The D2D Business Playbook - Free Workbook by Sam Taggart
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The D2D Business Playbook

The exact workbook we use with $1M to $50M home service owners. Map out every system in your business in one sitting… recruiting, training, leadership, culture, and the structure to scale past your ceiling.

Instant access · No credit card
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1,200+ owners are using this exact playbook to scale their businesses.

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Free Workbook
Business
Playbook

The system behind 1,200+ home service companies built to scale.

BySam Taggart

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Pages of Frameworks
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Core Sections
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Companies Scaled
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Client Revenue Added
Who This Is For

Built for Owners Who Want to Stop Being The Bottleneck

This playbook is for you if…

You're doing $1M to $50M in revenue and want to scale to the next tier.

You're working 60+ hour weeks and every decision still runs through you.

Your training lives in your head and new hires keep burning out.

You hire reps when you're desperate, not when you're growing.

You've never written down your 5-year plan, org chart, or company values.

You want a system you can hand to your leadership team and have them run with it.

What's Inside

Nine Sections That Cover Every System You Need

Each section is interactive. You fill it out as you go… and walk away with a complete blueprint of your business.

1

Company Identity

Define your mission, vision, core values, and 5-year plan. The foundation everything else gets built on.

2

Leadership

Map out the leadership ladder, develop your future managers, and clarify your role as CEO vs. operator.

3

Structure & Accountability

Org chart templates, role clarity, meeting cadence, and the KPIs that hold every seat accountable.

4

Recruiting

The 6-Branch Prospecting Method, hiring scorecards, and the funnel that brings A-players in year-round.

5

Training

Build the three pillars… online LMS, in-field shadowing, in-class roleplay… so training runs without you.

6

Onboarding

The Fast Start framework that locks new hires in within their first 14 days and gets them producing fast.

7

Culture

Design rituals, recognition systems, and standards that attract winners and starve out toxic entitlement.

8

Area Management

Territory planning, lead distribution, and the maps that maximize every door your team knocks.

9

Programs & Incentives

Competitions, comp structures, trips, and the reward systems that drive the behaviors you want.

From The Author

I built this playbook because most owners don't need more motivation. You need systems you can actually implement. Fill out every page and you'll have a complete blueprint for the next 12 months of growth.

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Sam Taggart
Founder, D2D Experts & OwnersOS
How It Works

Three Steps to Your Complete Business Blueprint

1

Download

Drop your email and get instant access to the full interactive playbook.

2

Fill It Out

Work through each section. Most owners finish a complete pass in 90 minutes.

3

Execute

Walk away with your complete business blueprint and a clear roadmap to scale.

What Owners Are Saying

Real Owners. Real Results.

I knew when we joined D2D Experts our business would change. I really didn't expect for as much personal gain and change to happen. Sam and his team are amazing.

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Fisher Thompson
Owner

My biggest takeaway has been expanding the mind. You think you know it until you realize that you don't know anything… and that's where the journey starts.

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Eric Mendoza
Solar, Bakersfield CA

It's been an experience that touched my heart very deeply. It challenged me to think in new ways, to face fears. It's a life-changing experience.

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David Barajas
Owner
Common Questions

Frequently Asked

Is the playbook actually free?
100% free. Drop your email and you get instant access to the full 100+ page interactive workbook. No credit card, no upsell, no catch.
What format is it in?
It's a downloadable PDF workbook with fill-in exercises, templates, and frameworks. You can print it out and write in it, or fill it digitally on your computer or tablet.
How long does it take to complete?
Most owners do a complete first pass in 90 minutes. Going deeper into each section with your leadership team typically takes 1 to 2 weeks of focused work.
Does this work for any vertical?
Yes. The frameworks work for solar, roofing, pest control, alarms, HVAC, windows, fiber, and lighting. Anywhere you have a sales team selling to homeowners.
Who created this playbook?
Sam Taggart and the D2D Experts team built it based on the systems used by 1,200+ home service companies. It's the same playbook used inside our paid programs and consulting engagements.
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Map Out Your Entire Business Today

Stop running on guesswork. Download the playbook and build the system that scales your business past your personal capacity.

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