Taking over the family business?
Start here.
The Takeover OS checklist. What to do in your first 90 days, what to leave alone, and what not to buy yet.
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He built something worth protecting.
But if the customers, the prices and the logins all live in his phone, none of it can be handed down.
And you probably feel that already. A customer calls and asks for him. Nobody's sure who owns the website. Everyone's telling you to buy software.
Don't buy anything yet. Start with this.
What's inside.
1. The one question to ask him first, and what to do after he answers.
2. A simple way to get the customer list out of his head.
3. A map of who actually owns your domain, Google profile and ad accounts.
4. The five numbers to know before you sit down with him.
5. Follow-up timing and word-for-word messages for estimates that went quiet.
6. What to leave alone, and what not to buy yet.
Who it's from.
Kate, Founder of ASAP Builds
I work inside contracting companies, fixing what sits between the leads, the estimates and the signed jobs. At one window company, 201 deals were booked in the first half of 2026, and the tracker showed 102. This checklist starts with the same work: get it written down.
Who it's for: The son, daughter or relative taking over a family contracting business. If you're the founder getting ready to hand it down, it works for you too.
Start with one question.
The checklist is free, and it'll land in your inbox.