1 HOUR · 90-DAY PLANNING SESSION
Get clear on the next 90 days.
A focused working session to identify your priorities and map the next quarter for your trade business.
A plan you can actually use
Assess
Get a clear view of where your trade business stands today, including what’s working, what’s not, and what’s holding you back.
Prioritize
Cut through the noise and focus on what will make the biggest difference in the next 90 days.
Act
Leave with a practical plan and defined next steps so you can move forward with clarity and confidence.
Book Your 90-Day Planning Session
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.
What your 90-Day Plan Looks Like
Your planning session turns big goals into clear priorities you can review, measure, and adjust throughout the quarter
Turn Goals Into a 90-Day Action Plan
Get a clear, visual roadmap for the quarter so everyone on your team knows what to focus on and how it connects to your long-term goals.
Set your direction
Choose this quarter’s priorities
Connect actions to long-term goals
Track the Numbers That Drive Growth
Take an honest look at your business with a structured SWOT analysis. Identify what’s working, where the opportunities are, and the obstacles you need to address this quarter.
Review strengths and opportunities
Surface obstacles early
Focus where it matters
Turn your plan into action with clear goals, ownership, and measurable results. Keep your team aligned and make adjustments as you go.
Build Accountability Across Your Team
Set measurable goals
Assign clear owners
Review and adjust each quarter
Build your next 90-day plan
From Our Clients
Our Team
Daniel James
Dan James helps blue-collar business owners build stronger, more profitable companies by connecting practical business experience with modern technology and AI.
A master electrician and entrepreneur, Dan founded Black Diamond Experts in 2009 and grew it into a multi-trade electrical, plumbing, and HVAC company that earned seven Best of State awards one of the top home service companies in the state
In 2021, he partnered with industry veterans who had successfully built and sold their own companies. Together, they accelerated growth before selling Black Diamond in 2023.
That journey gave Dan firsthand experience in mergers and acquisitions, quality of earnings reviews, due diligence, and preparing a business for sale. His ongoing work with those partners continues to shape his approach to growth and building enterprise value.
Through Trade Technology Experts, Dan helps owners strengthen leadership, improve financial visibility, and put software and automation to work—drawing on experience to guide growth, acquisitions, and eventual exits.
Founder & CEO | Business Strategy, Technology & Acquisitions
Timothy Wood
Timothy Wood brings 17 years of experience in the home service industry, with leadership roles spanning operations and finance. He has served as a Director, General Manager, Chief Financial Officer, and Controller. He is Nexstar trained, has extensive experience with ServiceTitan, and holds a bachelor’s degree in accounting and entrepreneurship.
Timothy has contributed to substantial business growth throughout his career. During his tenure, Scott Hale Plumbing, Heating and Air grew from $2 million to $12 million in sales, while Black Diamond Experts grew from $2 million to $30 million. At Black Diamond, he also established the Southern Utah location and grew it to $5 million in sales.
Home Services Executive | Operations and Finance
Operations Coach | Fleet, Inventory & Real EstateSteve James
Inventory & Real Estate
Steve James helps home-service and blue-collar businesses strengthen the operations that keep their teams working—from fleet management and warehouse organization to truck stock, inventory, and commercial property decisions.
His experience spans marketing, accounting, and operational management, giving him a broad understanding of how decisions across the business affect costs, efficiency, and growth. At Trade Technology Experts, Steve helps owners develop practical processes for managing vehicles, equipment, and materials, while navigating real estate leases and purchases.
Steve brings a hands-on perspective to coaching, helping businesses stay organized, control costs, and give their crews the resources they need to succeed.