Questions we get from sponsors and CEOs
Do you do the work or advise on it?
Both, in a set order. In the build phase our partners do the work alongside the platform's people: interviewing sales hires, sitting in estimating reviews, riding with service techs. As the department leader takes hold we move to a weekly cadence and then to the board seat. The scope, the number, and the hand-off are agreed at the start.
Our platform is mostly residential. Does this still apply?
That is the most common starting point. Residential platforms have crews, brand, and cash flow but no commercial sales motion, service discipline, or account structure. We build those from scratch rather than adapting the residential engine, because the buyer, the job, and the margin are different.
Who is the client, the fund or the platform?
The engagement letter is usually with the platform and the sponsor is usually the reason we are there. We report to both: the department numbers go to the board monthly, and the weekly work happens with the CEO's team. We will not take on an engagement where the CEO does not want us there.
How is this different from sales training or a fractional executive?
Training changes what reps know. A fractional executive spreads across the whole company. We build one department to a defined plan, hire and structure it, run it until the numbers hold, and leave it with the platform's own people.
How many platforms do you work with at once?
A small number. Each partner is inside the business every week during a build, so capacity is limited by design. If we are full we will say so and give you a date.
Will you work with a competitor of ours?
Not in your markets. We do not work with two competing platforms in the same geography. The targeting data, account strategy, and pricing discipline we build for you are yours, and we will not carry them across the street.