FranklinDalkeIntelligence. Strategy. Execution.
Leafy American neighborhoods and enduring stone architecture beneath a quiet evening sky

Built for the
independent.

The general contractor
for your home-services business.

A stronger business starts here ↓
For the people who build, repair, and keep America running.FranklinDalke ✳ Independent by conviction.
01 / THE FRANKLINDALKE APPROACHA clear plan. An accountable partner.

You know your trade.
We help build
the business.

Running a great service business takes more than doing great work.

There are markets to understand, customers to reach, systems to connect, and teams to support. The work behind the work can pull an owner in every direction.

FranklinDalke brings it together. We use intelligence to find what matters, build a practical plan, and coordinate the work to move it forward. We do what we do well and bring in specialists where they add more value.

One plan. One point of accountability.
A business that stays yours.

Intelligence before actionAdvice aligned with the ownerExecution with accountability
02 / HOW WE CAN HELPBuilt around what your business needs.

The right work.
Under one plan.

Start with a clear understanding of the opportunity. Build the capabilities to act on it.

Intelligence is our first offering. Broader engagements are scoped around your needs, with direct execution and specialist coordination as capabilities develop.

01

Intelligence & strategy

Know where to go next

Make your next decision with a clearer view of the market, your customers, and the competition.

  • Market, territory & expansion research
  • Competitor mapping & demand analysis
  • B2B target-account & customer-fit research
  • Pricing, service-line & growth strategy
Explore FranklinDalke Intelligence ↗
02

Brand & growth

Be found. Be understood.

Give the right customers a clear reason to choose your business, and understand which channels earn their place.

  • Brand positioning & messaging
  • Website design & development
  • SEO, local search & Google Business Profile support
  • Content, reputation processes & marketing measurement
03

Revenue operations & technology

Connect the customer journey

Build a more connected path from the first inquiry to a booked job and a lasting customer relationship.

  • CRM & field-service software selection and setup
  • Lead routing, booking & follow-up workflows
  • Sales, call-center & CSR process design
  • Integrations, automation, dashboards & internal AI tools
04

Business operations & finance

Understand the economics

See where time, capacity, and capital are going—and build the operating discipline to use them well.

  • SOPs, process design & capacity planning
  • Branch performance & profitability analysis
  • Budgeting, forecasting & management reporting
  • Unit economics, expansion economics & vendor comparisons
05

People & organization

Build the team around the plan

Give your people clearer roles, better support, and an organization that can grow with the business.

  • Workforce planning & organization design
  • Role design & job descriptions
  • Compensation benchmarking & recruiting strategy
  • Training coordination & succession planning
06

Ongoing advisory & implementation

Keep the plan moving

Stay focused on the decisions and projects that matter, with a partner coordinating the work and reviewing progress.

  • Monthly strategy & KPI reviews
  • Fractional growth & strategy leadership
  • Project management & vendor coordination
  • Implementation oversight & performance tracking

The right expertise, in the right hands. Legal, tax, brokerage, and other regulated services are handled by appropriately qualified professionals. FranklinDalke advises the business; your team performs the field work.

03 / FRANKLINDALKE INTELLIGENCEOur starting point. Your decision advantage.

Good decisions
begin with a
clearer picture.

Where to grow. Who to serve. What to do next.

We connect market evidence with your business realities to turn a broad question into a practical course of action.

FD / INTELLIGENCEILLUSTRATIVE BRIEF
PRIORITY ABCN

Where is the next worthwhile opportunity?

Compare demand, serviceable households, competitive intensity, drive time, and expansion economics.

DemandCompetitionEconomics
Evidence → Interpretation → Action01—03
Territory studiesCompetitor analysisExpansion briefsMarket monitoring
04 / FROM INSIGHT TO IMPLEMENTATION

A plan is only as good
as what happens next.

We bring the discipline of a general contractor to the business behind your trade.

01 / DIAGNOSE

Find the real problem.

Understand your goals, your numbers, and the market around you. Separate the symptoms from the decisions that matter.

02 / PLAN

Set the right priorities.

Build a focused scope with clear responsibilities, milestones, and measures of progress.

03 / EXECUTE

Put the right people to work.

Do the work we are suited to, coordinate the specialists you need, and keep the pieces connected.

04 / MEASURE

Stay with the outcome.

Review the numbers, track what changes, and adjust the plan as the business moves forward.

Independent communities and the homes local service businesses care forLocal businesses.
Lasting communities.
05 / WHO WE WORK FOR

Ambition, without
giving up ownership.

From the owner-operator finding their footing to a multi-location business planning its next chapter, the goal is the same: build a stronger company on your terms.

Institutional thinking. Practical support. Respect for the business you have built.

HVACPlumbingElectricalRoofingLandscapingPest controlRestorationRemodelingCleaning & related trades

Our initial Intelligence focus is HVAC, with other trades considered by scope and available evidence.

06 / A FEW PRACTICAL QUESTIONS

Clarity comes
first.

Where should we start? +

Start with the decision in front of you. A market or territory study, competitor analysis, or expansion brief can establish a clear picture before you commit resources to execution.

Do you perform every service in-house? +

We scope work around the problem, our capabilities, and the expertise required. FranklinDalke performs suitable work directly and coordinates outside specialists where they are better suited. Regulated work belongs with appropriately qualified professionals.

Is this only for opening a new location? +

No. Intelligence can help you find opportunities inside your existing territory, prioritize marketing, research B2B accounts and customer fit, understand competitors, or evaluate a new service line. Buying signals are evaluated as evidence with limitations, rather than guarantees of demand.

How are engagements priced? +

Scope comes first. We define the decision, geography, data needs, deliverables, and level of implementation support before proposing fees. We do not publish one-size-fits-all pricing.

LET’S BUILD WHAT COMES NEXT.

Your next chapter
deserves a clear plan.

Tell us what you are building.
And what is standing in the way.

FRANKLINDALKE / INQUIRIES

What is
next for you?

Start with your business and the decision you are trying to make.

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FD / INTELLIGENCE — ILLUSTRATIVE ONLY

A question.
A defensible decision.

“Which parts of our existing HVAC territory deserve more investment?”

This example describes the structure of a study. It contains no live market findings or client results.

01 / FRAME

The decision

Define the service mix, current coverage, travel constraints, technician capacity, and budget with the owner.

02 / RESEARCH

The evidence

Assess housing stock, climate, household characteristics, permits, competitors, and available company performance data. Record sources, dates, and limitations.

03 / INTERPRET

The comparison

Compare candidate areas using explicit assumptions. Distinguish opportunity, customer fit, buying signals, and evidence confidence.

04 / ACT

The next step

Deliver a prioritized territory brief, decision rationale, uncertainties to validate, and a focused plan for testing the opportunity.

FRANKLINDALKE

About this preview.

The inquiry form runs in your browser. It does not send your details to FranklinDalke, a CRM, or an email provider. Your inquiry stays in memory until the page reloads, and you can choose to download a text copy.

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The map and example brief illustrate our approach; they are not actual market results.