Playbook11 min
How $50M Asset-Based Lenders Cut Borrowing Base Cycle to 1 Day.
Mid-market ABL collateral analysts spend 3 to 5 days reconciling each Borrowing Base Certificate. Here is the workflow that compresses it to under a day.
By TreyTag
Playbook.
34 articles tagged playbook.
Playbook11 min
How $50M Distributors Lift Quote-to-Order From 32% to 48%.
Most $50M distributors convert 25-35% of quotes to orders. Top quartile hits 45-55%. The gap is mostly response time, not pricing.
By TreyPlaybook12 min
How $50M Plumbers Lift Average Ticket From $375 to $625.
Most $50M residential plumbing contractors stop their average ticket at $375. Here is the system that lifts it to $625 without raising prices.
By TreyPlaybook10 min
How $40M RCM Firms Cut Days in AR From 48 to 32.
Mid-market Days in AR sits at 47. MGMA Better Performers hit 35. Here is the four-lever Playbook that closes the 16-day gap without working denials harder.
By TreyPlaybook11 min
How $50M HVAC Contractors Hit 78% Tech Utilization.
The industry average is 65% billable. The top quartile clears 78%. The gap is 250 hours per tech per year, and it lives in your dispatch board.
By TreyPlaybook11 min
How $50M 3PLs Price 200-Lane RFPs in 5 Days, Not 21.
Mid-market 3PLs lose RFPs to bigger competitors that price 200 lanes in days. Here is the four-step workflow that gets your team from 21 days to 5.
By TreyPlaybook11 min
How $40M RIAs Cut Client Onboarding From 30 to 7 Days.
Mid-market RIAs take 15 to 21 business days to onboard a new household. Here is the workflow that gets it to 7, without ripping out your custodian.
By TreyPlaybook10 min
How $50M Distributors Cut Backorder Cycle From 2 Weeks to 3 Days.
Backorder cycles eat customer trust and warehouse hours at mid-market distributors. Here is the five-step playbook to cut yours to three days.
By TreyPlaybook12 min
How $50M HVAC Contractors Price Commercial Service Agreements.
Most $50M HVAC contractors price commercial agreements off the last quote with a 5% bump. Here is the four-number bottom-up workflow that protects margin.
By TreyPlaybook11 min
How $50M Equipment Finance Firms Cut End-of-Term Cycles.
Mid-market equipment finance firms book 60 to 130 end-of-term events a month. Here is the four-stage workflow that stops residual leakage.
By TreyPlaybook12 min
How $40M CPA Firms Cut 1040 Cycle Time From 8 Days to 3.
At a $40M CPA firm, the average 1040 sits 8 days in the pipeline. Here is the workflow that cuts it to 3, with or without AI.
By TreyPlaybook11 min
How $40M Manufacturers Cut Scrap From 6% to 2%.
Most $40M manufacturers run real scrap at 2-3x what their monthly reports show. Here is the workflow change that closes the gap and pulls scrap under 2%.
By TreyPlaybook11 min
How $50M Final-Expense Carriers Cut Lapse to 18%.
Most mid-market final-expense books run 30-45% first-year lapse. The 18% operators are not closing harder. They are running the first 90 days differently.
By TreyPlaybook11 min
How $50M Fire Protection Contractors Track 5,000 Inspections.
Mid-market fire protection shops run 5,000+ NFPA inspections across 200 sites. Here is the operating model that prevents the misses.
By TreyPlaybook12 min
How $50M HVAC Contractors Quote Replacement in 24 Hours.
Most mid-market HVAC contractors take 4-7 days to quote a replacement. The 24-hour workflow that costs you no margin and wins twice as many bids.
By TreyPlaybook11 min
How a $50M 3PL Cuts Dock Detention From 14% to 4%.
ATRI says drivers wait at customer warehouses 39% of the time. Here is the dock workflow that cuts your detention rate to 4% in 90 days.
By TreyPlaybook11 min
Where $50M GCs Lose $80K a Year on Equipment Rentals.
