Company Overview
6 documentsFolder 00 of the Company Brain
Company Profile
Purpose: The single reference card for who Summit Home Services is. Anyone answering a phone, drafting an email, or writing content should be able to pull the basic facts from this page without guessing. If a fact here…
Owner: Dave KowalskiReadMission and Positioning
Purpose: This doc states what Summit stands for and how it wants to be perceived in the market. Sales uses it to frame conversations, marketing uses it to keep messaging consistent, and everyone uses it to make judgment…
Owner: Dave KowalskiReadBusiness Rules
Purpose: These are Summit's non-negotiables. Every other document in this vault can be adapted to the situation; these cannot. If a rule here blocks something a customer wants, the answer is escalation (usually to…
Owner: Dave KowalskiReadCompetitive Advantages
Purpose: What actually sets Summit apart, stated honestly so sales and marketing pull from the same list. Each advantage below is real, provable in a conversation, and tied to something Summit operationally does. If we…
Owner: Marcus WebbReadWhat We Do Not Do
Purpose: The jobs Summit deliberately turns down, and exactly how to decline them. A wrong-fit job costs more than a lost lead: it ties up a crew, blows the schedule for good jobs, and usually ends in a review problem.…
Owner: Marcus WebbReadLocations and Service Areas
Purpose: Defines exactly where Summit works so intake can answer the "do you cover my area?" question in one sentence. Rosa owns this doc because her team applies it on every call. The service area is a business rule,…
Owner: Rosa DelgadoRead