Current Business Review Includes Items Like:

✅  Social Media Review:

All social links gone through to see consistency and style.

✅  Review all branding:

Logos, business cards, wraps, personal style, uniforms.

✅  Review entire client journey:

How does a lead come in from nothing to being a client. From first phone call to final walk through. 

✅  Review of sales process and scripts:

Review the answering script for phones, emails, and social. Who answers it? Whats the goal of email #1?

✅  Review of design process:

Who does your designs? How? Always the same? Thoughtful or on the spot? How is quote delivered? 

✅  Review of installation process and procedures:

Is there a sheet that installers review? Pack outs? Take off sheets?  Pictures? Company cam? Drive? Client interactions.

✅  Inventory review:

Is there a process? How do you maintain inventory? Do you order per job or keep stock or both?

✅  Guys arriving and departing shop daily?

Is there a process? Is it written? Easy check list? Does everyone actually know what to do? How do you know whats in the trucks? How do the guys know what they need? What happens at the end of the day? Pack out and clean or just leave?

✅  Marketing?

Do you have a system or calendar in place to reach out to previous clients to sell them more? Are you running ads? To whom? In what format?

✅  Financials Review:

Send in your financials so I have a holistic view of the company. Will discuss budgeting, operating expenses, daily/weekly operating expenses.

✅  Pricing review:

How is pricing determined? Overview of how a sales person would make an estimate or quote.

✅  Company Mission and Core Values Review:

Is there core values? Does your staff know them, are you actually leading with these values or are they bullshit?

✅  Meet the staff videos:

Send in a video of each staff member introducing themselves and going over the questions asked of them so I have a better idea of who is who and how it all operates.

✅  Website Review:

Look over your website from a clients prospective and from a digital marketing perspective. Include a report for each.

During our week together we will spend a ton of time together working including:

✅ Install Processes:

We will sit down and come up with your very own installation process, so that you and every member of the team knows what is expected of them. When they leave the shop, when they arrive on site, when they are installing, when the clean up, and when they arrive back at the shop.

✅ Install Visits:

I will go out with you and/or your team on an actual install. See how they are doing it and what their normal steps are. I will advise and show new methods or other ways to consider for the future.

✅ Sales Calls:

I will listen to some of your sales calls first. I will answer the phone and lead some conversations with prospects as well to help give pointers and build confidence. 

✅ Design Training:

Much of our time will be spent on Christmas lighting design and why it matters and how it's different than other outdoor lighting. The rules, when to break them, what industry standards to ignore, how to keep it simpler at the same time doing installs others refuse to attempt. How you can present it to clients and how to make pricing from a design, make a take off sheet, and make an order sheet. 

✅ Proposal Videos:

Attend and or lead a proposal meeting video delivery to show you techniques and confidence builders to build trust with clients. 

✅ Attend one of your company meetings:

Let me see how you interactive with your staff and how they interact with you, and the type of leadership style you have. We will discuss afterwards.

✅ Meet and sit with any of your office staff you would like:

Want me to understand how your office manager works, your sales guys, etc. I will sit with them for a few hours and get a better idea of what they are doing for the company and discuss with you new possible ways they can help with efficiencies or boosting revenue.

✅ Meeting to hear “why” your brand is what it is and what it means to you:


Let's chat and get an idea of why your business is what it is today. Why you started it, your tag lines, concerns, and dreams.

Our week together and what you learn will in and of itself be worth every penny you invest in this program BUT I want to see you truly succeed and over the next year we will work:

✅ Prepare and send reports from my visit:

I put together reports from all of my notes and observations from my entire time with you and reviewing your company. These may include what I saw, areas of weakness, areas of strength, suggestions of new things to try, and other recommendations based on sales, installation, staff, and branding. Note this is mentoring so while I will report on all of these things it is your job to work with me on discovering what will best work for you and why. 

 ✅  Weekly personal one on one calls:

We will have an hour long conversation once a week for the entire year. In these calls we will be hyper focused on company branding, sales, and installations.

✅ Design Help - Virtually

I will be available for calls and texts to help with designs, or questions throughout the program. 

✅ 30 Day Action Plan

Together outside of and during the standard calls we will work on a 30 day action plan for you and your business.

✅ A year of Quarterly Goals

Together outside of and during the standard calls we will work on a years worth of quarterly goals for yourself and your business. From revenue, to uniforms, to new websites, quarterly goals should be much more than simply revenue or profit based.

✅ Real Relationship


Look to be a success in your business we are going to have to get personal. All areas of your life have an effect on every other aspect between body, being, balance, and business. Over this year mentorship programing we will get to know each other on a deeper level than simply business.​