Maverick Performance Solutions

Opening training…

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M01 Day One & the Maverick Standard

M01.05

Locked facts and the admin seat

The non-negotiables from SOP 2026 v2.0 Section 4 — identity, money, insurance, and the daily rhythm you will actually run tomorrow.

  • Recite the published identity (address, phone, website, taglines) without mixing in retired facts
  • Name who owns COI, W-9, invoices, and collections
  • Run the Monday admin cadence without being prompted

Project Structure legal briefing

Maverick Project Structure Training Course — Legal.mp4 · 38 min

Watch the legal video, then the chapters on the Legal briefing page. Completing that page also counts this lesson.

Who sits where (Section 4.1–4.6)

SeatReports toYou will see them for
Office Manager / ControllerPresidentCash, AR aging, invoices, ACH dual-control, monthly close
AP/AR ClerkControllerBills in, invoices out, 30-day reminders, waivers
HR CoordinatorController (dotted to Eric on discipline)I-9, hiring, files, PTO
Compliance CoordinatorController (dotted to Eric on litigation)COI, licenses, OSHA 300, Letters of Conformance
Executive AssistantPresident/admin-scan, inbox triage 07:30/12:00/16:00, calendar

Monday without being asked

  1. 01
    07:30 /admin-scan

    W-9, COI, vendor forms. Standard W-9 goes out without Eric.

  2. 02
    AR aging

    OneDrive tracker — never Books. 30-day letters fire. Cash-flow report to Eric by 10:00 ET.

  3. 03
    COI 45-day report

    Compliance. Chase Nick 30/14/7 days out.

  4. 04
    Inbox cycles

    07:30, 12:00, 16:00. Phone live 07:00–16:00: Maverick Performance Solutions, this is [Name], how can I help you?

House terms

  • Not this

    Net 30 on the invoice because that is what GCs expect.

    This

    Due Upon Completion on every invoice unless Eric approved a written exception.

  • Not this

    Show crew hours and kit counts so they 'understand the number.'

    This

    Lump sum only. Quote Total / SOV line is the only number the customer sees.

  • Not this

    Enter the vendor bill in Zoho Books.

    This

    OneDrive AP Bill Log. Books is not built. Do not pretend it is.

  • Not this

    Accept Paid-if-Paid because this GC has always used it.

    This

    Stop. Escalate the 2.14.4 sequence. Relationships do not exempt a GC.

Takeaways

  • Taylor HQ, 313-889-2526, maverickperformancesolutions.com. mavtechsol.com is email only.
  • Zoho Books is not built. Invoices are branded DOCX clones. Terms are Due Upon Completion.
  • COI in 24 hours via Nick Holton. Never edit a certificate. Never Paid-if-Paid.

SOPSOP Section 1 — BrandSOP Section 4 — Administrative Staff

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