The Leaders in BusinessEducation and CoachingThe Leaders in BusinessEducation and Coaching

Your success is our only business

Our Plan for YourComplimentary Coaching SessionOur Plan for YourComplimentary Coaching Session

Review our background and what we do at E-Source...

Explain our Coaching Process

Get into your business in a bit more depth so I can understand where you’ve been and where you want to go...

Review the strategies we need to implement to get you toward your goals...

If we agree, we’ll get you started with your first set of goals right away...

Does that seem like a good plan?

Questions?

33% of Business Coaching Market33% of Business Coaching Market

• Entrepreneur Source is a member of the FSBI family of brands…

• We pioneered the franchise business coaching industry with over 25 years of coaching experience…

• FSBI dominates the business coaching market with over 350 coaches in North America…

FSBI 33%

Franchise Business CoachingFranchise Business Coaching

The Entrepreneur’s Source is a “One-Source Resource”

for Entrepreneurs and for people who dream of becoming one.

Consultant vs. CoachConsultant vs. Coach

A consultant completes projects for you based on their own technical expertise.

A coach mentors you in growing your business, so that the incremental cash flow more than pays for a customized business education.

My Role as Your CoachMy Role as Your Coach

1. Awareness of the possibilities in your business

2. Education in business building best practices

3. Accountability to achieve peak performance

1. Awareness1. Awareness

• Questions

• Active Listening

• Business Assessment

• Results Reporting

• Assess Leadership and Business Skills

2. Education2. Education

E-Source joins forces with

E-Myth Worldwide!

The World’s Premier Business Education CompanyThe World’s Premier Business Education Company

E-Myth programs are based on the business success systems of Michael Gerber, the bestselling author of The E-Myth Revisited: Why Most Small Business Don’t Work and What to Do About It.

• First published over 20 years ago

• Continues to be an international bestseller

• Voted #1 business book by Inc. 500 CEOs

• Sold more than 1 million copies

• Published in 19 languages

The Three PerspectivesThe Three Perspectives

ManagerManager

EntrepreneurEntrepreneurTechnicianTechnician

Business Prototype Fundamentals

Leadership: Develop your vision for your business

Marketing: Understand your best customers

Money: Establish, track and maintain predictable cash flow

Management: Assemble and motivate the right team

Lead Generation: Attract your target market

Lead Conversion: Create a predictable sales system

Client Fulfillment: Deliver on your promise...every time

E-Myth’s Seven Centers of Management Attention™E-Myth’s Seven Centers of Management Attention™

Portal, Engagement Guides, AIM & FAST CoursesPortal, Engagement Guides, AIM & FAST Courses

• 7 On Line State of the art E-Learning Courses

• 14 Group Training Workshops

• Tailored to Franchising

• Exclusive to E-Source

RoadmapRoadmap

3. Accountability3. Accountability

Tell Me About Your BusinessTell Me About Your Business

Our Coaching ProcessOur Coaching Process

I.L.W.E.I.L.W.E.

GoalsGoals

I.L.W.E.I.L.W.E.

GoalsGoals

Q190 Day

Plan

Q190 Day

Plan

Q290 Day

Plan

Q290 Day

Plan

Q390 Day

Plan

Q390 Day

Plan

Q490 Day

Plan

Q490 Day

Plan

WeeklyCoachingAgenda

WeeklyCoachingAgenda

WeeklyCoachingAgenda

WeeklyCoachingAgenda

StrategicStrategicPlanPlan

StrategicStrategicPlanPlan

Input from Owner,

Team and Coach

One-Page Strategic PlanOne-Page Strategic Plan

One Page Strategic Plan

Our Coaching SystemOur Coaching System

Time•Time Management Plan

Team• Employee Acquisition Plan• KPI Measurement System• Performance Incentive Plan• Strategic Plan• Team Building System

Money• Break Even Plan• Cash Gap Plan• USP & Guarantee• Sales Management System• Tactical Marketing Plan

Time Management Plan (TMG)Time Management Plan (TMG)

Default calendar where you’ve got the most important things blocked into your calendar as an appointment with yourself that you always keep and then hold you accountable to do it.

Default calendar where you’ve got the most important things blocked into your calendar as an appointment with yourself that you always keep and then hold you accountable to do it.

