Each EAP Finance Coaching program uses the EOS (Entrepreneurial Operating System) Level 10 Meeting format to help contracting business owners gain clarity and control over their financial operations. The structured approach ensures every minute delivers value while addressing the most critical financial challenges facing your business.

Program Includes:

• Weekly Finance Coaching Session

• EOS One System Access

• Financial modeling system (with integration into QuickBooks or Xero)

• OPTIONAL: Zoho Books (! user + 1 accountant)

Weekly Finance Coaching Session Structure:

• Segue (5 minutes): We start with a brief check-in where you share your personal and professional good news. This helps clear your mind and sets a positive tone for focused financial work ahead.

• Scorecard Review (5 minutes): We review your key financial metrics at a glance: weekly revenue, gross profit margin, accounts receivable aging, cash position, and job costs. You'll see immediately whether your numbers are on track or need attention, with each metric marked simply as on-target or off-target.

• Rock Review (5 minutes): We assess progress on your quarterly financial priorities, whether that's implementing job costing software, reducing AR days, building cash reserves, or improving estimating accuracy. Each priority gets a clear on-track or off-track status.

• Customer/Employee Headlines (5 minutes); You share any significant customer payment issues, employee concerns affecting profitability, or positive feedback worth celebrating. This keeps the pulse on how financial matters are impacting relationships.

• To-Do List Review (5 minutes) We quickly verify completion of action items from the previous session, such as calling that late-paying client, meeting with your bookkeeper, or reviewing job profitability reports.

• IDS: Identify, Discuss, Solve (60 minutes): This is where the real work happens. We tackle your most pressing financial issues using a three-step process:

  • Identify: You bring your financial challenges to the table—cash flow crunches, unprofitable jobs, pricing questions, tax planning concerns, or equipment financing decisions. We prioritize the issues by impact and urgency.

  • Discuss: We dig into the root causes. Is your cash problem really about pricing, payment terms, job delays, or overhead creep? We look at your numbers together, identify patterns, and explore what's really driving the issue.

  • Solve: We create actionable solutions with clear owners and deadlines. This might mean implementing progress billing, adjusting your markup formula, creating a 13-week cash flow forecast, or establishing job cost review procedures.

• Conclude (5 minutes): We recap all action items with specific due dates and owners, ensuring you leave with a clear roadmap. We also cascade key messages you need to share with your team, bookkeeper, or business partners to implement the solutions we've identified.

Why EAP’s Coaching Session Format Works for Contractors

Our format keeps the coaching session disciplined and results-oriented. There's no room for rambling discussions or leaving without decisions. You will leave the session with concrete actions to improve your financial position, whether that's tightening up job costing, accelerating collections, or making smarter growth investments. The consistent structure also creates accountability session-to-session, ensuring momentum on your financial goals.

EAP’s high-impact Operations Coaching session uses the EOS (Entrepreneurial Operating System) Level 10 Meeting format to help contracting business owners gain clarity, solve problems, and drive operational excellence in their businesses.

Includes:

• Weekly Operations Coaching Session

• EOS One System Access

• Zoho Learn (Process Documentation) System

• Zoho Projects

• Zoho Field Service Management

Weekly Operations Coaching Session Structure:

• Segue (5 minutes) We begin with a brief check-in where you share personal and professional good news. This creates positive momentum and builds connection before diving into business issues.

• Scorecard Review (5 minutes) We review your key performance indicators specific to contracting operations: job completion rates, safety metrics, labor efficiency, material waste percentages, customer satisfaction scores, and cash flow numbers. This data-driven pulse check reveals what's working and what needs attention.

• Rock Review (5 minutes) We examine progress on your quarterly priorities (called "Rocks" in EOS). For contractors, these might include implementing new project management software, hiring a lead estimator, streamlining your permitting process, or expanding into a new service area. We track whether each Rock is on track, off track, or complete.

• Customer/Employee Headlines (5 minutes) You share brief updates about significant customer feedback, project wins or challenges, employee issues, or team developments. This keeps critical people-related information visible without getting lost in day-to-day chaos.

