Client Spotlight: Joe N., Business Owner
Industry: HVAC & Plumbing
Focus: Performance Visibility, Strategic Planning, and Scalable Growth

The Challenge: Growth Without a Compass

Joe N. faced a challenge many business owners can relate to: rapid movement with no clear map. His company was growing—but without a framework to track performance or strategically plan, every decision felt reactive.

There were no real-time insights into the numbers that mattered, no clear accountability across departments, and no roadmap to scale with confidence. It wasn’t just frustrating—it was risky.

“Growth felt unpredictable. We were making big decisions without solid data. That’s not a place you want to stay in.”

The Turning Point: A Need for Structure and Clarity

Joe didn’t just need another reporting tool—he needed a system.

A system that could:

• Provide real-time visibility into operations and profitability
• Track performance against business goals
• Support leadership in building a clear and actionable growth strategy

The Solution: ThermoGrid + RISE Coaching

Joe partnered with ThermoGrid to implement both its powerful CRM and reporting platform and its business advisory partner, RISE Coaching.

ThermoGrid Application:

• Delivered real-time operational and financial reporting
• Highlighted trends in sales, revenue, and team productivity
• Gave leadership a dashboard view of the business’s health

RISE Coaching:

• Introduced a structured strategic planning process
• Set up goal-setting and accountability frameworks
• Created cross-department visibility and alignment

Together, this combination empowered Joe and his leadership team to stop operating in the dark—and start scaling with clarity.

Results That Speak for Themselves

• 40% year-over-year growth, consistent and sustainable
• Increased confidence in decisions and long-term strategy
• Clear team alignment around shared growth goals
• A business that can scale without chaos or burnout

“We’ve grown 40% year over year—consistently.”

“We used ThermoGRID’s reporting and RISE’s planning system. It gave us confidence and clarity—and we just keep scaling.”

What This Proves

Joe’s story shows that growth isn’t about hustle alone—it’s about structure. It’s about pairing powerful tools with smart strategy. When you combine real-time data with expert guidance, your team doesn’t just grow. It grows on purpose.

Ready to Grow With Clarity?

Whether you're hitting a wall in your current systems or just looking to sharpen your execution, ThermoGrid and RISE Coaching offer the tools and support to take your business further—faster.

Contact us today to schedule a discovery call and start building your growth system.