This is how Margin Max commissions your Business Operating System. Five system areas. Three engagement formats. One operating posture. Each engagement stands up BOS surfaces inside the tools you already run and resolves to a measurable change in how the business operates.
A structured field study of pipeline, jobs, cash, CRM, reporting, and handoffs that scores your operating infrastructure and names the binding constraint. Stand-alone deliverable or the entry to commissioning.
OutputWritten findings report, margin map, recommended BOS commissioning sequence.
The build phase. We commission the BOS surfaces the diagnostic identified — and stay until the team is operating from them without us.
OutputCRM and workflow rebuild, reporting surface, AR and cash discipline, weekly operating rhythm — BOS surfaces installed inside your tools, adopted by your team.
An experienced operator in the seat — Controller, GM, or Operations role inside the business. Pre-hire bridge or extended engagement.
OutputWeekly leadership rhythm, vendor and contract oversight, hiring readiness, transition support.
Every engagement commissions surfaces of your Business Operating System. The BOS Diagnostic determines which ones, in what order, and how deep. See the full BOS →
Pipeline, hand-offs, automations, and reporting rebuilt inside JobNimbus, HubSpot, or whatever platform you already run. The path from estimate to collection — built so jobs move through the system, not around it.
AfterEvery job runs the same play. Leadership knows where it stands. Fewer fires.
What happensOne reporting surface in Excel, Power BI, or whatever you already use — built around the operating reality of your business, not a generic template. Every metric ties to a decision someone actually has to make.
AfterYou open one view on Monday. The numbers are clean. The next decision is obvious.
What happensAR cleanup, collections on a schedule, cash forecasting, and expense guardrails — so the business stops surviving on a strong week and starts running on a plan. Cash discipline becomes a system the team holds to, not a personality trait of the founder.
AfterYou see the cash position two weeks ahead. Collections stop being an emergency.
What happensThe weekly rhythm and clear ownership that holds the team answerable to the numbers — without the owner needing to be in every conversation. Visibility without accountability is a dashboard nobody opens. This is the layer that closes the loop.
AfterProblems surface at week 2, not month 4. The team owns the numbers.
What happensAn experienced operator inside the business quarter-by-quarter — Controller, GM, or Operations seat. We hold the weekly rhythm, watch the numbers, and run the team's operating cadence. Pre-hire bridge, transition support, or extended engagement.
AfterThe owner stops being in every meeting. The business runs through a seat, not a personality.
What happensExcerpts from real installed systems. Names, account-level figures, and absolute values held in confidence.
Workflow Map
Every job moves through the same visible, accountable path — sales through closeout.
Supplement System Health
Automated integrity checks confirm the numbers reconcile before leadership reads them.
Financial Control System
Claims and supplementing tracked to a single financial control surface.
Job Reconciliation & Commission Control
A/R, cost, margin, and commission reconciled at the job level.
Command Center Diagnostic
How the platform scores an operation and surfaces the binding constraint. See it live →
The Six Command Centers
A working preview of the full six-center platform. See it live →
Margin Max serves owner-led operating companies — particularly those running field crews, jobs, and recurring service obligations.
Ideal engagement range: approximately $2M – $50M in annual revenue.
The Executive Review is the cleanest entry to commissioning your BOS. A structured read of the operation, written findings, and a recommended commissioning sequence. Stand-alone deliverable — or the foundation of the build.
(316) 751-6626 · Jeremy@MarginMaxllc.com · www.MarginMaxllc.com
