SELF-PACED COURSE LIBRARY
The Complete Leverage & Legacy Systems
Seven interconnected systems built from real business transformations. Each course delivers the exact frameworks, tools, and implementation guides used to transform owner-dependent chaos into scalable, valuable enterprises.
1
Strategic Vision & Forecasting
Set Goals Based on Data, Not Hope
This is your CFO toolkit. Build the financial visibility and goal-tracking systems that every other business decision depends on. Stop guessing where you stand and start knowing - weekly, not quarterly.
BEFORE THIS SYSTEM
Flying Blind
- Setting revenue goals based on hope, not historical patterns
- No idea if you're ahead or behind until it's too late
- Reactive panic when cash gets tight
- Making emotional decisions during good months and bad
- Quarterly or monthly reviews that miss problems for weeks
AFTER THIS SYSTEM
Strategic Clarity
- Setting Evidence-based annual, quarterly, and weekly targets
- Color-coded dashboard showing health at a glance
- 13-week cash flow projections preventing surprises
- Leading indicators that predict problems 2-4 weeks early
- Weekly reviews enabling rapid course correction
What You'll Build
📊
Your WAR Board
A color-coded performance dashboard that shows business health in 5 minutes. Red, yellow, green - no more guessing.
🎯
Data-Driven Goals
Annual, quarterly, and weekly targets based on your actual historical patterns - respecting seasonality.
💰
ForeCash Flow Projection
13-week rolling cash forecast that shows exactly when money gets tight and when you can invest.
📊
Leading Indicator System
The KPIs that predict success before it happens - your "breadcrumb trail to utopia."
Complete Lesson Breakdown
7 lessons
01
Setting Data-Driven Goals
Use historical revenue data to set realistic annual, quarterly, and weekly targets. Stop hoping - start knowing.
TOPICS COVERED
- Pulling 12 months of historical data
- Calculating Quarterly Distribution %'s
- Setting evidence-based annual revenue goals
- Calculating Quarterly Distribution %'s
- Pulling 12 months of historical data
- Calculating Quarterly Distribution %'s
02
Building Your WAR Board
Create a color-coded performance dashboard that shows business health at a glance. Review in 5 minutes weekly.
TOPICS COVERED
- Selecting the 5-7 KPIs that actually matter
- Red/Yellow/Green threshold methodology
- WAR Board template and setup
- Weekly update discipline
- Spotting problems 2-4 weeks early
- Team visibility and accountability
03
Quarterly Distribution Planning
Calculate baseline percentages from your past 12 months. Respect seasonal patterns and plan accordingly.
TOPICS COVERED
- Calculating your quarterly distribution baseline
- Identifying seasonal patterns
- Adjusting expectations by quarter
- Planning for slow seasons proactively
- Year-over-year pattern refinement
- Distribution variance analysis
04
Forecasting & Budgeting
Build your ForeCash Flow projection. Understand expense timing, cash flow management, and break-even analysis.
TOPICS COVERED
- 10-week rolling cash flow projection
- The "profitable but broke" problem
- Expense timing and cash gaps
- Break-even calculation methodology
- Revenue vs. cash collected timing
- Scenario planning for slow periods
05
Leading vs. Lagging Indicators
Identify the KPIs that predict success before it happens. Build your "Breadcrumb Trail to Utopia."
TOPICS COVERED
- Leading vs. lagging indicator definitions
- Identifying YOUR leading indicators
- Activity metrics that predict revenue
- Building the "breadcrumb trail"
- Testing and validating indicators
- Integrating into WAR Board
06
Adjustment Protocols
Create threshold-triggered response systems. Know when to adjust and how to course-correct systematically.
TOPICS COVERED
- Why rigid plans fail
- Threshold-triggered adjustment framework
- Variance -> Analysis -> Adjustment -> Documentation
- Weekly variance tracking protocols
- Calm systematic response vs. reactive panic
- Documenting what works
07
Implementation & Accountability
Put everything together with structured implementation timelines and accountability frameworks.
