9 Steps to simply systemise and automate your trade business from National College of Business.

4. The luxury of an unhurried life…

5. 1. Consistent and predictable revenue and
cash flow - sustainable
2. Systems (IP) documented – scalable
3. Profit maximisation – keeping more of
what you earn
4. Freedom – choice of selling or stepping out
or choosing a role

8. 1. Increase income and profits
2. Improve productivity and efficiency
3. More free time
4. Scalability
5. Increased business value
6. Control!

21. 1. Has a system, procedure, checklist
been written?
2. Has the above been fully
communicated and extensive training
and practice been implemented?

28. Step 1 – Begin with the end in mind
Step 2 – Key Functional Areas
Step 3 – List the Tasks
Step 4 – Key Performance Indicators (KPI’s)
Step 5 – Job/Position Descriptions

29. Step 6 – Develop the Procedure
Step 7 – Implementation/Training
Step 8 – Inspection
Step 9 – Operations Manual

31. CEO/Owner
Marketing
Online/Digital Business Development
Sales/Custo
mer
Aquistion
Estimator/Quoting
Production/
Operations
Team Manager/Foreman
Tradesman/Technician Tradesman/Technician
Admin/HR/I
T
Office Manager
WH&S
IT Manager
Finance
Book keeper
Accounts
Receivable/Payable
Payroll
Accountant

32. • CEO
• Marketing
• Sales/ Customer Aquistion
• Production
• HR/team
• Finances
• Innovation

33. 1. Quantity
2. Quality
3. Behavioural

35. Quoting
1. Meet the customer
2. Design a detailed quote/plan/estimate
3. Arrange an external meeting
4. Present the plan and ask for the job
5. Follow up

43. • Marketing/Lead Generation
• Handling enquiries
• Client communication
• Quoting/Estimating
• Job Management
• Hiring
• Induction & Training
• Rostering
• Payroll
• Invoicing
• Collecting & Paying $

50. http://www.youtube.com/watch?feature=player_detailpage&v=u6XAPnuFjJc

51. What we have found is…
Most of business owners will…
• Hear what we say
• Understand it intellectually
• Agree with all the principles
• KNOW that it is the thing they should
do, and then will…

52. • STILL NOT DO IT!