The Syndicate Mastermind Group
You don't get advice. You get the thing built.
A diagnostic that scores your company out of 100. Four-week installs that end with your own documented systems. Coaching where nothing closes without evidence. And assets we build for you — your story, your install video, your customers on camera.
Book a fit callSee what's insideStart here
Seven manuals that build your CRM from empty
The JobNimbus Build Kit is the lowest rung on the ladder and the fastest way to see how we work. One Setup Manual walks an admin from an empty account to a working one in nineteen steps, in order, with every name spelled exactly as it has to be typed. Five department manuals then hand Sales, Production, Accounting, Marketing and Management their own part — what to open, what to click, what to do next.
Eighty-five pages. The same framework we charge fifteen thousand dollars to install for a company, written so yours can build it without us. It is also included with every Syndicate tier — buy it on its own, or get it the day you join.
See the JobNimbus Build KitIt starts with a diagnosis
150 questions, six domains, one score out of 100
Before anyone prescribes anything, we run the Company Vitals Check. Every question is answered on a three-point scale — not yet, in progress, dialed in — and the result is a number, not an opinion.
The dashboard then tells you which install to start with. Foundation work first — Vision, Leadership, Process, Finance — before the growth work in Sales and Marketing. Diagnose before you prescribe. It's the whole method, and it's why we won't sell you a Sales Reset when the problem is that nobody knows who owns what.
The coaching rhythm
Every call runs the same five stages. That's the point.
A Pulse is not a webinar and not a mastermind chat. It is a recurring coaching and accountability rhythm centred on one vital area of company performance, and every single one follows this sequence.
What you committed to last time, and what actually happened. Wins, misses, and what the misses reveal.
The numbers, behaviours and conditions producing your current results. The root issue under the visible symptom.
One focused framework, principle or tool for what you're facing now. A roofing example, not a theory.
Pressure-test it against the room. Peers who run the same business push on your thinking until it holds.
One measurable commitment before the next Pulse. Owner, action, evidence, due date.
The disciplines
Group Pulses run at every tier — which disciplines apply to you depends on your tier and your role. Personal Pulses are the same rhythm run privately, on your company alone, and the number of those you get each month is the main thing that changes as you move up.
The standard
Nothing closes on someone saying it's done
Most coaching fails in the gap between the meeting and the work. Ours is built to close it, and the rules are not negotiable.
Five things are never the same thing
Discussion isn't a decision. A decision isn't an assignment. An assignment isn't completion. And silence is never progress.
Every commitment is atomic
One action, one owner, one due date, the exact evidence that closes it, and the Pulse where it gets reviewed. If the owner or the date is unknown, it gets flagged — never invented.
Vague commitments are rejected
“Work on it.” “Improve it.” “Look into it.” None of those are accepted as an assignment, out loud, on the call.
Closure needs an artifact
A link, a note, a number, a file — something that proves the action happened. A verbal “done” is not evidence, and a status change on its own isn't either.
Open loops carry forward
Anything unresolved returns to the front of the next call of that type, with its original date attached, until the evidence exists.
Nothing gets fabricated
No invented numbers, attendance, results or completions — internally or in anything we put in front of your team.
The installs
Six Resets. Four weeks each. You finish holding the documents.
A Reset is a four-week install cycle: four Shifts, five weekday modules per Shift, twenty training days, about fifty minutes a day. One assignment or implementation output daily, and your work has to be uploaded before the weekly Shift Call opens. Shift four is the graduation standard.
Resets teach thinking and building, not our SOPs. You build your own — we show you how. That's the difference between a binder you were handed and a system your company will actually run.
Vision
Everyone, first
Purpose, identity and the personal CODE each person will operate under. Foundation Reset → Mindset → Systems → Integration.
You finish with a signed Personal Oath, personal and team Ground Rules, a Purpose Pulse map, daily non-negotiables, a 30-day execution plan and your Personal CODE.
Leadership
Owners and managers
Vision Mapping then Team Building: the company's 3/5/10-year vision, values, business model, structure and the people in it.
You finish with a Vision Map, Core Values Grid, business model and org chart, a values-based hiring and firing filter, role scorecards, a 30/60/90 onboarding plan and the Leadership CODE.
Sales
Reps · Vision first
Disciplined appointment execution through the medical model and the nine-step Home Doctor TECHNIQUE. Day twenty is a full recorded role play.
You finish with a Home Doctor Score baseline, lost-deal root-cause analysis, corrected process maps, a pre-call checklist and kit, a discovery question bank, objection scripts, price and payment scripts.
Process
Owners and leaders
From tribal knowledge and owner dependency to documented, trainable, measurable systems. Stages first, then the full customer-experience chart.
You finish with a current-state map, your first documented process and filmed process video, CRM and follow-up workflows, an operations hub map, a role-based training plan and the Customer Experience Blueprint.
Marketing
Owner and marketing
Random activity replaced with a measurable demand, proof, distribution and conversion system you operate yourselves. Speed-to-lead under five minutes is the first vital.
