// Launch & operations · first 90 days

Verified Electric — From Zero to In-Market

The plan to prove Electric, put the panel-upgrade engine in front of Scottsdale's 1970s homes, and build The Verified System — the operating stack (Edna's Ops Desk, JobTread, field kit, playbooks, the Verified estimation process) the firm runs on and that acquired shops are sold onto — with Construction live under Steve's KB-1 alongside Electric from day one. Plumbing, HVAC and Civil are later gated onboards.

Goal: Selling & collecting deposits by ~month 2; first installs ~month 4 (utility lead time); backlog + crews building Wedge: 200-amp panel upgrades Day one (Yr1): Electric + Construction Later, gated: Plumbing (Yr2) → HVAC (Yr3) → Civil (~Yr4)

01The 90-Day Sprint

Three ~30-day phases. Each ends at a checkpoint before the next dollar and effort commit — the same discipline that protects David's capital in the deal.

Days 0–30

Form & license

Stand up the entity, start Adrian's QP path, get bonded/insured, lock the brand and the offer, and build The Verified System (Edna's Ops Desk). All foundation — done in the opening weeks while Steve is still under contract at McCully.

Days 30–60

Go to market

Marketing live to 1970s ZIP codes; first crew + wrapped van; panel jobs booked with deposits (permitting + equipment) for install dates set ~month 4, once APS/SRP scheduling clears. Warm work from McCully. Edna runs intake, scheduling, and billing.

Days 60–90

Prove & tune

Validate the unit economics, get reviews flowing, dial the cross-sell (EV chargers, subpanels), and build the acquisition target list. Line up Plumbing (licensed lead TBD) for the Year-2 gated onboard; HVAC (QP TBD) follows in Year 3 and Civil in ~Year 4. Clear the gates into the acquisition phase.

02Workstreams & Checklist

Eight parallel tracks. Tap items to check them off — the banner tracks overall progress. Owner tags: Steve Adrian Sarah Pro (attorney/CPA/lender) Gate.

Legal & licensing

Steve · Adrian · Pro
  • Retain independent counsel + engage David's Besins CPA ProFormation + tax via David's advisors; your own attorney for the partnership terms.
  • Form The Verified Companies, LLC (HoldCo) + Verified Electric OpCo (AZ LLCs) SteveOperating agreement with the 10% pref / 55/45 carry waterfall; David's tranche terms.
  • Confirm Adrian's C-11 eligibility & start the QP application AdrianExam + experience verification; this is the longest-lead item — start day one.
  • Secure the ROC license, contractor bond & general-liability insurance Adrian
  • Reinstate Icarus's two licenses — Verified Construction (KB-1) + Verified Civil (A) SteveCall AZCLC (602-712-1515) to pay ~$2,260 (routine, non-renewal); then file the DBAs. Confirm QP standing under the co-owned HoldCo.
  • Arm's-length paperwork: McCully sub agreement + Sarah's role ProWritten, market-rate, disclosed — the related-party cleanliness David's diligence will want.

Brand, fleet & collateral

Steve · Sarah
  • Finalize the logo files, brand kit & the verifiedconstructionaz.com / verifiedelectric domain set SteveConfirm domains at a registrar; secure AZ Corp Commission name + a USPTO check.
  • Buy, wrap & equip a used gas cargo van (Transit / ProMaster) + order starter uniforms SteveCompany-owned, company-insured; a rolling billboard in the target ZIPs from day one.
  • Publish the panel-upgrade landing page + booking form SarahThe one already designed — plug in real phone, ROC #, ZIPs, and reviews as they arrive.
  • Google Business Profile, review links & basic social Sarah

Edna's Ops Desk (the back office)

Sarah
  • Stand up JobTread — client, project management, scheduling & invoicing for both Electric and Construction Sarah
  • Configure "Edna" — the AI intake/scheduling/billing automations SarahLead capture & instant reply, appointment reminders, quote/invoice follow-up, review requests. Original branded voice.
  • Contact Remote Raven for current overflow-VA pricing & onboard one part-time VA SarahPhilippines, ~$5–9/hr; Sarah supervises, VA handles overflow & manual tasks.
  • Wire up the estimating/pricing database for fast, consistent quotes SteveThe Verified estimation process — a pillar of The Verified System and the profit lever the acquired shops mesh into on integration.
  • Bring the field estimator on early (~$80k/yr) SteveSteve estimates up front; the estimator comes on early to quote the work and standardize pricing across the platform.

The demand engine

Sarah · Steve
  • Launch Google Local Services Ads (Google Guaranteed) SarahPay-per-lead, highest intent — the first channel to switch on.
  • Direct mail + door hangers, rotating ZIP by ZIP through the 1970s neighborhoods Sarah
  • Google Search + Meta retargeting for "panel upgrade Scottsdale" Sarah
  • Turn on automated review requests after every job SarahRatings are the cheapest lead source and the asset acquisitions transfer.

