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LEGACYBUILT PARTNERS · HOW THE WORK CONNECTS

Better connections.
A stronger operating business.

Start with the whole job lifecycle—not another disconnected department. Build a common view of service quality, capacity, cash and operating earnings.

FROM FIRST CALL TO COLLECTED CASH

LegacyBuilt Operating Engine

Seven connected operating disciplines. One shared view of how the work reaches customers, turns into cash and contributes to EBITDA.

  1. 01

    Generate demand

    Qualified enquiries · cost per booked job

    Connect local demand, service mix and marketing spend to work the team can fulfil.

    Cash & EBITDA connection
    Compare demand cost with collected job contribution—not leads alone.

  2. 02

    Answer / Book

    Answer rate · booking conversion

    Review call handling, follow-up and the reasons qualified customers do not book.

    Cash & EBITDA connection
    Turn existing enquiries into booked work without assuming more ad spend.

  3. 03

    Dispatch / Capacity

    Available capacity · completed jobs

    Match technician skills, geography and available hours to the right jobs.

    Cash & EBITDA connection
    Track productive capacity, travel and overtime against job economics.

  4. 04

    Field / Sales / QA

    Average ticket · callbacks · job contribution

    Support field training, appropriate service recommendations and quality checks.

    Cash & EBITDA connection
    Measure collected contribution after labour, materials and rework.

  5. 05

    Invoice / Collect

    Unbilled work · days to collect · receivables

    Check completed-job invoicing, payment follow-up and outstanding balances.

    Cash & EBITDA connection
    Close the gap between recorded revenue and cash actually received.

  6. 06

    Membership / Retention

    Renewals · repeat bookings · service obligations

    Review customer follow-up, membership fulfilment and repeat service needs.

    Cash & EBITDA connection
    Evaluate retention after acquisition and ongoing service costs.

  7. 07

    Data / AI / Scorecards

    Verified KPI definitions · weekly review · actions

    Bring operating and financial evidence into a shared scorecard. AI supports review; people remain accountable.

    Cash & EBITDA connection
    Reconcile operating measures with expenses, cash flow and normalized EBITDA.

Revenue is not collected cash, and cash flow is not EBITDA. Labour, materials, overhead and agreed support costs must be included in the financial view; better activity metrics alone do not establish higher earnings.

DEFINED TOGETHER, NOT IMPOSED

Local business. Agreed support.

This is a proposed responsibility framework, not a transfer of control. Scope, authority, budgets and accountability belong in a negotiated agreement.

Contractor responsibilities

  • Local brand, customer relationships and reputation
  • Licences, compliance and field-service delivery
  • Field staff and local leadership responsibilities
  • Strategic rights and approvals as agreed

LegacyBuilt support

  • Growth systems and demand-generation support
  • Operating playbooks, training and leadership support
  • Data, reporting and shared KPI reviews
  • Implementation within the negotiated scope

Decisions to agree jointly

  • Personnel authority, budgets and change approvals
  • Data access, permitted uses and accountability
  • Support costs and how outcomes are measured
  • Escalation, review and termination provisions

No unilateral authority over personnel is implied. Retained rights, brand arrangements and employee commitments are deal-specific and subject to counsel review.

Detailed responsibilities & scorecards

Your First 90 Days

An initial working plan, adapted to your business—not a promise of fixed weekly milestones or margin gains.

  1. 01

    Diagnose

    Document the entry baseline and diligence findings. Review reporting, owner responsibilities and the priorities that matter.

  2. 02

    Align

    Agree on a shared KPI scorecard, definitions, accountability and decision rights. Clarify reporting and proposed economics before committing.

  3. 03

    Implement

    Choose operating playbooks and implementation priorities that fit: demand generation, dispatch, technician training or leadership systems.

  4. 04

    Measure

    Set a review cadence with named action owners. Compare verified performance with the baseline and priorities; adjust the plan as evidence changes.

Evidence before assumptions.

Agree on the operating priorities, cost treatment and review process before drawing conclusions about value.

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