MILLION DOLLAR TRADIE SYSTEMS BOOTCAMP MODU DULE LE 1 SYST - - PDF document

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MILLION DOLLAR TRADIE SYSTEMS BOOTCAMP MODU DULE LE 1 SYST - - PDF document

19/04/2017 MILLION DOLLAR TRADIE SYSTEMS BOOTCAMP MODU DULE LE 1 SYST STEMS MS MINDSE DSET 1 19/04/2017 THE E PROBL BLEM EM 2 19/04/2017 THE E OPPORTUNITY ORTUNITY 3 19/04/2017 4 19/04/2017 High End Builders Relationship


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MILLION DOLLAR TRADIE

SYSTEMS BOOTCAMP

MODU DULE LE 1 SYST STEMS MS MINDSE DSET

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THE E PROBL BLEM EM

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THE E OPPORTUNITY ORTUNITY

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Massive Cash Flow High End Builders Sales Up By $1.6m Relationship Building Margins Close To 40%

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THE E E-MYTH TH

MICHAEL AEL E. GERBER ER

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19/04/2017 12 Use The Cloud…

Office 365…

Fileshar lesharing ing… Accounting Software… Online Procedures… Job Management Software…

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MODULE E 2 HOW TO SYST STEMI EMISE SE

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Follow Up Script – After Submitting a Quote Never, never, never underestimate the power of follow up! The key is to be persistent but in a humorous, light hearted manner. Humour is the best way to “unlock” the client and to keep them
  • n-side. Your clients will respect you for your business savvy and most competitors will not follow
  • up. Here’s how to approach the follow up.
  • 1. Call the decision maker the day after delivering the quote (this way you can at least be
assured they will look at your quote / tender and you are “on their mind”). Here is what you can say. “Hi is that (John). Great! It’s (your name from your business) speaking. Look (John) I was just calling to confirm that you received our quote. (Yes, No) Have you had a chance to read through it? Great! Did you have any questions about our solution? (Answer as appropriate) Great…John we’re pretty busy at the moment but we have some space early next week where we could fit your job in…would like us to book you in? If yes, book job. If no - Well if you need anything else from us please let me
  • know. I’ll give you a call in a few days to see how things are going.”
  • 2. Call the decision maker three days later after the first call. Here is what you can say.
“Hi is that (John). Great! (your name from your business) here. John, we’ve been waiting for you call to get started on the (house, project etc) but since we haven’t heard I thought you must have lost my number (ha ha) (seriously again) So how are you going with the quote? So what do we need to do to get this job underway for you? (Try to find out they reason for not deciding yet. Then you can offer suggestions to help.) If still undecided – I’ll give you guys a bell in a weeks’ time and see how you are getting on.
  • 3. Keep calling the decision maker every 7 days until the contract is awarded. Use variations
  • f the number 2 script.
If Open an Account Holder “Cool, the account holder must be home when our Tradesmen comes around so they can complete the application form. Is that OK? Our service fee is $165 plus GST and that covers us coming to site + the first 45 minutes. Are you OK with that? I f a B i g J
  • b
… The next step is to schedule an onsite meeting with our Pricing Manager/Estimator John. (name) , John has the current appointments available (pre-determined dates min 5 days out) Thursday, 15th July 10.30 am or Friday 16th July 11.30am, what time works best for you? Appointment written down In this meeting he will:
  • 1. Explain a bit more how XYZ Plumbers works
  • 2. Inspect and review existing structure and site conditions.
  • 3. Discuss any issues from site observations and what you want to achieve.
4. Discuss your budget expectations so he can give you the most appropriate solutions and an action plan to achieve your requirements. Great it’s important that all those involved in making decisions regarding the project attend. I am going to send you out an information pack and a questionnaire, what is the best address to send it to John? I’ll also email the questionnaire and confirmation of appointment, is (address given) the best one to send that too? Thanks, John will give you a call once we have received your questionnaire to discuss your project further. What is the best number to contact you on?............................................................................................. C l
  • s
e … Great (name) just to confirm, John will be at your place on Thursday 15th July 10.30am at 123 Brown Rd. (or John will see you on _______________) Is there anything else I can help you with? End on a high Thanks so much for your call, bye for now

