Enterprise Plan

Enterprise Plan

Enterprise plan

Top of To do list: make list of all tasks in business, create lists of everything that isn’t being done in the business. Create internal and external marketing plan. Create scrum board

post short jobs to facebook, re-record hiring message without job descriptions, set up phone tree and call routing, corporate binder, send payroll ViewRenew EIN form. Web pages and process sheets for each system and category, find plugin to turn off downloading of videos, turn off right clicks. Check CF automated emails and texts to correspond with current systems,

Figure out if marking a job complete in CF will automatically send an invoice to the customer.

responsibid: run me through using responsibid crew-cal as if I was a regular phone center assistant, how can I see what the included services are that a person was quoted for? how to delete jobs scheduled through crew cal? Scheduling work in the same area?

Responsibid: can we add job notes to the quote (surface to be cleaned, additional details)

Add job expectations to job description:

Within x days be able to clean y amount of z in t time.

Role play test cleaning: video interaction with client avatar. Perform task in set time. Have multiple “trouble cards” that they pull out at specific times and throws a wrench in the cleaning. Have the trainee complete a checklist and trigger the trouble at the end of the completed task. The trouble is a fill in the blank or multiple choice.

Energy and focus block: 6 months to 6 figures, chapter 11

30 day challenge: chapter 16

Go through all of the past sent emails and categorize frequent responses

Have each sales person create a video clip that is created using a sales video script. This video is automatically sent when an estimate appointment is set up. Video must include friend signals.

All friend signals must be used by all employees during all customer interactions.

Friend signals:

Eyebrow flash and chin jut, head tilt to right or left, and genuine smile with upturned corners of the lips, uplifted cheeks, and wrinkling around the edges of the eyes. Hold eye gaze for at least a second and use a friendly smile. Mirror the customers behavior and encourage friendly actions. Use inward lean. Simple head nodding that isn’t overused. Verbal nudges like I see, go on. Be focused and don’t answer ringing phones. Use light touch on shoulder or elbow at least once, introduce self by name, use reciprocity (note or gift, or use attention on their behalf, call to office for them), wear something in hair, repeat order request, provide good service (check in on them during service), apply golden rule of friendship.

For signals:

Create an appointment confirmation video introducing them to the sale and cleaning ignition I will be warming the work but you expect in the morning and how we will follow up with them I had it. Also through Waze that they can contact us if anything changes

create a follow up video after a job we did at Marc Caine at think the customer for their service and patronage. And food descriptions of the service and how did Hashek update any issues. Although if they are. What would have them create a review of it out of the quart room but they can expect from us.

Background checks: good hire, accurate now, hire right,

Hangouts meets for interview:

Android: https://play.google.com/store/apps/details?id=com.google.android.apps.meetings&hl=en_US

iOS: https://apps.apple.com/us/app/hangouts-meet/id1013231476

Filled person office assistant goes to customers house and ask is there anything else you need help with on this property can be painting, lawn mowing, seal coding or any additional services even if we don’t currently offer them ask if they need help and how we can help them and then we go and find a contractor that can do the work for them and subcontract the work out

Emyth lawn care : hiring process, budget process, types of clients and how to handle their complaints

How to do lane change: be aware of your surroundings, anticipate the lane change, check your mirror, signal, check your blind spot mirror, perform lane change, turn off turn signal.

Contractor box on truck with spare keys. Employee must call office to get code if needed.

Expectations: what do I need to know (what are the targets’ expectations), have, do?

Four types of money that all employees must understand and relate to personally. Each department must recognize themselves as personal profit centers and where they fit in the company as a whole. How money works, where it goes: income, profit, flow, and equity.

Careers page with all job openings and video invitation

Order shirts from all star screen printers

10x: set high targets and adjust your mindset to acquire it.

Simple path to wealth inserts to paychecks.

On boarding form: hobbies, interests, two year goals, travel goals, family goals, social goals, short size, shoe size, water bottles, preferred coffee/creamer/sugar type, allergies, sensitivities, emergency contacts,

Have post operation debriefs to know what went wrong and how to fix it. Create system: extreme leadership: chapter 9, 23m

Exciting to create something from the ground up that is founded on meeting the needs of everyone involved.

