Resources

Resources for operators ready to scale beyond residential and insurance work.

Built from inside real restoration partnerships with the biggest tech buyers in the world. Take what's useful. When you're ready, book time with Dan.

Tier 01 / Self-serve

Start here. No email required.

01

Operator Score

60-second interactive quiz

Ten questions across CRM, field ops, sales rhythm, cash flow, and leadership habits. Get a 1-100 score and a named diagnosis of your weakest layer.

Take the quiz
02

The Hyperscaler Buyer Map

One-page guide

Side-by-side comparison of how insurance and residential buyers buy versus how hyperscaler-tier FM teams do. Stakeholders, cycle length, decision triggers, and the disqualifiers most restoration companies miss.

Read it
03

Anatomy of a Vendor That Gets In

4-minute read

What badged, on-site vendor status actually requires inside a major tech FM organization. Written from the inside.

Read it

Tier 02 / Downloads

The actual tools. One email, no spam.

04

The Restoration HubSpot Pipeline Template

Import-ready CSV

Pipeline stages, deal properties, and automation outlines tuned for CRE and FM selling. The actual structure, not a marketing teaser.

05

Dispatch Intake Playbook

PDF, 12 pages

Pre-flight record checks, job number sequencing, ticket form walkthrough, and post-save actions. The same playbook used inside Ideal Restoration to run dispatch without dropped balls.

06

Weekly Leadership Rhythm Doc

PDF, one page

The operator cadence that keeps the system running. PM stand-up, sales pipeline review, AR follow-up, and the weekly metrics meeting.

Tier 03 / Talk to Dan

When you're ready, get on my calendar.

07

Watch a Real Dashboard

5-minute video

Screen recording of a real operator dashboard, sanitized. See what the system actually produces before you commit to a call.

Watch the walkthrough
08

Book a 30-minute Operator Diagnostic

Direct calendar

Bring one stuck deal or one broken process. Leave with a 90-day fix. No pitch, no pressure.

Book time with Dan

Tier 04 / From the blog

Field notes from the work.

Operator playbooks on selling restoration and commercial construction direct to CRE and facility management. Read, share, keep moving.

All posts

Let's talk

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