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MAP & METHOD
WHAT IS THE
MUTUAL-ACTION-PLAN?
The Mutual Action Program (MAP) is a specialized 6-week business transformation system created specifically for design-builders and remodelers. Unlike generic business consulting that offers broad advice, the MAP is a structured, collaborative process where we work directly with you to implement practical solutions to your most pressing business challenges.
Think of the MAP as similar to how architects create detailed plans before construction begins. Traditional consulting might tell you that you need better systems, but leaves implementation entirely to you. The MAP, however, combines strategic guidance with hands-on implementation, ensuring you don't just get advice—you get results.
A SYSTEM OF GROWTH
BUILT for builders & remodelers
Transform your business with this proven framework, freeing you to focus on strategic growth instead of daily operations.

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Predictable Pipeline Creation
Turn feast-or-famine into consistent opportunity.
  • Consistent high-quality leads
  • Reduced marketing costs
  • Ideal client attraction

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Winning Projects at Premium Prices
Transform quotes into consultations that command higher fees.
Higher conversion rates
Premium pricing strategy
Clear client expectations

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3
Seamless Design-to-Build Transition
Prevent costly changes before construction begins.
  • Prevent costly changes
  • Streamlined client decisions
  • Clear construction roadmap

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Quality Delivery Without Constant Oversight
Execute projects consistently without requiring your daily involvement.
  • Consistent quality control
  • Efficient team coordination
  • Transparent client communication

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5
Creating Your Sales Force of Advocates
Turn completed projects into your most powerful marketing assets.
  • Automated follow-up systems
  • Testimonial collection process
  • Referral generation framework