TOPICS COVERED
- 90-day implementation roadmap
- Weekly Accountability Meeting structure
- Assignment tracking methodology
- Forcing functions that ensure completion
- Measuring implementation velocity
- Continuous improvement cycles
Frameworks & Tools Included
📋 WAR Board Template
📊 Quarterly Distribution Calculator
💰 ForeCash Flow Projection
🎯 Goal Setting Worksheet
⚡ Leading Indicator Framework
🔄 Adjustment Protocol Template
$25
/Month
Full access to all 7 Lessons • Cancel Anytime
Organizational Optimization
Structure Your Business for Scale
Design the organizational architecture your business needs to operate without constant owner involvement. From org charts to SOPs, build the structure that enables growth - and vacations.
BEFORE THIS SYSTEM
Structural Chaos
- No Org Chart - unclear who reports to whom
- Role ambiguity - "that's not my job" conflicts
- Workflows exist only in your head
- You're the bottleneck for every decision
- Can't take a day off without chaos
AFTER THIS SYSTEM
Systematic Structure
- Clear Org Chart with defined reporting lines
- Every role has documented ownership (RACI)
- Workflows mapped and visible to all
- Bottlenecks identified and eliminated
- Business operates when you're not there
What You'll Build
Present & Future Org Charts
Two-chart system showing where you are today and where you're building toward. Claim your CEO role.
RACI Ownership Matrix
Who's Responsible, Accountable, Consulted, Informed for every critical function. No more gray area.
Workflow Documentation
How work actually flows through your business - handoffs, dependencies, and failure points mapped.
Core SOP Library
Standard operating procedures for critical processes. Institutional knowledge that doesn't walk out the door.
Complete Lesson Breakdown
5 Lessons
Build present-state and future-state org charts. Claim your role as Chief Design Officer for your company.
TOPICS COVERED:
- Two-chart org model framework
- Present vs future state mapping
- Spans of control & reporting lines
- Department structure design
- Key leadership seat planning
- Org design review cadence
Create comprehensive role clarity documents with ownership statements and decision boundaries.
TOPICS COVERED:
- RACI matrix implementation
- Role clarity scorecards
- Decision boundary frameworks
- Core process accountability
- Cross-functional handoffs
- Ownership review cadence
TOPICS COVERED:
- SIPOC workflow mapping
- Visual process documentation
- Critical handoff mapping
- Failure point identification
- Process delivery tracking
- Cross-department workflows
Systematically identify and eliminate process bottlenecks. Build escalating rules to bypass stalls.
TOPICS COVERED:
- Bottleneck identification audit
- Root cause analysis (5 Whys)
- Delegation decision trees
- Escalation protocol design
- Capacity bottleneck resolution
- Standing energy reviews
Establish core standard operating procedures for critical processes. Institutional knowledge stays inside business.
TOPICS COVERED:
- SOP creation methodology
- Video-to-text SOP workflows
- Step-by-step checklist templates
- SOP verification & quality control
- Centralized SOP repository
- Regular review cadence
Frameworks & Tools Included
📄 Org Chart Template (Lucid)
📋 RACI Matrix Builder
🔄 Process Map Templates
📊 Bottleneck Audit Sheet
📖 SOP Creation System
🎯 Role Clarity Playbook
Included in WAR Room • Cancel Anytime
3
Leadership & Team Development
Build Leaders, Not Just Employees
Transform "good technicians with titles" into actual leaders who drive team performance. Create accountability systems that work without your constant intervention - and hold people to standards without being the bad guy.
BEFORE THIS SYSTEM
Leadership Vacuum
- "Leaders" who can't hold anyone accountable
- You're still solving everyone's problems
- Unclear expectations - "I didn't know that was my job"
- Feedback conversations that damage relationships
- No system for developing people into leaders
AFTER THIS SYSTEM
Accountable Leadership
- Written performance expectations signed by all
- Accountability framework that removes emotion
- Leaders who hold teams accountable without you
- Structured feedback that drives improvement
- Clear pathway from individual to team lead to manager
What You'll Build
📝
Performance Expectations
Documented standards for every role - measurable, observable, achievable. Signed and acknowledged.