• To-Do List Review (5 minutes) We quickly review action items from the previous session, confirming what's been completed and carrying forward anything still pending. This accountability piece ensures follow-through between sessions.

• IDS (Identify, Discuss, Solve) (60 minutes) This is the heart of the session. We tackle your most pressing operational challenges using a structured problem-solving approach:

  • Identify: We create a prioritized list of issues facing your contracting business—crew management problems, estimating accuracy, supply chain disruptions, quality control gaps, equipment breakdowns, subcontractor coordination, etc.

  • Discuss: We dig into the root cause of each issue, exploring what's really happening beneath the surface symptoms

  • Solve: We determine concrete action steps with clear ownership and deadlines to resolve each issue

Common topics we cover in Operations Coaching sessions include optimizing scheduling systems, improving job costing accuracy, reducing callbacks, strengthening field-to-office communication, building better estimating processes, and creating systems that don't depend entirely on you.

• Conclude (5 minutes) We recap all commitments made during the session, confirm your to-do list, and rate the meeting effectiveness (aiming for that "Level 10" score). You leave with absolute clarity on your next actions and renewed focus on moving your contracting business forward.

Why EAP Operations Coaching is So Effective: This disciplined format transforms operational chaos into manageable progress, helping you build a contracting company that runs smoothly whether you're on the job site or not.

EAP’s high-impact Marketing Coaching session uses the proven EOS Level 10 Meeting format to help contracting business owners systematically improve their marketing results. Designed for busy contractors who need structure and accountability, this session transforms marketing from overwhelming to manageable.

Includes:

• Weekly Marketing Coaching Session

• EOS One System Access

• Zoho Marketing Automation System

• CallRail Lead Tracking System

Weekly Marketing Coaching Session Structure:

• Segue (5 minutes) We begin with a brief personal and professional check-in. Share your wins from the past week and what's on your mind. This helps you transition from job sites and daily chaos into focused strategic thinking about your marketing.

• Scorecard Review (5 minutes) Review your key marketing metrics tracked week-over-week: lead volume, cost per lead, conversion rates, website traffic, and social media engagement. We identify trends quickly—what's working and what needs attention. Numbers don't lie, and this accountability keeps your marketing on track.

• Rock Review (5 minutes) Rocks are your 90-day priorities. We review progress on your current marketing initiatives: whether it's launching that new website, implementing a neighborhood canvassing program, relaunching a referral program, or building out your social media presence. Each Rock is marked on-track, off-track, or complete.

• Customer/Employee Headlines (5 minutes) Share brief updates—good news and bad—about customer feedback, online reviews, employee involvement in marketing, or notable project completions. These headlines often reveal marketing opportunities or issues requiring immediate attention.

• To-Do List Review (5 minutes) Review action items from previous sessions. Did you schedule those photo shoots? Follow up with that referral partner? Update your Google Business Profile? Accountability happens here—completed items build momentum, incomplete ones get discussed.

• IDS (Identify, Discuss, Solve) (60 minutes) This is where transformation happens. We tackle your top three marketing challenges using the IDS process:

  • Identify the real issue (not just symptoms)

  • Discuss until everyone understands the root cause

  • Solve with clear, actionable decisions

Common issues we solve in Marketing Coaching engagements include: inconsistent lead flow, weak online presence, ineffective advertising spend, lack of differentiation from competitors, poor conversion of estimates to jobs, or difficulty attracting premium clients.

• Conclude (5 minutes) We recap decisions made, confirm action items with clear owners and due dates, and rate the session 1-10. You leave with clarity, specific next steps, and renewed confidence in your marketing direction.

Why EAP Marketing Coaching is so Effective:

Our structure in these coaching sessions eliminates meandering conversations and ensures every minute delivers value. You're not just talking about marketing—you're making decisions, solving problems, and building systems that generate consistent leads while you focus on running excellent projects.

EAP’s structured Sales Coaching session follows the proven EOS (Entrepreneurial Operating System) Level 10 Meeting format, specifically tailored for contracting business owners who want to grow revenue, improve sales processes, and stop leaving money on the table. Designed for ongoing coaching relationships, this disciplined approach ensures you make consistent progress on your most critical sales and business development priorities.

