Strategic advising for entrepreneurs, professionals, startups, and likeminded individuals looking to lay the foundation for what comes next.
Know which jobs, products, and lead sources are actually making you money.
Data-driven strategy diagnostics for small business owners. I turn your existing numbers into a clear profit roadmap — no buzzwords, no fluff, just clarity.
Small Business Profit Diagnostic
One focused engagement that turns your raw numbers into a clear action plan. I analyze the data you already have — P&L, lead tracking, job costs, tech performance — and deliver a prioritized roadmap you can act on immediately.
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P&L and Division Profitability
Break down revenue and costs by service line (HVAC vs. plumbing) to expose which side carries the other.
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Lead Source ROI
Cost per lead, conversion rate, and revenue per channel so you know exactly where to spend and where to cut.
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Job Costing Analysis
Per-job margins across 30+ sample jobs to find the job types that drain profit and the ones that pay.
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Technician Utilization
Revenue per hour, call-back rates, and billable vs. wasted time per tech. Find your top performers and your leaks.
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Reviews and Competitive Position
12-month review trend analysis, competitor benchmarking, and a plan to reclaim your local search position.
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90-Day Action Plan
A prioritized, step-by-step plan with projected financial impact and ROI on the diagnostic fee.
What You Get
A complete diagnostic workbook + client presentation
Sound familiar?
Most small business owners hit the same walls when they grow. Here's what I help them fix.
Margins are unclear
Revenue is up but profit isn't. You can't tell which jobs make money and which ones quietly lose it.
Lead spend is a guess
You're paying for ads, Angi, and referrals, but you don't know which channels actually convert and pay off.
Team utilization is a mystery
Some team members are maxed out while others coast. Without per-employee revenue and performance data, you can't fix it.
Reviews are slipping
Your Google rating dropped half a star in the last year. Competitors are pulling ahead in local search.
No pricing structure
Every job is priced by gut. No flat-rate book, no consistent markups, no way to train new staff on pricing.
Growth outpaced systems
You went from 5 techs to 9 and now you're drowning. The systems that worked at 5 don't work at 9.
Sample Deliverable
See what a diagnostic looks like
This is a practice case built from realistic company data — not a real client. It shows exactly what you'd receive: a multi-tab workbook with live formulas, plus a client-ready presentation.
Practice Case Study
Panther City HVAC — Full Diagnostic
A hypothetical $2M HVAC company in Fort Worth with declining margins, unclear lead ROI, and underperforming technicians. The diagnostic identified $110,400 in projected annual impact across 8 prioritized initiatives — a 44x return on the diagnostic fee.
$2.0M
Annual revenue analyzed
8.2%
Net margin (industry avg: 5.8%)
$110K
Projected annual impact
44x
ROI on diagnostic fee
How it works
Three steps. No long-term contracts required. You get a complete diagnostic and a plan you own.
Gather Your Data
I provide a structured intake template. You share what you already have — P&L, lead tracking, job costs, tech data, review history. Most of it lives in your existing systems. I handle the heavy lifting of organizing and structuring it.
Find the Profit Leaks
I analyze every data point — division margins, lead source ROI, per-job profitability, team utilization, review trends, and competitive position. You get a clear picture of where money is leaking and where the upside is.
Deliver the Action Plan
A 90-day prioritized roadmap with projected financial impact for each initiative. Plus a client-ready presentation you can use to align your team. Everything is yours to keep and act on — with or without continued engagement.
Straightforward pricing
Start with the diagnostic. Continue with ongoing support only if it makes sense for your business. No pressure, no long-term lock-in.
Team Diagnostic
$1,500–$3,500
one-time fixed fee
The full profit diagnostic. Everything you need to see where you're making and losing money, with a 90-day action plan.
- Full data analysis (7–8 tabs)
- 30+ jobs costed
- Lead source ROI breakdown
- Team utilization benchmarks
- 90-day prioritized action plan
- Client-ready presentation
Team Diagnostic + Business Systems Implementation + Course Advisory
$3,500–$8,000/mo
monthly retainer after diagnostic
The diagnostic plus ongoing support to implement the action plan, track progress, and adjust course month by month.
- Leadership queries
- Monthly KPI tracking dashboard
- Pricing structure development
- Process and workflow optimization
- Quarterly strategy reviews
- Priority access by phone and email
Value-Based
10–20%
of quantified value delivered
For established clients with measurable results. Fee tied to the actual financial impact we create together. Available after an initial diagnostic.
- Available after initial diagnostic
- Fee tied to measurable outcomes
- Aligned incentives — I win when you win
- Custom-scoped per engagement
- Quarterly impact assessments
About
I help small business owners make cleaner decisions from the data they already have.
I'm Terrance Jones, a small business strategy consultant based in Lake Worth, Texas. I work with home service and professional service businesses across Fort Worth and Tarrant County — HVAC, plumbing, electrical, landscaping, cleaning, and more.
My approach is practical, not theoretical. I don't sell frameworks or buzzwords. I take the numbers you already track — P&L, job costs, lead sources, team performance — and turn them into a clear picture of where your business stands and what to fix first.
Every engagement starts with a diagnostic. You see the full picture before committing to anything ongoing. If the numbers don't justify continued work, I'll tell you that straight.
Ready to see your numbers clearly?
Book a free 20-minute fit call. We'll talk through what's going on in your business and whether a diagnostic makes sense for you. No pressure, no obligation.
Serving Fort Worth, Tarrant County, and surrounding North Texas communities.