the balance is due before final files are delivered.