Sales & operations consulting · Florida & California offices · Serving all 50 states
Coach to Success is an operator-led consultancy with offices in Florida and California, serving service businesses between $5M and $50M in all 50 states — and the private-equity partners behind them.
Steve, our Managing Director, talks to you directly — not a customer service rep · Replies within one business day
Who we are
Sales and operations are two halves of one system — treat them separately and a good company quietly bleeds money. Engagements are led personally by Steve Lindstrom, our Managing Director, who has run the P&L he is asking you to fix, with specialist partners brought in as needed. We work as a team, and we teach what most firms only talk about: positive empathy, understanding and connection — with your team members and with your clients.
Built for the businesses that build, fix and restore: disaster restoration · mechanical & MEP · HVAC · electrical · plumbing · roofing & general contracting · design-build & remodeling · home services · B2B technology sales · PE portfolio companies.
Our difference
Sales training hands people a script. We teach them to read the person across the table, to start with that person’s problem, and to stay connected — with the customer and with each other — long after the workshop ends. It’s how a team keeps hunting when nobody is watching, and it’s what sets our team apart.
Solution selling that starts with the customer’s problem, not with our quote. The seller earns the right to propose by understanding first — and the job that follows is scoped to what the customer actually needs.
DISC, taught and then coached on live deals: a High-D wants the point, an I wants the relationship, an S needs to feel safe, a C needs the data. Every seller and manager learns how each person needs to be spoken to.
With team members and with clients. The weekly cadence — the scoreboard, the whiteboard session, the one-on-one — is what keeps people engaged with each other and with the customer after we step back.
Pick one, or let us find the one that matters most. Every engagement starts the same way: with your numbers, your people and a plain conversation.
Solution selling built on empathy, communication and connection — installed as a system your managers run without us.
Read the P&L the way an operator does, find where the money leaks, and put the margin back where it belongs.
A VP or GM who can step in on Monday, stabilize the branch, and hand it back stronger than he found it.
The road from $8M to $20M — with the team, the cadence and the numbers to actually get there.
Highlights
Every figure below was delivered by a team Steve led as the operator responsible for it.
$28M
Branch sales within 24 months · from under $11M
211%
Of EBITDA goal · trailing twelve
169%
Of goal · even in the industry’s down years
25+
Years leading sales teams · teams of 5 to 50+
Results delivered in prior executive roles by teams Steve Lindstrom, our Managing Director, led — read the note.
Case in point
A five-year corporate contract was billing a branch office $1,300 a month for a phone system and 800-numbers nobody used. Steve found it in his first pass through the P&L and negotiated it down to $200.
Before and after
A Profit Leak Audit does this line by line, across every indirect cost you have stopped seeing.
Recognition
References available on request. See the full track record
Not sure which column? Ask on the call — we say no quickly.
Find the next step, take it together, and don’t stop until the gains are yours to keep. Every engagement — audit, sprint, retainer or interim role — runs on the same climb.
Trailing-twelve P&L by month, ride-alongs with sales, a walk through the warehouse, honest interviews.
One page: where the money leaks, where deals stall, who owns each fix, what the number looks like in 90 days.
Install the system — sales process, DISC training, job costing, indirect-cost billing, the weekly scoreboard — drawing on Selling to VITO, Franklin Covey, Sandler, Leadership Foundations and Building Financial Intelligence.
Coaching and mentoring, every week: whiteboard sessions, live deal coaching, manager one-on-ones. Field time, not theory.
We teach the team to fish rather than handing them a fish. Your leaders run the meeting; a light “sharpen the saw” cadence keeps the gains yours.
The most common P&L mystery in the trades — and the five indirect-cost leaks behind it.
A week-by-week structure for turning a comfortable sales team into a hunting one.
What an operating partner should expect — and demand — from an interim leader.
Four questions owners ask first
Yes. Operating partners bring us portfolio companies in the trades and field services that are off plan on revenue or EBITDA. We step in as an interim leader or a hands-on advisor to the GM, stabilize the branch inside 90 days, and report weekly in the language your investment committee expects: bookings, revenue, gross margin, indirect costs and EBITDA.
Remote-first. Most coaching and operating cadence runs on Teams, which is how a firm with offices in Florida and California serves clients two time zones apart on the same day. We come on-site for the discovery phase, whiteboard sessions and any period where being in the building changes the outcome.
A Profit Leak Audit takes two to three weeks. A 90-Day Sales Sprint is exactly that. Advisory retainers run three, six or twelve months. Interim leadership roles are scoped to the transition, usually 90 to 180 days. Every engagement is finite and has a written plan you can hold us to.
The trades and field services: mechanical/MEP, HVAC, electrical, plumbing, roofing and general contracting, design-build and remodeling, home services — plus B2B technology sales. If your business sells a service, dispatches people and equipment, and lives or dies on job margin, we speak your language.
Next step
Thirty minutes. Bring your trailing-twelve P&L if you have it, bring the problem if you don’t. We’ll tell you plainly whether we can help — and what it would take.
Or write to info@