Revenue, Profit and Peace of Mind

Stop letting your business run you. Take the first steps to regain control with scorecards, leadership meetings, and smart delegation.

A new client asked me this last week: “When the business feels like it’s running me, not the other way around, what’s the first step to change it?” Great question. There isn’t one magic lever, but there is a simple path that works.

Before we go further, if you’re new here, I help restoration business owners get more profitable, reduce the chaos, and build something they can sell for a lot of money someday when they decide to move on.

Here’s how I think about it.

Start by getting specific about what “good” looks like.

You cannot run what you cannot measure. Every role needs 2 to 5 numbers that define success. For a tech, that might be customer satisfaction and labor-to-budget. For a rep, face-to-face visits and qualified referrals. For an admin, invoice cycle time and AR follow-ups completed. If they do not know the target, they cannot hit it.

Put those numbers on a simple scorecard and review them weekly.

Pick a day and time. Same time, every week. Print it or put it on a screen. Green if it hit, red if it missed. Talk about variances, not feelings. When you do this consistently, drama goes down and progress goes up.

Run a real leadership meeting with a real agenda.

Meetings are only a waste when they have no structure. Use a tight agenda that starts on time, ends on time, reviews numbers, surfaces issues, solves a few, and assigns owners and due dates. Do this and you will move the ball every week.

Adopt my Do → Develop → Check rhythm. 

Some tasks you will keep as the owner. I always reviewed monthly P&Ls and job profitability. But everything else should be moving off your plate. When you do a task, take someone with you and teach while doing it. If you cannot bring them, record your screen and narrate your process. Next time, hand it to them. Then check their work at a sensible threshold. Maybe you check every mitigation estimate for 30 days, then only jobs over a certain dollar amount. Progress, not perfection.

Check out this video below to fully understand the importance of these 3 key words
https://www.thegrowthleague.com/blog/3-key-words-for-leadership-do-develop-and-check

Document as you go, not “someday.”

Use a quick screen recorder and capture how you write a rebuild estimate, close out a job, or submit a TPA file. Title the video, drop the link in a simple SOP list, and move on. Ten minutes now saves you hours later and makes delegation real instead of aspirational.

Always be recruiting.

Owners get held hostage by poor performers because they have no bench. Put a standing interview block on the calendar every week. Even when you are slammed. Especially when you are slammed. You sell all the time. Recruit the same way

Stop setting goals alone.

Early on I used to hide at a coffee shop and write the new year’s plan by myself. Nobody cared, because it was my plan, not the team’s plan. Get your key people in a room and build it together. Clear annual goals, broken into monthly and weekly actions, owned by names. You will feel the load lift when everyone is pulling the same direction.

What’s the first step if you feel underwater right now?

Pick one role and define 2 to 5 numbers for that role. Put them on a one-page scorecard. 

Schedule a weekly 60 to 90 minute meeting, starting this week, to review the scorecard and solve two issues. 

Hit record on your next repeatable task and hand it off within seven days. That is enough to change your trajectory.

If you want help setting up the scorecard, meeting rhythm, and a simple delegation system your team will actually follow, book a call with me. 

No pressure. We will talk through where you are, where you want to go, and the next three steps to get there.