The Offer // Guided Implementation

The Back Office Blueprint.

A 7-week guided implementation program for owner-operated service businesses. You bring the business and do the building. We bring the training, templates, workflows, coaching, and accountability.

The Curriculum // Week by Week

Seven modules. Seven working systems.

[MOD-01]

Week 1

Lead Capture

One intake channel for every lead, instant auto-replies, and a master lead log you review in 10 minutes a week.

You install

Master lead log + auto-reply scripts

[MOD-02]

Week 2

Estimates

A pricing matrix built from your real costs, and an estimate template that turns site visits into same-day quotes.

You install

Pricing matrix + estimate template

[MOD-03]

Week 3

Scheduling

An ideal-week calendar with confirmation and reminder sequences that cut no-shows and end double-booking.

You install

Booking calendar + reminder sequence

[MOD-04]

Week 4

Customer Records

One clean record per customer — contacts, property notes, job history, preferences — kept tidy in minutes a week.

You install

Customer record system

[MOD-05]

Week 5

Invoicing

Same-day invoicing as a habit, with templates, terms, and a polite-but-firm overdue sequence.

You install

Invoice template + overdue sequence

[MOD-06]

Week 6

Payments

Card and bank collection on every invoice, deposits that protect your calendar, and a 15-minute Friday money routine.

You install

Payment links + reconciliation checklist

[MOD-07]

Week 7

Follow-Up

Post-job follow-ups, review requests that get answered, and seasonal rebook reminders that run themselves.

You install

Follow-up engine + rebook calendar

[INCLUDED]

  • 7 guided implementation modules (one per week)
  • Every template, script, checklist, and calculator
  • Weekly live cohort call + office hours
  • Direct feedback on your actual systems
  • Accountability check-ins so it actually gets built
  • WorkBase Hub access — modules, vault, dashboard

[WHAT IT IS NOT]

  • Done-for-you setup — you build it, we guide
  • Generic business coaching or mindset content
  • A software subscription you're locked into
  • Marketing or lead-generation services

The point is ownership. When we're done, the system is yours — no dependency on us, no software lock-in, ready for your first hire.

Enrollment // Next Cohort

Founding Cohort pricing. Lifetime access to what you build.

Enrollment is by application. We accept operators we know we can help — if it's not a fit, we'll tell you straight and point you somewhere useful.

Application reviewed by hand within 2 business days

Secure checkout — pay only after you're accepted

14-day fit guarantee — see the refund policy

[The Back Office Blueprint // Founding Cohort]

$497paid in full

or 2 payments of $275

  • 7-week guided implementation
  • Full template vault
  • Weekly coaching calls
  • WorkBase Hub member access
Apply for the Founding Cohort

No payment is required to apply. Accepted applicants receive enrollment instructions.