How to Systemise and Automate your Trade Business
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Transcript of How to Systemise and Automate your Trade Business
How to Systemise & Automate Your Trade Business
Who is NCB?
The luxury of an unhurried life…
Ultimately…
1. Consistent and predictable revenue and cash flow - sustainable
2. Systems (IP) documented – scalable3. Profit maximisation – keeping more of
what you earn4. Freedom – choice of selling or stepping out
or choosing a role
Areas of focus….
What’s the hardest part about getting systems into
your business?
What’s your drive to systemise/automate?
The clear benefits…
1. Increase income and profits2. Improve productivity and efficiency3. More free time4. Scalability5. Increased business value6. Control!
A business without systems…
What is it really costing you?
Emotion vs. Tactics/Mechanics
What is your current approach?
Or?
What really is a system?
Why have systems?
#1 Outcome…
Consistency…x 3
How true!
Cash/Income Consistency
What do you choose?
Where the breakdowns occur…
1. Has a system, procedure, checklist been written?
2. Has the above been fully communicated and extensive training and practice been implemented?
Only then is it a lack of commitment!
Are you willing?
What do I systemise?
Obstacles…
Mindset…
What gets in the way?
The steps…
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
The steps…
Step 6 – Develop the Procedure Step 7 – Implementation/Training Step 8 – Inspection Step 9 – Operations Manual
Begin with the ‘End in Mind’…
Key Functional Areas…
CEO/Owner
Marketing
Online/Digital Business Development
Sales/Customer Aquistion
Estimator/Quoting
Production/Operations
Team Manager/Fore
man
Tradesman/Technician
Tradesman/Technician
Admin/HR/IT
Office Manager
WH&S
IT Manager
Finance
Book keeper
Accounts Receivable/Pa
yablePayroll
Accountant
List the tasks for each area…
• CEO• Marketing• Sales/ Customer Aquistion• Production• HR/team• Finances• Innovation
Create KPI’s…
1. Quantity2. Quality3. Behavioural
Position descriptions
Develop the procedure
Quoting1. Meet the customer2. Design a detailed quote/plan/estimate3. Arrange an external meeting4. Present the plan and ask for the job5. Follow up
Develop the procedure
Add a checklist?
Implementation & Training
Inspect…
Operations Manual
What has been valuable?
Automate
Automate
• Marketing/Lead Generation• Handling enquiries• Client communication• Quoting/Estimating• Job Management• Hiring• Induction & Training• Rostering• Payroll• Invoicing• Collecting & Paying $
How to make it easy…
How to make it easy…
www.waywedo.com
What do I systemise?
Prepare for the challenges
What has been valuable?
http://www.youtube.com/watch?feature=player_detailpage&v=u6XAPnuFjJc The Vital Few…
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…
The difference…
• STILL NOT DO IT!
The difference…
What gets in the way…
What gets in the way?
Complimentary Strategy Session
It’s not what the future holds…it’s who
holds the future!
Activities vs. Priorities