Client workspace
AC ServicesAC
AndyOwner
Friday 18 September
Good evening, Andy.
Here’s the clearest view of what matters in the business right now.
Fettle Score62/100
Starting position
Priority actions
The three things to move next
Define the ideal type of customer
Write a one-page profile covering sector, size, location and typical problem.
Build a simple weekly sales routine
Set aside two protected sessions for outreach and follow-up.
Review pricing on the three core services
Compare real delivery time and margin against current prices.
Jamie’s observation
“The biggest opportunity isn’t more ideas—it’s turning the work Andy already wins into a repeatable commercial routine.”
Business health
Your Fettle Scorecard
A practical baseline we’ll review monthly. It shows where attention will have the greatest commercial impact.
Direction7.2
The ambition is clear; the next 12 months need turning into measurable targets.
Sales5.1
Good referrals, but no dependable prospecting or follow-up rhythm yet.
Margin & cash6.4
Cash is stable; job-level margin visibility needs improving.
Operations6.0
Delivery is strong but key processes still live in the owner’s head.
People5.8
Capacity is the constraint. First define what only Andy should do.
Owner freedom4.9
The business currently pauses when the owner’s attention moves elsewhere.
30-day plan
Actions that create movement
Clear owners, dates and outcomes—so the work between meetings stays visible.
Define the ideal type of customer
In progressOwner: Andy · Outcome: one-page ideal customer profile
Build a simple weekly sales routine
To doOwner: Andy · Outcome: two protected sessions in the diary
Review pricing on the three core services
To doOwner: Andy + Jamie · Outcome: price floor and target margin agreed
Complete first Fettle business review
CompleteOwner: Jamie · Outcome: baseline score and priorities recorded
Review history
Meetings & decisions
A short, useful record of what we discussed, decided and committed to.
18SEP
Initial consultation · 90 mins
Baseline review and immediate priorities
Covered the owner’s goals, current sales pattern, pricing confidence, capacity and the areas creating the most pressure.
- Focus the next 30 days on sales consistency
- Measure margin by service, not just total bank movement
- Protect Andy’s time before considering recruitment
Shared workspace
Documents
Your scorecards, plans and useful working documents in one place.
Initial Fettle Review
Added 18 Sep · 1.2 MB
Simple Margin Calculator
Added 18 Sep · 86 KB
30-Day Action Plan
Updated 18 Sep · 142 KB