Blueprint Workshop | Equity Acceleration Partners
Equity Acceleration Partners

Build the Blueprint for Your Next Three Years.

A 2-day facilitated intensive for contracting business owners and materials company executives. Walk out with a complete strategic plan, a data-driven sales roadmap, and a financial model that connects ambition to execution.

2days
Onsite Intensive
6+
Tangible Deliverables
21
Sales Competencies Assessed
3yr
Financial Scenarios Built
What You Leave With
  • Core Vision & 3-Year Objective Map
  • 1-Year Goals with named owners & measures
  • Issues & Risk Inventory — surfaced & prioritized
  • 90-Day Rocks & Accountability Board
  • OMG SEIA Team Report & Sales Roadmap
  • 3-Year Financial Model — 3 scenarios
The Two-Day Agenda

Built to Produce a Plan, Not a Presentation

Every session is a working session. Your facilitator guides the room, but your team builds the plan — so everything that comes out of the workshop is yours, grounded in your numbers and your reality.

Day 1

Get clear on where you are, where you're going, and what's standing in the way.

Day 1 is about vision, goals, and honest reckoning with the obstacles between today and your three-year picture. You'll leave with your strategic foundation set and your 90-Day Rocks locked in.

Focus Areas
Core Vision 3-Year Objectives 1-Year Goals Issues & Risks 90-Day Rocks
7:30 AM
Registration & Networking
Coffee, introductions, workbook distribution
8:00
Welcome & Workshop Norms
Agenda overview, ground rules, participant introductions
8:30
State of Your Business
3-minute snapshots: wins, struggles, and starting point for each owner
9:30
Defining Your Core Vision
Purpose, differentiator, and long-term destination using the V/TO framework
10:30
Break
10:45
3-Year Objectives
Measurable targets across Sales, Finance, Operations, and Marketing
12:00
Working Lunch — Peer Roundtable
What does a 3-year win look like? What's standing in the way?
1:00
1-Year Goals
3–7 SMART goals with specific owners and measurement methods
2:15
Issues & Risk Inventory
IDS methodology — every obstacle surfaced, categorized, and prioritized
3:15
Break
3:30
Risk Priority Matrix
Issues scored by Impact × Urgency; top 10 surfaced for IDS resolution
4:15
Setting 90-Day Rocks
3–7 company Rocks with single owners and binary success criteria
5:15
Commitment Statements & Day 1 Wrap
Each participant states their top Rock commitment aloud
Day 2

Connect your strategy to your sales organization and your financial reality.

Day 2 answers the two questions that determine whether your strategy is achievable: Can your sales team execute it? And do the numbers actually work? You leave with both answered.

Focus Areas
OMG SEIA Debrief Sales Roadmap 3-Year Financial Model Scenario Planning Accountability Board
7:45 AM
Coffee & Day 1 Reflection
Open conversation; overnight insights and questions
8:00
Day 2 Kickoff
Connecting Day 1 outputs to today's agenda; any Rock clarifications
8:15
OMG SEIA Introduction
Methodology overview — what it measures and how results are interpreted
9:00
SEIA Team Results Debrief
Aggregate findings, strengths, liabilities, and Sales DNA overview
9:45
SEIA Individual Findings
Role-specific findings; gaps in hunting, closing, and consultative selling
10:30
Break
10:45
Sales Development Roadmap
90-day coaching plan built directly from SEIA findings and CAST & BUILD frameworks
12:00
Working Lunch — Financial Model Prep
Model structure overview while lunch is served; verify P&L data
1:00
Financial Model — Inputs & Assumptions
Revenue by service line, COGS, margins, overhead, and owner comp review
2:00
Scenario Planning
Base, Target, and Stretch cases — gap analysis and financial lever identification
3:00
Break
3:15
Connecting Strategy to Numbers
Every Rock pressure-tested against the financial model; KPIs assigned
4:00
Final Rocks & Accountability Board
Rocks finalized; owners, success criteria, and review cadence assigned
4:45
Next Steps & Coaching Engagement
EAP coaching cadence, technology onboarding, and Team Builder overview
5:15
Closing Commitments
Every voice in the room — one commitment, peer accountability pairs assigned
What You Build

Six Deliverables. Zero Vague Takeaways.

