Thomas Morales - B2B Systems For Scale

Helping B2B founders go from 6 to 7 figures using the Scale w/ Freedom formula

Founder

Air Quality Canada, Inc.

Co-Founder

Jaspr

Scaled operations and logistics to match the explosive launch and revenue demands.

Chief Operating Officer

Rapid Group Inc.

Offered restoration services & coordinated local contractors in cities affected by natural disasters.

Learn more about this here --> https://thomasmorales.com/happy-technology/the-rapid-method

Systems Guy | Helping B2B founders automate & delegate operations so they can scale with freedom. Scaled a multi-6-figure biz with only 3 Hrs/Month | Send me a DM

This is About section isn't about me... because I know you just want to know "how do I grow my online service business predictably..."

Look, if you want to scale to 7+ figures, only 3 things matter:

→ Leads (Are people finding you?)
→ Conversions (Are they buying from you?)
→ Delivery (Are you keeping them happy enough to stick around?)

Everything you do should move the needle in one of these three areas.

If it doesn’t? It’s probably busy work in disguise.

Growth happens when you laser-focus on solving the right problem - not playing whack-a-mole with a hundred “meh” ones.

I should know. I used to be that guy... Obsessed with automating everything, drowning in tech stacks, and creating complexity.

So I created a process that's now helping founders get unstuck from 6 figures, and scale to 7 (with freedom).

Systems to:

1. Get leads every day
2. Convert those leads every week
3. Deliver your perfect offer so smoothly it’s like butter on warm toast

To learn more about this process (or check out tons of case studies), click the featured link on my profile.

Or you can go here → thomasmorales.com/scale

Thomas Morales

SmartLam North America™

- Sales and production planning
- Zoho Analytics and reporting
- Production forecasting 
- Revenue forecasting 

Software Stack:
- Microsoft Office
- Microsoft Excel
- Zoho Analytics
- Zoho Creator
- Zoho CRM
- ChatGPT 
- Netsuite
- Notion

Sales & Operations Planner

AV Pro

- Sales and system design of audio-visual, network, and security systems
- Startup leader after reacquiring AV Pro assets from Chorus
- Personally sold 67% of last 12 months revenue
- My Sales:  $840,000+ in last 12 months
- Sales Cycle:  1 week - 12 months
- Deal Size:  $2500 - $340,000+

Account Executive / Project Manager

- Led Alabama sales team of six sales professionals and one sales admin
- Focused on growing recurring revenue and security accounts
- Total Sales:  $2,600,000+ annualized
- Sales Cycle:  1 week - 6 months
- Deal Size:  $750 - $55,000+

Sales Manager (Chorus SmartSecure)

Audio Video Excellence, Inc (AVX)

- Sales and system design of audio-visual, network, and security systems
- Sales Cycle:  2 weeks - 18 months
- Deal Size:  $5000 - $350,000+

Account Executive

- Led 20+ team members across two verticals in three regions
- Managed inventory, scheduling, install, and service teams
- Integrated two operating divisions into one unit

Director of Operations (Chorus SmartSecure)

- Implemented and administered ConnectWise software suite
- Managed New Builder Program onboarding and training
- Member of leadership team during rebrand of AV Pro
- Chorus SmartSecure acquired assets of AV Pro

Project Manager (Chorus SmartSecure)

- Sales and system design of audio-visual, network, and security systems
- Closed largest two jobs in company history
- Sales Cycle: 1 week - 12 months
- Deal Size: $1000 - $300,000+
- Total Sales: $750,000+

Account Manager

AmeriGas

Leadership Focus:  safety, sales, cx, distribution, install, service

- 2500+ Customers in middle Tennessee
- 1MM+ gallons delivered annually
- FY 2018: 125% of Budgeted EBITDA
- FY 2018: 167% of YOY EBITDA
- FY 2018: Top 10 in KPIs

District Manager

Precious in His Sight

- Grew from home based to brick and mortar retailer
- Expanded from children’s wear to women's apparel
- 25,000+ Facebook page likes & group members
- Selling channels: Facebook, Instagram, Shopify
- Private label manufacturing in four countries

Co-Owner

ENCO Electronic Systems

- Sales and system design of audio-visual, network, and security systems
- Sales Cycle: 2 weeks - 2 months
- Deal Size: $2500 - $150,000+

- Responsible for purchasing and vendor relationships
- Job staging, product sourcing, and product testing
- Digital signage installation and implementation
- Video conferencing design and installation

Purchasing Manager

Leadership Focus:  safety, sales, cx, distribution, install, service

- 2000+ Customers across seven counties
- 1MM+ gallons delivered annually
- FY 2014: 171% of Budgeted EBITDA
- FY 2014: 255% of YOY EBITDA
- FY 2014: Top 10 in KPIs

LifeSouth Community Blood Centers

Leadership Focus: donor recruitment, hospital relations, compliance

- 13,000+ blood donations collected annually
- 25+ team members total on three teams
- One collection site and two mobile units
- Five hospitals in local distribution network

Regional Manager

BBVA

Financial Sales Advisor

I developed a love for business operations during my nine years in retail. Retail taught me how to create great customer experiences, P&L management, showed me what I was missing as a leader, and more. It's a highlight of my career to this day from opening two new stores to being nominated for a national award.

Though the titles have changed through the years, I'm still very passionate about leadership and customer satisfaction. I've started a couple businesses, helped start others, and rebuilt a few more over time. I've added to my experience in human resources, sales management, and business planning and strategy to name a few.

Most important is my why. That's my family starting with my wife, two sons, and our goldendoodle. Everything I do is to create a better life for them. We're usually on a sports field somewhere and we love it. I try to read when I find the time, I love music to escape or focus, and I enjoy learning and connecting with my inner nerd.

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The Battle

Thomas Morales

Daniel Hewett

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