JNL BUSINESS CHECKUP

Find Out What’s Really Holding Your Business Back

You know something isn’t working the way it should. Maybe margins keep moving. The team still depends on you for too many decisions. Sales are inconsistent. Scheduling feels reactive. Cash gets tight even when revenue looks good.

The JNL Business Checkup gives you an outside look at how the business is actually operating across Sales, Administration, and Production — so you can stop treating symptoms and start fixing the right problems.

WHO THIS IS FOR

You Don’t Need Another Opinion. You Need Clarity.

  • The business is busy, but margins and cash flow still feel inconsistent
  • Too many decisions still depend on the owner
  • You don’t fully trust the financial or job-costing numbers
  • You want to grow, hire, or scale — but aren’t sure the foundation is ready

How the Business Checkup Works

Every review follows the same basic process. We gather the right information, look at how the business actually runs, separate symptoms from root causes, and turn the findings into a practical action plan.

Get the Information

You complete the intake and provide the information appropriate for your review level.

Look Under the Hood

We review how Sales, Administration, and Production actually work — not simply how they are supposed to work.

Separate Symptoms From Causes

We identify where the business is breaking down, why it is happening, and which issues matter most.

Build the Roadmap

You receive clear findings and a prioritized 30/60/90-day plan showing what should happen first, who should own it, and what success should look like.

THE THREE PILLARS


We Look at the Whole Business — Not Just One Department

01

Sales

Can the company consistently sell profitable work?
Lead generation, CRM, follow-up, estimating, pricing, close rates, proposals, and the handoff of sold work.

02

Administration

Can ownership trust the information running the business?
Financial reporting, job costing, cash visibility, AR/AP, information flow, documentation, roles, and accountability.

03

Production

Can the company deliver what was sold efficiently and profitably?
Scheduling, capacity, labor productivity, field communication, job execution, change orders, quality, closeout, and rework.

How Deep Do We Need to Go?

Not every company needs the same level of review. We’ll recommend the depth based on the size of the business, the problems you’re seeing, and how much investigation is needed to get to the real cause.

Fast clarity for an owner who knows something is off but needs help figuring out where to start.

Best fit: Smaller or owner-led trade and service businesses where several problems are showing up, but the root cause is not yet clear.

  • Pre-review questionnaire and focused information request
  • Approximately 4-hour owner/leadership working session
  • Review across Sales, Administration, and Production
  • High-level review of available financial and operating information
  • Written findings identifying key strengths, gaps, bottlenecks, and risks
  • Prioritized 30/60/90-day action plan
  • High-level scale-readiness observations
  • Final review meeting

Typical timeline: 7–10 business days

A deeper review for an established business where the problems are crossing multiple parts of the company.

Best fit: Companies with employees, crews, managers, or multiple service lines where financial, sales, scheduling, production, or accountability problems are starting to overlap.

  • Expanded business questionnaire and data request
  • Owner interview plus selected leadership/staff interviews
  • Detailed review across Sales, Administration, and Production
  • Financial reporting and KPI visibility review
  • Estimating, job handoff, scheduling, and production review
  • Selected sampling of recent jobs or projects
  • Organizational structure and accountability assessment
  • Root-cause analysis and priority ranking
  • Written findings and recommendations
  • Prioritized 30/60/90-day action plan
  • Executive review meeting

Typical timeline: approximately 2 weeks

A comprehensive operational deep dive for a larger, more mature, or more complex company that needs to understand how the entire business is actually performing.

Best fit: Companies with multiple crews, departments, managers, or service lines where the problems are difficult to isolate and a surface-level review will not provide enough clarity.

  • Detailed business intake and full data request
  • Owner and leadership interviews
  • Approximately 6–7 hour onsite or virtual review day
  • Detailed review across Sales, Administration, and Production
  • Financial and operating data analysis
  • Review of estimating, job costing, scheduling, handoffs, and production
  • Sampling of recent jobs or projects
  • KPI baseline and 90-day target development
  • Operating maturity scoring across key business areas
  • Root-cause analysis and priority ranking
  • Evidence-based findings and recommendations
  • Detailed 30/60/90-day action plan
  • Executive review meeting
  • Approximately 30-day follow-up meeting

Typical timeline: approximately 2–3 weeks

You shouldn’t have to figure that out on your own.

We’ll start with a conversation about the size of the business, the team, the problems you’re seeing, and what you’re trying to accomplish.

If the $2,500 Business Checkup will give you the clarity you need, that is what I’ll recommend.

If the business is more complex and requires deeper interviews, job sampling, financial analysis, or operational investigation, I’ll explain why a more comprehensive review makes sense.

The depth of the review should match the complexity of the problem — not the size of the sales opportunity for JNL.

Start with a conversation and we’ll determine the right level together.

See a Sample of the Business Review

The depth changes by review level, but the goal is the same: clear findings, measurable priorities, and a practical roadmap for what happens next.

This sample shows the type of executive findings, maturity scoring, KPI targets, and 30/60/90 action planning a JNL review can provide. All company information and numbers in the sample are fictional.

View Sample Business Review

The Review Stands on Its Own

You are not required to hire JNL afterward. Some owners take the findings and execute internally. Others ask us to help implement a specific fix. Others need ongoing consulting, coaching, or Fractional COO support.

The purpose of the Business Checkup is to tell you what the business needs — not manufacture a reason for another contract.

Real Businesses. Real Operational Improvements.

JNL works with owners to improve margins, systems, accountability, and day-to-day operations — with results you can see in the business.

50%+ Gross Profit

Remodeling company after correcting estimating, production rates, and operational controls.

$125K → $650K Revenue

Landscape company growth while maintaining profitability and building stronger systems.

-3% Net → 12% Goal

Landscape company after correcting bids, financial structure, and operating systems.

Want to Know What’s Really Going On in the Business?

Start with a conversation. Tell me where the company is stuck, what’s costing you time or money, and what you’re trying to accomplish. We’ll determine whether a Business Checkup makes sense and how deep the review needs to go.

Talk With James

No hard sell. If I don’t think JNL is the right fit, I’ll tell you.