Priority #1
Shared Task Tracker
0 / 30 complete
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Priority #2
Asset List
Physical, print & operational assets
Add Asset
Priority #3
Strategic Dashboard
Active deals & pipeline
Salt Lake City Acquisition — Home Services
Active · DD Phase
Target Equity
51% controlling interest
Owners
Ian & Michael ("Ninja")
Gate Milestone
Financial disclosure before Lab attendance
Lab Role
Strategic incentive + DD milestone
Current Bottleneck
Financial disclosure from Ninja is the primary hold. Lab attendance is gated on disclosure. The more elite the Lab feels, the higher the perceived cost of being excluded — leverage this intentionally.
Standard Plumbing Supply — Jacob Reese
Watch · Verbal Commit
Contact
Jacob Reese · VP
Structure
Retainer + VMI licensing deal
Status
Verbal commitment — awaiting formal agreement
Priority
Lock agreement before delivering value
AirWorks Solutions — Stephanie Allen
Watch · Channel Partner
Contact
Stephanie Allen · CEO · Ventura County CA
Structure
Channel partner or referral affiliate — not equity
Priority #4
OML Knowledge Base
Principles, standards & operating doctrine
The OML Standard
What We Are
Operations Mastery Lab is modeled after the best practices group tradition — Nexstar, SGI — but operating at a higher advisory tier. We are not a coaching business. We are an operator advisory firm. Every deliverable, every room, every document should signal that.
Partner Roles
Lane Ownership
- Jason: culture, narrative, IP, client delivery, standards
- Dustin: M&A strategy, acquisition deal flow, industry network
- Lincoln: financial diagnostics, valuation framing, CFO lens
McKinsey Standard
Room Delivery Protocol
- Every major point lives inside a named framework
- Attendees produce output artifacts inside the room
- Language is precise — every word chosen
- Ask the question they've never thought to ask themselves
- Arrive 60–90 min before first attendee. The room is yours first.
Dustin Van Orman · Dual Role
Content Lead + Speaking Segment
- Content Capture Lead: Miked up with Giuseppe — room walkthroughs, reaction captures, on-camera presence throughout. His face is on the video product being built for licensed IP sale. This is not a diminished role; it makes the video sellable.
- Speaking Segment — Day 1: "The Any Hour Story — Scaling Through the Pain." Dustin speaks to growing Any Hour from single-trade electrical to multi-trade home services — call center breakdowns, lead leakage between HVAC and electrical, dispatch conflicts, CSR failures at scale. Sets the emotional anchor and burning platform before the frameworks begin.
- In-Room Support: Available to operators throughout both Labs for M&A, department scaling, and HVAC-specific questions.
- Open Item: Licensed IP agreement for video product sale not yet drafted — must be formalized before video distribution begins.
Core Operating Principle
No Value Before Agreement
All advisory relationships must be formalized before substantive value is delivered. This is non-negotiable. The Any Hour history — years of systems architecture without contract or compensation — is the permanent reference point for why this rule exists.
OML Lab Format
Event Architecture
- Small cohort, immersive, framework-driven
- Pre-read or pre-work sent in advance
- Output artifacts produced inside the room
- Post-event survey: 5 questions, builds case study library
- Each Lab is a Mountain Impact proof of concept
IP Protection
Founder IP Doctrine
Mountain Impact and The Guardian System operate under Amato Enterprises as licensor. OML Mutual NDA in place. Founder IP License term sheet in progress — attribution language and audit rights are open gaps requiring closure. No framework is shared without attribution.
Target Industry
Home Services Focus
Electrical, plumbing, HVAC. Jason's foundational expertise — predating widespread industry awareness of acquisition and tuck-and-roll strategies. Any Hour Services (now Knox Lane PE) is the reference case for what happens when advisory value is delivered without formal structure.
Tuesday Cadence
Weekly Leadership Call
Standing call: Tuesday 9 AM MT. All three partners. Purpose: lane updates, open decisions, deal pipeline, event prep, IP coordination. No agenda gaps — come prepared with your lane status. This is the primary OML operating heartbeat.
Priority #5
What to Expect
OML Lab 1 · May 13–14, 2026
Sunday May 10 · Pre-Week
Strategic Alignment Window
Partners align independently on their lane ownership going into the week. Jason drives Monday prep for Legacy Impact client. All three partners confirm logistics, asset status, and Lab-day assignments before Tuesday's call.
