Module 09 · Execution Timeline & KPIs
Implementation Roadmap
The 30/60/90 day sprint plan that takes Carlos from unlicensed to operational, with 12 measurable KPIs, a weekly operating rhythm, and clear phase gates through Year 2.
30Day Foundation Sprint
60Day Activation Sprint
90Day Revenue Sprint
12Key Performance Indicators
At a Glance
- Phase 1 (Days 1-30): Foundation. File CSLB application, DIR registration, entity formation, insurance, GBP creation, review solicitation, first school district registrations. Zero revenue expected — this is infrastructure.
- Phase 2 (Days 31-60): Activation. Begin exam prep, submit to PlanetBids, establish trade credit accounts, launch Google LSA (once licensed), first force-account project if license arrives early.
- Phase 3 (Days 61-90): Revenue. Pass exams, receive CSLB license, obtain bonding, first 3-5 paid projects, establish weekly invoicing rhythm. Target: $15K-$30K in Month 3 revenue.
- The weekly rhythm is everything. Monday planning, Tuesday-Thursday execution, Friday administration (invoicing, estimating, follow-ups). Carlos should never spend more than 20% of time on non-revenue activities once operational.
30 / 60 / 90 Day Sprint Overview
Entity & Legal
CSLB Application
Insurance & Banking
Digital Presence
Bid Platform Registration
Exam Prep & Testing
Bond & License Issued
Google LSA Launch
First Projects
Phase 1 · Foundation (Days 1-30)
Week 1: Legal & Documentation
| Day | Action | Owner | Deliverable |
|---|---|---|---|
| 1 | Form LLC with CA Secretary of State | Vince | Articles of Organization filed |
| 1 | Obtain EIN from IRS | Vince | EIN confirmation letter |
| 2 | Open business bank account | Carlos | Account active with debit card |
| 2-3 | Gather 4 years experience documentation | Carlos | Experience certification forms signed |
| 3 | Order Live Scan fingerprints | Carlos | DOJ/FBI results (7-10 days) |
| 4-5 | File CSLB application + $450 fee | Vince | Application confirmation number |
| 5 | File IRS Form 2553 (S-Corp election) | Vince | S-Corp election confirmation |
Week 2: Insurance & Digital
| Day | Action | Owner | Deliverable |
|---|---|---|---|
| 8 | Obtain General Liability insurance ($1M/$2M) | Vince | Certificate of Insurance (COI) |
| 8 | Obtain Commercial Auto insurance | Carlos | Auto COI |
| 9 | Create Google Business Profile | Vince | GBP live and verified within 72 hrs |
| 9-10 | Upload 20+ project photos to GBP | Carlos | Photo portfolio live |
| 10 | Begin review solicitation (20+ past clients) | Carlos | Review request texts sent |
| 11-14 | Submit to all Tier 1 directories | Vince | NAP consistent across 15+ sites |
Week 3-4: Registration & Prep
| Day | Action | Owner | Deliverable |
|---|---|---|---|
| 15 | Register with DIR ($400) | Vince | DIR registration number active |
| 15-16 | Register on PlanetBids (all 8 districts) | Vince | Vendor accounts created with alerts |
| 17 | Register on BidSync + City of Anaheim | Vince | Accounts active |
| 18-30 | Begin CSLB exam study (Trade + Law/Business) | Carlos | Study schedule established, materials purchased |
| 20 | SBA Surety Bond Guarantee application started | Vince | Application package in progress |
| 25 | SBDC consultation scheduled | Vince | Appointment confirmed |
Phase 2 · Activation (Days 31-60)
31-40
Exam Intensive
Full exam prep: 2 hours daily study. Practice exams every weekend until scoring 80%+. Schedule PSI test date for both exams same day.
35-45
Trade Credit Established
Open accounts with HD Supply, Ferguson, local lumber yard. Present CSLB application receipt + GL insurance. Net-30 terms from day one of license.
40-50
First District Contact
Call/visit facilities directors at 3 closest school districts. Introduce services, leave capabilities sheet. Ask about upcoming summer maintenance needs.
50-60
Equipment Sourced
Identify needed equipment. Get pre-approved for 0% dealer financing. Visit Cat Rental Store, Sunbelt, United Rentals. Establish rental accounts.
Phase 3 · Revenue (Days 61-90)
Day 61-65
Pass CSLB Exams
Take Trade + Law/Business exams at PSI center. Results immediate. If passed: proceed to bonding. If failed: retake in 18 days (no delay on other activities).
Day 65-70
Bond Obtained + License Issued
Obtain $25K contractor license bond ($250-500 premium). File workers comp exemption. CSLB issues license number within 5-7 business days of exam passage.