Enquiry Script / Sheet

☺ SMILE BEFORE PICKING UP RECEIVER Job Enquiry Form Date: / / Time: ___________ Good Morning/Afternoon XYZ Plumbing, you’re speaking with …………… Just so I can help you best can I ask you a few questions…? Have you worked with us before? NO - NEW CUSTOMER YES – RECORD AS EXISTING CUSTOMER Can I get some details please? Can I Confirm your details? Name: Business?: Multiple Properties? Y / N Address: Ph: Mobile: Email: What can we help you with? (get as much details as possible.) (Refer to FAQ’s if necessary) (Check in schedule and book a suitable time for the job or onsite visit (5 days min for large jobs -> see script for large jobs) Date: Time: Who: (enter into SmartTrade/Simpro/Fergus etc) Can I ask how you heard about us? Yellow Pages (Book) Website Local PC Phone Book Ad Auck Wide Website Existing Customer Yellow Pages (Website) Manukau Papakura Phone Book White Pages Referral * Other * * Details: (If not an Account Holder) How would you like to pay? We have 2 options Open an Account____ or credit card _________________ Visa/Mastercard Card #____________________________ Name on Card __________________
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If Open an Account Holder “Cool, the account holder must be home when our Tradesmen comes around so they can complete the application form. Is that OK? Our service fee is $165 plus GST and that covers us coming to site + the first 45 minutes. Are you OK with that? If a Big Job… The next step is to schedule an onsite meeting with our Pricing Manager/Estimator John. (name) , John has the current appointments available (pre-determined dates min 5 days out) Thursday, 15th July 10.30 am or Friday 16th July 11.30am, what time works best for you? A p p
  • i
n t m e n t w r i t t e n d
  • w
n In this meeting he will:
  • 1. Explain a bit more how XYZ Plumbers works
  • 2. Inspect and review existing structure and site conditions.
  • 3. Discuss any issues from site observations and what you want to achieve.
4. Discuss your budget expectations so he can give you the most appropriate solutions and an action plan to achieve your requirements. Great it’s important that all those involved in making decisions regarding the project attend. I am going to send you out an information pack and a questionnaire, what is the best address to send it to John? I’ll also email the questionnaire and confirmation of appointment, is (address given) the best one to send that too? Thanks, John will give you a call once we have received your questionnaire to discuss your project further. What is the best number to contact you on?............................................................................................. Close… Great (name) just to confirm, John will be at your place on Thursday 15th July 10.30am at 123 Brown Rd. (or John will see you on _______________) Is there anything else I can help you with? E n d
  • n
a h i g h Thanks so much for your call, bye for now