Truck equipment: usb charger, charging cables, gps tracker, gps garmin, dash cam, Bluetooth stereo adapter, iPad mini4 & case Spigen Tough Armor Works with iPad Mini 4 Case (2015) – Gunmetal https://www.amazon.com/dp/B013J4LNWC/ref=cm_sw_r_cp_api_i_ZV5fDb7H8MYTJ

Set up sendjim post cards – increase post service number and occurrences

Employee debit gas card: $200 limit, receipt book, mileage tracker,

Extreme ownership: winning the war within. Put your ego aside. Blame is from the top down. A leader is responsible for everything. Look at the problem through the lens of reality without any attachment to feelings of emotions towards agendas or plans. Accept responsibility for failures. Attack weaknesses. Build a better team. Such a leader does not take responsibility for team successes, but bestows that honor on junior leaders and team members. This mindset is passed onto junior leaders and permeated the culture of the organization. Junior leaders of smaller teams acquire the same mindset to take charge of their team and piece of the mission. efficiency and effectiveness increase exponentially. A high perfomance winning team is the result. You are accountable to yourself, the client, and the company.

Market by psychographic segment: who wants it done quick, set it and forget it – automated scheduling if cleanings, just the basics, get it all done quick and in one day – multiple services, keep it clean and affordable, I want to choose my technician, I want to make sure they’re safe and protected – nervous types, it has to be perfect – picky and ultra clean, just show up when you say you will, I need to know what’s going on – needs communication. I’m strict on time, I’m loose on time. I want to be taken care of – gutter that fill right after a cleaning

Gutter cleaning warranty: 30 day spring cleaning warranty that if your gutters fill up again right after we service them, we’ll clean them free of charge.

Create customer complaints: email/text suggestion boxes

Create a crest of values – symbols inside of an icon

Communication: take out headphones to ensure the customer knows that you are listening.

Create training course on each home at time of estimate to bring back and train the crew for review. Catalog and use homes as future training material to better serve each client.

Christmas cards from employees to clients they’ve served. Follow up thank you card from employee to customers they serviced that week. Have scripts and mention something related to their experience and connection made while working with them.

Find houses with garages to rent out in remote areas to service the small population – pay to have employees live there I.e. Washington island

Remove check boxes from checklists and have notes fields

Website suggestion board: question and answers to communicate with leadership.

Website forum for recorded internal discussions

Developer metrics and ways to measure metrics for each role.

Put cameras in office and hallways to record at all times.

Put time clock on website.

Company Audible account full of learning books that all employees can share. Have cheap smartphones and headphones to check out. BLU Advance A4 -Unlocked Dual Sim Smartphone -Black https://www.amazon.com/dp/B072N6BD9V/ref=cm_sw_r_cp_api_i_0m3fDb9GTT12V TFD Supplies Wholesale Bulk Earbuds Headphones 50 Pack for iPhone, Android, MP3 Player – Black https://www.amazon.com/dp/B015RWQAWC/ref=cm_sw_r_cp_api_i_Vq3fDb4PPDV97

Add to company culture, schooling: listen, learn, lead well

Map out the location of the bases of other service companies to strategize my next location. Base every 45 minute circles.

List subscriptions

Picking up bleach pallet system

iPad mini 4 with cellular for trucks and sales $300 on swappa.com

Create ResponsiBid package that lines up services and prices with bid sheet template.

End training course in promoting ongoing learning.

Using the customers bathroom. Clean the sink, toilet, leave seat down. If necessary use poo-pourri in the bathroom to obscure any scents.

Marquee tv with positive feedback scrolling through quote, customer name, date, service techs

Video to educate the client about every process and system so they know what to expect at every step before/during/after the estimate and job

5yr price guarantee.

Employee communication system: business great course: chapter 40 listen and implement easy steps

Motto; work the system. You can only manage three things: time, systems, purpose

Google Apps to manage all systems. Email addresses for each department. And set up forwarding rules.

Accounting and finance course for managers.

Create checklists for each job. Check out: Jotform: customer surveys, customer follow up, time off requests, job checklists, out of stock item, repair ticket, suggestion ticket

Written handbook, sexual harassment policy, posted posterbords

Sales: address the 4 buyer types in each product description and sales script

FAQs: all questions asked by customers are to be submitted to the FAQ section. If a question is asked that isn’t answered in the FAQ question, it must be added.

