Services curriculum

Talks, essays, interviews and guides from service-business owners, North Carolina licensing boards and WNC founders, including the SBA, The Futur and How I Built This, in 14 modules. Each lesson comes with a short summary and one thing to do this week.

Deciding to start

Helps you decide whether to go out on your own, what size of firm you want to build, and whether your rate could support your life before you leave a job.

  1. An atomic theory of business size Seth Godin, 2 min read
Go deeper: 3 more lessons
  1. Lifestyle Businesses Fred Wilson, 2 min read
  2. The secret to making money online David Heinemeier Hansson, 32 min

Starting your kind of business (pick yours)

Pick the lesson for the kind of business you're starting: a trade, a health or wellness practice, a studio, an agency or a consultancy. Each one shows what the first year asks of an owner.

Any one of these finishes the module.

  1. A trade or home service Roger Wakefield, 8 min
  2. A health or wellness practice Joe Sanok, 55 min listen
  3. A studio or gym Chris Cooper, John Franklin, 26 min
  4. A creative agency or freelance studio Chris Do, Stephen Houraghan, 57 min
  5. A consultancy or advisory practice Blair Enns, 11 min read
Go deeper: 4 more lessons
  1. Q&A: Is HVAC Company Ownership for Everyone? Chris Hunter, Angela D. Harris, 6 min read
  2. What I Wish I Knew Before Starting My Electrical Business Million Dollar Electrician Podcast, 37 min

Buying a business instead

Helps you weigh buying an established service business instead of starting from zero, and what to check before you sign.

  1. Buy an existing business or franchise U.S. Small Business Administration, 5 min read
  2. Jessica Tomasin on Echo Mountain's Next Chapter Jessica Tomasin, 56 min listen
Go deeper: 3 more lessons
  1. Search to Success: Entrepreneurship Through Acquisition Richard Ruback, Geoff Duckworth, 60 min

Choosing a niche and an offer

Helps you choose who you serve and what you sell them, so clients can see why to hire you, and test the offer on real prospects before you quit.

  1. Positioning 101 for Freelancers w/ Philip Morgan Philip Morgan, Erik Dietrich, Reuven Lerner, 48 min listen
  2. How to talk to users Gustaf Alströmer, 18 min
Go deeper: 7 more lessons
  1. Market research and competitive analysis U.S. Small Business Administration, 4 min read
  2. How to Get Startup Ideas Paul Graham, essay
  3. How To Find A Co-Founder Harj Taggar, 21 min

Licenses for your work (pick yours)

Pick the lesson for your kind of work. Each one says which North Carolina board licenses it, what it takes to qualify, and what has to happen before your first paid job.

Any one of these finishes the module.

  1. General contracting and remodeling NC Licensing Board for General Contractors, 9 min read
  2. Electrical work NC State Board of Examiners of Electrical Contractors, 5 min read
  3. Plumbing, heating and fire sprinklers NC State Board of Examiners of Plumbing, Heating and Fire Sprinkler Contractors, 9 min read
  4. Landscape contracting NC Landscape Contractors' Licensing Board, 5 min read
  5. Hair, skin and nails NC Board of Cosmetic Art Examiners, 3 min read
  6. Barbering NC Board of Barber and Electrolysis Examiners, 4 min read
  7. Massage and bodywork NC Board of Massage and Bodywork Therapy, 4 min read
  8. Counseling NC Board of Licensed Clinical Mental Health Counselors, 6 min read
  9. Not on this list, or not sure NC Department of Commerce, 5 min read
Go deeper: 5 more lessons
  1. HILB - Apply for License NC Home Inspector Licensure Board, 2 min read
  2. Real Estate Licensing in North Carolina NC Real Estate Commission, 15 min read
  3. Covered Entities and Business Associates U.S. Department of Health and Human Services, 4 min read
  4. Episode 3 - License Lending Ryan Cody, Joel Macon, 10 min
  5. Episode 2 - Limited License Limitations Ryan Cody, Joel Macon, 6 min

Forming your company and registering

Helps you decide when to form your company and how to register it in North Carolina. You don't need an LLC to land a first client, but licensed work needs its license first, and repair, maintenance or installation work needs a sales-tax certificate before the first such job.

  1. Launching a North Carolina Business NC Secretary of State, 10 min read
  2. Licenses & Permits NC Secretary of State, 2 min read
  3. Sales and Use Tax Registration NC Department of Revenue, 2 min read
Go deeper: 8 more lessons
  1. Sales Tax Guidance for Newly Registered Taxpayers NC Department of Revenue, 7 min read
  2. Sales and Use Tax Changes Effective January 1, 2017 NC Department of Revenue, 2 min read
  3. Sales and Use Tax Basics Webinar NC Department of Revenue, 67 min
  4. Professional Corporation Act NC Secretary of State, 2 min read
  5. Get an employer identification number Internal Revenue Service, 3 min read
  6. Choose a business structure U.S. Small Business Administration, 8 min read

Insurance, contracts and getting paid

Helps you choose the insurance a service business needs, put every job in writing, and protect your right to be paid in North Carolina.