The Blueprint Workshop produces tangible outputs — not a binder that collects dust. Every deliverable has an owner, a success criterion, and a place in your post-workshop accountability system.

🎯

Core Vision Statement

Your company's purpose, unique differentiator, and long-term destination — clearly articulated, written down, and shared across your entire leadership team for the first time.

3-Year Objective Map

Measurable targets across all four EAP coaching pillars — Sales, Finance, Operations, and Marketing — that connect your long-term vision to near-term priorities.

1-Year Goals with Accountability

Three to seven SMART company goals for the next 12 months. Each goal has a specific owner, a measurement method, and a direct connection to your 3-year objectives.

🪨

90-Day Rocks & Accountability Board

Your highest-leverage priorities for this quarter — specific, binary, single-owner commitments with named accountability, success criteria, and a weekly check-in cadence.

📊

OMG SEIA Report & Sales Roadmap

Full team and individual assessment of 21 sales competencies and Sales DNA, plus a 90-day sales development roadmap built directly from the findings — no generic recommendations.

💰

3-Year Financial Model

Base, Target, and Stretch scenarios built around your actual P&L and service lines. Benchmarked against current gross margin and operating expense standards for your specific trade.

OMG Sales Effectiveness & Improvement Analysis

Stop Guessing. Start Developing the Right People.

Most owners know when their sales team isn't performing. What they don't know is exactly why — and who can be developed versus who can't. The SEIA removes the guesswork permanently.

The OMG SEIA evaluates each salesperson across 21 core competencies, including the underlying Sales DNA that either supports or sabotages their behavior in the field. The result isn't a report that sits in a drawer — it's a prioritized coaching roadmap tied directly to your 90-Day Rocks and EAP's CAST and BUILD sales frameworks.

21
Sales Core
Competencies
2.3M+
Salespeople
Assessed
200+
Industries
Benchmarked
Competencies Evaluated
Will to Sell
Sales DNA
Hunting Effectiveness
Consultative Selling
Reaching Decision-Makers
Closing Effectiveness
Pipeline Management
Handling Objections
Presenting & Proposing
Coachability
Desire & Commitment
Role Suitability
How SEIA Findings Drive the Workshop
Aggregate team findings presented in the morning debrief — no guessing about collective strengths and gaps
Individual findings reviewed by role — personalized coaching priorities for every salesperson
90-Day Sales Rocks are set directly from the top 3 SEIA improvement priorities — not generic best practices
SEIA results inform hiring decisions through EAP's Team Builder pay-for-performance recruiting service
The 3-Year Financial Model

Strategy Without Numbers Is a Wish List.

Every Blueprint Workshop includes a custom financial model built around your actual P&L, your service lines, and your growth targets. You leave knowing exactly what it takes to hit your number — and what's standing between you and it.

Model Architecture
Revenue Build
Service line revenue by year; job count × average job size; residential vs. commercial split; seasonal adjustment
Gross Margin
Direct labor, materials & subs by service line; job costing; gross margin targets benchmarked to your trade
Operating Expenses
Sales compensation, marketing budget, overhead, insurance, equipment, technology, and owner distributions
EBITDA & Net Income
Operating income by year; EBITDA margin targets; net income after owner comp and debt service
Cash Flow
Operating cash flow; working capital; receivables cycle; seasonal cash gap; credit facility sizing
Hiring Plan
Headcount additions by role and year; revenue per employee benchmarks; sales capacity vs. targets
Break-Even
Fixed cost base; contribution margin per job; break-even revenue and job volume; pricing sensitivity

