Phil Risher shows how to build a 12-month income statement straight from your CRM data. Instead of guessing revenue, pull conversion rates, client acquisition cost, and service-level metrics from tools like ServiceTitan to forecast profit and cash month by month.
You have three functions sales, marketing, which is revenue, operations, which is gross profit, and then your finance lead, which is then net income and cash H Vac. How much equipment are you going to sell? How much service you can have? You took on plumbing, how much plumbing are going to do? You took on roofing? How much roofing are you doing month by month by month, line by line by line? I don't know. Show me your service titan CRM. What actions are you doing? How many phone calls? Return on ad spend and it's a whole client acquisition cost. I need to see the CRM and the customer journey and the conversion rates to land predictable revenue on that revenue income statement every single month, line by line for the next year. If you can't show it to me, you're guessing.