Vending machines at the shop. Affordable. Given water bottle and coffee container. Healthy snacks. Monsters. $300-500 on Craigslist

Friday afternoons are for meetings and deep cleanings and washing of vehicles.

Gas card program. System.

Training: all Managers must spend 3 months in the role they’re presiding over. All sales people must go through the service trainings to understand the processes the techs use.

Answer the phone: Hi, have we serviced you before? Yes… No, … lead into the pitch.

Hire a salesforce architect to manage leads, internal actions (communications, purchases, meetings, action steps), customer service, and sales

Automate everything. Look at every step and see what can be automated or outsourced.

No paper for the cleaning techs. Except for bid sheets and business cards.

Automate the marketing and mailers. Hire a facebook ads specialist. Hire a google ads manager. Use send jim. Target a subdivision and hit it hard.

Phone with data plan linked to each truck. Used for GPS tracking, collecting new customer leads. No techs can give a quote, only sales associates.

Do we need managers? Do we need office assistants?

Credit card payments upon scheduling to hold appointment. No checks.

Learning Management System: Video training. Use product providers training first when available. Create own training when needed.

Create supplemental training expectations. Quarterly safety courses.

Rag: how to wash, dry the rags. What soap to use.

Ordering parts: a detailed shopping list and vendors for every tool used. Keep inventory low.

Sales: marketing & nurturing – be the solutionist, the concierge calling customers to see what services they need even if it isn’t something we offer. Ask about their needed service, their budget and when they need the work done by and find a subcontractor that can go do the work and schedule it with the customer. , customer service handling one off emails and complaints.

Emyth

3 departments

Operations

Marketing: Sales Management, advertising and research

Finance: accounting, administration, management/innovation/systems

What is your primary aim in life, what do you want to become in the end?

• What will your gross revenue be in the end? If you’re building a business to sell, what will it be earning? Pre/post tax gross/net profit. innovation quantification organization: what is it going to be when you sell it? A 1M, 2M business? Show your extraordinary profits and leverage.

Strategic bjective: when/where/how many?

Who is your customer going to be

Skills of being, rather than doing:

1: Communication: Focus. Be present: remember the ball of my feet.

2: Discrimination: The ability to choose between the important and trivial things. Establish standards that you continually measure yourself against. Standards require intention.

3: Organization: concert chaos into order, efficiency.

4: Innovation: the skill of taking order into right action, best action. Always continue to seek the best/better way to expand internally. When you stop growing, you die.

5: Communicating: Turing right action out into the world. We are totally interdependent.

6: Passion: the heart and conviction underlying everything I undertake.

7: Purpose: the mission. If the purpose isn’t bigger than you, than you won’t undertake it.

8: Principles: Our Values

Commitment that the franchise prototype will be done:

When: in what year will it ready to be cloned? Set a date.

How big: what will the gross revenues be? Guess. Create a number. That will your gross margins, percentages. Pretax net? Percentage of gross. After tax net?

Create a product to sell.

What is a reasonable expectation to have? What is an exciting percentage to have? What is the industry reality? Look at competitive products, other franchises.

What is the single compelling reason your customers/employees choose you? What are their key frustrations when dealing with your industry? Show up on time? Always leave a mess?

Four area of preferences/frustrations:

Visual

Financial

Emotional

Functional – addresses the main pain pint of the customers.

Narrow these down and figure out their primary frustrations and this will reveal the opportunity and how to create the opposite experience they had with other providers.

Make the rules and don’t break the rules. If your doing manager stuff or lower, you’re breaking the rules. What’s the rule to get out of the business? When you go in the business as employees

Product: a service that no one has never used before and has no other brands to compare to.

Brand: when someone who already uses a product to decide why one brand or another.

How are you differentiating yourself? Why does someone need your product? Why would someone choose your brand?

90% due to the condition (how is not using you hurting them?). 10% due to the solution (value added differentiation, why your brand)

Types of customer:

Tactile: love to interact with other people

Neutral: interact with inanimate objects

Withdrawal: gain satisfaction by interacting with their own ideas, insular

Types of buyers:

ExperimentL: love trying something new

Transitional: but dependable and reliable

Traditional: buy because of value.

Understand that person and build a business around it.