Enquiry Script / Sheet

☺ SMILE BEFORE PICKING UP RECEIVER Job Enquiry Form Date: / / Time: ___________ Good Morning/Afternoon XYZ Plumbing, you’re speaking with …………… Just so I can help you best can I ask you a few questions…? Have you worked with us before? NO - NEW CUSTOMER YES – RECORD AS EXISTING CUSTOMER Can I get some details please? Can I Confirm your details? Name: Business?: Multiple Properties? Y / N Address: Ph: Mobile: Email: What can we help you with? (get as much details as possible.) (Refer to FAQ’s if necessary) (Check in schedule and book a suitable time for the job or onsite visit (5 days min for large jobs -> see script for large jobs) Date: Time: Who: (enter into SmartTrade/Simpro/Fergus etc) Can I ask how you heard about us? Yellow Pages (Book) Website Local PC Phone Book Ad Auck Wide Website Existing Customer Yellow Pages (Website) Manukau Papakura Phone Book White Pages Referral * Other * * Details: (If not an Account Holder) How would you like to pay? We have 2 options Open an Account____ or credit card _________________ Visa/Mastercard Card #____________________________ Name on Card __________________ Follow Up Script – After Submitting a Quote Never, never, never underestimate the power of follow up! The key is to be persistent but in a humorous, light hearted manner. Humour is the best way to “unlock” the client and to keep them
  • n-side. Your clients will respect you for your business savvy and most competitors will not follow
  • up. Here’s how to approach the follow up.
  • 1. Call the decision maker the day after delivering the quote (this way you can at least be
assured they will look at your quote / tender and you are “on their mind”). Here is what you can say. “Hi is that (John). Great! It’s (your name from your business) speaking. Look (John) I was just calling to confirm that you received our quote. (Yes, No) Have you had a chance to read through it? Great! Did you have any questions about our solution? (Answer as appropriate) Great…John we’re pretty busy at the moment but we have some space early next week where we could fit your job in…would like us to book you in? If yes, book job. If no - Well if you need anything else from us please let me
  • know. I’ll give you a call in a few days to see how things are going.”
  • 2. Call the decision maker three days later after the first call. Here is what you can say.
“Hi is that (John). Great! (your name from your business) here. John, we’ve been waiting for you call to get started on the (house, project etc) but since we haven’t heard I thought you must have lost my number (ha ha) (seriously again) So how are you going with the quote? So what do we need to do to get this job underway for you? (Try to find out they reason for not deciding yet. Then you can offer suggestions to help.) If still undecided – I’ll give you guys a bell in a weeks’ time and see how you are getting on.
  • 3. Keep calling the decision maker every 7 days until the contract is awarded. Use variations
  • f the number 2 script.
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Quotation Date: Attn: xxxxxxx Fax: xxxx Dear James, I’ve noticed that other Plumbing companies tend to just do a 'quote' —that is they give you a price and that's all, as if price is the only thing worth considering when planning your next project. If all Plumbing projects were the same, that'd be true. In reality, there are massive differences — things that matter — like quality of materials, how much planning will be required, help with the council, organising the plans, choosing the right materials and critically how many years will the work last you. Not to mention the important differences between Plumbing companies; like whether they use qualified and experienced tradespeople to complete your project, will they deliver exactly the features they say they will, whether they offer a guarantee, how they manage the sub trades, will they help you to work out a budget and timeline that meets your needs, are they a Master Plumber, and can they give you unbiased professional advice to get the best result for you. That's why we have included a comprehensive "XYZ Welcome Pack" to give you all the information you Should consider when planning your next project. Think seriously about what you want from your Plumbing Company. Whilst "what's the price?" is definitely an important question, here are a few others worth asking.
  • 1. Will your Plumber promise that every aspect of their work will represent quality workmanship and offer to fix any
problems within 48 hours at no charge?
  • 2. Do they run all their projects through an 87-point quality check?
  • 3. Do they inspect all their projects to ensure they are safe, legal and conform to Australian/New Zealand standards?
  • 4. Will they offer a 7 point extensive guarantee?
  • 5. Do they have an open site policy?
  • 6. Do they provide on-going regular communication keeping you updated regularly with how your project is progressing?
  • 7. Will they give you a firm start/completion time and be honest about their progress?
  • 8. Can your Plumbing company offer 49 references from delighted past customers?
  • 9. Does their point-man have over 32 years of experience in the Plumbing industry ensuring you get the best advice
available? Of course I wouldn't be drawing this to your attention if XYZ Plumbing didn't fulfil all of the above criteria (and much more....). XYZ Plumbing also offers an unbeatable 7-point guarantee: Firstly, you receive a full Master Plumbers guarantee. Secondly, 'No hidden surprises' guarantee. Thirdly, we promise you the very best service and advice. So if you are convinced and think (like so many of our satisfied customers) that we are the right Plumbing Company for your project, or want to discuss in further detail then call me, Joe Blog today on 0800 Plumb. Sincerely Joe Blog

Action Plan

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19/04/2017 20 Conversion Rate… Gross profit margin per job… Time Spent Per Quote…

