Industry-specific playbooks with goals, workflow steps, guidance, and KPIs for acquired companies. Drawn from the Dodson Manager's Handbook, Topgrading, EOS, and hundreds of hours of operator interviews.
A 12-month playbook for SaaS and software acquisitions. Covers NRR optimization, pricing modernization, migration off legacy billing, and integrated product positioning.
A 12-month operating playbook for dental multi-site acquisitions and roll-ups. Covers insurance credentialing, EHR migration, hygiene scheduling optimization, and practice-manager hiring.
A cross-vertical 100-day playbook for any operator stepping into a newly acquired company. Covers financial controls, customer insight, talent, technology, and leadership rituals.
A 12-month playbook for acquiring and integrating HVAC, plumbing, electrical, or home-services businesses. Covers technician retention, ServiceTitan implementation, pricing transformation, and fleet management.
VantageOS turns any of these playbooks into an operating system: workstreams, weekly check-ins, RAG status across your portfolio. Try it free for 14 days.
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