Course Content
Building the Foundation — Why Systems Matter & Getting Started
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6 Topics
The Cost of Chaos for Contractors
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What Are “Profitable Systems”?
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Auditing Your Current Workflow (The “Chaos Map”)
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Defining Your Key Profit Drivers
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Setting Up Standard Operating Procedures (SOPs)
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Your 90‑Day Systems Implementation Roadmap
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Lead-to-Sale System — Never Lose a Lead Again
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5 Topics
Centralized Lead Capture System
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Lead Qualification Checklist
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Automated Lead Follow‑Up Sequence
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Proposal & Contract System
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CRM Setup & Management
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Project Management & Workflow System — Deliver On Time, On Budget
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6 Topics
The 5 Phases of a Contractor Project
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Daily Crew Checklist & Time Tracking
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Change Order System (Stop Scope Creep!)
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Quality Control Checkpoints
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Automated Client Progress Updates
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Project Closeout System
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Financial & Profit Tracking System — Know Exactly Where Your Money Goes
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5 Topics
Job Costing Setup (The #1 Profit Saver!)
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Real‑Time Expense Tracking
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Invoice & Payment Automation
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Profit Band Analysis
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Monthly Financial Review Ritual
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Team & Communication Systems — Align Your Crew & Clients
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6 Topics
Role Clarity & RACI Matrix
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Morning Huddle Script (10‑Minute Daily Meeting)
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Communication Protocols
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Onboarding System for New Hires/Subcontractors
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Client Communication Standards
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Feedback Loop System
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