Tuesday May 12 · 9 AM MT
OML Leadership Call — Final Pre-Lab Alignment
This call locks the room. Dustin and Lincoln receive their lane assignments for each Lab session. Who opens, who owns which segment, who handles logistics questions on the floor. Attendee list reviewed — know each person's company and primary pain point before Wednesday morning. A/V and tech run-through scheduled.
Wednesday May 13 · Lab Day 1
Lab Opens — Partners On-Floor by 7:30 AM
Arrive 60–90 minutes before first attendee. Room walkthrough as an attendee would experience it. Sound, lighting, temperature checks. Materials verified at every seat. Signage visible from entry. Giuseppe briefed on shot list: hero shots, candid working shots, whiteboard captures, group shots before lunch. Jason delivers scripted opening — first 90 seconds are memorized, not improvised. Lincoln owns the financial diagnostic segment — this is his authority moment in the room.
Thursday May 14 · Lab Day 2
Deep Work + Output Artifacts
Attendees produce tangible output inside the room — filled diagnostics, prioritized action plans, one-page operator plans. Every attendee leaves with something they built. Giuseppe captures the working energy of Day 2 — the human response in the room, not just the slides. This footage is Mountain Impact marketing.
Post-Lab · Within 48 Hours
Survey + Self-Assessment
Five-question post-event survey deployed. All three partners complete individual self-assessments — what worked, what fell flat, what each would do differently. This data builds the case study library and directly informs Lab 2 design. Jason documents his facilitation experience as Mountain Impact product development notes.
Priority #5b · Synchronized from Master Agenda
Master Agenda
Omni Interlocken · Broomfield, CO · May 13–16, 2026
Day 1 · Wednesday, May 13 · Lab 1
Call Center Execution Lab
8:00 AM – 6:00 PM + VIP Dinner
| Time | Segment | Who |
|---|---|---|
| 8:00 – 9:00 AM | The Operator's Hour — Informal Networking + Coffee | Open Room |
| 9:00 – 9:30 AM | Welcome + Room Orientation | Lincoln |
| 9:30 – 10:00 AM | The Any Hour Story — Scaling Through the Pain · HVAC dept. growth, lead leakage, CSR failures, call center breakdowns at scale · Sets the burning platform | Dustin |
| 10:00 – 11:00 AM | What Makes a Good Call Center | JasonLincoln |
| 10:30 – 10:45 AM | Break | |
| 10:45 – 12:00 PM | Lead Quality + MQL Framework · LOKAL Integration | Jason |
| 12:00 – 1:00 PM | Lunch | |
| 1:00 – 2:00 PM | Call Handling + CSR Behavior | Lincoln |
| 2:00 – 2:15 PM | Break | |
| 2:15 – 3:15 PM | Color Code Training — Operators + Customers | Lincoln |
| 3:15 – 4:00 PM | Booking Rates + Conversion Structure | JasonLincoln |
| 4:00 – 4:15 PM | Day 1 Debrief | Jason |
| 6:00 PM | CallSource VIP Dinner | All |
Day 2 · Thursday, May 14 · Lab 1 Continued
Call Center Execution Lab
8:00 AM – 4:00 PM
| Time | Segment | Who |
|---|---|---|
| 8:00 – 9:00 AM | The Operator's Hour | Open Room |
| 9:00 – 9:30 AM | Stephanie Allen Session + Day 1 Review | StephanieJason |
| 9:30 – 10:30 AM | Dispatch Priority + Scheduling Logic | Jason |
| 10:30 – 10:45 AM | Break | |
| 10:45 – 12:00 PM | Operator Accountability Systems | JasonLincoln |
| 12:00 – 1:00 PM | Lunch | |
| 1:00 – 2:00 PM | Call Center Leadership | Lincoln |
| 2:00 – 2:15 PM | Break | |
| 2:15 – 3:15 PM | Revenue Engine Formula™ + Leak Governance Exercise | Jason |
| 3:15 – 3:45 PM | THE CRESCENDO — Special Offers Presentation | Jason |
| 3:45 – 4:00 PM | Lab 1 Close | Jason |
Day 3 · Friday, May 15 · Lab 2
Financial Intelligence Lab
8:00 AM – 4:15 PM
| Time | Segment | Who |
|---|---|---|
| 8:00 – 9:00 AM | The Operator's Hour | Open Room |
| 9:00 – 9:30 AM | Lab 2 Welcome + Financial Intelligence Overview | JasonLincoln |
| 9:30 – 10:30 AM | P&L Interpretation — Reading Your Business | Lincoln |
| 10:30 – 10:45 AM | Break | |
| 10:45 – 12:00 PM | KPI Scoreboards + Gross Margin Architecture | JasonLincoln |
| 12:00 – 1:00 PM | Lunch | |
| 1:00 – 2:00 PM | Top 10 Margin Engine — Live Build | Jason |
| 2:00 – 2:15 PM | Break | |
