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Welcome

Welcome. Simply Reliable Software Tom Coffin. Budget Tool. Proposals. Great Looking Accurate Fast. Be Prepared. Develop pre-designed systems for your market. GBB. It worked for Sears Good-Better-Best Bronze-Silver-Gold. You are the Brand. Focus on Your Company Your Services

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Welcome

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  1. Welcome Simply Reliable Software Tom Coffin

  2. BudgetTool

  3. Proposals Great Looking Accurate Fast

  4. Be Prepared Develop pre-designed systems for your market

  5. GBB It worked for Sears Good-Better-Best Bronze-Silver-Gold

  6. You are the Brand Focus on Your Company Your Services What You bring to the Project Not the products

  7. Visualize Set up proposal as a walk through Enter through the Foyer Circle the house clockwise

  8. K.I.S.S. Focus on their Buying Motives Include Everything Focus on what is important to close the sale

  9. Personalize Speak to their Emotions Tweak the Imagery Your words should help them visualize the experience of ownership

  10. Trial Closes Make their decisions Small and Easy

  11. What if you do not Close on the First visit? Leave behind a less detailed Synopsys Stop the Shopping

  12. Project Management The application of modern management techniques and systems to the execution of a project from start to finish, to achieve predetermined objectives of scope, quality, time and cost, to the equal satisfaction of those involved.

  13. Gantt Chart When does the project start? What are the project milestones? When is the expected move in date?

  14. Resource Planning How much manpower will it take? Are the materials available?

  15. Scheduling Schedule ahead Who’s available Match the expertise to the task Plan for success

  16. Work Orders Communicate what needs to be done Provide an expected time line to accomplish the task Break down by zone

  17. Work Order Tracking What has been completed? What is left to do? Are there any unexpected punch list items?

  18. The Hand Off Sales Project Manager Purchasing Billing Job Coordinator Sales

  19. Total Job Completion What does DONE mean Client walk through Client sign off

  20. Job Cost What materials have you delivered? How much labor have you done? Where are you in using up the budget? How much more cost to complete?

  21. Profitability The efficiency of a company at generating earnings. Profitability is expressed in terms of several popular numbers, that measure one of two generic types of performance: how much you make with what you own and how much you make from what you take in.

  22. Profit Margin Earnings expressed as a percentage of Revenue The percentage of sales the company has left over as profit after paying all expenses.

  23. How do we decide on what metrics are important? • Sales • Margin • Gross Profit • Net Profit • WIP • Recognized Revenue • Unearned Revenue

  24. Measuring Success • Measure these goals DAILY • Know where you are on EVERY PROJECT

  25. Your Books Are Not A Real Picture of Your Business! • Accounting has to do with paying less taxes • The money you put in the bank is not yours • Your sales should happen when you actually deliver the product and labor

  26. Your Company-Your Goals • Discounts-They Add Up • Bill Must Match P.O. • Verify on Receiving Report • Pricing Discrepancies-Immediate

  27. The Success Formula If you pay attention to prospecting and always have a full sales pipeline, If customer satisfaction is your #1 goal and you make sure your clients experience is “Insanely Great”! If you take care of your employees; empower them, share the financial success with them, and listen to them If you make your spending choices based upon analysis and never ego or wants The business will exceed beyond your wildest imagination!

  28. Thank You!Simply Reliable Software http://www.simplyreliable.com http://www.tomcoffinltd.com Tom Coffin 617-505-1570

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