Marketing (Stage 1)
Private Course
Marketing (Stage 1)
Our Marketing Training Series teaches the exact strategies we use to grow the Citrus brand—yard signs, door hangers, online reviews, and local promotions. Team members learn how to execute each tactic with consistency, follow our proven cadences, and generate high-quality leads that keep our pipeline full.
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Sales Window Cleaning (Stage 2-4)
Private Course
Sales Window Cleaning (Stage 2-4)
This course gives you our complete inbound sales system — including the exact text and phone scripts we use to turn inquiries into paying clients. Learn what to say, when to say it, and how to close more jobs with confidence. Plug in the scripts, follow the steps, and watch your conversion rates rise.
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Window Cleaning (Stage 5-6)
Private Course
Window Cleaning (Stage 5-6)
These playbooks outline the exact steps, tools, and order of operations required to perform professional window cleaning the Citrus way. From safety protocols and setup to glass cleaning techniques, ladder use, and quality checks, technicians get a clear, repeatable system for every job. Follow the process, deliver spotless results, and provide a consistent customer experience every time.
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Sales Christmas Lights(Stage 2-4)
Private Course
Sales Christmas Lights(Stage 2-4)
This course gives you our complete inbound sales system — including the exact text and phone scripts we use to turn inquiries into paying clients. Learn what to say, when to say it, and how to close more jobs with confidence. Plug in the scripts, follow the steps, and watch your conversion rates rise.
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Christmas Light (Stage 5-6)
Private Course
Christmas Light (Stage 5-6)
These playbooks walk technicians through every step of a professional Christmas light installation — from layout planning and ladder safety to bulb placement, power routing, takedown, and storage. With clear processes, checklists, and standards, technicians know exactly how to build safe, durable, and stunning displays that match the Citrus quality our clients expect.
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Admin Playbooks
Private Course
Admin Playbooks
This playbook details the core administrative systems that keep Citrus running smoothly — including payroll processing, bookkeeping standards, scheduling procedures, and customer service communication. It gives admin staff clear workflows and expectations, ensuring accurate records, organized calendars, and a consistent, professional client experience.
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Inventory Management & Ordering Supplies
Private Course
Inventory Management & Ordering Supplies
These playbooks outline how we track, manage, and replenish all materials needed to run our services — from lights and clips to cleaning supplies and marketing assets. With clear systems for inventory counts, vendor selection, ordering, budget guidelines, and approval workflows, team members always know what to buy, when to buy it, and how to ensure we never run out of essential supplies.
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Purchasing & Wrapping Trucks
Private Course
Purchasing & Wrapping Trucks
These playbooks outline how we buy and brand company vehicles — from choosing the right unit to completing a professional Citrus wrap. Clear steps, vendor guidelines, and approval processes ensure every vehicle strengthens our brand and supports operations.
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Flow Chart Records
Private Course
Flow Chart Records
This section contains my personal flow charts, offering a high-level view of how I think and structure the business. These visuals break down my vision into clear, actionable steps and show how different parts of the company connect. They aren’t full SOPs—just the blueprint behind our decisions, priorities, and growth.
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