Includes:

• Weekly Sales Coaching Session

• EOS One System Access

• Commercial Focus: Dripify Outreach Campaign System

• Residential Focus: Knockio Canvassing System

• Inside/CSR Focus: CallRail Premium Conversation Intelligene

• Plaud Note Pro with 300 transcription minutes per month

Weekly Sales Coaching Session Structure:

• Segue (5 minutes) We start with a brief check-in to help you transition from running your business to working on your business. Share a personal or professional win, clear your head of urgent distractions, and get fully present for our coaching work. This connection time ensures we're addressing what's truly important to you today.

• Scorecard Review (5 minutes) We review your key sales and business development metrics from the past week or period—leads generated, estimates sent, close rate, average project value, pipeline value, revenue booked, cash collected, and any other measurable priorities we've established for your business. This quick data review immediately shows what's trending in the right direction and where problems are emerging before they become crises.

• Rock Review (5 minutes) We assess progress on your quarterly priorities (your "Rocks")—the 3-5 most important sales and growth initiatives you're committed to completing this quarter. Whether it's implementing a CRM system, developing a referral partner program, creating a standardized estimating process, hiring a salesperson or estimator, launching a new service line, or building a marketing system, we track on/off track status and surface any roadblocks preventing completion.

• Customer/Employee Headlines (5 minutes) You share notable updates from the field—major project wins or losses, customer feedback (positive or negative), employee challenges, supplier issues, job site problems affecting future sales, or competitor activity. This snapshot keeps us connected to the real-world context of your business and often reveals patterns that need attention.

• To-Do List Review (5 minutes) We review action items from previous sessions to drive accountability and ensure follow-through. This prevents important commitments from slipping through the cracks when you're juggling estimates, job sites, crews, and daily fires. Incomplete items are either completed now, rescheduled with commitment, or moved to our Issues List for deeper problem-solving.

• IDS: Identify, Discuss, Solve (60 minutes) This is where the real coaching happens. We work through your Issues List—the most pressing sales challenges, growth opportunities, and obstacles standing between you and your revenue goals. Using the IDS process, we:

  • Identify the real issue beneath the surface symptoms

  • Discuss root causes, different perspectives, and potential solutions

  • Solve by determining specific, actionable next steps with clear ownership

Common issues for contracting sales teams include: inconsistent lead flow, estimating too low and losing margin, losing bids to lower-priced competitors, difficulty moving from estimates to signed contracts, poor qualification (chasing bad leads), no systematic follow-up process, tension between selling and managing projects, pricing strategy and when to walk away, handling price objections, building recurring revenue or maintenance agreements, creating a sales process that doesn't depend entirely on you, developing proposals that sell, asking for referrals, managing seasonal revenue fluctuations, or transitioning from owner-does-everything to a scalable sales system.

We typically tackle 2-4 issues per session, going deep enough to create real breakthroughs rather than applying surface-level band-aids. You'll leave with clarity, confidence, and a concrete action plan.

• Conclude (5 minutes) We recap the session by confirming your commitments (To-Dos) and ensuring crystal-clear accountability for what you'll accomplish before our next session. We rate the meeting on a scale of 1-10 to ensure it delivered real value and identify any adjustments needed to make future sessions even more productive.

What Makes EAP Sales Coaching Effective: EAP’s Coaching Session format eliminates the chaos and creates a predictable rhythm for growing your contracting business. Instead of reacting to whatever fire is burning hottest that week, you stay focused on the metrics and priorities that actually build long-term value. The structure means you arrive prepared, stay focused on high-leverage activities, and leave with specific actions instead of good intentions. Over time, this consistent cadence creates momentum, drives accountability, and produces measurable results in your revenue and profit.

Ideal For: Contracting business owners (general contractors, roofing, plumbing, HVAC, paving, remodeling, landscaping, etc.) who are serious about growing revenue, improving their sales effectiveness, and building a business that doesn't depend entirely on them to close every deal. This format works best when conducted weekly to maintain momentum and ensure steady progress on your most important growth priorities.