Operational Diagnostic
A structured field study of pipeline, jobs, cash, CRM, reporting, and handoffs. Stand-alone deliverable or precursor to engagement.
OutputWritten findings report, margin map, recommended implementation sequence.
SERVICES · SERVICE ARCHITECTURE · ENGAGEMENT
Operational systems, installed and held to.
Five capability stacks. Three engagement models. One operating posture. Each engagement deploys against the same architecture and resolves to a measurable change in how the business runs.
ENGAGEMENT MODELS
Three deployment formats.
Implementation Engagement
Build phase. Deployed against the diagnostic. Team trained to own the installed systems by close.
OutputCRM and workflow architecture, KPI installation, AR and cashflow infrastructure, accountability cadence — installed and adopted in-house.
Fractional Operational Leadership
Ongoing operational seat — Controller, GM, or Operations role inside the business. Pre-hire bridge or extended seat.
OutputWeekly leadership rhythm, vendor and contract oversight, hiring readiness, transition support.
SERVICE ARCHITECTURE
Five capability stacks. One installed system.
Engagements draw from these five. The diagnostic determines the combination, the sequence, and the depth.
SV-01 · CRM & WORKFLOW
CRM & Workflow Architecture
Pipeline structure, field discipline, automations, and reporting installed in JobNimbus, HubSpot, or your platform of record. Workflow procedures from estimate to collection — built so the operation runs through the system, not around it.
OutputDocumented stage logic, automation map, reporting schema, and a 30-day adoption protocol.
SV-02 · KPI & FINANCIAL VISIBILITY
KPI & Financial Visibility
Executive-grade dashboards in Excel, Power BI, or your reporting surface of choice. Built around the operating reality of the business — not generic SaaS templates. Every metric ties back to a decision the operator actually makes.
OutputExecutive reporting stack with AR aging, gross margin, variance tracking, and leadership cadence metrics.
SV-03 · AR & CASHFLOW
AR & Cashflow Infrastructure
AR cleanup, collection cadence, cash forecasting, expense controls, and the controls that turn cash discipline from a personality trait into a system the business can hold to.
OutputCollections cadence, cash forecasting framework, and operating cash visibility controls.
SV-04 · ACCOUNTABILITY
Operational Accountability
The cadence and structure that holds the organization answerable to the numbers it produces. Visibility without accountability is a dashboard nobody opens — this is the layer that closes the loop.
OutputLeadership operating cadence, ownership matrix, variance review process, and corrective-action loop.
SV-05 · FRACTIONAL LEADERSHIP
Fractional Operational Leadership
A seasoned operational seat inside the business — Controller, GM, or Operations role. Margin Max occupies the seat quarter-by-quarter to hold the cadence, watch the numbers, and run the leadership rhythm. Pre-hire bridge or extended engagement.
OutputWeekly operating rhythm, leadership facilitation, vendor and contract oversight, hiring readiness, transition support.
FIT
Sectors served.
Margin Max serves owner-led operating companies — particularly those running field crews, jobs, and recurring service obligations.
- Construction companies
- Roofing & exterior contractors
- Multi-crew field-service operators
- Home-service businesses (HVAC, plumbing, restoration, exterior)
- Operationally stressed organizations
- Scaling companies running on spreadsheets and fragmented systems
Ideal engagement range: approximately $2M – $50M in annual revenue.
REQUEST
Begin with the diagnostic.
The diagnostic is the cleanest entry. Structured field study, written findings report, margin map. Stand-alone deliverable — or the foundation of an implementation engagement.
Jeremy@MarginMaxllc.com · 316.751.6626 · www.MarginMaxllc.com