⚖️
Accountability Framework
Systematic approach to measuring performance and addressing gaps - without emotion or inconsistency.
💬
Feedback System
Structured conversations that address performance without damaging relationships. Compassion AND standards.
🎓
Leadership Pipeline
Clear pathway from individual contributor to team lead to manager - with training at each stage.
Complete Lesson Breakdown
7 Lessons
01
Writing Performance Expectations
Document what "good" looks like for every role. Measurable, observable, achievable standards that remove gray area.
TOPICS COVERED
- The expectations documentation framework
- Measurable vs. vague standards
- Role-specific expectation templates
- Sign-off and acknowledgment process
- Updating expectations over time
- Using expectations in performance conversations
02
The Accountability Framework
Build the system for tracking performance, addressing gaps, and maintaining consequences. Accountability without emotion.
TOPICS COVERED
- System-based vs. emotion-based accountability
- Performance tracking methodology
- Gap identification and documentation
- Consequence framework
- Consistency across team members
- The "no surprises" principle
03
Balancing Compassion & Standards
How to care about your people while maintaining high performance expectations. The difference between empathy and enabling.
TOPICS COVERED
- Empathy vs. enabling distinction
- Caring confrontation methodology
- When flexibility is appropriate
- When standards must hold
- Supporting without rescuing
- The long-term kindness of accountability
04
Giving Effective Feedback
Deliver feedback that drives change. Structured conversations that address performance without damaging relationships.
TOPICS COVERED
- The feedback conversation structure
- Situation-Behavior-Impact model
- Real-time vs. delayed feedback
- Positive reinforcement methodology
- Corrective feedback without defensiveness
- Documentation for follow-up
05
Developing Team SOPs
Create standard procedures for team management. Weekly check-ins, performance reviews, and development conversations.
TOPICS COVERED
- Weekly 1:1 check-in structure
- Monthly performance review template
- Quarterly development conversations
- Team meeting SOPs
- Documentation requirements
- Consistency across leaders
06
Progressive Discipline
When standards aren't met, respond systematically. Documentation, escalation, and when to make the hard call.
TOPICS COVERED
- Progressive discipline framework
- Verbal warning documentation
- Written warning protocol
- Performance improvement plans
- Termination decision framework
- Legal considerations and documentation
07
Building Leaders
Develop leaders who can manage without you. Leadership pipelines, delegation frameworks, and succession planning.
TOPICS COVERED
- Leadership capability assessment
- Leadership development pathway
- Delegation framework
- Leadership training curriculum
- Succession planning basics
- Measuring leadership effectiveness
Frameworks & Tools Included
📝 Performance Expectations Template
⚖️ Accountability Framework
💬 Feedback Conversation Guide
📋 1:1 Check-in Template
⚠️ Progressive Discipline Documentation
🎓 Leadership Development Pathway
$25
/Month
Full access to all 7 Lessons • Cancel Anytime
4
Sales Activation & Conversion
Turn Awareness Into Revenue
Build an intentional sales funnel with measured conversion at every stage. Stop being a professional networker who builds relationships that never turn into clients - become a systematic revenue generator.
BEFORE THIS SYSTEM
Activity Without Results
- Networking constantly but not closing
- No idea how many touchpoints before someone buys
- Quotes sent and never followed up
- No visibility into conversion rates
- "Hopium" - hope-based sales strategy
AFTER THIS SYSTEM
Systematic Revenue
- Complete funnel mapped: awareness -> conversion
- Know exactly how touchpoints lead to sales
- Follow-up systems that nothing falls through
- Conversion rate tracked at every stage
- Predictable, measurable revenue generation
What You'll Build
🎯
Complete Sales Funnel Map
Awareness → Interest → Consideration → Conversion. Every stage defined, measured, and optimized.
🧲
Lead Generation Strategy
Know where qualified prospects come from and how to systematically attract them into your funnel.
🔄
Follow-Up System
Systematic follow-up ensuring nothing falls through. Speed-to-lead, nurture sequences, and re-engagement.
💰
Lifetime Value Strategy
Maximize revenue from each customer through upsells, cross-sells, and systematic retention.
