Overview of the Employee to Entrepreneur Workbook
If you’re great at the work but unsure how to turn that skill into a company you’re proud of, this workbook is for you. The gap between being a strong technician and being a strong owner isn’t talent — it’s clarity, structure, and the willingness to lead with integrity from day one.
Written by Top 100 keynote speaker and business coach Dave Kauffman, this workbook lays out the same practical path he teaches technicians stepping into ownership: define one clear offer, price it for real profit, learn to sell with confidence, set up simple structure, win your first customers, and build systems that make quality repeatable.
What’s Inside
- The Transition From Technician to Owner — why ownership requires a new level of thinking
- The Ethical Foundation — eight rules for running a business people trust
- Build a Clear Offer — a simple framework to define your service, customer, and result
- Price for Profit — what your price actually needs to cover, and how to check it
- Sell With Confidence — a five-step sales flow and language that reduces hesitation
- Start With Structure — the minimum setup for a small business run with big-business discipline
- Get Your First Customers — where early customers really come from, plus a ready-to-use referral script
- Build Repeatable Systems — turning your key tasks into simple, written processes
- Your 30-Day Launch Plan — a week-by-week roadmap from clarity to first quotes to review
Plus: Fillable Workbook Pages
Four guided workbook pages — Vision & Service Clarity, Customer & Pricing, Sales & Integrity, and Your Action Page — with space to write your own answers directly in the PDF.
Bonus Tools
- First Customer Checklist — everything to have ready before you take your first job
- Red Flags to Avoid — warning signs that should make you slow down
- Daily Owner Habits — the small, repeated decisions that build a real business
Who It’s For
Skilled technicians and tradespeople — in fields like home services, repair, maintenance, cleaning, and specialty trades — who are ready to move from doing the work to owning the business, without cutting corners on integrity along the way.
About the Author
Dave Kauffman is a Top 100 keynote speaker, best-selling author, and business coach — and one of only ten Master Trainers of the DISC model of human behavior in the world. A Certified Ziglar Trainer, he has spent his career helping leaders, entrepreneurs, and teams build healthier relationships and stronger results. His message is simple and proven: people first, results follow.
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