Systems
Operating procedures, technology, dispatch, retention, and the daily cadence that makes a business run without the owner in every conversation.
Services
How we work
The Threshold Co. begins every relationship the same way it earns them, by listening. Visibility opens the door. Systems deliver the result.
The work
Three areas, one relationship
Culture and people
Hiring, training, communication, and the leadership scaffolding that keeps a team aligned when growth strains them.
Capital access
Loan-ready file preparation, warm handoffs to trusted SBA lenders, and financing structures matched to the owner's real situation.
Three ways to engage
The audit sets the direction. The sprints do the building.
The retainer keeps the momentum honest.
2 weeks
The Threshold Audit
First engagement, direction-setting
- On-site diagnostic
- Threshold Value Score
- Capital Stack Review
- Customer-Financing Readiness Review
- Website and lead scorecard
- 90-day priority list
Investment
Scoped and quoted after a discovery call
60 days, extendable
The Advisory Retainer
Focused operating cadence, stop when it's working
- Working sessions on the cadence the moment demands
- Value Score check-in
- Capital Stack check-in
- Priority queue on sprints
Investment
Scoped and quoted after a discovery call
Fixed scope
Implementation Sprints
Building the specific thing
- One item from the menu below
- Defined start and finish
- Handover to your internal seat
Investment
Fixed quote before work starts
The menu
Every item attaches to a package or runs standalone
No two owners walk in with the same starting point, so we do not publish a single price. Every engagement is scoped to the individual client and quoted in writing before any work begins.
Capital
Business plan, use-of-funds, projections, complete file assembly, and a warm handoff to a trusted SBA lender.
The same work, tailored for real estate or heavy equipment, with introductions to Certified Development Companies covering the Inland Empire.
Introductions to vetted equipment lenders for trucks, jetters, cameras, HVAC gear, and laundry equipment.
Point-of-sale financing so your customers can buy more of what you sell, matched to your industry, ticket size, and margin.
Systems and technology
Setup, migration, price book or product catalog, dispatch or booking rules, team training, and monthly optimization on the field-service platform selected for your business.
24/7 call answering with a sales orientation, CRM integration, and monthly tuning based on call transcripts.
A living SOP system: content, a custom assistant, and CRM triggers so the right procedure fires at the right moment.
Revenue
A Threshold provider embeds inside your primary revenue channel, from sales training and objection handling to a licensed operator riding along on live calls.
A recurring-revenue program with the contract, tech scripts, dashboard, pricing, and retention journey built in.
The system that keeps your phone ringing, built in your name instead of a vendor's. Google Business Profile, Local Services Ads, call tracking, and the ad accounts all sit under your login, and every job ends with a review ask at payment. Change vendors later and nothing walks out the door with them.
People and exit
90-day general-manager scaffolding: role scorecards, KPIs, weekly cadence, and a delegation ladder.
A 12 to 36 month pre-sale value-lift plan tied to your Threshold Value Score.
Expansion
Help an existing shop add an adjacent service line under proper qualification, covering sales, pricing, dispatch, and crew readiness.
Trusted introductions
Warm introductions to vetted, long-relationship providers. You pay them, not us.
After the audit
No one is pressured
Most owners choose one of three paths: a retainer, one or more implementation sprints, or a warm handoff to an SBA lender to fund the next move. The audit stands on its own as a deliverable you keep.
Start with the audit
Two weeks on site, then a written picture of the business and a 90-day priority list.