Operations Manager… Office Manager… Tradesmen…

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MORNIN RNING G TEA EA

MODULE E 3 CLIENT OF THE QUARTER ER

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MODU DULE LE 4 GUEST ST SPEAK AKER R – RI RICH CHARD ARD PRA RATL TLEY Y SIMP MPRO RO MODULE E 5 OFFICE E AND ONSITE E SYSTEM EMS

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Contents Contact details ........................................................................................................................................ 7 Important Login Details........................................................................................................................... 8 Contact Details for Outsourcing ............................................................................................................ 10 Plumbers Coach – Default Dairy ........................................................................................................... 11 An Overview of Monthly Activities ............................................................................................... 12 Answering the Phone ............................................................................................................................ 13 Taking a message, note ..................................................................................................................... 13 Voice Messages ................................................................................................................................. 13 Process when get a call interested in Business Coaching ................................................................. 13 Mail ....................................................................................................................................................... 15 Empty Mailbox .................................................................................................................................. 15 Handling mail .................................................................................................................................... 15 Filling ............................................................................................................................................. 15 Reminders ..................................................................................................................................... 15 Sending Group Mail to Plumbers Coach Team ............................................................................. 15 Ordering Stationery............................................................................................................................... 15 Where we order office supplies from? ............................................................................................. 15 Business Cards ............................................................................................................................... 16 Presentation Folders (for Info, Welcome Packs etc.) .................................................................... 16 Coaching ................................................................................................................................................ 17 Levels of coaching programs – .......................................................................................................... 17 Steps for planning one-on-one Coaching appointments .................................................................. 18 15 Min phone calls ............................................................................................................................ 18 Weekly (Friday) Coaching Appointment Prep ................................................................................... 19 New Clients ........................................................................................................................................... 20 On boarding process ......................................................................................................................... 20 Initial Payment .............................................................................................................................. 20 Gift for Client ................................................................................................................................. 20 Appointment planning for new clients ......................................................................................... 21 Processing DISC reports ................................................................................................................ 21 Create login details for the Membership website ........................................................................ 21 NZPM ..................................................................................................................................................... 22

ADMIN MANUAL - 2017

Contact details Physical Address: Level 1, 851 Victoria Street Hamilton Postal Address: P O Box 7177 Hamilton East Hamilton 3247 Phone number: 07 859 3425 Fax number: 07 859 3426 Mobile contacts: Tony – 021 499 809 Richelle – 021 141 4435 Damon – 027 339 0914 Nick – 027 579 0055 Matt – 022 186 1166 Bronwyn – 021 115 4634 Email addresses: tony@profitabletradie.com damon@profitabletradie.com richelle@profitabletradie.com nick@profitabletradie.com matt@profitabletradie.com info@profitabletradie.com(redirected to Damon) Website www.ourbusinesscoach.co.nz Old website but is still live www.plumberscoach.co.nz www.profitabletradie.com Business Coaching Business Exodus Trust T/A Profitable Tradie – Previously known as Plumbers Coach or Extend Business coaching Rental property business
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Important Login Details Marketing Platforms Office Supplies Office Software - Logins Adwords plumberscoach@gmail.com extend30 Accor Hotels Login Details tony@plumberscoach.co.nz extend30 Loyalty Number 3081031894595025 Builders Profitable Marketing Login https://buildersprofitablemark eting.sharefile.com/login.aspx tony@plumberscoach.co.nz password: Cashflow30 Plumbers Coach website Admin login U: jessabbott P: extend30 Basecamp.com tonyfraser-jones extend30 Amazon Username: richelle@plumberscoach.co.nz Password: extend30 Camtasia Serial Key 5ZVEBZCKMAZBPB9HTLT9WM 9F2 Below is your SMS Account details – to send bulk texts Please login at http://sms.onewaysms.co.nz Username : jessabbott Password : extend30 Bulk KitKats www.lolliesonline.co.nz tony@profitabletradie.com PW:extend30 Digital Marketer http://www.DigitalMarketer.c
  • m/login
Username: tony@ourbusine sscoach.co.nz Password: rZhmm6ZW ChatRoll Username: PlumbersCoach Password: extend30 Email: info@plumberscoach.co.nz Case Media – CD sleeves rachel@ourbusinesscoach.co. nz Password: extend30 DISCUS online discusonline.com 731D0FAD extend30

