Description
What Happens in a TPM Meeting
Goal: find your profit leaks fast and show you how Total Profit Management—with the Performance Margin software—locks in margin discipline so you stop doing unprofitable work.
Before the meeting (your side is light)
You’ll get a reminder with the link and a short checklist.
Bring last 12 months of P&L (PDF is fine) and one recent bid/estimate you want sanity-checked.
Optional: provide read-only QuickBooks access. We never touch your books.
Who should be in the room
Owner/GM, estimator/bid lead, and bookkeeper/CPA. Short, focused, decisive.
During the meeting (60 minutes)
Baseline & targets (10 min)
Let us get to know you. Give us the download on your operation, pricing pressure, and what “good” looks like for you this season.
Live walkthrough: Performance Margin in action (5 min)
True cost visibility: labor burden, equipment, overhead allocation.
Bid guardrails: minimum margin locks, red/yellow alerts before you send a number.
Scenario modeling: “What if” on crew mix, production rates, and material swings.
Apply it to your world (10 min)
We run your sample estimate through the margin checks and show exactly where dollars are won or lost.
Fit & rollout plan (5 min)
How onboarding works, who does what, and the quickest path to disciplined bidding across your team.
Open Q&A (30 min)
Your numbers, your use cases—change orders, seasonal pricing, subcontractor rates, you name it.
What you walk away with
Two biggest profit leaks identified (with where they appear—bid stage, production, or closeout).
A simple ruleset for your estimators (the guardrails that stop margin slippage).
A clear rollout plan for getting margin discipline into daily operations.
House rules
Confidentiality: we’ll sign an NDA if you want one.
No fluff: we won’t pitch features you don’t need. We show you how to protect margin—period.
Your call: if there isn’t a clear ROI for your shop, we’ll tell you. If there is, we’ll map next steps.