The Program
Vision. Velocity. Freedom.
A three-phase system that installs franchise-grade infrastructure into your independent trade business. Each phase builds on the last, moving you from owner-dependent chaos to scalable, sellable freedom.
The 30-Day Foundation Jumpstart
Vision
Clarity replaces chaos.
Before we build anything, we need to know where we are going. In the first 30 days, we conduct a deep dive into your business and build the strategic foundation that everything else rests on. Most trade businesses have never had a real business plan — we change that.
Strategic Vision & 3-Year Roadmap
We define your long-term vision — whether that is scaling to $5M, franchising, or preparing for an exit. This becomes your north star for every decision.
Business Plan & Budget
A real, working business plan with financial projections, break-even analysis, and a monthly budget that keeps you accountable.
Estimating Systems
We build or refine your estimating process so every quote is profitable, consistent, and does not depend on your gut feeling.
Sales & Marketing Systems
Your initial sales process audit — identifying where leads are leaking and where the biggest quick wins are hiding.
Org Chart & People Planning
We map the org chart your business needs (not the one it has) and identify the key hires that will unlock your next stage of growth.
KPI Dashboard & CRM Setup
We set up the metrics that matter and the CRM to track them — so you are running your business on data, not instinct.
The Revenue Engine Build
Velocity
Revenue that does not depend on you.
With the foundation set, we build the engine that drives predictable, scalable revenue. This phase is about removing you as the bottleneck in sales and creating systems that close deals whether you are in the room or not.
Sales Scripts & Objection Handling
Proven scripts your team can follow — from the first phone call to the close. No more winging it.
Pricing Strategy & Profit Optimization
We audit your pricing, margins, and job costing to ensure every project is profitable and competitively positioned.
Automated Follow-Up & Re-Hash System
The leads you have already quoted but never closed? We build an automated sequence to re-engage them and recover lost revenue.
Website Rebuild (SEO + Conversion)
We rebuild your website from the ground up — designed for search engine visibility and optimized to convert visitors into booked estimates.
Lead Magnet & Funnel Strategy
We create a lead capture system that builds your prospect list and nurtures them toward a buying decision.
Sales Team Training
If you have estimators or sales reps, we train them on the new system so they can sell with confidence and consistency.
Owner Liberation
Freedom
Your business works without you.
The final phase is about you stepping out of the day-to-day operations. We build the infrastructure that allows your business to run — or sell — without you being involved in every decision.
SOP Library & Playbooks
We document every critical process in your business — from onboarding a new hire to handling a customer complaint — so nothing lives only in your head.
Talent Acquisition Funnel
A repeatable system for attracting, screening, and hiring A-players. Stop scrambling for staff every spring.
Leadership Development
We help you identify and develop your next layer of leadership — the people who will run the business so you do not have to.
Meeting Rhythms & Accountability
Weekly, monthly, and quarterly meeting structures that keep your team aligned and accountable without you micromanaging.
Financial Dashboard & Reporting
Advanced financial tracking that gives you a CEO-level view of your business — profit by job, by crew, by service line.
Exit-Ready Preparation
Whether you want to sell in 2 years or 10, we build the documentation, processes, and transferable value that buyers pay a premium for.
Investment
Two Ways to Work Together
Choose the level of partnership that fits your business stage and goals. Both options include the full Vision-Velocity-Freedom framework.
Tier 1
Growth Retainer
For business owners ready to install foundational systems and start building a scalable operation with guided support.
- Bi-weekly strategy calls (60 min)
- Full Vision-Velocity-Freedom framework
- Templates, scripts & SOP library access
- KPI dashboard setup & monthly review
- Email & Slack support between calls
- Website audit & recommendations
Tier 2
Strategic Integrator
For owners who want a hands-on strategic partner — someone who builds the systems with you, not just advises from the sideline.
- Weekly strategy calls (60 min)
- Full Vision-Velocity-Freedom framework
- Done-with-you SOP & playbook creation
- Sales process audit & script development
- Website rebuild (SEO + conversion optimized)
- Leadership team alignment sessions
- Priority Slack access & async support
- Quarterly business review & planning
Not sure which tier is right for you? Book a discovery call and we will figure it out together. No commitment, no pressure.
Ready to Start Building?
The first step is a 30-minute conversation. We will look at where your business is today, where you want it to be, and whether Trade Growth Academy is the right fit to get you there.
Book Your Free Discovery Call