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Business Plan – How to create Structure, Processes and Procedures – Ask Evan


hi I’m Evan Carmichael welcome to

hi I’m Evan Carmichael welcome to another edition of ask Evan in today’s

another edition of ask Evan in today’s

another edition of ask Evan in today’s episode I’m going to answer a question

episode I’m going to answer a question

episode I’m going to answer a question from one of my newsletter readers Amy

from one of my newsletter readers Amy

from one of my newsletter readers Amy who wrote in asking about the

who wrote in asking about the

who wrote in asking about the landscaping company that she’s working

landscaping company that she’s working

landscaping company that she’s working for the owner’s name is Dave and she had

for the owner’s name is Dave and she had

for the owner’s name is Dave and she had a couple questions so she wrote in

a couple questions so she wrote in

a couple questions so she wrote in saying I’m the office manager at this

saying I’m the office manager at this

saying I’m the office manager at this company I’ve discovered that I’m not

company I’ve discovered that I’m not

company I’ve discovered that I’m not qualified for this job but I’m trying to

qualified for this job but I’m trying to

qualified for this job but I’m trying to succeed and have a couple questions how

succeed and have a couple questions how

succeed and have a couple questions how do I begin creating the structure

do I begin creating the structure

do I begin creating the structure processes and procedures to the business

processes and procedures to the business

processes and procedures to the business so that anyone could walk in and run the

so that anyone could walk in and run the

so that anyone could walk in and run the office and manage the employees many

office and manage the employees many

office and manage the employees many office staff has had turnovers resulted

office staff has had turnovers resulted

office staff has had turnovers resulted in total dismantle of our processes and

in total dismantle of our processes and

in total dismantle of our processes and procedures that Dave the owner has

procedures that Dave the owner has

procedures that Dave the owner has implemented over the years and then how

implemented over the years and then how

implemented over the years and then how do i create a sales compensation plan

do i create a sales compensation plan

do i create a sales compensation plan that would attract the sales person but

that would attract the sales person but

that would attract the sales person but be structures of the company does not

be structures of the company does not

be structures of the company does not lose money help so Amy thank you for the

lose money help so Amy thank you for the

lose money help so Amy thank you for the question in a really tough situation to

question in a really tough situation to

question in a really tough situation to be in you know congrats on on owning up

be in you know congrats on on owning up

be in you know congrats on on owning up to the job and trying to make it your

to the job and trying to make it your

to the job and trying to make it your own and be successful at it and for

own and be successful at it and for

own and be successful at it and for reaching out for help so to kind of help

reaching out for help so to kind of help

reaching out for help so to kind of help answer those questions the first part

answer those questions the first part

answer those questions the first part about sales sort of the procedure

about sales sort of the procedure

about sales sort of the procedure systems and all that getting that going

systems and all that getting that going

systems and all that getting that going for your business I think the first

for your business I think the first

for your business I think the first thing you need to do is talk to the

thing you need to do is talk to the

thing you need to do is talk to the people who have done that job before so

people who have done that job before so

people who have done that job before so it sounds like Dave is probably your

it sounds like Dave is probably your

it sounds like Dave is probably your best bet and as the owner I know he’s

best bet and as the owner I know he’s

best bet and as the owner I know he’s probably running around with a million

probably running around with a million

probably running around with a million thing to do but if he’s done that job

thing to do but if he’s done that job

thing to do but if he’s done that job that has gone out and he knows how he

that has gone out and he knows how he

that has gone out and he knows how he wants a certain thing done then he’s

wants a certain thing done then he’s

wants a certain thing done then he’s probably the best person to sit down and

probably the best person to sit down and

probably the best person to sit down and talk to what might be an easy way to do

talk to what might be an easy way to do

talk to what might be an easy way to do it is instead of having him right manual

it is instead of having him right manual

it is instead of having him right manual which can be really time-consuming and a

