1. Monthly
1.1. WEEK 1: Calendar Management (30 mins)
1.1.1. Add Upcoming/New Events to Schedule
1.1.2. # of Interviews
1.2. WEEK 2: Invoicing (30 mins)
1.2.1. Generate New Invoices (15 mins)
1.2.2. Reconcile Paid (15 mins)
1.3. WEEK 3: Track Numbers (30 mins)
1.3.1. Bids
1.3.1.1. # of Bids
1.3.1.2. What Source
1.3.1.3. Bids in Dollar Amount (monthly recurring)
1.3.1.4. # of Sales Locations Contracted
1.3.1.5. Sales in Dollar Amount
1.3.2. Inquires
1.3.2.1. Which source?
1.3.2.2. Sales in Dollar Amount (Total Revenue)
1.3.3. Employees @ Month’s Close
1.3.3.1. # of Employees
1.3.3.2. # of Applicants
1.3.3.3. # of Interviews
1.3.3.4. # of Starts
1.3.3.5. # of Stops
1.3.3.6. Which source?
1.3.4. Sales
1.3.4.1. Net Profit in Dollar Amount
1.3.4.2. Sales in Dollar Amount (Total Revenue)
1.3.4.3. COGS in Dollar Amount
1.3.4.4. Expenses in Dollar Amount
1.4. WEEK 4: Boss Misc. Tasks (2 hrs)
1.4.1. Go through bank statement to check for subscriptions, incorrect charges.
1.4.2. Client Spotlight
1.4.3. Employee Recognition
1.4.4. Networking
1.4.5. Email
2. Weekly
2.1. Track Numbers (10 mins)
2.1.1. Employees @ Month’s Close
2.1.1.1. # of Employees
2.1.1.2. # of Applicants
2.1.1.3. # of Starts
2.1.1.4. # of Stops
2.1.2. Sales
2.1.2.1. Net Profit in $$ Amnt
2.1.2.2. Sales in $$ Amnt (Total Revenue)
2.1.2.3. COGS in $$ Amnt
2.1.2.4. Expenses in $$ Amnt
2.1.3. Bids
2.1.3.1. # of Bids
2.1.3.2. What Source
2.1.3.3. Bids in $$ Amnt (monthly recurring)
2.1.3.4. # of Sales Locations Contracted
2.1.3.5. Sales in $$ Amnt
2.2. Boss Misc. Tasks (1 hour)
2.2.1. email campaigns
2.2.2. marketing
2.2.3. Email
2.3. Meetings (2 hrs)
2.3.1. Rosie (Scheduling)
2.3.2. KOI Coaching-Wednesday (30 mins)
2.3.3. Chelsi Jo Coaching-Wednesday (45 mins)
2.3.4. Meeting with Clients
2.4. Employee Interviews (2 hours)
2.4.1. Group Interviews-Wednesday (1 hour)
2.4.2. One-on-one-Thursday (1 hour)
2.4.3. On the Job-Friday/Saturday
2.5. Projects (2 hours)
2.5.1. Inquires Funnel
2.5.1.1. Which Source
2.5.1.2. Sales in $$ Amnt
2.5.2. Next project name
3. Daily
3.1. Scheduling
3.1.1. Process Incoming Jobber Requests
3.1.2. Send comformations
3.1.3. Close Out complete Jobs
3.2. Check Email, Respond or Assign
4. Inquires, Bids, Sales
4.1. Sales in Dollar Amount (Total Revenue)
4.2. Which Source?
5. Bi-Weekly
5.1. Payroll
5.2. Inventory/Order Supplies
6. Quarterly
6.1. Ensure all your monthly and weekly tasks are in line with your quarterly plans
6.2. Get rid of tasks taking up your time that are unimportant or not in direct alignment with my goals and PROFIT PLAN.
6.3. Taxes
6.4. Meeting with Sandy
6.4.1. Website
6.4.2. Numbers