Sample deliverable
A sample Org Blueprint.
This is the chart you get in step 4, built here for a sample 18-person heating and plumbing contractor. The company is made up; the shape of the work is real.
The roles the business needs
Five seats, each with an owner and a backup.
Seats come first, people second. Each seat lists what it owns, so nobody has to ask.
Owner and General Manager
Dana · backup: Office Manager for day-to-day calls
- Where the company is going
- Prices and estimates over $25,000
- Final say on hiring
- Bank and bonding
Service Manager
Luis · backup: senior tech
- Daily schedule and dispatch
- Call-backs and warranty visits
- Recommends tech hires
6 service techs
Install Lead
Jen · backup: Service Manager
- Each job from start to sign-off
- Crew assignments
- Material orders under $2,500
6 installers
Sales and Estimating
Marcus · backup: Owner
- Estimates up to $25,000
- Follow-up on open quotes
- Handoff to install
Office Manager
Pat · backup: office coordinator
- Invoicing and payroll prep
- Permits
- First answer on customer calls
1 office coordinator
Who decides what
Five of six everyday decisions moved off the owner’s desk.
| Decision | Before | After |
|---|---|---|
| Same-day schedule changes | Owner | Service Manager |
| Material orders under $2,500 | Owner | Install Lead |
| Estimates up to $25,000 | Owner | Sales and Estimating |
| Call-backs and warranty visits | Owner | Service Manager |
| Which customer calls get returned first | Owner | Office Manager |
| Price changes | Owner | Owner |
Sample company and names are fictional. A real Blueprint is built from what your own people tell us. See how these roles play out in the sample behind-the-scenes map.
Want one for your business?
It starts with a 30-minute conversation about what’s stuck.