Janet Gets Advice with Her Dinner

“Thank you for coming. The reason I invited all of you is that I need help turning my roofing venture into an effortless business and I think, no, I know that you can help me do that.”

“How could we refuse what with you buying us supper and all.” said Mike. Everyone smiled at that.

“It’s a pleasure to help you, Janet. Helping small business succeed is my passion.” said Susan.

“Let me introduce everyone. This is Maggie, she works with me and she is taking on some of the management now that our crew is growing. Karen works at the bank and is my oldest friend. I have listened to her advice all along. Susan is a business whiz and coach. Mike is a sales guy and another good friend. He taught me what little I know about sales and he’s a fun and funny guy.”

“That’s who we are and I hope we can meet every quarter so you can give me some advice and keep me moving forward with growing my business. The topic for this quarter is managing growth. The phone hasn’t stopped ringing after the Boat Club job. Thank you for the idea of putting a business card holder on the truck, Mike. I had to refill it twice over that week and a half.”

“I could put together two more crews to handle all the work coming, but I’m not sure I can manage that much growth that fast.”

“First of all, put up your prices. When you have more work than you can handle, put your prices up. Don’t forget, you are getting this work because you are the Roofers Who Care. That means you have to be very careful with your hiring. Your roofers have to care, too, which means you have to care about your roofers.” Karen shared her expertise.

“Oh, she cares about us all right. We were very lucky finding Robb, Steve and Alex. They are working out really well. I know you weren’t sure about them, but I learned enough about them working on the Boat Club job to know they will do us proud.” Maggie beamed.

“How did you find them?” asked Susan

“They were people we met along the way. Different roofers ask Michelle and I about openings, and we can talk to the Building Supply drivers, too. They see and hear a lot.”

“Recruiting isn’t something you turn on and off. It’s an ongoing part of running your business and you should have a process in place for identifying good candidates and bringing them into the culture of your business.” Susan knew what she was talking about. She had seen many businesses ruined by bad hires.

“Janet made up a process, what did you call it?” “An Induction check list” “Induction check list .that takes ½ a day and covers everything. By the time we take them through it, they are clear about how we expect them to work and act.”

It was Mike’s turn,”The reason you are getting all this business is because you really do care and the way you work shows it. There are many good roofing crews around who could not have done that Boat Club job and made them as happy. It is much more than just hammering nails, it’s about deportment, demeanour and attitude. Your new crews will continue to grow your sales or they will not. No pressure, Janet, but you better hire, train and treat your new people carefully.”

When Janet paid the bill, she knew she just got a huge bargain. It’s a great feeling knowing others’ care about how she was doing.


Start the Ball Rolling

I love checklists

One of the first moves I made when I decided to work towards making my business more effortless (although I didn’t call it that back then) was to create a little checklist on an index card for the Crystal Clear Lunch & Learn series I was running.

I listed the 4 things I needed to bring:

Signs I had great signs with movable direction arrows and a white board area for writing in the day’s topic and speaker

Cookies  You gotta feed people something at a Lunch & Learn.

Handouts and other resources pertaining to the topic

Supplies This was a prepacked (ie, it wasn’t emptied) bag with a table cloth, cups, tea bags, sugar etc.) and my business cards and other marketing material, because the series was a marketing initiative.

On the back, I had the phone number for the local café where I picked up a premade carafe of coffee.   They made the coffee and supplied the little milk and creamers.  I think buying the coffee is worth it just so I don’t have to worry about dairy products.  I had the phone number of the venue.   I started to call to check in the morning of.  A couple of times there was a hitch. This meant I had a few hours to straighten it out.

That little index card meant more than not just forgetting something on the day, which would not be catastrophic, merely annoying.  Much more than that, it meant I didn’t have to think about it until a few hours before.

I took the time to think about what I wanted to get out of the series and what was needed to make that happen.  By recording it and having it available, I didn’t have to think about it again.

The heavens didn’t open, angels didn’t sing, but I sure recognized a tool that saved me time, cleared brain space and optimized the situation.

I made a checklist a few years ago during an HR workshop. I won a coffee card for it, but that’s not the point here, although it probably put the whole thing in a more favourable light.  I spent a few more hours adding in pages about our mission, our policies and privacy.  Since that time I have used it every time we have a new person start here.

It works.  Once again, I don’t have to think about it until it’s time.  The rest of the team hear about our mission, our policies and privacy, again (we have an open office).  Everyone knows what we are doing here, how they fit in and how everyone else fits in; and they know everyone else does, too.

The New Employee Induction Tool is for sale on our resources page. A free Employee Handbook Template that is very comprehensive and a free sample Employee Evaluation are available for download, too.

This is just the beginning.  We will have many more resources for you – paid and unpaid.  Here’s to making Your Business Effortless!

What checklists do you use?  What checklists would you like to use?  What do you do over and over again that should have a checklist?

Do you want to craft Your Effortless Business?

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