Organizing work:

Planning:

Adopt a preliminary objective

Create planning assumptions: we are determining something it true, is it? Translate assumptions into facts.

Create a forecast of sales and actions.

Create standards of each action.

Create a budget: what does it cost and where are we going to get the money?

Create benchmarks: the transitional steps between the start and finish. The objective of the plan is x, the benchmark is x. The objective of a benchmark is a mini plan ad Infiniti. Who is accountable, create reporting groups and the person responsible for each benchmark and their action plan for each benchmark.

Action plan: Objective – standards – benchmarks – accountability – due dates. This becomes procedure manual and standardized work.

Record the plan

Manage the plan. Innovation – quantification – organization. Create a prototype and prove that the new method works.

Manager is accountable for training, retraining, decisions, initiating and terminating actions,

Where do you see yourself in 2 years? Apart from the company. How can we help you become the person you want to be through your company.

Credo: a place where the genuine care and comfort of our guests is our highest mission. We pledge to provide our highest personal service and faculties of our guest s who will always enjoy a warm, relaxed, refined ambiance. The biz experience enlivens the senses, instills wellbeing, and fulfills even the unexpressed wishes of our guests.

we are ladies and gentlemen serving ladies and gentlemen.

3 steps of service

1. Warm and sincere greeting, Use the guest’s name whenever possible.
2. Anticipation and compliance of guests needs
3. A warm goodbye using the guests name is essential.

Standards, the business basics. (Beneath the basics are rigorously defined training and standards.

1. The credo will be known, owned and energized by all employees.
2. We are ladies and gentlemen service ladies and gentlemen.
3. The three steps of service will be practiced by all employees
4. Smile, we are on stage. Always maintain positive eye contact (not trainable).
5. Use proper vocabulary when addressing guests. Eliminate “hello, hi okay and folks”
6. Uncompromising levels of cleanliness is the responsibility of every employee. There is no excuse for walking by anything that doesn’t fit that standard.
7. Create a positive work environment. Practice teamwork and lateral cooperation.
8. Be an ambassador if the business inside and outside of the workplace. Always talk positively, no negative comments.
9. Any employee that receives a negative comment owns the complaint.
10. Instant guest pacification will be ensured by all, complete guests request within 10 minutes. Follow up with the guest within 20 minutes to ensure it was resolved.
11. Use guest incident action forms to communicate guest’s requests to fellow employees and managers. This will help ensure that our guests are never forgotten. Document and track to correct then operationally.
12. Escort customer rather than point to another area of business/job.
13. Be knowledgeable of idôneas information to answer business inquiries.
14. Use proper phone etiquette. Answer within two rings and answer with a smile. Ask permission to put a caller on hold. Do not screen calls. Eliminate call transfers whenever possible.
15. Always recommend the biz services prior to outside facilities
16. Uniforms are to be immaculate. Carry additional clothing. Wear proper footwear, clean and polished. Wear your actual name tag.
17. Ensure all employees know their old during emergency situations. Practice fire and safety procedures monthly
18. Notify your supervisors immediately of safety, fire, hazard, or assistance needs you have.
19. Practice energy conservation and proper maintenance and repair of biz property and equipment.
20. Protecting the assets of a biz is the responsibility of every employee.

The business operates/educates/interacts with the participants like a school. Has the integrity/curriculum of a school. Knows what it wishes to teach and learns what the inadequacies of it is and builds upon them to make them strengths. What is the value added benefit of coming to work in your business? Your ability to give people more when they leave your business than when they came in the door; whatever it is they need. Steal from other companies.

Enterprise ingredients.

Visual

Emotional

Functional

Financial

BLUE OCEAN

1. Which factors should be eliminated
2. Which factors should have their standards lowered than the industry standards
3. Which factors should have their standards raised well above the industry standard
4. Which factors should be introduced that no one else has introduced?

CLOCK WORK

1. 4D Mix- Doing, Design, Deciding, Delegating: the how
2. Define Queen Bee role: provide estimates to prospects and perform the work for clients at all costs.
3. Defend the QBR – the primary role/job trash, transfer or trim tasks
4. Capture systems
5. Balance team like a web based on natural strengths of Emoloyee
6. Make a commitment to work for the best customers by offering the fewest services.