Enquiry Script / Sheet

☺ SMILE BEFORE PICKING UP RECEIVER Job Enquiry Form Date: / / Time: ___________ Good Morning/Afternoon XYZ Plumbing, you’re speaking with …………… Just so I can help you best can I ask you a few questions…? Have you worked with us before? NO - NEW CUSTOMER YES – RECORD AS EXISTING CUSTOMER Can I get some details please? Can I Confirm your details? Name: ___________________________________ Business?: ___________________________________ Multiple Properties? Y / N Address: ___________________________________ Ph: ___________________________________ Mobile: ___________________________________ Email: ___________________________________ What can we help you with? (get as much details as possible.) (Refer to FAQ’s if necessary) __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ (Check in schedule and book a suitable time for the job or onsite visit (5 days min for large jobs -> see script for large jobs) Date:___________ Time:__________ Who:________ (enter into SmartTrade/Simpro/Fergus etc) Can I ask how you heard about us?  Yellow Pages (Book)  Yellow Pages (Website)  Website Local PC Phone Book Ad  Online Directories (BuildersCrack, No Cowboys etc)  Existing Customer  Phone Book  White Pages  Referral  Van Signage  Other suppliers (Kitchen, bathroom etc)  Social Media  Networking groups  *Other *
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Client Care Program My ‘Three Things’ and Follow Up Every Monday, send an email to all clients called ‘Your Top Three’, email below. Hi Guys, What are the 3 main tasks you’re going to work on this week? Flick me either a quick photo, or email by the end of the day, with the three tasks you’re going to get done by this Friday, and see how much more you get completed. P.S here’s mine; Every Friday, follow up Monday’s email with the below… Hey team Every great week is full of wins and lessons... What were your wins for the week? P.S - Here are mine... Client Wins Each month the week following the 15 in phone calls:
  • Gather the consulting sheets from 15min phone calls
  • Make a list of brightest achievements
  • Email that list out to the clients to encourage others to share and aim high
Client Birthdays
  • Clients are added to the birthday list when as part of the onboarding process. (They disclose
their birthday to us when they complete their Mentor Plan)
  • At the end of each month send Michelle from Basketique an email with next months
  • birthdays. Tell her the date of birthday, name and address of the client. We have a standard
gift basket that Michelle sends so just let her know it’s for a birthday gift ☺ Client Gifts We send thoughtful gifts to people for important events that are happening in their life ☺ These may include: Babies, Weddings, Funerals, New Office opening parties etc. You can call Michelle from Basketique and organise this with her. 07 847 6767 Forum Facebook group where we can share wins and tips etc and another touch point Tony can have with clients
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19/04/2017 29 11 11-Step Hiring Process…