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6
Strategic Direction with Accountability
Transform vision into measurable progress and tangible results.
  • Clear measurable targets
  • Team accountability systems
  • Strategic growth planning
THE FRAMEWORK
The only
purpose-built program
for builders & remodelers
Your roadmap to predictable growth
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We'll look at your current business and find ways to get more leads. Together, we'll set clear targets for the number of jobs you want and create a plan to get there.
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Week by week, we'll put the MAP into action. We focus on practical steps that bring in real results - whether it's improving your online presence, getting more referrals, or finding better-paying projects.
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We'll fine-tune your marketing to bring in more quality leads while spending less. This means more profitable jobs and less time chasing work.
WEEK 01: Lead Flow
Differentiated Positioning & Lead Generation
actions
Focus: Understanding current lead generation methods and identifying opportunities for improvement.
  • Assess current lead sources and their effectiveness
  • Explore potential market positioning angles
  • Identify gaps in the existing lead generation approach
  • Prioritize 2-3 high-impact lead flow initiatives
Why It Matters
Without a steady flow of qualified leads, even the best operational systems will struggle to generate consistent revenue, creating feast-or-famine cycles that prevent predictable growth and cause unnecessary stress.
Pro Tip: Interview a few past happy clients to uncover what they loved, what they feared, and why they chose you over competitors.
deliverables
Lead Source Analysis Report
  • A comprehensive breakdown of current lead generation channels with effectiveness metrics, cost per lead, and conversion rates.
Market Differentiation Strategy
  • A document outlining 3-5 unique positioning angles based on competitive analysis and client strengths.
Lead Flow Action Plan
  • A prioritized roadmap of 2-3 high-impact initiatives to improve lead generation with implementation timelines.
WEEK 02: Design Your REVENUE FACTORY
Sales Process & Financial Controls
actions
Focus: Mapping sales processes, exploring CRM options, and streamlining proposals.
  • Map the current sales process and identify bottlenecks
  • Explore potential CRM implementations that fit specific needs
  • Examine financial tracking systems to identify gaps
  • Select initial templates and tools to streamline proposals
Why It Matters
Your sales process is where project profitability is truly determined – a structured approach ensures you win the right projects at the right prices while setting clear expectations that prevent scope creep later.
Pro Tip: Charge for detailed project quotes to pre-qualify serious clients and demonstrate the value of your expertise – clients who invest in the quoting process are significantly more likely to move forward with your proposal.
deliverables
Sales process FLOWCHART
  • Visual mapping of current sales workflow with identified inefficiencies, bottlenecks, and improvement opportunities
Sales Framework Templates
  • Customized consultation guide and proposal structure incorporating the SPICED methodology elements
CRM Implementation Roadmap
  • Personalized plan for CRM selection, setup, and integration with existing systems and workflows
WEEK 03: Design & Refine
Client Experience Roadmapping
actions
Focus: Create a seamless transition from contract to construction that enhances client experience while preventing costly delays and misunderstandings.
  • Analyze the entire client journey from contract signing to construction start
  • Develop standardized client communication templates for the preparation phase
  • Create tools for visualizing designs and collecting clear client approvals
  • Establish checklists for critical pre-construction activities
  • Explore systems for material procurement and subcontractor coordination
Why It Matters
The transition from contract to construction is where expectations are set, decisions are formalized, and potential problems are prevented – getting this phase right dramatically improves both client satisfaction and project profitability.
Pro Tip: Create a "decision deadline calendar" that visually shows clients exactly when each choice needs to be finalized to maintain the project timeline – this single tool can prevent the most common cause of project delays and budget overruns.
deliverables
Client Onboarding Package
  • Comprehensive welcome kit including process overview, timeline expectations, and communication protocols
Design Approval Workflow
  • Documented process for efficiently gathering client input, presenting options, and securing approvals
Pre-Construction Checklist
  • Analysis of appropriate design visualization tools with implementation recommendations based on business needs and budget
week 04: Build Execution
Quality & Team Assessmenton
actions
Focus: Establish foundations for consistent quality and efficient team operations during the construction phase.
  • Evaluate current team structure and identify key roles
  • Adapt quality control checklists to the specific business needs
  • Explore project management tool options
  • Develop initial standard operating procedures for critical tasks
Why It Matters
The design phase establishes the client relationship and sets expectations for the entire project – getting this right builds trust, prevents costly changes later, and creates advocates who will refer your business to others.
Pro Tip: Create a "design decision schedule" that clearly communicates when each decision must be finalized to maintain the project timeline – this reduces last-minute changes and helps clients understand the impact of delayed decisions.
deliverables
qc cHECKLIST
  • Customized Quality Control Checklist based on your most common project types and previous quality issues
ROLES & RESPONSIBILITIES
  • Team Responsibility Matrix clarifying who handles what during each phase of construction
PROJECT PROTOCOLS
  • Project Communication Protocol that keeps clients informed while minimizing disruptions to the work
week 05: Retain & Refer
Initial Strategy Development
actions
Focus: Create systems that transform satisfied clients into advocates who generate referrals and repeat business.
  • Create a basic framework for gathering testimonials
  • Explore referral program structures that fit the business
  • Develop initial post-project follow-up processes
  • Plan ongoing client engagement strategies
Why It Matters
