CMG Financial Solutions™

CMG Financial Solutions™ › The Trades

For the trades

Busy trucks. Thin profit.

HVAC, plumbing, electrical and other service businesses grow on hustle. Then growth stalls on pricing, scheduling and an owner who is still on every job.

What we hear

Your concerns, answered.

Calls are up, but profit isn’t.→

We price every call and service agreement to the margin it needs, and track it by tech and truck.

Everything still runs through me.→

Dispatch, estimating and service managers who own their numbers, so you can step back.

Keeping techs and trucks full is a constant fight.→

Weekly KPIs on utilization, close rate and callbacks, so you see the gaps before they cost you.

Recognize these?

Signs it’s time

Prices not updatedFlat rates set years ago
Trucks sit idlePart of every week
Callbacks eat marginSecond trips nobody pays for
Service agreements underpricedBusy, not profitable
You still dispatch or estimateThe business waits on you
A cash crunch every slow seasonEvery year, the same squeeze

Most owners in the trades are great at the work. Running the business is a different job.

ExpertiseKnowledgeCapacityExperience
How the work runs

CMG FS does the work on CMG 360™, benchmarked against service businesses like yours. The optional Lite flags it, the Assessment names it, and the Monthly fixes it.

How CMG 360™ works
We turn Random Excellence™ into Deliberate Excellence™.
Random Excellence™ is being world-class at one thing while failing at everything else. We build the plan, the numbers and the discipline so the business performs across all seven domains, by design.
How it works for you

Three steps.

1Start with a conversation

Tell us what you’re facing. Take the 20-minute Lite first if you like, or go straight to the Assessment.

2Get the full picture

Pricing, people, cash and systems, ranked by what to fix first.

3We do the work with you

CMG FS leads it, with weekly KPI and cash updates.