which can be really time-consuming and a

which can be really time-consuming and a lot of entrepreneurs don’t like to do

lot of entrepreneurs don’t like to do

lot of entrepreneurs don’t like to do that you could do in either audio

that you could do in either audio

that you could do in either audio recording so you could just ask some

recording so you could just ask some

recording so you could just ask some questions do an interview or you

questions do an interview or you

questions do an interview or you couldn’t film him on the job so you can

couldn’t film him on the job so you can

couldn’t film him on the job so you can go out to a job with him and say this is

go out to a job with him and say this is

go out to a job with him and say this is how we cut the grass or this is how we

how we cut the grass or this is how we

how we cut the grass or this is how we lay sod or whatever it is that you want

lay sod or whatever it is that you want

lay sod or whatever it is that you want to lay out your systems and procedures

to lay out your systems and procedures

to lay out your systems and procedures for and having those videos could be

for and having those videos could be

for and having those videos could be really instructional for new people who

really instructional for new people who

really instructional for new people who are coming on board to just watch

are coming on board to just watch

are coming on board to just watch exactly how it’s been done and not

exactly how it’s been done and not

exactly how it’s been done and not always then have to use up Dave’s time a

always then have to use up Dave’s time a

always then have to use up Dave’s time a quick example my wife runs a salsa

quick example my wife runs a salsa

quick example my wife runs a salsa dancing business and she started off

dancing business and she started off

dancing business and she started off being the only instructor

being the only instructor

being the only instructor 15 7 days a week and was burning out and

15 7 days a week and was burning out and

15 7 days a week and was burning out and you know she was the only one doing what

you know she was the only one doing what

you know she was the only one doing what she was doing and it was hard for her to

she was doing and it was hard for her to

she was doing and it was hard for her to find people to come on and teach under

find people to come on and teach under

find people to come on and teach under her and as she expanded her business she

her and as she expanded her business she

her and as she expanded her business she realized you know she can only be one

realized you know she can only be one

realized you know she can only be one person for so long to grow I have to go

person for so long to grow I have to go

person for so long to grow I have to go beyond myself and she created videos

beyond myself and she created videos

beyond myself and she created videos that laid out exactly what she did in

that laid out exactly what she did in

that laid out exactly what she did in every class so that when she brought on

every class so that when she brought on

every class so that when she brought on her new instructors they could watch the

her new instructors they could watch the

her new instructors they could watch the videos and teach it the same way that

videos and teach it the same way that

videos and teach it the same way that she had done and it doesn’t mean that

she had done and it doesn’t mean that

she had done and it doesn’t mean that she has to go and teach them every

she has to go and teach them every

she has to go and teach them every single time herself so it could be the

single time herself so it could be the

single time herself so it could be the same example with Dave where he can go

same example with Dave where he can go

same example with Dave where he can go and greet these videos and you can just

and greet these videos and you can just

and greet these videos and you can just do really rough cuts it doesn’t have to

do really rough cuts it doesn’t have to

do really rough cuts it doesn’t have to be professionally edited it’s only for

be professionally edited it’s only for

be professionally edited it’s only for internal purposes and maybe it’s up to

internal purposes and maybe it’s up to

internal purposes and maybe it’s up to you to then kind of cut out the best

you to then kind of cut out the best

you to then kind of cut out the best parts and and see what’s really relevant

parts and and see what’s really relevant

parts and and see what’s really relevant and it’ll save a lot of time compared to

and it’ll save a lot of time compared to

and it’ll save a lot of time compared to you know Dave having a writer formal

you know Dave having a writer formal

you know Dave having a writer formal manual the other option would be to go

manual the other option would be to go

manual the other option would be to go and try to find people who have done the

and try to find people who have done the

and try to find people who have done the job for the company in the past you said

job for the company in the past you said

job for the company in the past you said there’s been a lot of turnover maybe you

