SELF-PACED LEARNING
The Leverage & Legacy Course Library
7 Complete Systems to transform your Trades or Service Business from Owner-Dependent chaos into a Scalable, Valuable Enterprise. Learn at your own pace with frameworks built from real business transformations.
- 7 Complete Systems
- 45+ Detailed Lessons
- Templates & Frameworks
- Learn at Your Own Pace
Not Sure Where to Start?
If you're new to systematic business building, we recommend starting with Strategic Vision & Forecasting. This foundational system teaches you to set data-driven goals, build your performance dashboard, and create the financial visibility every other system depends on.
Think of it as the CFO perspective on your business, understanding where you are, where you're going, and how to track progress along the way.
RECOMMENDED STARTING POINT
Strategic Vision & Forecasting
Set Goals Based on Data, Not Hope
Learn to build your WAR Board, set evidence-based revenue targets, create quarterly forecasts, and establish the leading indicators that predict success before it happens.
7 Lessons • Templates Included • Implementation Guides
The 7 Leverage & Legacy Systems
Each system addresses a critical area of business operations. Master them individually or together for complete transformation.
01. Strategic Vision & Forecasting
Set Goals Based on Data, Not Hope
Build the financial visibility and goal-tracking systems that every other business decision depends on. From WAR Boards to ForeCASH Flow projections, this is your CFO toolkit.
Setting Data-Driven Goals
Use historical revenue data to set realistic annual, quarterly, and weekly targets. Stop hoping, start knowing.
Building Your WAR Board
Create a color-coded performance dashboard that shows business health at a glance. Review in 5 minutes weekly.
Quarterly Distribution Planning
Calculate baseline percentages from your past 12 months. Respect seasonal patterns and plan accordingly.
Forecasting & Budgeting
Build your ForeCash Flow projection. Understand expense timing, cash flow management, and break-even analysis.
Leading vs. Lagging Indicators
Identify the KPIs that predict success before it happens. Build your "Breadcrumb Trail to Utopia."
Adjustment Protocols
Create threshold-triggered response systems. Know when to adjust and how to course-correct systematically.
Implementation & Accountability
Put everything together with structured implementation timelines and accountability frameworks.
02. 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.
Org Chart Development
Build present-state and future-state org charts. Claim your role as CEO. Design functions, not just titles.
Role Clarity & Ownership
Define who owns what with RACI matrices. Eliminate role ambiguity and decision bottlenecks.
Workflow Mapping
Document how work actually flows through your business. Identify handoffs, dependencies, and failure points.
Bottleneck Elimination
Identify capacity constraints and single points of failure. Build redundancy where it matters most.
SOP Development
Create standard operating procedures that capture how work should be done. Build institutional knowledge that doesn't walk out the door.
03. 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.
Writing Performance Expectations
Document what "good" looks like for every role. Measurable, observable, achievable standards that remove gray area.
The Accountability Framework
Build systems for tracking performance, addressing gaps, and maintaining consequences. Accountability without emotion.
Balancing Compassion & Standards
Care about your people while maintaining high expectations. The difference between empathy and enabling.
Giving Effective Feedback
Deliver feedback that drives change. Structured conversations that address performance without damaging relationships.
Developing Team SOPs
Create standard procedures for team management. Weekly check-ins, performance reviews, and development conversations.
Progressive Discipline
When standards aren't met, respond systematically. Documentation, escalation, and when to make the hard call.
Building Leaders
Develop leaders who can manage without you. Leadership pipelines, delegation frameworks, and succession planning.
04. Sales Activation & Conversion
Turn Awareness Into Systematic Revenue
Build an intentional sales funnel with measured conversion at every stage. Stop being a professional networker — become a systematic revenue generator.
The Sales Funnel Framework
Understand the four phases: Awareness, Interest, Consideration, Conversion. Map your current state and gaps.
Lead Generation Strategy
Systematically attract qualified prospects. Know where leads come from and how to replicate success.