Referrals and repeat business typically represent the highest-profit, lowest-acquisition-cost projects in a remodeling business – systematizing this often-neglected area creates a sustainable growth engine without additional marketing spend.
Pro Tip: Create a "shock and awe" final delivery experience that exceeds client expectations at project completion – this emotional high point dramatically increases the likelihood of immediate referrals and enthusiastic testimonials.
deliverables
collection system
  • Testimonial Collection System that makes it easy to gather powerful client stories at the right moments
REFERRALS
  • Referral Program Structure with incentives and processes tailored to your ideal client profile
sequence
  • Client Follow-Up Sequence that maintains relationships long after project completion
week 06: Goal Setting & Execution
Strategic Planning
actions
Focus: Transform your business vision into an actionable strategic plan with accountability systems that ensure consistent execution.
  • Develop a comprehensive "painted picture" of your ideal future business
  • Create structured delegation systems that free owner time for strategic activities
  • Establish weekly block scheduling to align time investments with priorities
  • Build annual budgeting and sales planning frameworks that break down long-term goals
Why It Matters
Most remodeling businesses drift rather than grow deliberately – strategic planning transforms vague hopes into concrete goals with measurable metrics, creating clarity for both owners and team members about priorities and performance expectations.
Pro Tip: Focus your initial strategic plan on no more than 3-5 key initiatives that will create the most significant impact – spreading attention across too many goals simultaneously is the most common reason strategic plans fail to produce meaningful results.
deliverables
STRATEGIC PLANNING DOCUMENT
  • Clearly articulates your vision, goals, and key initiatives for the next 1-3 years
review dashboard
  • Goal Setting & Review Dashboard to track progress and hold team members accountable for key metrics
framework
  • Annual Budget Framework that maps out the path to your desired gross and net profit targets
Implementation Approach
For each week, our collaborative process follows a consistent pattern:
  • Assessment - We thoroughly examine what's working and what's not in your current systems
  • Prioritization - Together, we identify which issues will create the biggest immediate impact
  • Initial Framework Development - We create customized templates and processes for your specific business
  • Action Planning - We develop a clear roadmap for continued improvement beyond the 6-week program
This structured approach ensures we lay a solid foundation during the program while setting you up for continued growth and refinement afterward.
Why It Matters
Most remodeling businesses struggle with inconsistent lead flow, poor project profitability, and owner burnout because they lack structured systems that can operate without constant owner involvement. This program provides the frameworks, templates, and strategic guidance to begin transforming your business from a job that demands your constant attention into a true business asset that works even when you don't.
PRO TIP
Block 3-4 hours each week specifically for implementation work – clients who commit this dedicated time during the program see significantly faster results than those who try to squeeze the work into existing schedules. Consider this your "working ON the business" time that ultimately frees you from constantly working IN it.
FAQ
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1. How long does it take to see results from the GO First MAP?
Most design/build firms begin seeing measurable improvements within 3-6 months, though some strategies like referral programs and online presence optimization can generate results within weeks. Consistent implementation and diligent tracking are key accelerators to your success timeline.
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2. What if I already have a sales process in place?
Your existing process is a valuable foundation we can build upon. We'll identify and integrate only the missing elements—whether that's formal referral tracking, a more robust CRM, or streamlined client communication workflows—to enhance your current system without disrupting what's already working.
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3. How do I measure ROI on my marketing efforts?
Focus on tracking critical metrics including lead-to-client conversion rates, average project value, cost per acquisition, and marketing-influenced revenue. Implement attribution tracking to pinpoint which tactics deliver the highest return, allowing you to double down on your most profitable channels.
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4. Should I invest in paid advertising before optimizing my website and Google Business Profile?
We strongly recommend optimizing your foundational assets first. A polished website, complete Google Business Profile, and strong review portfolio create the conversion infrastructure necessary for paid advertising success. Without these elements, you risk paying for traffic that fails to convert into quality leads.
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5. Can smaller design/build firms implement this plan without a large marketing team?
Absolutely. Many of our most successful clients are small firms with limited marketing resources. Today's user-friendly tools like simple CRMs and automated email platforms require minimal technical expertise. Start by implementing one high-impact tactic at a time, building momentum as you develop systems and confidence.
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6. How do I keep up with changing marketing trends and tech tools?
Schedule quarterly strategy reviews to evaluate your metrics against industry benchmarks. Dedicate 1-2 hours monthly to engage with curated industry resources including our newsletter, select webinars, and association updates. This focused approach ensures you adopt only relevant innovations that align with your business goals.
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7. What's the best way to encourage my team to adopt new processes?
Successful adoption requires demonstrating clear value to your team. Communicate how new processes will eliminate frustrations, save time, and increase their earning potential. Create simple reference guides, provide hands-on training, and recognize early adopters. Consider performance incentives tied to consistent use of new systems for faster integration.