Employee Acquisition Plan (EAP)Employee Acquisition Plan (EAP)

1. Look within organization first2. Call quality past team members: “what would I need to do to get you

back?”3. Post sign in your door/window4. Post ad in local, daily papers, trade/industry publications, high schools,

colleges, vo-tech schools, houses of worship5. Email/mail/fax ad to customer database, vendors, personal/business

colleague database6. Include recruiting incentive plan in team member paychecks (check with

team members re. the “power of the offer” you’re using)7. Utilize a recruiter, head-hunter, employment, temp agencies8. Networking “every conversation is an interview”9. Publish ad in your company newsletter10. Retrieve web resumes from web sites

www.monster.com www.experienceworks.org www.careerbuilder.com

Plan to consistently generate more than enough leads on high quality employees by deploying multiple recruitment strategies to market for employees in unusual ways.Plan to consistently generate more than enough leads on high quality employees by deploying multiple recruitment strategies to market for employees in unusual ways.

KPI Measurement System (KPI) KPI Measurement System (KPI)

• Manufacturer • Units produced per hour• Gross profit per unit sold• Product returns

• Retailer/Wholesaler • Inventory turns• Average transaction value

• Professional Services• Billable hours per

employee/partner• Average hourly rate

Key Performance Indicator system that measures and reports the key activities in the business so everyone know how their efforts are either making or breaking the business.

Key Performance Indicator system that measures and reports the key activities in the business so everyone know how their efforts are either making or breaking the business.

Performance Incentive Plan (PIP) Performance Incentive Plan (PIP)

Incentive package for your team members that motivates them to work as hard in the business as you do and care about it like it was their own.Incentive package for your team members that motivates them to work as hard in the business as you do and care about it like it was their own.

Quality $400 = $100/quarter

Call backs For less than 1 repair sheet per quarter

Note: repair sheet <> punch list

Performance $1200

Hours and material budget $20 per job on or under budget (based on 60 jobs)

Safety $400

Damaged material or equipments $50/quarter for 2 or less damages/quarter

Employee injuries $50/quarter for 1 or less injuries/quarter

Training $350

Recruit 15 FTE total (full time equivalents) $100 for reaching 13 FTE; $25/quarter to maintain 13 FTE

Evaluate and coach employees $10 per evaluation

Team Building System (TBS) Team Building System (TBS)

System for understanding personality differences and how to improve communication by understanding the psychological profile of your team members.System for understanding personality differences and how to improve communication by understanding the psychological profile of your team members.

Break Even Plan (BEP)Break Even Plan (BEP)

($1,000,000)

($500,000)

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25

Revenue

Fixed Costs

Total Expenses

Net Profit

Variable Costs

Plan to cut costs just enough to stop the bleeding while also driving sales to cover your salary and a minimum number of expenses and start paying back debt.Plan to cut costs just enough to stop the bleeding while also driving sales to cover your salary and a minimum number of expenses and start paying back debt.

Cash Gap Plan (CGP)Cash Gap Plan (CGP)

InventoryArrives

InventoryShipped

Days InventoryInventory

ReceivablesReceivablesPayablesPayables

The Cash GapThe Cash Gap

0 20 40 60 80 100 120 140

CashPaid

CashReceived

Plan to quickly collect outstanding receivables, get your customers to pay on time, and improve your terms with vendors so that your bank account always has plenty of cash in it.

Plan to quickly collect outstanding receivables, get your customers to pay on time, and improve your terms with vendors so that your bank account always has plenty of cash in it.

USP & Guarantee (UG) USP & Guarantee (UG)

Unique Selling Proposition and a Guarantee so that your ideal clients/customers feel compelled to do business with YOU instead of your competitors because you’re different than all the rest.

Unique Selling Proposition and a Guarantee so that your ideal clients/customers feel compelled to do business with YOU instead of your competitors because you’re different than all the rest.

Sales Management System (SMS) Sales Management System (SMS)

High performance sales force by scripting their approach, coordinating their activity with the right Customer Relationship Management (CRM) software solution, measuring their activity and trying their results to their paycheck.

High performance sales force by scripting their approach, coordinating their activity with the right Customer Relationship Management (CRM) software solution, measuring their activity and trying their results to their paycheck.

Tactical Marketing Plan (TMP)Tactical Marketing Plan (TMP)

Aggressive, measurable marketing plan to increase your leads, improve your sales closing ratio, increase your average spent per transaction, and increase the transactions you get per customer every year so your profits increase exponentially.

Aggressive, measurable marketing plan to increase your leads, improve your sales closing ratio, increase your average spent per transaction, and increase the transactions you get per customer every year so your profits increase exponentially.

Next StepsNext Steps

My BackgroundMy Background