  • 1. JOB DESCRIPTIONS
List knowledge, skills and abilities required
  • 2. MARKETING
(with benefit driven ads)
  • Seek / Trademe
  • Social Media – Facebook,
LinkedIn
  • Website
  • Referrals
  • Newspaper
  • Customer Database
  • Recruitment Agencies
  • In Store Signage
  • 3. APPLICATION
  • All Applications made via
Trade Me or Seek
  • Application to include C.V
and Cover Letter
  • 6. FACE TO FACE INTERVIEW
  • Structured Questions
  • Key Behaviours Targeted
  • 5. TELEPHONE INTERVIEW
(to qualify)
  • 5-10 Minutes
  • 2-3 Structured Questions
  • Skills and experience questions
  • Attitude Assessment
  • 4. SHORTLIST APPLICANTS
Review C.V’s against Job Description and Shortlist ‘Yes’, ‘Maybe’, ‘No’
  • 8. PSYCHOMETRIC TESTING
  • DISC Profile etc.
  • 9. REFERENCE CHECK
  • Minimum of 2 references per
applicant
  • Structured questions prepared
  • 10. JOB TEST
  • Applicant tested on core skills in the
work environment
  • Observe interactions with work
mates
  • 11. MAKE JOB OFFER
  • Offer quickly to prevent losing best
applicant
  • Contract prepared
  • Set start date
  • 7. PRE EMPLOYMENT CHECKS
  • Drug, Police, Visa, Drivers Check,
Social Media, Credit, ACC etc.
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You have 25 Minutes to Complete These Tests.
  • 1. Please answer the following questions (without a calculator):
  • a. Write ¾ as a decimal and as a percentage?
  • b. What is 20% of 2600?
  • c. How many square meters are there in a room 10m x 5m?
  • d. What is the Capital of Australia?
  • 2. Please rewrite this excerpt from piece of marketing material for a building company. The
title of the ebook was “10 Secrets Owners of Recently Built Homes Wish they Knew Prior to Signing their Building Contract.” This exercise is designed to test your ability to write clearly using appropriate grammar and spelling. “New Home Building is a purchase unlike most others. Where you can have a choice on the
  • utcome. It takes longer than most other purchasing transactions and therefore the ability for
the client and the contractor to be compatible is even more important. It is the largest purchase that most people will undertake in there lives and therefore having trust and assurance from those performing the creation of your home is important. It is the venue for spending a good part of your life entertaining friends and family and more importantly it is home to the family where memories are created and cherished. It is important that one takes the time in having an input into creating an environment in which they can call
  • home. The beauty about creating a new home is simply that you have the opportunity to have
input into creating a home and it doesn’t become just another house. This is the basis of Welcome Homes and what we stand for. We are a Waikato based independent home construction company that is not owned by a franchisor who wants volumes
  • f homes done in the shortest period possible. We build a few homes for clients who want there
input into there creation and using our methods and systems they don’t have to spend a fortune doing so.”
  • 3. We are planning a direct mail campaign to local Building companies (80 in total).
Please complete a budget for the campaign showing the estimated cost of the campaign (with your working). The campaign will comprise of a letter followed 5 – 7 days later by a postcard. Each letter will include a miniature rubix cube as an attention grabber. The logistical details are included below (you’re welcome to use a calculator): Printing Cost = 15 cents per page Sales Letter = 8 pages
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Wednesday 16/11/2016 Time allocated= 2 hours Please save your files in the following folder: C:\Dropbox\Administration\Carolyn Reynolds - Job Test
  • 1. Jing: Install the program called Jing. This is a screen capture program that records your
  • screen. Once you have installed the program onto your computer, take a video capture
(training video) on how to send an email. Send an email to: tony@profitabletradie.com with the subject line “thanks” and message “It would be a privilege to work here”. This video recording will produce a link in the URL. Copy and paste this into a word document and save it in your job test folder. (20 Minutes)
  • 2. General Admin Tasks: For this section you will be using the administration manual
located in: dropbox/plumberscoach/administration/admin manual/2016 profitable tradie admin manual1. You will also be using Xero. You can find the log in details for Xero in the administration
  • manual. This manual has Jing recordings of how to complete each task. (30 Minutes)
When using Xero there are two companies. Please use the Exodus Trust company, you will know by looking at the top left of the screen which company you are in.
  • Create a new client in Xero –
His contact details are: Company: WH Electrical Name: Daniel Williams Email: dan@whelectrical.co.nz Phone: 0276995858 Address: 5 Huia Grove, Upper Hutt. New Zealand
  • Create them an initial invoice for a month’s coaching ($1595 +gst) and include an
alignment fee ($1295 + gst).
  • Create a reoccurring invoice for WH Electrical - $1595 +gst for 11months.
  • Create a credit note – credit the initial invoice for coaching and the alignment fee
  • Cancel the reoccurring invoice
  • Reconcile payments for both Exodus Trust bank accounts – use the account:
Westpac – 001 03-0318-0402093-001. Start with this account Westpac – 000 03-0318-0402093-000. See the printed form
  • Produce & print a Profit & Loss statement for October 2016 for Exodus trust.
  • 3. Excel: Merge and sort two lists.
  • a. There are 2 customer lists located in your job test folder. Using excel, combine these
lists and remove the double ups. Once you have done this, sort the list in alphabetical order. (20 minutes)
  • 1. Power Point: Replicate an 8 slide PowerPoint presentation from the slides handout.
These slides will need the writing as shown in the notes. They will also need a background image which relates to the slide. There is an example similar slides in your job test folder. (20 minutes)
  • 2. Event Logistics Plan: Write up a logistics plan for Profitable Tradie’s upcoming One Day
Systems Boot Camp. The Boot Camp is run four times a year for our clients, and is also marketed to other prospective clients. Tony will spend the day presenting and teaching our clients about putting the right systems into their business. We are also excited to be having a Mystery Guest Speaker at the event! (30 Minutes)
  • a. Write out an event timeline for our One Day systems Boot Camp and how you would
go about planning it (imagine that you will be implementing this tomorrow). The Boot Camp will be held in Auckland, February 18th 2017. There is an example plan template in your job test folder. Things we will be looking for are:
  • Planning of the event logistics. Eg. Venue, equipment etc.
  • Timelines are a great tool for mapping out a plan clearly.
  • 3. Please save your files in the following folder: C:\Dropbox\Administration\Carolyn Reynolds -
Job Test Total time allowed = approximately 2 hours plus a 30 minute discussion at the end. At the end of your trial day, you will present your ideas to the team and you will be given critical feedback and will also be asked questions about your strategy and thought process. Note:
  • You are welcome to ask questions, everyone in the office is available
  • You also have access to our library in our office and also files on our drive to help you with
your job test – see C: \Dropbox\Administration\Carolyn –Job test.
  • We are looking at your approach to problems and how you deal with them not just the
finished product.

