FOR OWNERS IN HVAC, PLUMBING, ROOFING & ELECTRICAL
Park the Van for Good. Build the Business.
You're a master at your trade, but the office is a mess and hiring is a headache. Running between job sites while managing crews isn't sustainable. It’s time to stop working in the field and start building systems.
🛡️ The Profit Leak Audit Guarantee — We identify at least $50,000 in missed job revenue or wasted overhead in your trade business within 14 days — or you pay absolutely nothing for the audit.
We'll reveal your path to an absentee-run business. Zero pitch.
OUR PROCESS
Scale Your Trade in Three Phases
We don’t just consult; we install the field management systems and cash flow controls needed to turn your labor into a scalable machine.
PHASE 01
Trade Profit Audit
We conduct a 14-day deep dive into your job costing, crew efficiency, and lead flow to find exactly where your profit is leaking away.
PHASE 02
Field System Setup
Implementation of the 5M Framework. We install dispatch protocols and inventory systems so your crews can execute without your input.
PHASE 03
Exit the Daily Ops
With the machine stable, we help you hire or promote the managers who will oversee the field so you can finally focus on expansion.
OUR PROMISES
Reliability for the Specialty Trades.
You risk enough on every job site. Your business growth shouldn't be a gamble. We back our trade-specific methods with two iron-clad commitments to your bottom line results.
THE PROFIT LEAK AUDIT GUARANTEE: We identify at least $50,000 in missed job billing or operational waste in your trade business within 14 days — or you pay absolutely nothing for it.
THE "TRADES FREEDOM" GUARANTEE: If you aren't spending significantly fewer hours in the field within 90 days of joining The Boardroom, we work for free until you are fully off the tools.
Scale Your Trade Business Fast
THE PLAN
Straightforward, fixed pricing designed for tradesmen who value results. No hourly fluff. Just a better business.
Step One
Level 1: The Diagnostic
$3,500 one-time
A 14-day trade operational audit.
• Job Costing & Margin Analysis
• Crew Productivity Review
• Lead Conversion Audit
• Custom 12-Mo Operations Roadmap
Most Effective
Level 2: Full Implementation
$5,000/ month
A 90-day systems building sprint.
• Operational Director Support
• Dispatch & Workflow Design
• Tech & Crew Hiring Systems
• Cash Flow Management Engine
• Field Performance Dashboards
* Recommended for high growth.
Elite Peer
Level 3: The Board room
$1,500/ month
A curated mastermind for trades owners hitting $2M-$5M. Monthly strategy, peer metrics, and proven playbooks from owners who have already stepped out of the van for good.
✔ Monthly Trade Strategy Sessions
✔ Trade Owner Support Network
✔ Scalable Hiring & Crew Retention Playbooks
✔ Operations Q&A Access
✔ Private Member Community
✔ Limited 10 Owners Per Group
🛡️ Missed a session? 1:1 catch-up call with Rich
Rich Carfagna
I have spent 26 years building and scaling complex service and trade firms. I know the weight of carrying a crew. The 5M Method is the blueprint I built to help owners reclaim their lives.
Stop Running Calls. Start Running a Dominant Multi-Million Dollar Trade Business.
"It all starts with a simple call to see if we can even help"
-Coach Rich
✗
Your revenue is growing but you're working harder than ever — you feel stuck in the field
✗
Hiring is a revolving door — you can't find good techs who actually follow your standards
Hard Work Won't Get You Past the Revenue Plateau
Reaching $1M is a feat. But the late nights and manual quoting that got you there are now the things blocking your growth. Does this sound like your week?
✗
Every decision stops with you — if you don't answer the phone, the job doesn't happen
✗
Cash flow is a roller coaster — you have a lot of work but the bank account doesn't show it
THE TRADE TRAP
✗
You have a full schedule but no systems to ensure every job is actually profitable enough
✗
You’re burnt out and your family only sees you when you're exhausted at the kitchen table
4–8
Weeks to systemize your dispatch and billing for total owner freedom
$100K+
Immediate revenue gain from optimizing job costing and margins
100%
Focus on getting you out of the tool belt and into the CEO role
GET STARTED
Ready to scale your trade?
hello@5mmethod.com