THE COMPLETE OPERATOR WORKFLOW

A workspace for every next step.

Research the next location, follow through on the conversation, and keep running the machine after installation. Every membership includes the core workflow.

STEP 01

Choose an area you can serve

Preview your ZIP for free. Members save territories by distance, business type and equipment category. Suggestions exclude prospects already in their pipeline.

Check local coverage →
STEP 02

Prepare an approach

Save a researched prospect, use the pitch scripts, and record calls and follow-ups. A business listing is a starting point; owner interest needs confirmation.

Read the pitch guide →
STEP 03

Evaluate the site and prepare a proposal

Keep decision-maker details, visit dates and private site notes with the prospect. Model your own costs and sales assumptions, then create a proposal to share.

Try the location evaluator →
STEP 04

Agree terms and install

Work through the installation checklist and prepare the agreement. Once the machine is installed, add it to Fleet Manager from the same saved plan.

See the launch checklist →
STEP 05

Run your route and keep learning

Log collections, stock, refills and operating expenses. Review your service schedule and monthly cash records, then use the course to work through your next challenge.

Choose your membership →

What a membership provides

Software, training, researched prospects and access to owner-listed requests when available. You make the calls, inspect sites, agree terms, buy equipment and operate the machines. Equipment, financing and personal coaching require separate arrangements. Placements depend on your agreement with the property.