Resources
Working notes on the systems underneath owner-operated businesses. Configuration detail for the platforms our clients actually run, and the reasoning behind the method.
Home Inspection
What ISN Actually Does That Most Inspectors Never Turn On
Inspection Support Network is on almost every inspector's invoice and running at a fraction of what it does. Most of the gap is configuration, not upgrades.
↳ 8 min read
Home Inspection
Setting Up ISN Automated Messaging Without Sounding Like a Robot
Six messages carry an inspection from booking to review. Most accounts send two. The reason owners resist the other four is usually tone, and tone is a solvable problem.
↳ 7 min read
Home Inspection
Agreements, Fees and the ISN Settings That Decide Whether You Get Paid
Two settings determine whether an inspection is a contract or a favor: when the agreement is signed, and when the money is collected. Both are defaults nobody revisits.
↳ 7 min read
Home Inspection
The Review Request That Fires Itself
Reviews are the highest-leverage asset an inspection business owns and the one most dependent on somebody remembering. Automating the ask removes the memory from the loop.
↳ 6 min read
Real Estate
A CRM Full of Leads Nobody Owns
The most common state of a real estate CRM is not empty. It is full, with thousands of records, no owner on any of them, and no next action anywhere.
↳ 7 min read
Construction
The Bid You Never Followed Up On
Unsold estimates are the largest single leak in a contracting business, and the follow-up that would recover them lives in somebody's memory rather than in a system.
↳ 6 min read
Field Service
Service Agreements Are the Asset You Are Not Tracking
Recurring agreements are the most valuable thing a field service business owns and usually the least visible. Recommended work spotted on site and never written up is close behind.
↳ 6 min read
Associations
Nobody Trusts the Data
In associations the universal problem is not missing data. It is three departments holding three versions of it, each convinced the others are wrong.
↳ 7 min read
Education & Training
Pull the Last Thirty Enquiries
The fastest diagnostic in the sector needs no software and takes an afternoon. It also tends to end the argument about whether the problem is lead volume.
↳ 6 min read
Method
Why RevOps Advice Does Not Work Below $5M
Revenue operations as a discipline assumes three departments that need aligning. When the business is one person with a phone, the method has nothing to connect.
↳ 8 min read
Method
The Eight Categories, and Why the Order Matters
The Operating Score Card scores eight things. The order they are fixed in is not the order they are listed in, because several of them depend on the others being done first.
↳ 7 min read
Method
Card Fees and the Margin Hiding in Your Invoices
On a large invoice the processing fee is not a rounding error. Setting bank transfer as the default is a ten-minute change with a permanent effect.
↳ 5 min read
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