Outsourcing…

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  • 1. Materi

rial Orderi ering ng Proces cess (Housi

using ng)…

  • 2. Materi

rial Return rn Proces cess (Housi

using ng)…

  • 3. Nightly

htly Knockd ckdown wn Proces cess (Housi

using) ng)…

  • 4. Customer

mer Servi vice ce Checkl ecklist t (Servic

icing ing)…

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CLIENT NT OF THE QUA UARTE TER WINNE NER! MODULE LE 6 SYSTEM HACKS KS

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http://www.screencast.com/t/EcCTqHglP

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ELEMENT UNIT Units RequiredCost Per Unit Total Cost Mark Up Price per Unit Price Profit per item Margin % Site Per Site 1.00 125.00 125.00 200% 250.00 $ $250.00 $125.00 50% Per Site 1.00 32.50 32.50 200% 65.00 $ $65.00 $32.50 50% Per Day 5.00 25.00 125.00 160% 40.00 $ $200.00 $75.00 38% 0.00
  • $
$0.00 $0.00 #DIV/0! 0.00
  • $
$0.00 $0.00 #DIV/0! Kits Ea 63.97 0.00 156% 99.79 $ $0.00 $0.00 #DIV/0! Ea 208.43 0.00 170% 354.33 $ $0.00 $0.00 #DIV/0! Ea 335.18 0.00 170% 569.81 $ $0.00 $0.00 #DIV/0! Ea 967.31 0.00 150% 1,450.97 $ $0.00 $0.00 #DIV/0! Ea 146.55 0.00 150% 219.83 $ $0.00 $0.00 #DIV/0! Ea 78.64 0.00 150% 117.96 $ $0.00 $0.00 #DIV/0! Ea 107.28 0.00 155% 166.28 $ $0.00 $0.00 #DIV/0! Ea 77.39 0.00 155% 119.95 $ $0.00 $0.00 #DIV/0! Ea 149.38 0.00 155% 231.54 $ $0.00 $0.00 #DIV/0! m 74.19 0.00 200% 148.38 $ $0.00 $0.00 #DIV/0! 0.00
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$0.00 $0.00 #DIV/0! Dig and Lay PVC 100mm 0.00
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$0.00 $0.00 #DIV/0! Insurance m 36.80 0.00 230% 84.64 $ $0.00 $0.00 #DIV/0! Insurance m 36.80 0.00 205% 75.44 $ $0.00 $0.00 #DIV/0! Insurance m 50.00 0.00 205% 102.50 $ $0.00 $0.00 #DIV/0! Insurance m 50.00 0.00 180% 90.00 $ $0.00 $0.00 #DIV/0! New Build m 36.80 0.00 160% 58.88 $ $0.00 $0.00 #DIV/0! New Build m 36.80 0.00 145% 53.36 $ $0.00 $0.00 #DIV/0! 0.00
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$0.00 $0.00 #DIV/0! Supply Aggregate/Soil m3 42.23 0.00 150% 63.35 $ $0.00 $0.00 #DIV/0! m3 28.11 0.00 150% 42.17 $ $0.00 $0.00 #DIV/0! m3 25.62 0.00 150% 38.43 $ $0.00 $0.00 #DIV/0! m3 23.89 0.00 150% 35.84 $ $0.00 $0.00 #DIV/0! m3 45.49 0.00 150% 68.24 $ $0.00 $0.00 #DIV/0!