Complete Lesson Breakdown
7 Lessons
01
The Sales Funnel Framework
Understanding the four phases: Awareness, Interest, Consideration, Conversion. Map your current state and gaps.
TOPICS COVERED
- Four-phase funnel framework
- Current state funnel mapping
- Gap identification methodology
- The "3-40% market reality"
- Stage transition metrics
- Funnel visualization tools
02
Lead Generation Strategy
Systematically attract qualified prospects. Know where leads come from and how to replicate success.
TOPICS COVERED
- Lead source identification
- Networking ROI measurement
- Referral system development
- Digital lead generation basics
- Lead source tracking system
- Lead quality scoring
03
Conversion Path Design
Build the intentional journey from first touchpoint to closed sale. Landing pages, sequences, and CTAs.
TOPICS COVERED
- Conversion path mapping
- Touchpoint sequence design
- Call-to-action optimization
- Friction point elimination
- Conversion rate benchmarks
- A/B testing basics
04
Touchpoint Strategy
Know exactly how many interactions it takes before someone buys. Build the system to deliver those touchpoints.
TOPICS COVERED
- Touchpoint counting methodology
- Multi-channel touchpoint strategy
- The "marketing foreplay" principle
- Trust-building touchpoint sequence
- Touchpoint automation
- Measuring touchpoint effectiveness
05
Conversion & Closing
Create standard procedures for team management. Weekly check-ins, performance reviews, and development conversations.
TOPICS COVERED
- The Doctor Model: diagnose before prescribe
- Trust deficit elimination
- The "Hopium Trap" and how to avoid it
- Permission-based closing
- Objection handling frameworks
- The three-touch conversion cycle
06
Follow-Up Systems
Systematize follow-up so nothing falls through the cracks. Speed-to-lead, nurture sequences, and re-engagement.
TOPICS COVERED
- Speed-to-lead importance
- Follow-up sequence design
- Lost quote analysis
- Re-engagement campaigns
- Follow-up tracking and metrics
- CRM discipline and hygiene
07
Lifetime Value Optimization
Maximize customer value through strategic upsells, cross-sells, and retention. Systematic revenue expansion.
TOPICS COVERED
- Customer lifetime value calculation
- Upsell and cross-sell strategy
- Retention system development
- Referral generation system
- Customer segmentation
- Reactivation campaigns
Frameworks & Tools Included
🎯 Sales Funnel Template
🧲 Lead Source Tracker
🩺 Doctor Model Framework
🔄 Follow-Up Sequence Template
📊 Conversion Rate Calculator
💰 LTV Optimization Checklist
$25
/Month
Full access to all 7 Lessons • Cancel Anytime
6
Financial Controls
Know Your Numbers & The Accounting Methodology Behind It
Master real-time bookkeeping, QuickBooks Online, and cash flow management. Transform your books from a tax compliance burden into a strategic decision-making asset that gives you financial intelligence weekly, not monthly.
BEFORE THIS SYSTEM
Financial Fog
- QuickBooks is a mystery you avoid
- Books reviewed monthly (if at all)
- "Profitable but broke" cash problems
- Invoices sent but never collected
- Reports that don't answer real questions
AFTER THIS SYSTEM
Financial Clarity
- QuickBooks configured for YOUR business
- Weekly financial visibility
- 13-week cash flow projection
- A/R and A/P systems that work
- Reports that drive actual decisions
What You'll Build
📊
Weekly Financial Dashboard
Real-time visibility into revenue, COGS, expenses, and cash position. Intelligence within 7 days, not 60.
💰
Cash Flow System
10-week rolling projection showing exactly when money gets tight and when you can invest.
⚙️
Optimized QuickBooks Setup
Chart of accounts configured for trades operations. Categorization that makes sense for YOUR business.
📋
A/R & A/P Systems
Get paid faster with systematic collection. Pay smarter with organized vendor management.
Complete Lesson Breakdown
5 Lessons
01
Real-Time Bookkeeping Fundamentals
Weekly transaction categorization, data integrity principles, and the difference between history and intelligence.
