HOW WE WORK WITH YOU?
Built for Service Business Owners Who Want to Grow — Without Losing Control
Scale Without Giving Up Ownership
Full Support. Zero Interference.
With SBS, you keep 100% ownership and decision-making authority — while gaining a fully structured, professionally managed back office that operates like a much larger company.
You focus on leadership, sales, and growth.
We handle execution, systems, and accountability.
The SBS Model: Four Integrated Departments
Operations & Back Office
We run the daily engine of your business:
Call answering, booking & customer communication
CRM management (FieldPulse, ServiceTitan, Jobber, and more)
Job scheduling & dispatch
Follow-ups to close missed or pending opportunities
SOPs, workflows & automation
AI-powered tools to increase efficiency and consistency
Marketing & Growth
Leads mean nothing if they aren’t tracked, answered, and converted.
We align marketing with operations by handling:
Local marketing coordination & execution support
SEO & local visibility management
Web design
Content Writer
Social Media Management Â
Lead tracking & source attribution
Creative coordination (ads, graphics, landing assets)
Sales funnel alignment from first call to closed job
Financial Oversight
Revenue & job-level performance tracking
Margin visibility & cost awareness
Loan consultationÂ
This is not bookkeeping replacement.
This is operational financial intelligence for owners who want control.
Performance Intelligence
Department-level KPIs
Live dashboards & reporting
Data-driven insights for smarter decisions
A Complete Process to Build and Operate a Professional Administrative Office
Diagnostic Meeting & Data Collection
- Step 01
We start with a comprehensive meeting to gather all the necessary information about your business, your needs as an owner, current challenges, and growth objectives. This ensures a clear vision before implementation begins.
Office Setup & Team Planning
- Step 02
We create a tailored plan that includes:
Required office setup and equipment
Determining the number and types of employees
Identifying key operational priorities
Analyzing current issues and providing practical solutions
The goal is to build an administrative foundation that supports growth, not just day-to-day operations.
Office Setup Execution
- Step 03
We handle the full execution of office preparation, including:
Manufacturing and setting up desks and office furniture
Purchasing necessary furniture (chairs, tables, air conditioning)
Purchasing and configuring computers
Internet setup and technical installations
Moving and arranging furniture
Completing licenses and legal requirements
The result: a fully operational office ready for work.
Setting Up the Technical Environment & Digital Systems
- Step 04
We prepare the technical side to ensure smooth operations:
Configuring computers and technical infrastructure
Creating a unified digital work environment
Organizing access permissions and files
Integrating administrative and operational systems
This guarantees full readiness from day one
Establishing Administrative & Data Systems
- Step 05
We implement integrated systems that include:
Task management system
HR management and performance evaluation system
Organizing and preparing company history dataÂ
This phase is critical for building a data analysis system and live dashboards to give you a clearer, deeper view of your company’s performance.
Hiring & Building Your Team
- Step 06
We start building your operational team by:
Defining required roles precisely
Preparing job descriptions
Conducting interviews and selecting the right candidates
Hiring employees and integrating them into the work environment
Training & Full Operational Readiness
- Step 07
We prepare the team for real work by:
Providing practical training on systems and procedures
Implementing standard operating procedures (SOPs)
Simulating daily work scenarios
Evaluating performance and addressing gaps
The result: a fully capable team ready to operate efficiently.
Our Strategy
We work with businesses that already have traction but lack structure, visibility, and leverage.
Instead of adding more employees or pressure, we:
Replace chaos with systems
Replace guessing with data
Affordable by Design, Not by Cutting Corners
Industry-Focused. Operator-Driven.
We specialize in service-based businesses.
1
Garage door companies
2
HVAC Companies
3
Plumbers Companies
4
Roofing Companies
What Our Customers Say About Us
Our calls are handled properly, marketing leads are tracked, and we finally understand our numbers. I can see job performance, conversion rates, and where we’re losing money.
What surprised me most is how affordable it is compared to hiring even one full-time employee.
SBS didn’t change how we run our business, they made it run better.
This is the first time our business feels under control.
Robert Davis
Owner, HVAC Service Company
FL, USA
Before My SBS, everything depended on me.
We were getting calls and jobs, but the business felt chaotic. Missed calls, no clear follow-up process, and I honestly didn’t know which marketing was actually working.
SBS came in and built structure around everything — calls, scheduling, CRM, follow-ups, and reporting. Now I can open a dashboard and see what’s happening instead of guessing.
The biggest difference is time. I’m no longer stuck managing the back office all day, and revenue is more predictable because leads aren’t falling through the cracks.
It feels like having a full operations, marketing, and reporting team, without hiring one.
Jemmy D,
Garage Door Company Ownwer
FL, USA