  1. Get business insurance U.S. Small Business Administration, 3 min read
  2. Employers NC Industrial Commission, 3 min read
Go deeper: 4 more lessons
  1. Building, Remodeling, Improving Your Home NC Licensing Board for General Contractors, 2 min read
  2. North Carolina Prompt Pay Act Alex Benarroche, 4 min read

Pricing your services

Helps you move from selling hours toward pricing by the job or the result, price trades work without mixing up markup and margin, and hold your price when a client pushes back.

Go deeper: 6 more lessons
  1. How Do I Raise Prices Without Losing Clients? Chris Do, Joel Pilger, 13 min
  2. How to Price Your Product or Service Gray Poehler, 2 min read

Winning clients

Helps you turn referrals and local searches into booked work: running the first call, writing a short proposal, showing past results and getting found on Google.

  1. Do things that don't scale Paul Graham, essay
  2. The Why Conversation Jonathan Stark, 11 min
  3. How To Write Proposals That Close Jonathan Stark, 9 min
  4. Tips to improve your local ranking on Google Google Business Profile Help, 3 min read
  5. Tips to get more reviews Google Business Profile Help, 3 min read
Go deeper: 8 more lessons
  1. How to get your first customers Gustaf Alströmer, 23 min
  2. How to Say No to Bad Clients Michael Janda, 10 min
  3. The Sales Playbook For Founders Tom Blomfield, 19 min

Product-market fit and the numbers

Helps you tell whether clients come back and send others, and track the few numbers that decide a service firm's health: margin per job, billable time, cash and your biggest client's share.

  1. The Real Product Market Fit Michael Seibel, 3 min read
Go deeper: 10 more lessons
  1. Do You Actually Know If You Made Money Today? Kasy Allen, Adam Sylvester, 19 min
  2. Founders on knowing what PMF feels like Brett Berson and eight founders, 17 min
  3. Key Startup Metrics Tom Blomfield, 24 min
  4. All about pivoting Dalton Caldwell, 28 min

Bootstrapping and borrowing

Helps you fund the firm from client revenue first, then find the loans that fit a WNC service business, from a microloan to an SBA loan for equipment or buying a business.

  1. Default Alive or Default Dead? Paul Graham, 7 min read
  2. Fund your business U.S. Small Business Administration, 5 min read
  3. Get Funding Mountain BizWorks, 4 min read
  4. Microloans U.S. Small Business Administration, 2 min read
  5. 7(a) loans U.S. Small Business Administration, 3 min read
Go deeper: 6 more lessons
  1. Surety bonds U.S. Small Business Administration, 2 min read
  2. High Gear Loan Mountain BizWorks, 2 min read
  3. Should Your Startup Bootstrap or Raise Venture Capital? Dalton Caldwell, Michael Seibel, 14 min
  4. Grants U.S. Small Business Administration, 2 min read
  5. 504 loans U.S. Small Business Administration, 3 min read

Growing the firm

Helps you get the business out of your own hands: systems, your first employee or contractor hired by the rules, apprentices, and a firm someone could one day buy.

  1. Independent contractor (self-employed) or employee? Internal Revenue Service, 6 min read
  2. Tax Information & Employer Requirements Economic Development Partnership of North Carolina, 5 min read
  3. Group Programs Overview ApprenticeshipNC, 3 min read
  4. Grow NC Small Business and Technology Development Center, 2 min read
  5. Advice for New Managers Aaron Epstein, 8 min read
Go deeper: 10 more lessons
  1. Business Services Mountain Area Workforce Development Board, 5 min read
  2. Occupational Safety and Health Consultation Program NC Department of Labor, 1 min read
  3. How to hire Sam Altman, 12 min read
  4. Is It Right for You? North Carolina Employee Ownership Center, 4 min read
  5. Tim Brady - Building Culture Tim Brady, 18 min

Founder stories (pick one)

Pick one long interview with someone who built a service business, from a junk hauler and a dry cleaner to studios, a staffing firm and a design consultancy, including one who went bankrupt and rebuilt, and take a single habit from it into your own company.

Any one of these finishes the module.

  1. 1-800-GOT-JUNK?: Brian Scudamore Brian Scudamore, Guy Raz, 42 min listen
  2. Drybar: Alli Webb Alli Webb, Guy Raz, 34 min listen
  3. Barre3: Sadie Lincoln Sadie Lincoln, Guy Raz, 49 min listen
  4. ActOne Group: Janice Bryant Howroyd Janice Bryant Howroyd, Guy Raz, 53 min listen
  5. HIBT Lab! IDEO: David Kelley David Kelley, Guy Raz, 44 min listen
Go deeper: 6 more lessons
  1. SoulCycle: Julie Rice & Elizabeth Cutler (2019) Julie Rice, Elizabeth Cutler, Guy Raz, 54 min listen
  2. Kinko's: Paul Orfalea Paul Orfalea, Guy Raz, 66 min listen
  3. Orangetheory Fitness: Ellen Latham Ellen Latham, Guy Raz, 68 min listen
  4. Mary Ellen Sheets, Two Men and a Truck Mary Ellen Sheets, 53 min

Founders from here (pick one)

Pick one story from someone running a service business in WNC, from movers, painters and landscapers to a consultancy and a wellness guide, and take one idea from it into your own company.

Any one of these finishes the module.

  1. Talking with Outside Angle Co-Founders Sarah Silverman & Sam Franklin Sarah Silverman, Sam Franklin, 51 min listen
Go deeper: 5 more lessons