Conversion Path Design
Build the intentional journey from first touchpoint to closed sale. Landing pages, sequences, and CTAs.
Touchpoint Strategy
Know exactly how many interactions it takes before someone buys. Build the system to deliver those touchpoints.
Closing & Conversion
Trust-building frameworks and consultative selling. The Doctor Model for diagnosing before prescribing.
Follow-Up Systems
Systematize follow-up so nothing falls through the cracks. Speed-to-lead, nurture sequences, and re-engagement.
Lifetime Value Optimization
Maximize customer value through strategic upsells, cross-sells, and retention. Systematic revenue expansion.
05. Operations Execution & Delivery
Deliver Excellence Consistently & Profitably
Transform inconsistent, reactive service delivery into systematic, high-quality operations. Build SOPs that ensure excellence regardless of who performs the work.
SOP Creation Framework
Document how work should be done. Capture processes so they're trainable, repeatable, and improvable.
Quality Control Systems
Build checkpoints that catch problems before customers do. Inspection frameworks and quality standards.
Efficiency Optimization
Maximize output while minimizing waste. Time studies, process improvement, and resource optimization.
Capacity Management
Match operational capability with demand. Prevent bottlenecks and manage workload distribution.
Customer Experience Design
Map the customer journey and systematize excellent experiences. Touchpoints that create loyalty.
Service Delivery Standards
Define what excellent delivery looks like. Standards that are measurable, trainable, and consistent.
Process Documentation
Build institutional knowledge that doesn't walk out the door. Documentation that enables delegation.
Continuous Improvement
Build feedback loops that make operations better over time. Systematic improvement, not random fixes.
06. Financial Controls
Know Your Numbers & The Accounting Methodology Behind Them
Master real-time bookkeeping, QuickBooks Online, and cash flow management. Transform your books from a tax compliance burden into a strategic decision-making asset.
Real-Time Bookkeeping Fundamentals
Weekly transaction categorization, data integrity principles, and the difference between history and intelligence.
Cash Flow Management
Understand the "profitable but broke" problem. 13-week cash flow projections and liquidity management.
QuickBooks Online Mastery
Configure QBO for trades business operations. Chart of accounts, categorization rules, and reporting setup.
Industry-Specific Integrations
Connect Field Service Software (Jobber House Calle Pro, Service Titan, etc), handle sync challenges, and build workaround protocols that actually work.
A/R & A/P Best Practices
Systematize accounts receivable collection and accounts payable management. Get paid faster, pay smarter.
07. Hiring & Retention
Build Teams That Stay and Perform
Stop the hiring/firing/rehiring cycle. Learn behavioral interviewing, screen for internal accountability, and build systematic onboarding that gets people productive fast.
The Cost of Bad Hires
Quantify what hiring mistakes actually cost. Build the business case for systematic hiring.
Screening for Internal Accountability
Identify candidates who hold themselves accountable before you hire them. The pre-interview filter.
Behavioral Interview Mastery
Ask questions that reveal real patterns. STAR method, scenario-based assessment, and the "Listen For" framework.
Reference Checks That Work
Get real information from references. Questions that bypass rehearsed responses and reveal truth.
Offer Strategy & Compensation
Structure offers that attract and retain. Compensation philosophy, benefits positioning, and negotiation.
Systematic Onboarding
Get new hires productive in weeks, not months. The 5-layer onboarding system and 7-30-60-90 frameworks.
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
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
Christopher Tombaugh | Owner, Advanced Printing & Graphics
Who's Behind This?
🎖️ Air Force-Trained Systematization | 7+ Years Professional Consulting | Colorado Springs Based
Meet the Founder
Jesse spent a decade in the Air Force managing Electricians, Plumbers, HVAC Techs, and Heavy Equipment Operators, learning firsthand that systems create success.
Now he helps Trades and Service Business Owners stop being prisoners of their passion and start running businesses that actually work for them. Learn more HERE.
FREQUENTLY ASKED QUESTIONS
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.
Q: 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.
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