(403) 892-3457

warren@serventecsolutions.com

Lethbridge, AB, Canada

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How This Engagement Works

A structured, practical approach to stabilizing operations and cash flow in established trade businesses.

A Structured, Practical Approach to Stabilizing Operations & Cash Flow

This engagement exists to make your business easier to run.

Revenue keeps coming in, but cash feels inconsistent.
Jobs move, but handoffs break down.
Decisions depend too heavily on the owner.

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“Stability is created by understanding how systems actually behave and not by forcing change too early.”

We fix the systems underneath the business so work turns into cash reliably… and stays that way.

This is done through a deliberate, three phase process.

What This Engagement Is And Is Not

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What This Engagement Is

  • Focused on stabilizing how work, money, and decisions move
  • Grounded in how your business actually operates day-to-day
  • Built around documented systems, not tribal knowledge
  • Designed to reduce owner involvement without adding staff
  • Structured to prevent regression once improvements are made
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What This Engagement Is Not

  • A task execution or admin role
  • Emergency cleanup or firefighting
  • A software replacement project
  • A growth, sales, or marketing initiative
  • A short term fix or “advice only” engagement




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Phase 1: Builder Phase
(60-90 Days)


This phase is about understanding how the business actually runs, not how it is supposed to run on paper.

During this phase, we:

  • Map revenue flow end-to-end
  • Identify delays, handoff failures, and decision bottlenecks
  • Separate real problems from noise
  • Document where the business relies on memory instead of systems
  • Avoid premature changes that lock in the wrong fix

This phase is intentionally methodical. Rushing here creates more problems later.

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Phase 2: Stability Phase
(3-6 Months)


Once changes are introduced, systems are tested under normal operating conditions.

This phase exists to ensure that improvements hold without constant owner involvement.

This phase confirms:

  • Cash flow behaves more predictably
  • Responsibilities are clear and followed
  • Exceptions are understood instead of reacted to
  • Old habits don’t quietly return

Nothing moves forward until stability is proven.

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Maintenance Phase (Ongoing, Optional)


For businesses that want continued protection against regression.

This phase provides light monitoring and periodic review to ensure systems stay stable as the business evolves.

This phase includes:

  • Periodic system reviews
  • Exception tracking
  • Small adjustments where risk increases

This is monitoring… Not execution.





How Work Requests Are Handled

All work is evaluated through the lens of system stability.

Requests are not reacted to emotionally or immediately. They are reviewed, documented, and addressed based on their impact on long-term stability.

In Scope

• Monitoring existing systems
• Stabilization related changes
• Documentation where it reduces risk

Out Of Scope

• Day-to-day execution
• Historical cleanup
• Emergency task handling

Requests

• Reviewed during scheduled check-ins
• Evaluated against phase goals
• Documented for clarity

Exceptions

• Logged, not reacted to
• Reviewed for root cause
• Used to strengthen systems

What Success Looks Like

By the end of the Builder and Stability phases, most clients experience:

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01. Fewer Operational Surprises
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02. More Predictable Cash Behaviour
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03. Clear Ownership & Decision Paths
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04. Reduced Need For Reactive Intervention


Is This The Right Engagement?

This engagement works best for owners who:
Want predictability over quick fixes
Are willing to address root causes
Understand that stability comes before growth

If that aligns, the next step is a conversation.

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