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Module 1: KPI Scoreboards and Operating Cadence

Lesson 1: Track the few metrics that predict success for reps, techs, and office

Lesson 2: Read scoreboards and identify problems before they become complaints

Lesson 3: Take the correct action for low show rate, high refunds, or low conversion

Module 2: Quality Control System and Drift Prevention

Lesson 1: Define the non-negotiable standards and what “good” looks like

Lesson 2: Run spot-check audits on records, photos, and notes without slowing ops

Lesson 3: Correct drift fast and prevent it from repeating

Module 3: Coaching and Corrective Action

Lesson 1: Coach reps to improve bookings without violating language boundaries

Lesson 2: Coach techs to improve documentation without overcalling issues

Lesson 3: Apply corrective action consistently and document outcomes

Module 4: Hiring and Onboarding Pipeline (Reps and Techs)

Lesson 1: Screen candidates for compliance, communication, and reliability

Lesson 2: Onboard new hires into scripts, boundaries, and systems fast

Lesson 3: Certify readiness and remove people who can’t follow standards

Module 5: Territory and Zone Management (Canvassing Ops)

Lesson 1: Assign zones and prevent overlap, duplicate knocks, and lead loss

Lesson 2: Manage follow-up scheduling so “interested” leads don’t die

Lesson 3: Scale territory coverage while keeping map discipline intact

Management Track — Running LCC/ECR/ICR at Scale Without Babysitting

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