Tab 1: Summary

• Overview: Details of brand location(s), phone numbers, and websites.

• Key Leaders: Names and contact information.

• Company History: Brief history, including IHS acquisition date.

• Equity Holders: Summary of equity holders and arrangements.

• Important Documents: Links to the brand's budget, workbooks, marketing KPI

sheet, and other critical working documents.

• Partnerships: Overview of key partnerships and contacts (Distributors,

Manufacturers, Aerial Measurement, Marketing, Financing, etc.).

Tab 2: People

• Key Leaders: Detailed breakdown of key leaders, including their strengths,

weaknesses, and learning & development (L&D) plans.

• Emerging Leaders: Highlight potential G2 and up-and-coming leaders.

• Organizational Chart: Comprehensive chart of the brand's organizational structure.

• Recruiting: Identify open positions and future needs (link out to recruiting
spreadsheet)

Tab 3: Communication

• Internal Tools: Summary of day-to-day internal communication tools.

• Monthly Calendar: Overview of the brand's monthly calendar, highlighting all

regular internal meetings by department and company-organized events (i.e.
Christmas parties etc).

• Corporate Touchpoints: Corporate events and touchpoints (quarterly meetings,

MORs, etc.) relevant to the Brand President.

Tab 4: Safety/Legal

• Safety Leaders: Identify key safety leaders, KPIs, and links to their safety
documents and reports.

• Legal/OSHA: Track and report any ongoing legal or OSHA-related inquiries. (Link out
to brand OSHA report logs)

Tab 5: Sales
 • Customer Journey: Map out the customer journey.

• Commission Structure: Details of the commission structure.

• Service Offerings: List of services offered.

• Sales Process: Description of the sales process.

• Pricing Strategy: Overview of pricing strategy and controls.

• Team Analysis: Analysis of the sales team.

• Growth Opportunities: Identification of strengths and opportunities for growth.

Tab 6: Operations

• Project Workflow: Description of the project workflow.

• Ops Team Analysis: Analysis of the operations team.

• Communication: Overview of communication within the operations team.

• Capacity Analysis: Analysis of the team's capacity.

• Growth Opportunities: Identification of strengths and opportunities for growth.

Tab 7: Procurement

• Purchasing Summary: Summary of the brand's year-to-date (YTD) purchasing by

distributor and manufacturer, along with historical trends and data.

Tab 8: Facilities and Asset Management

• Lease Agreements: Details of facilities lease agreements.

• Maintenance Logs: Records of maintenance logs, needs, and capacity dynamics.

• Assets List: Complete list of assets, including age, condition, needs, and
maintenance logs.

• Capex Needs: Include capital expenditure (capex) needs and budget tracking.

Tab 9: Goals/Opportunities

• Goals Tracking: Highlight and track any goals established between the Regional
Vice President (RVP), Brand President or brand.