Gross Margin Benchmarks by Trade

Residential Roofing35–50%
HVAC (Service & Install)30–60%
Landscaping40–55%
Paving & Concrete25–40%
Painting (Res. & Comm.)40–55%
Building Materials Distribution20–35%
Three Scenarios, One Model
Base Case
Where You're Realistically Headed
Built on current trajectory, existing team, and conservative assumptions. Shows what you'll achieve if nothing changes significantly.
Target Case
Aligned to Your 3-Year Objectives
The financial expression of the goals you set on Day 1. Shows exactly what has to change — and by how much — to reach your target.
Stretch Case
What's Possible When Levers Move
Models the best-case outcome if pricing, volume, margin improvement, and the right team all come together. Calibrates ambition against reality.
Why This Model Is Different

It isn't built on industry averages or templated assumptions. It's built on your actual trailing 12-month P&L, your service lines, and the goals you set the day before. The Gap between Base Case and Target Case becomes the roadmap for your 90-Day Rocks.

90-Day Rocks

Most Businesses Don't Fail at Vision. They Fail at Execution.

A 90-Day Rock is a specific, binary, single-owner priority that must be completed within one quarter. Not a project list. Not a goal. A commitment — done or not done — that directly advances your 1-year goals and 3-year objectives.

When every person on your leadership team has 3–5 Rocks and a weekly check-in cadence, the business stops running on whoever is loudest and starts running on a plan.

1
Specific
Described clearly enough that anyone on the team can evaluate whether it's done
2
Achievable in 90 Days
If it can't be completed in one quarter, it's an objective — not a Rock
3
Single Owner
Shared accountability is no accountability. One name per Rock, always.
4
Binary Outcome
Done or not done at 90 days. No partial credit. No exceptions.
Post-Workshop Accountability Cadence
Weekly — 30 Minutes
Level 10 Scorecard Check-In
Each Rock owner reports Green (on track) or Red (off track). No explanations — just status. Issues flagged move to the IDS queue.
Monthly — 90 Minutes
EAP Coaching Session
Deep dive on off-track Rocks; IDS problem-solving on obstacles; coaching on skill gaps identified in the SEIA. One pillar per session.
Quarterly — Half Day
Rock Reset
Formal review of all Rocks; completion status documented; new Rocks set for the next quarter aligned to your annual goals.
Annual — 2 Days
Blueprint Workshop Refresh
Full strategic reset. Updated 3-year model, new SEIA cycle, refreshed 1-year goals and 3-year objectives based on where you actually landed.
Who It's For

Built for the Trades. Not Generic Business Advice.

Every benchmark, framework, and financial model in the Blueprint Workshop is calibrated for contracting and materials businesses — not adapted from a generic corporate playbook.

🏠

Residential Contractors

Owner-operators and leadership teams at residential contracting companies ready to scale with a documented plan, a stronger sales team, and clear financial visibility.

Roofing HVAC Plumbing Painting Landscaping
🏗

Commercial Contractors

Executives at commercial contracting companies managing longer sales cycles, larger project volumes, and the operational complexity that comes with commercial growth.

Commercial Roofing Paving Gen. Contracting Concrete
🏭

Materials Manufacturers & Distributors

Executives at building materials companies who need a sharper growth strategy, a higher-performing sales organization, and a financial model that connects ambition to execution.

Manufacturers Distributors Suppliers $1M–$30M+
Technology Partners

Your Plan Runs on a System

EAP's technology stack is onboarded within 30 days of the workshop — turning your strategy into an operating system your team runs on every day.

⚙️ Zoho CRM
📒 Zoho Books
📞 CallRail
🚪 Knockio
🎙 Plaud AI
📈 Forecastr
💼 Team Builder Recruiting
🎓 Blueprint Institute

Ready to Build Your Blueprint?

The first step is a 30-minute Discovery Call. We'll walk through the full agenda, discuss your business situation, and determine whether the Blueprint Workshop is the right fit for your team. No pressure, no obligation — just a clear picture of what two days can produce.