| 2:15 – 3:15 PM | Compensation Structures + Technician Incentive Alignment | Lincoln |
| 3:15 – 4:00 PM | Dispatch Profitability + Revenue Per Hour Models | Jason |
| 4:00 – 4:15 PM | Day 3 Debrief | Jason |
Day 4 · Saturday, May 16 · Lab 2 Continued
Financial Intelligence Lab
8:00 AM – 2:00 PM Hard Stop
| Time | Segment | Who |
|---|---|---|
| 8:00 – 9:00 AM | The Operator's Hour | Open Room |
| 9:00 – 9:30 AM | Day 3 Review + Hot Seat | Jason |
| 9:30 – 10:30 AM | Weekly Leadership Cadence | JasonLincoln |
| 10:30 – 10:45 AM | Break | |
| 10:45 – 11:45 AM | 90-Day Execution Roadmap — Operators Build Live | JasonLincoln |
| 11:45 – 12:15 PM | THE CRESCENDO — Special Offers + Guardian Decision | Jason |
| 12:15 – 1:00 PM | Lunch | |
| 1:00 – 1:35 PM | Final Integration + Q3 Roadmap Alignment | JasonLincoln |
| 1:35 – 1:50 PM | Lab 2 Close — Jason's Closing of the Room | Jason |
| 1:50 – 2:00 PM | Final Q&A + Departure | JasonLincoln |
| 2:00 PM | HARD STOP — SAFE TRAVELS | All |
Priority #5c · Crescendo Offers · operationsmasterylab.com/specialoffers
Special Offers
Attendee-only · Event closes the window
Offer 01
The Guardian Blueprint™
$497 · One Time
"The lab was the training. This is the tool."
What's included
- Guardian System implementation guide — print and digital
- Top 10 Margin Engine worksheet
- Leak Governance audit framework
- Revenue Engine Formula™ dashboard template
- CSR conversion scorecard
- Dispatch priority matrix
- KPI reference sheet — all metrics, all targets
- OML Master Chart of Accounts — home services specific, implementation-ready
Presented at both Crescendo moments. Available at operationsmasterylab.com/specialoffers.
Most Chosen
Offer 02
The 90-Day Execution Sprint™
$1,997 · One Time
"Most operators leave a lab energized and return to the same patterns within two weeks. This is the system that prevents that."
What's included
- Custom 90-day execution roadmap built to your P&L and operational priorities
- Three 60-minute accountability calls — Jason and Lincoln
- Mid-sprint KPI scorecard review
- Access to OML operator resource library
- Direct email access for implementation questions between calls
The lab gave you the framework. The Sprint makes it stick.
Offer 03
The On-Site Intensive™
with Guardian Diagnostic
with Guardian Diagnostic
Starting at $7,500 · Per Day · Two-Day Minimum
"Before a system can be installed, it has to be designed. This is what makes the Guardian System work — and it starts on-site, inside your business."
What the Diagnostic produces
- Live financial intelligence review — P&L, gross margin, revenue per billable hour
- Dispatch governance audit
- CSR and call center assessment
- Leadership alignment session
- 90-day Guardian Governance Plan — built live, specific to your business
- 30-day post-visit accountability call
Available Advisors
- Jason Amato — call center execution, dispatch governance, operator systems, revenue architecture
- Lincoln Walpole — financial intelligence, P&L restructuring, COA implementation, compensation design
- Dustin Van Orman — HVAC operations, department scaling, acquisition integration, Any Hour growth model
- Any combination — multi-advisor visits quoted on request
Operators who complete the On-Site Intensive and choose to advance to the full Guardian System will have this engagement credited toward their implementation.
Two-day minimum at $7,500/day. Single-day by exception. Advisor preference noted at checkout or in the room. Application required — limited availability.
Offer 04
Q3 Lab — Priority Access
$1,500 · Deposit · Locks Seat at Current Rate
"You already know what this room feels like. Don't wait until it sells out."
What this locks
- Seat at Q3 OML Lab at operator rate — before public announcement
- Topic, date, and location sent to depositors first
- Price increases when announced publicly
Details to depositors only. Deposit locks your rate permanently.
Crescendo Timing: Offer 1–4 presented at Day 2 close (May 14, 3:15 PM) and again at Day 4 close (May 16, 11:45 AM). Stripe links are live. Page closes when the event ends. Questions — find Jason or Lincoln in the room before departure.
