Understand your current benchmarks and financing options.
Current job size, close rate, finance utilization, and seasonality.
Select the right mix of financing plans. Learn how program design impacts profitability.
Integrate “payment-first” language into ads and website. Position financing to attract more leads.
Rebuild the in-home sales process around monthly payments. Train reps to present price with confidence and clarity.
Building department scorecards and rep leaderboards. Build accountability cadences to drive adoption.
Connect all program lessons into a 12-month action plan. Define quarterly goals and schedule 90-day check-ins.
• Finance Integration Worksheets
• Annual Marketing Planning Templates
• Company Growth Scorecard
• Rep Leaderboard Template
• Accountability Cadence Framework
• 12-Month Action Plan
• Walk-Away Packet with summaries, contacts, and resources
• Weekly 60–75 min virtual coaching sessions.
• Replay recordings and handouts provided.
• Homework assignments + scorecard tracking.
• Post-program 60 & 90-day check-in.
Web magic + SEO wizardry
Branding brilliance + killer design
Video vibes
Social savvy
Ad power
Your dream customers are out there, and we're here to help you find them.
Your dream customers are out there, and we're here to help you find them.
Your dream customers are out there,
and we're here to help you find them.