Marshall Solutions Group

How It Works

How We Work With Trade & Service Businesses

Our process is simple and structured β€” built to remove chaos, not add more. We listen, review your numbers and operations, build a practical 30–90 day plan, and help you implement it with clarity and confidence. We support businesses earning$100K to $5M+annually and tailor our approach to the stage you’re in.

Step 1 β€” Discovery Call

We begin with a conversation about your goals, challenges, team structure, and how the business runs today β€” both in the field and in the office.

This helps us understand the real picture so we can make the right recommendations from the start.

1

Step 1

Discovery Call

2

Step 2

Business Checkup

3

Step 3

30–90 Day Action Plan

4

Step 4

Support Options

Step 2 β€” Business Checkup

Business Checkup: Numbers, Workflow, Systems

MSG evaluates your pricing, workflow, systems, and financial clarity to identify opportunities β€” and expose the issues that often hide in everyday operations.

We look for the levers that improve profit, strengthen your crew, and stabilize your schedule.

Pricing & Profit

Are you charging correctly β€” and is your pricing actually producing profit?

Job Costing

We break down where money is made or lost across jobs, services, and labor.

Workflow & Scheduling

How work moves from lead β†’ scheduled β†’ completed β†’ paid.

Systems & Clarity

Where your systems support you, where they break, and what needs to be strengthened.

The result is a clear readout of what’s working, what’s stuck, and what should change first.

Step 3 β€” 30–90 Day Action Plan

A 30–90 Day Plan You Can Actually Run

We create a clear plan tailored to your business β€” focused on realistic steps your team can execute without adding stress.

The plan is practical, not theoretical. You should be able to run it with or without MSG.

Days 0–30

Stabilize & Clean Up

Quick moves that reduce pressure, eliminate bottlenecks, and stabilize the schedule.

Days 30–60

Install Structure

Pricing alignment, workflow improvements, accountability systems, and strong office and field processes.

Days 60–90

Lock In Rhythm

Leadership cadence, simple scorecards, and systems that keep the business on track.

Step 4 β€” Support Options

Choosing the Right Level of Support

After reviewing your plan, you select the level of support that fits your needs.

That may mean consulting, management support, or a deeper partnership β€” depending on where your business is today.

Consulting

Ongoing guidance and strategy while your team executes the plan.

Management support

Deeper operational involvement, leadership rhythm, and performance oversight.

Partnership options

For select businesses, MSG becomes a long-term operating partner focused on stability, profitability, and sustainable growth.

Ready for the next step?

Schedule Your Free Strategy Call

One conversation to see if we're the right fit and what the first 30–90 days would look like for your business.

No obligation. If it's not a fit, we'll tell you directly.