SERVICES · SERVICE ARCHITECTURE · ENGAGEMENT

Operational systems, installed and held to.

Five capability stacks. Three engagement models. One operating posture. Each engagement deploys against the same architecture and resolves to a measurable change in how the business runs.

EM-01 / DIAGNOSTIC EM-02 / IMPLEMENTATION EM-03 / FRACTIONAL
ENGAGEMENT MODELS

Three deployment formats.

EM-01

Operational Diagnostic

A structured field study of pipeline, jobs, cash, CRM, reporting, and handoffs. Stand-alone deliverable or precursor to engagement.

OutputWritten findings report, margin map, recommended implementation sequence.

EM-02

Implementation Engagement

The build phase. We install what the diagnostic identified — and stay until the team is running it without us.

OutputCRM and workflow rebuild, reporting surface, AR and cash discipline, weekly operating rhythm — installed inside your tools, adopted by your team.

EM-03

Fractional Operational Leadership

An experienced operator in the seat — Controller, GM, or Operations role inside the business. Pre-hire bridge or extended engagement.

OutputWeekly leadership rhythm, vendor and contract oversight, hiring readiness, transition support.

WHAT WE INSTALL

Five system areas. One installed operation.

Engagements draw from these five. The diagnostic determines which ones, in what order, and how deep.

SV-01 · CRM & WORKFLOW

CRM & Workflow Rebuild

Pipeline, hand-offs, automations, and reporting rebuilt inside JobNimbus, HubSpot, or whatever platform you already run. The path from estimate to collection — built so jobs move through the system, not around it.

AfterEvery job runs the same play. Leadership knows where it stands. Fewer fires.

What happens
  1. Audit the current pipeline, stages, and automations
  2. Rebuild the workflow inside your CRM
  3. Install reporting and stage accountability
  4. Train the team to adoption
  5. Monitor implementation until the system holds
SV-02 · NUMBERS & VISIBILITY

Numbers Leadership Can Operate From

One reporting surface in Excel, Power BI, or whatever you already use — built around the operating reality of your business, not a generic template. Every metric ties to a decision someone actually has to make.

AfterYou open one view on Monday. The numbers are clean. The next decision is obvious.

What happens
  1. Audit the numbers leadership relies on today
  2. Rebuild the metric set around real decisions
  3. Install one reporting surface in your tools
  4. Train leadership on the weekly read
  5. Monitor accuracy and adoption over time
SV-03 · AR & CASH

Cash Discipline as a System

AR cleanup, collections on a schedule, cash forecasting, and expense guardrails — so the business stops surviving on a strong week and starts running on a plan. Cash discipline becomes a system the team holds to, not a personality trait of the founder.

AfterYou see the cash position two weeks ahead. Collections stop being an emergency.

What happens
  1. Audit AR aging and deposit tracking
  2. Rebuild collections into a scheduled rhythm
  3. Install cash forecasting and expense guardrails
  4. Train the team on the cadence
  5. Monitor cash position weekly
SV-04 · ACCOUNTABILITY

Team Accountability

The weekly rhythm and clear ownership that holds the team answerable to the numbers — without the owner needing to be in every conversation. Visibility without accountability is a dashboard nobody opens. This is the layer that closes the loop.

AfterProblems surface at week 2, not month 4. The team owns the numbers.

What happens
  1. Audit current ownership and operating cadence
  2. Rebuild the weekly operating rhythm
  3. Install clear ownership and scorecards
  4. Train the team on the meeting discipline
  5. Monitor follow-through and correct drift
SV-05 · FRACTIONAL LEADERSHIP

Operator in the Seat

An experienced operator inside the business quarter-by-quarter — Controller, GM, or Operations seat. We hold the weekly rhythm, watch the numbers, and run the team's operating cadence. Pre-hire bridge, transition support, or extended engagement.

AfterThe owner stops being in every meeting. The business runs through a seat, not a personality.

What happens
  1. Audit the operation from the operator's seat
  2. Rebuild priorities and operating structure
  3. Install the leadership rhythm and reporting
  4. Train and develop the in-house team
  5. Monitor and transition to internal ownership
PROOF IN PRODUCTION

Installed systems, in production.

Excerpts from real installed systems. Names, account-level figures, and absolute values held in confidence.

Sales-to-Closeout workflow map across sales, pre-production, and production phases
SV-01 · WORKFLOW

Workflow Map

Every job moves through the same visible, accountable path — sales through closeout.

System health monitor — integrity checks and reconciliation status
SV-02 · VISIBILITY

Supplement System Health

Automated integrity checks confirm the numbers reconcile before leadership reads them.

Claims and supplementing financial control system — redacted summary surface
SV-03 · CASH

Financial Control System

Claims and supplementing tracked to a single financial control surface.

Commission payment request form — job-level revenue, cost, margin, and commission control (sample)
SV-04 · RECONCILIATION

Job Reconciliation & Commission Control

A/R, cost, margin, and commission reconciled at the job level.

← Return to Engagements Schedule Operational Assessment →
FIT

Sectors served.

Margin Max serves owner-led operating companies — particularly those running field crews, jobs, and recurring service obligations.

  • Construction companies
  • Roofing & exterior contractors
  • Multi-crew field-service operators
  • Home-service businesses (HVAC, plumbing, restoration, exterior)
  • Operationally stressed organizations
  • Scaling companies running on spreadsheets and fragmented systems

Ideal engagement range: approximately $2M – $50M in annual revenue.

SCHEDULE

Begin with an operational review.

The operational review is the cleanest entry. A structured read of the operation, written findings, and a recommended implementation sequence. Stand-alone deliverable — or the foundation of an implementation engagement.

Schedule Operational Assessment → Call or Text Jeremy Directly

(316) 751-6626  ·  Jeremy@MarginMaxllc.com  ·  www.MarginMaxllc.com