TOPICS COVERED
- Data integrity vs. data entry mindset
- Weekly categorization discipline
- The TBC (To-Be-Classified) report
- GAAP-compliant reconciliation
- Generated vs. collected revenue tracking
- Bookkeeper performance thresholds
02
Cash Flow Management
Understand the "profitable but broke" problem. 13-week cash flow projections and liquidity management.
TOPICS COVERED
- Cash vs. accrual understanding
- 13-week rolling cash projection
- The "profitable but broke" problem
- Cash timing and gaps
- Liquidity reserve planning
- Cash flow early warning system
03
QuickBooks Online Mastery
Configure QBO for trades business operations. Chart of accounts, categorization rules, and reporting setup.
TOPICS COVERED
- Chart of accounts for trades businesses
- Field labor vs. admin overhead separation
- Revenue stream tracking
- Categorization rules and automation
- Products & services cleanup
- Report configuration for decisions
04
Industry-Specific Integrations
Connect field service software, handle sync challenges, and build workaround protocols that actually work.
TOPICS COVERED
- Field service software integration realities
- ServiceTitan, Housecall Pro, Jobber quirks
- The "automatic sync" vendor fiction
- Workaround protocol development
- Duplicate detection and cleanup
- Bank feed management
05
A/R & A/P Best Practices
Systematize accounts receivable collection and accounts payable management. Get paid faster, pay smarter.
TOPICS COVERED
- A/R aging analysis
- Collection sequence development
- Deposit matching systems
- A/P centralization protocol
- Vendor bill management
- Payment timing optimization
Frameworks & Tools Included
📊 Weekly Financial Dashboard
💰 13-Week Cash Projection
📋 Chart of Accounts Template
🔄 Integration Workaround Protocols
📨 Collection Sequence Template
📁 A/P Management System
$25
/Month
Full access to all 5 Lessons • Cancel Anytime
7
Hiring & Retention
Build Teams That Stay and Perform
Stop the hiring/firing/rehiring cycle that costs $100K+ per bad hire. Learn behavioral interviewing, screen for internal accountability, and build systematic onboarding that gets people productive in weeks, not months.
BEFORE THIS SYSTEM
Hiring Lottery
- Hiring based on resume and gut feel
- New hires take 6+ months to get productive
- Bad hires cost $100K+ before you realize
- Good people leave - no growth path
- Constantly backfilling instead of building
AFTER THIS SYSTEM
Systematic Team Building
- Behavioral interviews reveal true patterns
- New hires productive in weeks
- "Hell yes or no" hiring decisions
- Career pathways retain top performers
- Build a team, not a revolving door
What You'll Build
🎯
Behavioral Interview System
Question banks with "Listen For" criteria that reveal character and patterns - not rehearsed answers.
🔍
Accountability Screening
Pre-interview filters that identify candidates who hold themselves accountable before you invest time.
📚
Systematic Onboarding
5-layer onboarding system with 7-30-60-90 frameworks that gets people productive fast.
📈
Career Pathway Framework
Visible growth opportunities that keep top performers. From individual to team lead to manager.
Complete Lesson Breakdown
6 Lessons
01
The Cost of Bad Hires
Quantify what hiring mistakes actually cost. Build the business case for systematic hiring.
TOPICS COVERED
- True cost calculation methodology
- Direct costs (wages, training, termination)
- Indirect costs (productivity loss, morale)
- Opportunity costs (what you could have done)
- Real case studies with numbers
- ROI of systematic hiring
02
Screening for Internal Accountability
Identify candidates who hold themselves accountable before you hire them. The pre-interview filter.
TOPICS COVERED
- Internal vs. external accountability
- Phone screen filter design
- Application red flags
- DISC profile pre-filter
- Assignment-based screening
- Time investment proportional to candidate quality
03
Behavioral Interview Mastery
Ask questions that reveal real patterns. STAR method, scenario-based assessment, and the "Listen For" framework.