You finish with a vitals baseline and week-four scoreboard, a positioning script, a Proof Vault and content pillars, a funnel map with the leaks named, a DM script tree, follow-up cadence, source economics and a 30-day plan.
Finance
Owner and finance
Capital Thinking, not bookkeeping. Financial Foundation → Job Costing & Margin → Cash & Control → Budgeting.
You finish with a 13-week cash flow forecast, a contractor chart of accounts, job-cost sheets with variance, AR aging and an AP schedule, an annual budget, a break-even calculator, a monthly close checklist and your Financial CODE.
What a Reset actually hands you
Order matters. Vision comes first for everyone. The foundation work — Vision, Leadership, Process, Finance — comes before the growth work in Sales and Marketing, and Sales needs Vision behind it. Not every program is for every person — role decides the prescription.
Built for you, not by you
Three assets we produce and hand over finished
These aren't lessons. They're the deliverables your reps carry into a kitchen and your customers see before install day.
History & Heritage
Step four of the appointment: the moment you earn belief, before price is ever mentioned.
- A custom-branded 15–18 slide deck built from your actual story — struggle, breakthrough, mission
- A word-for-word script, slide to slide, with the price-conditioning language written in
- Objection handling built into the narrative using PAT — personalise, address the pain, transform it into a trust point
- A 90-minute training call with your sales leader and team, then editable slides plus a ready PDF
Install Expectations
Step five: the homeowner sees install day before they've agreed to it, and nothing catches them off guard.
- A branded two-to-two-and-a-half-minute video of real trade footage, components named on screen
- No baked-in voiceover — your rep narrates live over it, which is why we train the narration too
- Scripted to cover timeline, noise, debris, parking, pets and cleanup — delivered MP4 for CRM, email or portal, with a QR option
- A printed “What to Expect on Installation Day” guide per trade, ending on the communication and clean-up promise
Test Cases
Your real customers, on camera, answering the objection the next homeowner is about to raise.
- Three edited testimonial videos, 90 seconds to two minutes, filmed onsite — branded, captioned, cut for both landscape and vertical
- Interviews run from the ten essential Test Case questions, with follow-ups for insurance, price and referral situations
- A funnel landing page — hero, video, call to action, opt-in — wired into your CRM with tagging
- A one-page branded sheet carrying the link and a QR code, so a rep can hand a homeowner proof on the spot
Test Cases unlock at qualifying milestones as you work — one of them, then three, then six, depending on where you sit. They're earned, not bought, and the earning is the part that makes them true.
Inside the Sales Reset
The nine-step appointment, in order
- Trust Building
- Explore the Property
- Condition Assessment — the Digital Exam
- History & Heritage Presentation
- Narrate Install Expectations
- Illustrate Remedies
- Question for Commitment
- Understand Price and Payments
- Easy Paperwork and Closing
Every step has its own asset and its own script. Your rep isn't improvising a presentation — they're running one, and you can hear whether they ran it properly.
Why this exists
Built by someone who ran the company, not just advised one
In 2022 we put the first roof on for All-Side Roofing & Restoration. Two years later it was a multiple seven-figure roofing business, and in 2024 I sold it. It still operates and it's still growing — without me in the day to day.
That happened because of processes, accountability, workflows and an operating structure that let other people know what had to happen next. Software didn't create that. The CRM is where it starts; the process behind it is what makes it work.
Everything on this page is the version of that we can hand to your company — taught by people who have run the post they're coaching.
This is the work
Pulse calls, job sites, trade floors, and a camera.
Not stock photography. This is what the month actually looks like from our side of it.
Separate purchase
And when you're ready for appointments, there's Roofory
Homeowners come to Roofory for education and a vetted contractor. A live call center qualifies them and books the inspection — ownership confirmed, two times offered, address verified, text sent on the line, and a confirmation call the day before.
What reaches your calendar is a confirmed date, time and address, backed by a recording of the homeowner agreeing to the inspection. The homeowner pays nothing.
It is a separate purchase. Syndicate membership doesn't include a dealership, ad spend, guaranteed appointments or free appointments — and you don't automatically need Syndicate to qualify for Roofory.
The three layers
Free, paid, and separate
FreeRoofer Advancement Community
Open community, education and training. No cost, no application — and for plenty of contractors it's genuinely the right place for a while.
PaidThe Syndicate
Everything on this page: the diagnostic, the Pulses, the Resets, the assets, the accountability standard.
SeparateRoofory
A dealership and appointment-generation relationship, purchased and billed on its own.
Who you actually work with
The people in the room
Start with the diagnosis.
Book a fit call and we'll look at where the company actually is, then tell you which install you'd start with — including if the honest answer is the free community for now.
Book a fit callOr see membership and pricingTerms. This page describes what the programs contain. It is not a quote and not an offer. Price, term, scope, entitlement counts and any guarantee are governed by a signed client-specific agreement, and only a signed agreement locks a price. Which deliverables you receive, and when they unlock, depends on the tier you join.
© 2026 The Syndicate Mastermind Group · All-Side Consulting Group, LLC. All rights reserved.