The business landscape is changing rapidly. With technology and innovation now an essential ingredient if you want to own a thriving business and not just surviving in the year ahead.
During this results-focused session, learn how you can streamline your business processes and in some cases eliminate/automate areas of the business to drive higher customer satisfaction, create more productive staff and a more profitable business.
2. Welcome
• Hi…I’m Jon Mailer
• Relax
• Enjoy – eat, drink, connect,
• Be Open – take notes, ask how?
• Link to slides – slideshare.net/tradeinsights
• Phones, parking, toilets
• Participate – share
• Contribute & Win…
3. Who is PROTRADE United?
Australia’s #1 coaching & mentoring organisation
supporting trade & construction business owners…
To help business owners to:
• Stabilise & Streamline – creating CONSISTENCY with income, profit
& cash to give them freedom of CHOICE
• Scale – growing # projects, vans, teams, (with profit!)
• Step Out – off the tools, choose a role, sell/manage buy out
4. Who is this for?
In this session…
• Think differently about your business
• Understand the#1 barrier that will keep you stuck
• Create the steps to ensure top quality work gets done
on site every time – regardless of whether or not you
are there
• Secure time off and ensure your business still
performs at top level
• Use technology and global resources to free up time
and energy
5. Who is this NOT for?
• If you want to be stuck on the tools doing everything
in your business
• You don’t want to grow income or profit
• You love spending most of your time working hard
• You are happy with the status quo
10. Evidence of NO systems…
1. The phone rings all day – for the wrong
reasons
2. Stuck on the tools – feel like you have to do it
all if you want it done right
3. Nights are spent drowned in
paperwork/quoting
4. Feast/famine of work
5. Working hard with little/no progress
6. Feel stuck and trapped!
7. Pressure/stress affecting life in general
11. Consequence of NO
systems…
1. The ‘I.P.’ is in the heads of a few key people
2. Growth is then limited
3. Flexibility/freedom is minimal
4. No/low value in the business
5. Client relationships are with only a few key
people
6. Major frustrations…is it worth it?
16. The clear benefits…
1. Increase income and profits
2. Improve productivity and efficiency
3. More free time
4. Scalability
5. Increased business value
6. Control!
20. What is a system really?
1. What needs to be done?
2. Why it needs to be done?
3. When it needs to be done?
4. How it needs to be done?
5. Who needs to do it?
29. When a breakdown occurs...
1. Has a system, procedure, checklist been
written?
2. Has the above been fully communicated and
extensive training and practice been
implemented?
34. The Steps
Step 1 – Begin with the end in mind
Step 2 – Team Structure
Step 3 – List the Tasks
Step 4 – Key Performance Indicators (KPI’s)
Step 5 – Job/Position Descriptions
38. 2. Create the Team Structure
CEO/Own
er
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
39. 3. List the tasks for each area
• CEO/Owner
• Marketing (getting the leads)
• Sales/ Customer Acquisition (Estimating)
• Production/delivery
• HR/team
• Finances
42. 6. Develop the procedure
Quoting
1. Initial enquiry
2. Meet the customer
3. Scope the job details
4. Design a detailed quote/plan/estimate
5. Arrange an follow up meeting
6. Present the plan and ask for the job
7. Follow up
44. 6. Develop the procedure
Team/HR
1. Hiring
2. Induction & training
3. Performance management
4. Leaving
45. 6. Develop the procedure
Production/Job Management
1. Communication with client
2. Site preparation
3. Ordering materials
4. Allocation of labour
5. Progress/check up
6. Completion
46. 6. Develop the procedure
Financials
1. Issuing Purchase Orders
2. Pricing materials
3. Gathering job information
4. Invoice on time
5. Debtor follow up
6. Allocation of cash - flow
7. Paying suppliers
8. All bookkeeping
47. 6. Develop the procedure
Management
1. Communication/meeting structures
2. Reporting
3. Reviewing financials
4. Working on systems
5. Innovation for future
66. It’s interesting you know…
Most of business owners will…
• Hear what we say,
• Understand it intellectually,
• Agree with all the principles,
• Get excited about what’s
possible
• KNOW that it is the thing they
should do, yet…