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 quizResources
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
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 quizOne-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 it4-minute read
What badged, on-site vendor status actually requires inside a major tech FM organization. Written from the inside.
Read itTier 02 / Downloads
Import-ready CSV
Pipeline stages, deal properties, and automation outlines tuned for CRE and FM selling. The actual structure, not a marketing teaser.
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.
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
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 walkthroughDirect calendar
Bring one stuck deal or one broken process. Leave with a 90-day fix. No pitch, no pressure.
Book time with DanTier 04 / From the blog
Operator playbooks on selling restoration and commercial construction direct to CRE and facility management. Read, share, keep moving.
Operator playbook
By Dan Richards
Selling to commercial real estate is not selling to homeowners with more zeros. It is a different motion, a different buyer, and a different system. Here is the gap most operators miss.
Pipeline & CRM
By Dan Richards
Generic CRM pipelines were built for SaaS deals. Restoration in CRE has a different shape. Here are the six stages that actually map to how commercial work gets won.
CRE & FM buyers
By Dan Richards
Apple, Google, and Nvidia-tier facility teams buy differently than mid-market CRE. The bar is higher, the disqualifiers are stricter, and most restoration companies never make it through vetting.