The path
Seven gears, then GM, then owner.
Year 1 you own one gear and still run the Chassis. Each gear has its own principle set. They are not seven copies of the same manager list.
Year 1
- 14 unique principles
Marketing Manager
KPI: Leads generated and cost per lead
From Advertising dollars and referrals → Appointment Center
- 11 unique principles
Appointment Center Manager
KPI: Leads-to-appointment conversion %
From Marketing leads plus unsold, cancelled, show, web, and past customers → Sales
- 13 unique principles
Sales Manager
KPI: ADL — average dollar per lead
From Appointment Center → Production
- 9 unique principles
Production Manager
KPI: Dollars per crew per week
From Sales → Accounting and Service
- 8 unique principles
Service Manager
KPI: Dollars per visit, plus referrals
From Past production → Marketing (referrals) and Accounting
- 11 unique principles
Accounting Manager
KPI: Receivables, Spread, financial feedback
From Production cash and the whole machine → Every gear (feedback)
- 9 unique principles
Recruiting Manager
KPI: Seats filled with the right people, stay rate
From The Office gear, plus every manager who recruits → All gears
Year 2
General Manager
Integrate the machine. Build managers. Translate vision into meshing gears and a company scoreboard.
- Every gear has a named manager and a KPI
- Hand-offs are owned, not argued
- Managers no longer need daily direction
- Owner's calendar is protected
- Constraint is named and worked
Year 3
Owner
Work ON the business. Leave an elongated shadow of capable leaders and a machine that profits in every season.
- Owner off the operational seats (20+ people, then 60+)
- Profit designed in: Diamond Cutter + Above the Line
- Visual Ambition with real Hows
- Leadership bench that can grow the next block
- A company people are proud to tell their family about