Would you like to create more time for yourself through effective optimisation and streamlining of your processes? Then join this session to start putting together the structures to help you. This webinar will be presented by Jon Mailer, CEO of PROTRADE United and will cover: • Processes for People and Production • How to take advantage of “The Digital Economy” • Simple ways to go ‘paperless’ • The benefits of job management software

1. Streamline Your Processes
and Reclaim your Time
Presenter: Jon Mailer, CEO of PROTRADE United

2. Welcome…
• Hi…I’m Jon Mailer
• Relax!
• Be open – take notes, ask how?
• Be present
• Participate – share, play the game!

3. Who is PROTRADE United…
Australia’s #1 advisory business, supporting construction &
trade business owners nationally…
To help business owners to:
• Stabilise & Streamline – creating CONSISTENCY with income, profit
& cash to give them freedom of CHOICE
• Scale – growing # projects, vans, teams, (with profit!)
• Step Out – off the tools, choose a role, sell/manage buy out

4. Some of our clients…

5. What’s hardest for you…

6. Does it get easier?
Don’t wish it was easier. Wish you
were better.
Jim Rohn…

7. Time to upgrade?

8. Work hard…on what?
Finances
Hiring/People
Communication
Team/Project Management
Leadership
Systems

9. Evidence of NO/few processes…
1. The phone rings all day – for the wrong reasons
2. Stuck on the tools – feel like you have to do it all if you
want it done right
3. Nights are spent drowned in paperwork/quoting
4. Feast/famine of work
5. Working hard with little/no progress
6. Feel stuck and trapped!
7. Pressure/stress affecting life in general

10. Consequence of NO/few processes…
1. The ‘I.P.’ is in the heads of a few key people
2. Growth is then limited
3. Flexibility/freedom is minimal
4. No/low value in the business
5. Client relationships are with only a few key people
6. Major frustrations…is it worth it?

11. So where to look?

12. When a ‘breakdown’ occurs…
1. Has a system, procedure, checklist been written?
2. Has the above been fully communicated and the
appropriate training and practice been implemented?

13. What is your current approach?

14. The clear benefits…
1. Improve productivity and efficiency
2. More free time
3. Scalability
4. Increased business value
5. Increase income and profits
6. Control!

15. What is a system…

16. What is a system?
1. What needs to be done?
2. Why it needs to be done?
3. When it needs to be done?
4. How it needs to be done?
5. Who needs to do it?

17. Same - Same?

18. Why – Mr. Consistency…!

19. The challenge is…

20. 1. Begin with the end in mind…

21. Gio – Inspired Constructions

22. 2. Team Structure
CEO/Owner
Marketing
Online/Digital
Business
Development
Sales/Customer
Acquistion
Estimator/Quoting
Production
Operations
Team
Manager/Foreman
Tradesman
Technician
Tradesman
Technician
Admin/HR/IT
Office
Manager
WH&S
IT
Finance
Book keeper
Accounts
Receivable &
Payable
Payroll
Accountant

23. 3. List the Task for each area
• CEO/Owner
• Marketing (getting the leads)
• Sales/ Customer Acquisition (Estimating)
• Production/Delivery
• HR/team
• Finances

24. 4. Create WPI’s (KPI’s)
1. Quantity
2. Quality
3. Behavioural

25. 5. Position Description

26. 6. Develop the Procedure
Sales/Quoting
1. Initial enquiry/qualification
2. Meet the customer
3. Scope the job details
4. Design a detailed quote/plan/estimate
5. Arrange follow up meeting
6. Present the proposal and ask for the job
7. Follow up

27. Start with…

28. 6. Develop the Procedure
Team/HR
1. Hiring
2. Induction & training
3. Performance management
4. Leaving

29. 6. Develop the Procedure
Production/Job Management
1. Communication with client
2. Job scheduling
3. Organising trades
4. Site preparation
5. Ordering/delivery materials
6. Allocation of labour
7. Progress/check up
8. Completion

30. 6. Develop the Procedure
Financials
1. Issuing Purchase orders
2. Pricing materials
3. Invoice on time
4. Debtor follow up
5. Allocation of cash - flow
6. Paying suppliers

31. 6. Develop the Procedure
Management
1. Communication/meeting structures
2. Reporting
3. Reviewing financials
4. Working on systems
5. Innovation for future

32. 7. Implementation & Training

34. Jon – Jon Tucker Constructions

35. 8. Operations Manual

36. 9. Inspect what you expect

37. Make it easy…

38. Automate

39. Michael – Livable Landscapes

40. Where to start?

41. Core Processes
• Lead generation
• Winning the job
• Delivering the job/doing the work
• Invoicing
• Hiring
• Communication
• Training
• Reporting

42. Understand…

43. Magic Ingredient - CONSISTENT &
(PERSISTANT)

44. Technology – Automate & Simplify

46. It’s interesting you know…
Most of business owners will…
• Hear what we say,
• Understand it intellectually,
• Agree with all the principles,
• Get excited about what’s possible
• KNOW that it is the thing they should do, yet…

47. DO NOTHING…
What gets in
the way…
LIFE!

48. Complimentary Review/Strategy Session
Where are you NOW?
WHERE you
want to move
towards
Reserve you session at
www.protradeunited.com.au/hia

49. Understand…
Complimentary Review/Strategy Session
Reserve you session at
www.protradeunited.com.au/hia

50. Understand…