Day 70-75
Google LSA Launched
Apply for Google Local Services Ads with new CSLB license number. Background check (3-5 days). First paid leads arriving by Day 78-80.
Day 75-85
First 3-5 Projects Secured
Combination of: school force-account maintenance (existing relationships), residential leads from GBP/LSA, referrals from past clients. Invoice immediately upon completion.
Day 85-90
Revenue Rhythm Established
Weekly rhythm operational. 2-3 active projects simultaneously. Invoicing weekly. Review count at 30+. Pipeline of 5+ upcoming quotes.
Months 4-6 · Scaling Fundamentals
| Month | Revenue Target | Key Milestones |
|---|---|---|
| Month 4 | $20K-$30K | SBA surety approved, first bonded school project, 50+ reviews |
| Month 5 | $25K-$40K | On 4+ district contractor lists, first informal bid submitted |
| Month 6 | $30K-$50K | First hire evaluation, $100K bonding capacity, 75+ reviews |
Months 7-12 · Growth Acceleration
| Month | Revenue Target | Key Milestones |
|---|---|---|
| Month 7 | $35K-$55K | First W-2 employee hired, workers comp obtained, two-person crew operational |
| Month 8 | $40K-$60K | Running 2 simultaneous projects, first commercial TI quote submitted |
| Month 9 | $40K-$60K | 100+ Google reviews, digital leads at 30+/month, first informal bid won |
| Month 10 | $45K-$65K | $250K aggregate bonding capacity, SBE/MB certification received |
| Month 11 | $50K-$70K | Second employee evaluation, 6+ districts feeding work |
| Month 12 | $50K-$75K | Year 1 close: $250K-$350K total revenue, 20-30 completed projects, clean financials |
Year 2 Vision
The $750K Year
Year 2 is the inflection point. With 12 months of financial history, CPA-prepared statements, and 20+ completed projects:
- Bonding capacity reaches $500K aggregate
- Bid on formal sealed-bid projects ($200K+)
- Crew grows to 3-4 employees, running 2-3 simultaneous jobs
- Enter commercial tenant improvement market (average job: $80K-$200K)
- SBA 8(a) certification received (if eligible) — sole-source federal contracts to $4.5M
- Digital marketing fully optimized: 60-100 leads/month, $3K/month budget, 150+ reviews
12 Key Performance Indicators
| # | KPI | Month 3 | Month 6 | Month 12 |
|---|---|---|---|---|
| 1 | Monthly Revenue | $15K | $35K | $60K |
| 2 | Projects Completed (cumulative) | 5 | 15 | 30 |
| 3 | Google Reviews | 20 | 50 | 100+ |
| 4 | Leads Per Month | 15 | 30 | 60 |
| 5 | Close Rate | 30% | 35% | 40% |
| 6 | Average Project Size | $8K | $15K | $30K |
| 7 | School Districts Active | 1 | 4 | 6+ |
| 8 | Bonding Capacity | $25K | $100K | $250K |
| 9 | Employees (W-2) | 0 | 0-1 | 1-2 |
| 10 | Gross Margin | 35% | 33% | 32% |
| 11 | Cash Reserve | $10K | $25K | $50K |
| 12 | Certifications Obtained | CSLB only | CSLB + DIR + SBE | CSLB + DIR + SBE + MB + MBE |
Weekly Operating Rhythm
| Day | Focus | Key Activities |
|---|---|---|
| Monday | Planning & Estimating | Review pipeline, send estimates, plan week’s work, order materials |
| Tuesday | Production | On-site execution. Arrive early, work full day. |
| Wednesday | Production | On-site execution. Mid-week client check-ins. |
| Thursday | Production | On-site execution. Document progress (photos for social). |
| Friday | Administration | Invoice completed work, follow up on outstanding quotes, solicit reviews, social media posts, bookkeeping, next week prep |
| Saturday | Catch-up (if needed) | Finish any production behind schedule. Otherwise off. |
| Sunday | OFF | Rest. Sustainable pace prevents burnout. |
The 80/20 Rule for Contractors
80% of revenue comes from 20% of activities: estimating accurately, showing up on time, delivering quality work, and asking for referrals. The weekly rhythm ensures Carlos never spends more than one day per week on administration. Four days producing revenue, one day managing the business. As the team grows, Carlos shifts to 60% management / 40% production, then eventually 80% management / 20% production at the $1M level.
30Day Foundation
60Day Activation
90Day Revenue
$1M+Year 3 Vision
Key Performance Indicators — 90 Day Targets
1
CSLB License
$25K
Bond Capacity
20+
Google Reviews
8
District Registrations
3–5
Projects Secured
$50K+
Revenue Pipeline