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