The Right Size Business · Free working tool

Five-Star Loop

Learning Lab Worksheet

Erik Devash | The Right Size Business

See where the handoff needs work. Choose one action to strengthen it.

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1. What should the business give you?

Write one honest answer. The goal is the right-sized business, not simply the biggest one.

What should the business give you?

1 ADMIN : 1 SALES : 3 INSTALLERS

The owner may fill multiple roles. Every role must be covered.

Which role or roles are you currently filling?

Start with the stage furthest from 100%.

Write the current weekly number. Compare each stage with the one before it.

Leads

Consults

Jobs sold

Value quoted ($)

Value sold ($)

Where does movement stop?

LEAD: We know where qualified leads come from and work those sources consistently.
CONSULT: We respond, follow up and work to get the consultation scheduled.
SALE: We review the proposal with the customer, ask for the sale and use a second voice to follow up.
INSTALL: The team has the information, equipment and standards to deliver clean, careful work.
REVIEW: The complete experience earns five stars and helps create the next lead.

Stage

Owner

Action

What better execution will look like

Do not try to fix everything at once. Improve one stage, then strengthen the handoff.

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