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MILLION DOLLAR TRADIE
SYSTEMS BOOTCAMP
MODU DULE LE 1 SYST STEMS MS MINDSE DSET
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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MODU DULE LE 1 SYST STEMS MS MINDSE DSET
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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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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 themEnquiry 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 __________________19/04/2017 16
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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 pEnquiry 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 them19/04/2017 18
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.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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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 ..................................................................................................................................................... 22ADMIN 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 business19/04/2017 27
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.cEnquiry 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 *19/04/2017 28
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:19/04/2017 29 11 11-Step Hiring Process…
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You have 25 Minutes to Complete These Tests.19/04/2017 31
Wednesday 16/11/2016 Time allocated= 2 hours Please save your files in the following folder: C:\Dropbox\Administration\Carolyn Reynolds - Job TestOutsourcing…
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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% 0.00Drainage 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)19/04/2017 40
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 ..................................................................................................................................................... 22ADMIN MANUAL - 2017
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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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