Cyrus DeVere and Cheri Michaels, TreeServe, LLC

In today’s competitive tree care environment, small businesses face significant challenges in transitioning from founder-led to sustainable growth and scalable operations. While a variety of CRM tools and strategies play important roles, the foundation for long-term success often lies in implementing a Business Operating System (BOS) – a structured framework of processes, tools, accountability mechanisms, and decision-making protocols that aligns vision, mission, people, data, issues, processes, and execution.

This presentation represents how a well-designed operating system – such as the Entrepreneurial Operating System (EOS®), replicating success, or custom BOS frameworks – transforms chaotic, founder-dependent small businesses into efficient, predictable organizations capable of growing and scaling.

Key benefits include:

  • Enhanced focus and intention with alignment across sales, operations, and back office teams, reducing miscommunication and frustration.
  • Streamlined, documented processes that enable repeatable outcomes, faster onboarding, and operational efficiency.
  • Data-driven decision-making and issue resolution support the growth and scaling of new businesses.
  • Improved accountability and resource allocation are key to sustainable growth.
  • Sustainable scalability maintains quality tree work, a respectful and loving culture, and profitability for new growth.
  • Attendees will gain practical insights into identifying growth barriers caused by informal or absent systems, consider and develop their own BOS frameworks. Learn what elements are critical to a successful BOS.

By adopting an intentional operating system, small tree care companies can shift from reactive firefighting to proactive leadership, unlocking predictable growth, higher profitability, and long-term value creation.