Coaching Services Overview
Assessing Forms
We begin by asking our clients to complete a Business Assessment Form. This is an important tool to help us better understand your business and how we can help you achieve success, both in your business and your personal life. We also have our clients complete a Client Information Form which provides us with comprehensive information on our client’s business structure and background.
Documents
We work with each of our clients in the development of several documents including Tracking Reports, Organizational Charts, Quarterly Financials and Project Job Costing reports to help us to develop and track the company’s growth. These documents are stored in a secure Google Drive folder that is accessible only to each of our clients.
Tracking Reports
A key part of our coaching practice is the utilization of a Pipeline Tracking Report. In order to improve your business, you must be able to measure progress and you can’t do this without an accurate tracking system. Our Pipeline Tracking Report is a series of spreadsheets that track four areas of the business:
- Sales – track sales pipeline from initial prospect through signed contract
- Production – track projects from design through construction and warranty
- Key Performance Indicators – track cashflow and performance from a dashboard of KPI’s
- Marketing – track marketing efforts with affiliates: architects, designers and real estate agents
View a 6 minute video overview of the Tracking Reports and the Client Documents that we use with our coaching clients.
View a 7 minute video summary of the features of the Pipeline Report and the four key areas it tracks.
View a 21 minute video that provides detailed instructions on how to use the Pipeline Report by demonstrating how to track a project from Initial Prospect to Completed Construction.
Coaching Options
Dream Team
Individual Coaching By Phone & 2 Meetings Per Month
Zen Building Group
You will receive prescheduled biweekly group coaching calls with Ed Earl, David Lupberger, and/or DBC founder Paul Sanneman.
Pricing: $500 per month*
IMPORTANT: Please select the “Pay using your credit or debit card” link on the PayPal payment screen.
Customize Coaching Option
Receive customized one-on-one unlimited business coaching.
Pricing: $3000 – $500 per month*
IMPORTANT: Please select the “Pay using your credit or debit card” link on the PayPal payment screen.
Pandemic Survival Group Coaching
Weekly group coaching sessions to connect with your peers and provide advice and guidance as we all navigate through these uncertain times together.
Meets WEDNESDAYS at 9am PST / 11am CST/ 12 noon EST
Free of Charge for RCSG clients and Webinar participants
*You will be signed up for a monthly subscription payment through PayPal.
You can monitor and manage your payments through your PayPal account.