Field operations

Adrian
  • Hire the first crew as W-2 employees + outfit company-owned trucks & tools AdrianReal jobs, not 1099s. Company-owned, company-insured trucks; tools provided.
  • Stand up the benefits + coverage package day one Sarah~Half-paid HSA health plan, plus full liability insurance and workers' comp in force from the first crew member.
  • Write the panel-upgrade SOP + safety/quality standard AdrianThe repeatable checklist every crew (and every acquired shop) will follow.
  • Set the SRP/APS utility coordination + permit/inspection workflow Adrian
  • Bench the next field lead + project admin a beat early SteveHire just ahead of the work — capacity waiting before the next division onboards.

The Verified Training Exam ladder

Adrian · Steve
  • Write the training curriculum + the Verified certification exam AdrianStandardized skills + safety syllabus; the exam is the gate to "Verified."
  • Run the self-replicating ladder: apprentice → passes the exam → earns "Verified" → runs their own truck → trains the next GateThe capacity multiplier for every division — full detail in the Verified Training System.

Finance & admin

Steve · Sarah
  • Set up QuickBooks Online (Sarah owns the books) + business bank account & card SarahDavid's Besins controller gets view access for monthly review — the transparency layer.
  • Draw the ~$1.121M Stage-1 startup tranche against the milestone plan SteveProves The Verified System (~$461k) and lands the first electrical acquisition (~$660k, + ~$550k seller note) — drawn from David's ~$10M equity, called in gated waves.
  • Sign an outside customer-financing partner SteveHomeowners finance the ticket (panel now, sewer/hydrojetting later); no balance-sheet risk to Verified.
  • Sign the flex-unit lease (office + warehouse + yard) near the Scottsdale Airpark — market-rate, arm's-length Pro
  • Pre-qualify SBA / bank acquisition financing (for the acquisition phase) Pro
  • Onboard Sarah (Operations Coordinator) to payroll (W-2) + set the Ops Desk budget SarahSarah runs the central Ops Desk — no separate director layer; the system stays lean.

Go / no-go gates into acquisitions

Steve · David
  • Panel-upgrade unit economics proven at ~32% gross margin Gate
  • A repeatable lead → booked → completed → reviewed pipeline running Gate
  • Second-qualifier plan in motion + acquisition target list built Gate
  • David releases Tranche 2 (acquisition capital) Gate

03The Offer & the Ops Desk

The wedge offer — recommended
"Your 1970s home wasn't wired for today's power. 200-amp panel upgrade — permit & inspection included, from ~$5,200. Book a free, EV-charger-ready assessment."

One sharp, flat, all-in price kills hesitation; the free assessment surfaces the EV charger, subpanel, and service work that lift the ticket. Financing via an outside partner (no balance-sheet risk). Deposits up front (permitting + equipment) turn the utility lead time into booked backlog; balance at install. Lifetime workmanship warranty as the trust close. (Price is a placeholder — set it against real cost data.)

What Edna runs (AI-first)

  • Instant reply + qualification on every inbound lead
  • Booking, scheduling, dispatch & day-of confirmations
  • Quote → invoice → payment follow-up
  • Automated review requests after each job
  • CRM notes, valuations & outreach for acquisition targets

What Sarah owns (the human loop)

  • Supervises Edna; handles exceptions and judgment calls
  • The warm voice on billing and scheduling; manages the Remote Raven VA
  • Owns customer experience & nothing-falls-through
  • Weekly numbers to Steve: leads, booked, closed, margin

04What to Watch — Pilot KPIs

The dashboard that tells you the model works before you deploy acquisition capital.

Cost / lead
By channel — kill what doesn't pay
Book rate
Assessments → signed jobs
~32%
Gross margin per panel job
Cross-sell
% of jobs adding EV / subpanel / service

05This Week

The handful of moves that unlock everything else — before the Adrian and David meetings turn into action.

Immediate next actions

  1. Lock Adrian this weekend and confirm his C-11 path — the license is the longest-lead item and gates going live.
  2. Get David's yes early this week on the term-sheet structure and Tranche 1, and confirm the Airpark home base.
  3. Engage the professionals: your independent attorney + David's Besins CPA to start the entities and the arm's-length paperwork.
  4. Confirm the domains and reserve the AZ Corp Commission name + USPTO check for the Verified marks.
  5. Email Remote Raven for current VA pricing so Edna's overflow cost is real, not estimated.
Illustrative launch plan for discussion — not legal, tax, or investment advice. Timelines depend on ROC qualifying-party processing, bonding/insurance, and market response. Vendor and channel names are recommendations to evaluate, not endorsements. Confirm licensing, entity, and related-party arrangements with qualified Arizona counsel and a CPA before committing. Prepared with Claude · The Lugo Team · Confidential.