Running the business
| Resource | What it does |
|---|---|
| The Seven Things | Score yourself 1 to 5 on the seven things that drive revenue, then work on the lowest |
| Goal Sheet and Daily Check | Your goal in jobs, estimates and leads, and a 5-minute check every morning |
| Help Request Template | How to ask your success manager, so you get a fast answer |
Your offer and prices
| Resource | What it does |
|---|---|
| Ad Words Sheet | Your offer in one line, opening lines and headlines to copy |
| Job Cost Worksheet | Every cost of one job, so you know your minimum price |
| Price Sheet | Your rate, minimum job, stairs and furniture moving. Look again after 10 jobs |
Marketing
| Resource | What it does |
|---|---|
| Marketing Budget and Weekly Scorecard | Your ad budget, and one row of numbers each week |
| Meta Setup Checklist | Your business portfolio, page, ad account and security, set up right |
| Campaign Launch Checklist | The shape of your campaign, and the ad set math |
| Winning Hooks Bank | Openings from real home service ads we ran, rewritten for floors |
| Ad Check Sheet | The 15-minute check every Monday, Wednesday and Friday |
Sales
| Resource | What it does |
|---|---|
| Estimate and Contract Checklist | What every estimate needs, and what to check with a local attorney before your first job |
| Role-Play Scorecard | Pass or Again on each step of the call and the visit |
On the job
| Resource | What it does |
|---|---|
| Safety and PPE Card | What to wear for each task, kept in your vehicle |
| Walk-Away Floor Card | Quick checks at the visit, and the floors to turn down |
| Job-Day Checklist | Every step from loading up to the handoff, one per job |
| Homeowner Care Card | The cure dates for your customer: socks at 24 hours, furniture in about 3 days, rugs in about 7 |
Reviews and referrals
| Resource | What it does |
|---|---|
| Referral Card | A business card to hand over at the end of a job, with a version for states that limit rewards |
| Testimonial Shoot Card | The written OK, the setup and three questions for a 60-second video |
Hiring
| Resource | What it does |
|---|---|
| Job Post Template | One post for your page, local groups, an ad and job sites |
| Screening Call Scorecard | Score each person on the call and the paid working interview |
| Tech Training Checklist | A couple of days from safety sign-off to working alone, then the checklist on every job |
| Salesperson Sign-Off | Study, ride-alongs and role-play before a first solo visit |
Money
| Resource | What it does |
|---|---|
| Payment Split Worksheet | Your percents for costs, taxes, profit, reserve and your own pay |
| Questions for Your Accountant | What to ask at your first meeting, with blanks for the answers |
| Monthly Close Checklist | The first Monday of every month, about 30 to 45 minutes |
| Price Check Worksheet | Once a month, to check your price still covers your costs |