there’s been a lot of turnover maybe you

there’s been a lot of turnover maybe you can find somebody who’s who’s been

can find somebody who’s who’s been

can find somebody who’s who’s been really good in the past and had to leave

really good in the past and had to leave

really good in the past and had to leave for you know whatever reason hopefully

for you know whatever reason hopefully

for you know whatever reason hopefully they’re still on good terms with the

they’re still on good terms with the

they’re still on good terms with the business and approach them to say now

business and approach them to say now

business and approach them to say now we’re trying to create a video series or

we’re trying to create a video series or

we’re trying to create a video series or training manual to help people who are

training manual to help people who are

training manual to help people who are coming into the job you know would you

coming into the job you know would you

coming into the job you know would you mind sitting down with us for half a day

mind sitting down with us for half a day

mind sitting down with us for half a day or day and you know helping us know if

or day and you know helping us know if

or day and you know helping us know if I’m remembering what you did before on

I’m remembering what you did before on

I’m remembering what you did before on the job so you have your former

the job so you have your former

the job so you have your former employees come and help you out that’s

employees come and help you out that’s

employees come and help you out that’s assuming you know they like the business

assuming you know they like the business

assuming you know they like the business and they had a good relationship with

and they had a good relationship with

and they had a good relationship with you guys and you can still contact them

you guys and you can still contact them

you guys and you can still contact them but you have to start talking to

but you have to start talking to

but you have to start talking to somebody who’s gone through the process

somebody who’s gone through the process

somebody who’s gone through the process so start with Dave and he’s able to do

so start with Dave and he’s able to do

so start with Dave and he’s able to do it that’s great and if Dave doesn’t know

it that’s great and if Dave doesn’t know

it that’s great and if Dave doesn’t know then start trying to contact your older

then start trying to contact your older

then start trying to contact your older employees and you’ll see if they’d be

employees and you’ll see if they’d be

employees and you’ll see if they’d be willing to come back and help out for a

willing to come back and help out for a

willing to come back and help out for a day or half a day and the important

day or half a day and the important

day or half a day and the important lesson kind of going forward is start

lesson kind of going forward is start

lesson kind of going forward is start documenting everything now right so if

documenting everything now right so if

documenting everything now right so if you’re in the office think about all the

you’re in the office think about all the

you’re in the office think about all the things that you’re doing on a regular

things that you’re doing on a regular

things that you’re doing on a regular basis and how can that be documented to

basis and how can that be documented to

basis and how can that be documented to somebody can come in later on and do it

somebody can come in later on and do it

somebody can come in later on and do it really easily so it could be again just

really easily so it could be again just

really easily so it could be again just you know paper documents that you’re

you know paper documents that you’re

you know paper documents that you’re writing in a word document you send

writing in a word document you send

writing in a word document you send people I found that that can work to

people I found that that can work to

people I found that that can work to some degree but it’s better if you can

some degree but it’s better if you can

some degree but it’s better if you can do some kind of videos as well so if

do some kind of videos as well so if

do some kind of videos as well so if it’s office type of work at my business

it’s office type of work at my business

it’s office type of work at my business we use a software called Camtasia which

we use a software called Camtasia which

we use a software called Camtasia which will record your screen and a lot

will record your screen and a lot

will record your screen and a lot talk into a microphone so people can see

talk into a microphone so people can see

talk into a microphone so people can see exactly what you’re doing and can hear

exactly what you’re doing and can hear

exactly what you’re doing and can hear your voice as you explain what you’re

your voice as you explain what you’re

your voice as you explain what you’re doing so it’s a lot better training than

doing so it’s a lot better training than

doing so it’s a lot better training than just looking over a word document so

just looking over a word document so

just looking over a word document so hopefully that will help videos are

hopefully that will help videos are

hopefully that will help videos are definitely great where to go and it can

definitely great where to go and it can

definitely great where to go and it can definitely be you know super low budget

definitely be you know super low budget

definitely be you know super low budget doesn’t have to be high production

doesn’t have to be high production

doesn’t have to be high production quality if it’s only going to be used

quality if it’s only going to be used

quality if it’s only going to be used for internal purposes for the sales

for internal purposes for the sales

for internal purposes for the sales compensation it really depends on your

compensation it really depends on your

compensation it really depends on your business and your margins so if you have

business and your margins so if you have

business and your margins so if you have a high margin business you can afford to

