Operating blueprint
The workflow cadence required to turn infrastructure into recurring revenue.
The company needs a daily operating system, not occasional sales pushes. The workflow below defines owners, SOPs, KPIs, escalation rules, and the rhythm that keeps sales, installs, billing, and retention aligned.
End-to-end production line
Community SecuredAgreement, map, address count, phase plan, launch date.
Network ReadyHeadend, trunk, drops, test results, install capacity.
Territory LoadedCRM addresses, resident status, door route, scripts.
Field SalesDoor knock, event, referral, follow-up cadence.
Order ClosedPlan, install slot, payment method, resident expectation.
Install / ActivateONT, router, speed test, photo proof, ticket close.
Billing LiveMRR recognized, commission attributed, support handoff.
Retention30/60/90 day check-in, churn prevention, upgrade path.
Daily Cadence
7:30 AM
Executive KPI review
Prior day closes, installs, churn, open support, stuck orders.
Owner: Operating Partner + RevOps
KPI: clean pipeline before field deployment
8:30 AM
Sales standup
Territories assigned, scripts sharpened, objection-of-day trained.
Owner: Regional Manager
KPI: doors assigned, rep targets accepted
10 AM–4 PM
Field execution
D2D, clubhouse activations, referrals, appointment setting.
Owner: Pod Managers
KPI: contacts, closes, install slots
4 PM–6 PM
Install handoff
Closed orders move to activation queue with no data gaps.
Owner: RevOps + Field Ops
KPI: same-day order validation
6 PM
Scoreboard closeout
Daily revenue attribution, commission ledger, next-day plan.
Owner: Operating Partner
KPI: leadership visibility before next day
Core SOP Library
- Launch SOP: community briefing, resident map, sales route, install capacity, local support contacts.
- Sales SOP: pitch, plan comparison, objections, close, payment, install slot, compliance.
- Install SOP: site arrival, ONT placement, router setup, speed test, customer education, closeout photo.
- Billing SOP: customer record, plan code, autopay confirmation, first invoice, commission attribution.
- Retention SOP: 7-day welcome, 30-day satisfaction check, issue escalation, upgrade offers.
- Expansion SOP: density scan, backhaul feasibility, estimated capex, projected take-rate, launch priority.
Weekly Leadership Rhythm
Monday
Market targets, staffing, install capacity, open blockers.
Wednesday
Midweek sales correction, territory heatmap, objection review.
Friday
Commission review, churn review, support queue cleanup.
Monthly
Partner dashboard: MRR, CAC, LTV, take-rate, margin, expansion ranking.