- PE or platform ops covering HVAC, plumbing or electrical brands
- A mix of CallRail, ServiceTitan, Housecall Pro and Jobber after tuck-ins
- An organic growth line in the plan that nobody has checked brand by brand
- Willing to start with one brand before a portfolio rollout
For operating partners and platform ops
Put a defensible booking number in your 100-day plan.
You keep local brands standing and centralize what you can. The phone path is usually the last thing to get one honest view, because every add-on counts it differently. We count it the same way at every brand, from that brand's call records, beside the field software it already runs. Then we fix only what the records show.
Where it lands in the first 100 days
One brand scored in the first month after you say go
- Days 1-14
Baseline one brand
One week of call records in. One page out: five rows, one denominator, every count traced to a call record.
- Days 15-45
Fix it, only if it's real
If there's a gap, one month of gated work on that brand. Week 1 finishes one real job. Week 2 fixes the rules. Week 3 saves the method. Week 4 runs it on live data.
- Days 45-100
Second brand from the saved method
Same five rows on the next add-on, now comparable to the first. Re-run the first brand from its own records so the board sees one definition, before and after.
Day ranges are the shape of the work, not a promise. Timing depends on file quality and how fast follow-up questions get answered.
Mapped to what you're measured on
Five objectives, one instrument
| Objective | What the scorecard gives you |
|---|---|
| Same-branch organic growth you can show a buyer | A booked-from-every-ring baseline per brand, re-run later from the same records |
| EBITDA without adding headcount | A count of jobs lost on calls the brand already paid to make ring, and the wiring to win them back if the gap is real |
| Comparability across add-ons | One denominator on ServiceTitan, Housecall Pro, Jobber, CallRail or a carrier bill |
| Board and LP reporting | One page per brand, every number traced to a call record |
| Integration without disruption | Read-only on today's exports; write-back only through the gate; carries over after a migration |
Why these: buyers underwrite "durable same-branch organic growth" and "proven ability to uplift newly acquired businesses postclose" (L.E.K. Consulting, Sept 2026). The new deal math needs more EBITDA growth from operations (Bain, Global Private Equity Report 2026). Industry sources, not c0founder results.
- You want a slide-only AI maturity assessment
- You want a team that grows headcount to grow the invoice
- You only want an answering bot, with no score on whether calls become jobs
Your weekly report
Four lines, readable between board meetings
- Accepted results: what actually finished
- Time to those results
- Minutes a human spent reviewing
- Every stop for approval, and why it stopped
No time-saved estimates. Before-and-after numbers come from the brand's own timestamps or they don't appear.
Governance
Supervised autonomy, with a trail your board can read
Nothing goes out, gets spent or changes a live system without an approval that shows the exact before and after.
Each gated step shows the current value, the proposed value and what would change. You approve or refuse that exact step, not a vague workstream.
What ran, what was refused, and what waited on a human. Narrow auto-checks catch obvious bad paths. Important moves still stop for a person.
What we offer
Three things, in this order
Five rows from the brand's own exports, every row traced to a call record. If the records say there's no gap, we walk.
Alerts, follow-up and booking beside the brand's tools, through the gate. The brand owns the stack and the data.
While we look at shops for leaks, we see acquisition-shaped names: size, geography, after-hours gap, software. Draft notes only. No invented multiples.
Price is a conversation, not a fee sheet on this site.
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