MODULE 5: SYSTEMS & SCALING

Metrics & Tracking

Lesson 5.3 - The Billing Blueprint: Mold Edition - FINAL LESSON

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What Gets Measured Gets Managed

You've learned the knowledge. You've built the systems.

Now track whether they're working.

Without measurement, you're guessing.
With measurement, you're managing.

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5 Key Mold Metrics

Clearance Pass Rate

% passing first attempt
Target: 90%+

Limit Utilization

% of coverage collected
Target: 95%+

Job Profitability

Revenue vs costs
Gross margin

Collection Rate

Customer $ collected
Target: 90%+

Time to Clearance

Start to pass
Efficiency measure

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Clearance Pass Rate

Your most important quality metric

90%+

Target pass rate

Failed clearance = re-work labor
Failed clearance = additional test cost
Failed clearance = extended equipment
Failed clearance = schedule delays
Track by individual tech - identify training needs

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Limit Utilization Rate

Are you capturing all available revenue?

            Example:

            Coverage limit: $10,000

            Billable scope: $8,000

            Actually collected: $7,500

            Utilization: 75% - You're leaving $2,500 on the table.

Low utilization causes: Incomplete documentation, missing line items, not following up on reductions

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Job Profitability

Track actual costs: Labor (including re-work), materials, equipment, subs, overhead
Compare to revenue - calculate gross margin per job
Learn: What's minimum profitable job size?
Learn: What does failed clearance actually cost?
Learn: Which job types are most profitable?

Revenue means nothing if you're not profitable.

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Collection Rate

Customer portions above insurance limit

90%+

Target collection

Customer portions can be thousands per job
Low rate indicates problems with upfront process
Improve: Better limit conversations, written acknowledgments, progress payments

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Acting on Metrics

Review monthly - what happened? What's the trend?
Identify trends - clearance rate dropping? Why?
Set improvement targets - 85% → 90% next quarter
Share with team - transparency drives accountability
Adjust SOPs based on metric insights

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Example: Metrics → Action

            You notice: First-pass clearance rate dropped from 92% to 80% over two months.

            You dig in: Three of the failures were on jobs done by a new tech.

            Action: Additional training for that tech. SOP reminder for team.

            Result: Clearance rate recovers to 90%+

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Keep It Simple

A basic spreadsheet works
One row per job
Columns for key metrics
Update after each job while fresh
Review in weekly/monthly meetings

Don't overcomplicate. You need consistent tracking of metrics that matter.

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Course Complete!

What you've learned:

Module 1

Mold Insurance
Documentation
Authorization

Module 2

HMR Category
Line Items
Avoiding Red Flags

Module 3

Reading Protocols
Building Estimates
Submission

Module 4

Denials/Appeals
Complex Situations
IEP Relationships

Module 5

SOPs
Training
Metrics

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The Opportunity

$50-100K+

Annual revenue recovered

Contractors who implement this material recover
$50,000 to $100,000+ annually in mold billing
they were previously missing.

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Now Go Put It to Work

You have the knowledge.
You have the systems.
You have the metrics.

Apply what you've learned.

Thank you for completing this course.

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COURSE COMPLETE

Mold Remediation Insurance Billing Mastery

The Billing Blueprint - Mold Edition

Congratulations!

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