Field notes
What we’ve learned building accountable sales systems.
Practical notes on attribution, channel conflict, migrations, and the systems work behind real e-commerce, the thinking we bring to every build.
Latest
Recent field notes
Build a Culture and Hiring Process That Attracts and Keeps A-Players
A step-by-step system for trades owners - build a culture story, screen fast for coachability, onboard with a 30/60/90 plan, and keep the culture alive after the hire.
Read →Is Your Trades Business Financially Healthy? The Numbers to Check
Revenue is only part of the picture. Use this weekly financial-health checklist to review the reports that matter together.
Read →The Three Systems You Need Before $1M (And What Breaks Without Them)
The three systems a home service business needs before $1M: a written job flow, honest hours against job revenue, and an owner who stops being the bottleneck.
Read →Stuck at $1M or $2M - What to Change in Your Systems and Your Team
Revenue flat while your hours climb? How to tell whether your systems or your missing manager is the ceiling, and the one thing to rebuild first.
Read →Roofing Tax Credits and Incentives: How to Use Them in a Sales Conversation
A contractor-side guide to roofing credits, rebates, and incentives: what may touch a job, why rules vary by market, and how to raise the topic without giving tax advice.
Read →Don’t wait for the post
Want to talk it through now?
A free working session is the fastest way to apply this thinking to your store, a map of where the credit for a sale goes missing across how you sell.