Sales & Outreach
Your daily outreach command center. Everything for prospecting, building PM relationships, and moving contacts from cold to sending jobs.
Vendor & Quoting
Build and manage your subcontractor bench. Research vendors, vet and onboard new subs, run the cost analysis, and produce client quotes.
Field Operations
Job intake through payment. Log the job, assign the vendor, run QC, deliver the UCR, invoice the PM, and close out the financials.
PM Hub
Central dashboard for all property manager contacts. Pipeline status, outreach history, and relationship stage at a glance.
PM Calling
Full cold call and second call system. Scripts, objection paths, voicemail flows, and follow-up sequences — all in one place.
PM Relationship
Post-call relationship management. Track status, nurture timing, and the steps to move a PM from interested to sending jobs.
PM Foundation
The strategic framework behind every PM conversation. Positioning, value props, and trust-building principles.
Vendor Hub
124 cleaning companies · 137 handymen · carpet, flooring, drywall, painting, and windows. Research, call, and track every sub in one place.
Vendor Interview
Structured vetting process before a sub goes on a live job. Licensing, insurance, availability, and quality standards.
Vendor Onboarding
Step-by-step intake for new approved subs. Collect trade info, coverage area, rates, and add them to the active roster.
Vendor Agreement
Standard subcontractor agreement. Scope, payment terms, photo requirements, and quality standards — send before the first job.
Cost Analysis & Quote Builder
Full cost breakdown across all 7 services + live quote calculator. Enter sqft and bedrooms — get instant price, sub cost, and margin.
Intake Console
Log new jobs as they come in. Capture property details, PM contact, service requirements, and scheduling notes before dispatching.
Job Setup
Job intake through vendor dispatch. Build the GHL record, calculate cost, assign a vendor, and send the PM confirmation.
Field Delivery
QC through invoice sent. Checklists, photo protocol, job sign-off, UCR delivery, invoicing, and the callback/redo protocol.
Finance & Presence
Post-job close-out. Pay vendors, track job margin, maintain the Google Business Profile, and collect reviews.
CRM Dashboard
Go High Level — TeamBuilder CRM. PM leads, pipeline stages, follow-up sequences, and contact management.
TimeMark — Site Photos
Before-and-after photo documentation. Required on every job — team uploads here, you verify completion.
PFC Bank Account System
Complete Profit First banking setup. Which accounts to open, how to separate revenue by percentage, and when to move money.
Dream 100 Strategy Playbook
8 business books distilled and applied to GHP. Fanatical Prospecting, Clockwork, Never Split the Difference, and more.
Master Roadmap
The full 10-month game plan. Solo operator to self-running business. Milestones, hires, and targets phase by phase.
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