TAC Business Performance Review
Before you decide what to change, understand what is really happening.
A structured review of the financial, sales, operational and leadership drivers behind your business — designed to identify the few opportunities and constraints that deserve management attention first.
- DIAGNOSE FIRST
- PRIORITISE THE FEW THINGS THAT MATTER
- LEAVE WITH A CLEAR ACTION PLAN
Why Start With A Review
Most businesses do not have an information problem. They have a priority problem.
There is usually plenty of data, plenty of activity and plenty of opinion. The difficult part is knowing what the numbers actually mean and which issue deserves attention first.
The TAC Business Performance Review brings the key information together, challenges the assumptions behind it and identifies the highest-value opportunities across the business.
The Objective
Leave with clarity — not a 40-page report that sits in a drawer.
The review is designed to answer four practical questions:
Where are we now?
What is driving the result?
What is holding us back?
What should we do next?
What We Review
The drivers beneath the P&L.
The exact scope is tailored to the business, but the review typically covers six areas.
Financial Performance
Revenue, gross margin, operating profit, overhead, cash generation, budgets and performance by business unit.
Sales Performance
Leads, booking, field conversion, average sale, zero-dollar jobs, larger-ticket opportunities and sales process.
Technician Productivity
Revenue per technician, jobs per day, utilisation, average invoice, conversion and individual performance variation.
Marketing & Demand
Lead sources, cost of acquisition, return by channel, demand gaps, repeat customers and the quality of booked work.
People & Leadership
Growth & Capacity
Hiring, location performance, service mix, capacity, operational bottlenecks and readiness for the next stage of growth.
The Review Process
From data to decisions.
Business Data
Financials, KPI reports, technician performance, marketing, staffing and other information relevant to the business.
Performance Drivers
TAC looks for trends, gaps, inconsistencies, concentration risks and the few metrics most strongly affecting the result.
Leadership Discussion
Review the findings with the owner and key leaders, test assumptions and understand what sits behind the numbers.
Action Plan
Agree on the highest-value priorities, who owns them and what should happen over the next 90 days.
What You Leave With
Clarity around the few things that will make the biggest difference.
Performance Scorecard
A clearer view of the business metrics that matter and where performance is above or below expectation.
Key Findings
A concise assessment of the most important strengths, constraints, risks and opportunities.
90-Day Priorities
A practical action plan focused on the small number of changes most likely to improve the business.
Where It Can Lead
A review can stand alone - or become the starting point for deeper work.
Some owners simply need an experienced outside view and a clear plan. Others decide they want ongoing accountability and strategic support.
The TAC Difference
Trade-specific context matters.
TAC’s analysis is shaped by more than 25 years in Trade Services. The review connects financial performance to what is happening in the field, the call centre, marketing, management and the daily operating rhythm of the business.
The goal is not to find more things to do.
It is to identify what matters most.