COA Financial Architecture Implementation — Jason + Lincoln · Internal · Room Close or Post-Lab Follow-Up
$997/month · Three-Month Minimum · or $2,777 paid in full (save $214 — one session free)
This is not a bookkeeping cleanup. This is a financial operating system — co-installed by the two people in this industry most qualified to do it.
Jason Amato built the COA framework from the ground up. He is a systems architect and integrator who came up through Nexstar and SGI best practice groups, co-authored SOPs at the national level, and has installed financial and operational systems inside home services companies — including PE-backed and enterprise operators — for over 20 years.
Lincoln Walpole is a private practice fractional CFO who has structured compensation, read hundreds of P&Ls, and built financial architectures inside boardrooms. He knows exactly what a home services financial operating system should produce — and what it costs when it doesn't exist.
Together, this is a systems architect and a CFO co-installing a purpose-built financial architecture inside your business. This does not exist anywhere in this industry at any price point.
Month 1: Audit and gap analysis — where your books are vs. where they need to be.
Month 2: Implementation and reclassification — live remapping with your bookkeeper or internal team.
Month 3: Validation, reporting setup, and financial rhythm established — P&L reading like a real business.
Three-month project. One outcome: a functioning financial architecture built to last. Jason and Lincoln close this privately in the room or via follow-up within 48 hours of Lab close. Keep off the main Crescendo page.
This is not a bookkeeping cleanup. This is a financial operating system — co-installed by the two people in this industry most qualified to do it.
Jason Amato built the COA framework from the ground up. He is a systems architect and integrator who came up through Nexstar and SGI best practice groups, co-authored SOPs at the national level, and has installed financial and operational systems inside home services companies — including PE-backed and enterprise operators — for over 20 years.
Lincoln Walpole is a private practice fractional CFO who has structured compensation, read hundreds of P&Ls, and built financial architectures inside boardrooms. He knows exactly what a home services financial operating system should produce — and what it costs when it doesn't exist.
Together, this is a systems architect and a CFO co-installing a purpose-built financial architecture inside your business. This does not exist anywhere in this industry at any price point.
Month 1: Audit and gap analysis — where your books are vs. where they need to be.
Month 2: Implementation and reclassification — live remapping with your bookkeeper or internal team.
Month 3: Validation, reporting setup, and financial rhythm established — P&L reading like a real business.
Three-month project. One outcome: a functioning financial architecture built to last. Jason and Lincoln close this privately in the room or via follow-up within 48 hours of Lab close. Keep off the main Crescendo page.
Priority #6
IP Frameworks
Amato Enterprises · Proprietary
IP Framework 01 · Amato Enterprises LLC
The Guardian System™
A proprietary diagnostic methodology for home services operators. Designed to surface the critical operational gaps that operators cannot see from inside their own business. The Guardian System is the diagnostic engine behind OML's advisory delivery — it is what separates the Lab from any other industry event. Named frameworks create intellectual infrastructure. The Guardian System is OML's primary signal of rigor.
Licensor: Amato Enterprises LLC · Usage: OML advisory delivery, Lab diagnostics
Status: Active — Founder IP License term sheet in progress
Attribution: Required in all derivative work or presentation
Audit rights: Open gap — to be formalized in term sheet
Status: Active — Founder IP License term sheet in progress
Attribution: Required in all derivative work or presentation
Audit rights: Open gap — to be formalized in term sheet
IP Framework 02 · Amato Enterprises LLC
Mountain Impact™
An executive retreat concept designed for senior operators and leaders. High-altitude, immersive, outdoor and classroom components. Mountain Impact is the upstream brand — OML Labs are the compressed, urban proof of concept for what Mountain Impact will deliver at full scale. Every high-energy moment in a Lab is Mountain Impact marketing. Giuseppe's capture at Lab 1 is dual-purpose: OML documentation and Mountain Impact brand assets.
Licensor: Amato Enterprises LLC · Entity: No separate entity — operates under Amato Enterprises
Function: Golden handcuff mechanism + brand funnel
Giuseppe: Confirmed for content capture and photography
Future: Defined as a standalone offer — pricing, audience, and format TBD
Function: Golden handcuff mechanism + brand funnel
Giuseppe: Confirmed for content capture and photography
Future: Defined as a standalone offer — pricing, audience, and format TBD
Priority #7
Archive
Decisions made · paths closed · context preserved
Archive Item
Priority #8
At-a-Glance Reference
Critical facts for this week
Add Reference