Mid-market GCs leak six figures a year on equipment rentals through five predictable patterns. Here is the weekly workflow that catches it.
By TreyPlaybook11 min
How $50M Distributors Cut Pick Errors From 4% to Under 1%.
A 4% pick error rate at a $50M distributor costs $400K to $1.2M a year in chargebacks, returns, and lost accounts. Here is the four-step fix.
By TreyPlaybook11 min
How $50M Brokerages Cut Quote-to-Bind From 5 Days to 1.
Mid-market commercial brokerages average five business days from submission to bind. Here is the four-step workflow that compresses it to one.
By TreyPlaybook10 min
How $50M GCs Close Out Construction Jobs in 30 Days.
Most $50M GCs let closeout drag 60-90 days after substantial completion. Here is the workflow that hits 30, releases retainage faster, and protects margin.
By TreyPlaybook10 min
How $40M RCM Firms Cut Claim Denials From 18% to 8%.
Most mid-market RCM firms run at 12-18% initial denial rates. Here is the workflow that gets you under 8% without replacing your platform.
By TreyPlaybook11 min
How $40M RIAs Reconcile Billing Between Custodian and CRM.
Mid-market RIAs lose a week each quarter to billing reconciliation. Here is the workflow that cuts it in half, and where AI agents actually help.
By TreyPlaybook12 min
How to Cut Law Firm Intake From Three Days to Hours.
Most mid-market law firms spend two to three days getting new clients through intake. Here is the workflow that cuts it to hours.
By TreyPlaybook12 min
How $50M HVAC Contractors Lift Renewals From 60% to 85%.
The mid-market HVAC shops losing 30% of service agreements at renewal almost never lose them on price. Here is the operator workflow that closes the gap.
By TreyPlaybook11 min
The Mid-Market Electrical Contractor's Data Center Playbook.
Data center MEP is now 75% of the GMP, and electrical is the centerpiece. Here is how $50M electrical contractors actually win the work.
By TreyPlaybook11 min
How to Fix Slow-Moving Inventory at a $40M Distributor.
Slow movers tie up 20-25% of a distributor's inventory value. Here is the disposition workflow that recovers cash before write-down.
By TreyPlaybook11 min
Why Change Orders Eat Margin at Mid-Market Contractors.
Most $40M general contractors lose 3 to 5 percent margin on change orders. The fix is workflow: clear thresholds, a 48-hour rule, and field discipline.
By TreyPlaybook12 min
How to Qualify Final-Expense Leads Before You Dial.
A $50 final-expense lead converts at 5 percent if you treat it like a 2018 dial list. Here is the pre-call qualification workflow that protects your best closers.
By TreyPlaybook11 min
How to Cut RFI Response Time From Two Weeks to Four Days.
RFIs at mid-market GCs average 9.7 days to first response. Here is the five-move workflow that gets you to four, and where AI actually helps.
By TreyPlaybook11 min
How to Get New Field Service Techs Productive in 90 Days.
Field service technician onboarding takes 12 months at most shops. Here is the 90-day structure that cuts ramp time in half, with the P&L math.
By TreyTeardown10 min
ServiceTitan vs. Alternatives for Mid-Market HVAC.
ServiceTitan IPO'd. BuildOps hit unicorn. For $30M-$75M HVAC contractors, the FSM platform choice just got harder. Here is the honest segmentation map.
By TreyPlaybook11 min
Why Sub-Contractor Coordination Breaks at 15 Active Jobs.
Sub-contractor coordination works at 10 jobs and fails at 15. Here is the system mid-market GCs use to scale without buying a new PM platform.
By TreyPlaybook11 min
How to Train New Estimators Without Losing Two Years.
A phase-gated playbook to cut estimator ramp time from 12 months to under 6, with shadow bids, markup reviews, and documented vendor intel.
By TreyOperator's view11 min
What AI Still Can't Do for Mid-Market Operations.
94% of mid-market firms use generative AI, but only 2% have scaled it. Here are five things AI cannot do for your operation, and where it actually works.
By Trey№ 005Get in touch
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