Drainage Quote Calculator

DESCRIPTION Site Establishment, Health and Safety, Administration Location of Underground Services Consumables - Glue, Primer, Epoxy, Lube, Gloves etc Storm Water - Trench and Install Pipe, Chip, < 1.5m Deep Sewer - Trench and Install Pipe, Chip > 1.5m Deep Storm Water - Trench and Install Pipe, Chip > 1.5m Deep Supply Drainage Chip Supply AP40 Supply AP65 Supply Screened Top Soil Storm Water - Trench and Install Pipe, Chip, < 1.5m Deep Sewer - Trench and Install Pipe, Chip, < 1.5m Deep Sewer - Trench and Install Pipe, Chip, < 1.5m Deep Gulley Trap Toilet / Terminal Vent Connection Supply AP20 Strip Drain Type 1 Sump Downpipe Riser Bubble Up sump Boundary Connection Rodding Eye - 100mm Rodding Eye - 150mm Concrete Single Sump, CI Frame and Grate (1m Deep)
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Contents Contact details ........................................................................................................................................ 7 Important Login Details........................................................................................................................... 8 Contact Details for Outsourcing ............................................................................................................ 10 Plumbers Coach – Default Dairy ........................................................................................................... 11 An Overview of Monthly Activities ............................................................................................... 12 Answering the Phone ............................................................................................................................ 13 Taking a message, note ..................................................................................................................... 13 Voice Messages ................................................................................................................................. 13 Process when get a call interested in Business Coaching ................................................................. 13 Mail ....................................................................................................................................................... 15 Empty Mailbox .................................................................................................................................. 15 Handling mail .................................................................................................................................... 15 Filling ............................................................................................................................................. 15 Reminders ..................................................................................................................................... 15 Sending Group Mail to Plumbers Coach Team ............................................................................. 15 Ordering Stationery............................................................................................................................... 15 Where we order office supplies from? ............................................................................................. 15 Business Cards ............................................................................................................................... 16 Presentation Folders (for Info, Welcome Packs etc.) .................................................................... 16 Coaching ................................................................................................................................................ 17 Levels of coaching programs – .......................................................................................................... 17 Steps for planning one-on-one Coaching appointments .................................................................. 18 15 Min phone calls ............................................................................................................................ 18 Weekly (Friday) Coaching Appointment Prep ................................................................................... 19 New Clients ........................................................................................................................................... 20 On boarding process ......................................................................................................................... 20 Initial Payment .............................................................................................................................. 20 Gift for Client ................................................................................................................................. 20 Appointment planning for new clients ......................................................................................... 21 Processing DISC reports ................................................................................................................ 21 Create login details for the Membership website ........................................................................ 21 NZPM ..................................................................................................................................................... 22

ADMIN MANUAL - 2017

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AFTERNOON TEA

MODULE E 7 GUEST ST SPEAK EAKER ER – MIKE E ALLSO SOP

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MODULE E 8 BUILDING NG YOUR R PLAN AN

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