VISION & MISSION & VALUES

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• Deep process work to uncover and open up your deepest life purpose and vision

• You and your identity 

• Deep dive into you personal gifts, strength, weaknesses and core values

• Exploration of your personal dream life and what life balance means to you

• Clarify and define your personal  values that can be integrated as company values

• Determine the Company Mission Statement, that you will lead with.

• We will be doing 1 on 1 process work to help shift your identity as needed in order to shift your paradigm to match who you need to become.

BUSINESS PLANNING & FINANCIAL BUDGETING

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• Building the Annul Strategic Plan with prioritized system implementation for the year.

• Creating and understanding the statement of cash flow.

• Understanding equipment requirements for the year

• Determine the required broken down annual marketing spend.

• Creating the sales and production plan required to hit the Annual Revenue Target.

• Understanding line item budgets in order to achieve profit and investment goals

• Understanding seasonal cash flow and balanced spending 

• End of Year Tax Management Strategy

BUILDING THE ORGANIZATIONAL STRUCTURE

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• Defining your people requirements based on your Profit and Revenue Goals 

• Creating a Visual Org Chart to input into the business plan 

• Building strong employment agreements and clear job descriptions for all the roles in the company. 

• Setting up weekly goal setting and reporting for you and your team

• Activating required communication platforms (CRM) to connect all painters, managers, and the sales team.

• Setting up your google drive and internal systems for ease of use across all staff

SYSTEMIZING THE SALES & MARKETING PROCESS FOR DUPLICATION

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• Define the Passive and Active Marketing Mix that will feed the sales/estimate schedule with hundreds of your Avatar Client.

• Build and track the Marketing Budget for the year using the cash flow template

• Adjust and integrate our done-for-you Standardized Estimate System into your culture and CRM, so that everyone is on the same page in terms of how jobs are priced and how long things should take.

• Build your infield sales presentation

• Optimizing your online SEO brand awareness.  

• Learn how to follow proven sales systems and sell like a boss with above average sales rations (Scripts and excel trackers provided)

• Set up your online sales and expectation workflow

• Set up your Web Page as an information portal for your avatar client

RECRUITING, INTERVIEWING & THE HIRING DECISION

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• Establish the recruitment spend and the time required to interview and select all the top painters you need for your plan

• Build an effective strategy for generating quality applications

• Learn how to use the 16 personality test with applicants and staff to understand their drives, strengths and weaknesses

• Learn how to conduct and structure a professional interview so that you actually are interviewing for the correct traits and past experience using a systematic evaluation template

• Learn how to hold a proper container when interviewing applicants

• Learn how to effectively onboard new painters, and job site managers, so clear expectation are created 

• Learn how to lead the on boarding process and reporting structure using employment agreements.

TRAINING & THE PAINTERS JOURNEY

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• Implementing standardized training program for new painters, sales reps and managers. 

• Job Cost Cards and Crew Gross Profit Tracking

• Bonus structure & creating a productivity oriented culture

• Managing conflict within your teams

• Holding team meetings & creating culture. 

• Developing new markets and promoting new managers.

• Weekly coaching and holding your painting teams accountable

• Personal and Professional development within your business 

GOAL SETTING AND DELIVERING ON THE PLAN

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• Personalized 1 on 1 coaching with Brad and discipled weekly Goal Setting 

• High level  time and priority management for managing life style and big goals

• Learn to organize and think like a boss

• Managing and transmuting stress hen in pursuit of goals

• Implementing business systems in priority  |  one at a time

• Group Quarterly Strategic Planning to define bench marks

• Holding accountability and your word as law

• Learning to dream big