TOPICS COVERED
- Behavioral vs. traditional interviewing
- STAR method application
- Question + Listen For + Red Flags framework
- Scenario-based "Walk Me Through" questions
- The mistake question analysis
- "Hire for wiring, train for skills" principle
04
Reference Checks That Work
Get real information from references. Questions that bypass rehearsed responses and reveal truth.
TOPICS COVERED
- Why most reference checks fail
- Questions that reveal truth
- Reading between the lines
- What silence tells you
- Backdoor reference strategies
- Documentation and verification
05
Offer Strategy & Compensation
Structure offers that attract and retain. Compensation philosophy, benefits positioning, and negotiation.
TOPICS COVERED
- Compensation philosophy development
- Market rate research
- Total compensation packaging
- Offer presentation methodology
- Negotiation frameworks
- Early pay raise entitlement test
06
Systematic Onboarding
Get new hires productive in weeks, not months. The 5-layer onboarding system and 30-60-90 frameworks.
TOPICS COVERED
- The 5-layer onboarding system
- Pre-start preparation
- First week structure
- 7-30-60-90 day milestones
- "No common sense in business" principle
- Week 1 red flag protocol
Frameworks & Tools Included
- 🎯 Behavioral Question Bank
- 🔍 Phone Screen Filter
- 📋 Listen For Framework
- 📞 Reference Check Guide
- 📚 5-Layer Onboarding System
- 📈 30-60-90 Day Template
$25
/Month
Full access to all 6 Lessons • Cancel Anytime
Get Your Business Systems Scorecard
Not sure which system needs the most attention? Our free Business Systems Scorecard helps you assess all 7 systems, calculate your "Systems Health Score," and identify exactly where to focus first.
7-System Self-Assessment
Systems Health Calculator
Personalized Starting Point
Simple, Transparent Pricing
Start with one system or access them all. No long-term contracts. Cancel anytime.
Individual Course
$25 /mo
Per System, Per Month
- Full access to one complete system
- All lessons and modules
- Templates and frameworks
- Implementation guides
- Add more systems anytime
MOST POPULAR
WAR Room + Courses
$49 /mo
Mastermind + add courses at $25 each
- Weekly live Mastermind Sessions
- Community of fellow Tacticians
- Pre/post session documentation
- Session replays
- Add any course for +$25/mo
Frequently Asked Questions
Which system should I start with?
We recommend starting with System 1: Strategic Vision & Forecasting. It establishes the financial visibility and goal-tracking foundation that every other system builds on. That said, if you have an urgent need (like hiring challenges or sales problems), you can start with the system that addresses your most pressing issue. Take our free Business Systems Scorecard to get a personalized recommendation.
Are these courses designed for trades businesses specifically?
Yes. Every lesson, example, and framework comes from real work with plumbers, electricians, roofers, HVAC contractors, and similar trades and service businesses. The case studies are from actual client transformations, not theoretical scenarios. If you run a trades or service business between $500K-$5M, these systems were built for you.
How long does it take to complete a course?
Each system has 5-8 lessons. You can consume the content in a few hours, but real implementation takes longer. We recommend focusing on one lesson per week, implementing as you go. Most business owners complete a full system in 6-8 weeks when they're actively implementing, not just watching.
What's the difference between the courses and the WAR Room?
The courses are self-paced deep dives into each system with full documentation, templates, and implementation frameworks. The WAR Room is a live weekly mastermind where we cover these systems together with community discussion and accountability. Many members combine both - using the WAR Room for live training and momentum, then adding courses when they want to go deeper on specific systems.
Can I cancel anytime?
Yes. Monthly membership with no long-term contracts. Cancel through Skool whenever you choose. We don't believe in locking people in - if the content isn't valuable, you shouldn't pay for it.
Which system should I start What if I need more support than self-paced courses?
The WAR Room adds live weekly training and community support. If you need hands-on implementation with weekly accountability, our 1:1 Business Coaching provides direct access to a Business Tactician who implements these systems with you. Many clients start with courses, join the WAR Room for community, then upgrade to coaching when they're ready for acceleration.
Ready to Systematize Your Business?
Stop winging it. Start building the systems that let your business run without your constant involvement.
© 2026 Bull's EYE Consulting - All rights reserved
