Maverick Performance Solutions

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SOP 2.0 · 2026-08-19

SOP binder

Eleven sections from the live SOP 2026 v2.0. Search a procedure, then open the rule — do not read 345 pages on day one.

  1. Section 1

    Front Matter & Brand Standards

    Who we are, the five values, brand voice, color, typography, logo, signatures, and taglines. Admin produces every document to this spec. Orange/gold is retired. mavtechsol.com is email-only.

    5 procedures

  2. Section 2

    Operations & Project Management

    PM owns schedule, cost, quality, safety, and client from award through retainage. Submittals, RFIs, change orders (lump sum only), T&M tickets, dailies, moisture gate, closeout. Zoho Books is not built.

    6 procedures

  3. Section 3

    Warehouse, Inventory & Install Scheduling

    Taylor warehouse POS (Zoho Inventory Premium, Zebra scanners, Rollo labels). Equipment accountability on Husqvarna assets. Material staging, 10–15% overage, on-time kits. Slack is never the primary schedule channel.

    2 procedures

  4. Section 4

    Administrative Staff

    The admin seat. Controller, AP/AR, HR, Compliance, Executive Assistant. COI in 24 hours, W-9 same day, lump-sum invoices Due Upon Completion, collections 30/60/90, payroll, licenses, phone greeting. Admin executes without Eric unless escalation is explicit.

    10 procedures

  5. Section 5

    Sales, Estimating & Bid Management

    Specification-led sales, Zoho CRM pipeline, Bid Radar, Bluebeam takeoff, lump-sum quotes, handoff to ops. Inside Sales / Sales Coordinator is the admin-adjacent seat. Win-rate target 28%+.

    2 procedures

  6. Section 6

    Systems, CRM & Automation

    Zoho CRM is the commercial system of record. Creator apps for Admin Actions, COI Register, License Register, maverick-ops. CPQ production is operational and off-limits to destructive changes. Books is not built.

    2 procedures

  7. Section 7

    Leadership & Executive SOPs

    EOS L10 weekly, monthly ops review, QBR, annual plan. EA owns Eric's calendar, 3× daily inbox triage, meeting prep packets (SOV, hot bids, KPIs) the night before.

    2 procedures

  8. Section 8

    Marketing AI Taskforce & Growth Strategy

    Creative Director holds final approval on every visual. Photography is real Maverick work only — no stock, no AI-as-jobsite. Systems App is the category-owning web artifact.

    1 procedures

  9. Section 9

    Growth Strategy & $500M Roadmap

    Specification-led, not bid-and-pray. $500 million is a checkpoint, not a ceiling. Discipline and documented systems — not heroics.

    1 procedures

  10. Section 10

    Market Sector Playbook

    Twelve verticals. 2026 double-down: Food & Beverage, Cannabis, Automotive Dealerships, Commercial Kitchens. Admin's job is to match the buyer's paper (LOC, COI, badges, shutdown windows) to the vertical.

    2 procedures

  11. Section 11

    Benchmarks, Scorecard & Closing

    Master scorecard, operating rhythm, SOP training plan. Admin KPIs: DSO ≤ 38 days, invoice within 3 business days of milestone (Section 11) / 1 day of SOV approval (Section 4), COI/W-9 24 hours, payroll 100% accurate.

    2 procedures