a high margin business you can afford to

a high margin business you can afford to give up a greater percentage when I was

give up a greater percentage when I was

give up a greater percentage when I was in software sales I had my own software

in software sales I had my own software

in software sales I had my own software company we hire salespeople to come work

company we hire salespeople to come work

company we hire salespeople to come work for us and organizations to come you

for us and organizations to come you

for us and organizations to come you know help sell the cell the software for

know help sell the cell the software for

know help sell the cell the software for us and we would give up between 25 and

us and we would give up between 25 and

us and we would give up between 25 and 35 percent commission just no top top

35 percent commission just no top top

35 percent commission just no top top line revenue to give them a huge

line revenue to give them a huge

line revenue to give them a huge incentive to want to go and sell to our

incentive to want to go and sell to our

incentive to want to go and sell to our you know potential customers now you

you know potential customers now you

you know potential customers now you probably couldn’t afford that because

probably couldn’t afford that because

probably couldn’t afford that because you have much higher costs associated

you have much higher costs associated

you have much higher costs associated with your business and we do in a

with your business and we do in a

with your business and we do in a software type of company so you have to

software type of company so you have to

software type of company so you have to find something that makes sense

find something that makes sense

find something that makes sense depending on your margins usually I mean

depending on your margins usually I mean

depending on your margins usually I mean it’s great to try to get a sales person

it’s great to try to get a sales person

it’s great to try to get a sales person comes on a commission only on that

comes on a commission only on that

comes on a commission only on that scenario then you know you’re not

scenario then you know you’re not

scenario then you know you’re not spending anything until you’re actually

spending anything until you’re actually

spending anything until you’re actually getting money coming in the door but

getting money coming in the door but

getting money coming in the door but it’s usually pretty hard to track sales

it’s usually pretty hard to track sales

it’s usually pretty hard to track sales people to do commission only from the

people to do commission only from the

people to do commission only from the start there’s usually a ramp-up period

start there’s usually a ramp-up period

start there’s usually a ramp-up period it could be you know a couple months if

it could be you know a couple months if

it could be you know a couple months if it’s not too difficult a business and it

it’s not too difficult a business and it

it’s not too difficult a business and it shouldn’t take you know too long for

shouldn’t take you know too long for

shouldn’t take you know too long for people to jump into but you want to

people to jump into but you want to

people to jump into but you want to support your sales people and you know

support your sales people and you know

support your sales people and you know you want to try to make that investment

you want to try to make that investment

you want to try to make that investment so say it’s three months to get ramped

so say it’s three months to get ramped

so say it’s three months to get ramped up to start making sales then you know

up to start making sales then you know

up to start making sales then you know you have to support them with some kind

you have to support them with some kind

you have to support them with some kind of salary or you can see a draw against

of salary or you can see a draw against

of salary or you can see a draw against commission so that you know their

commission so that you know their

commission so that you know their eventual goal is to be commissioned only

eventual goal is to be commissioned only

eventual goal is to be commissioned only but you got to get them to that point

but you got to get them to that point

but you got to get them to that point where they’re able to support themselves

where they’re able to support themselves

where they’re able to support themselves that will help you attract a higher

that will help you attract a higher

that will help you attract a higher caliber sales person because they show

caliber sales person because they show

caliber sales person because they show that you know you’re really believing in

that you know you’re really believing in

that you know you’re really believing in them and you’re a solid company and

them and you’re a solid company and

them and you’re a solid company and you’re going to help support them

you’re going to help support them

you’re going to help support them through those first couple months where

through those first couple months where

through those first couple months where they’re still learning it is a financial

they’re still learning it is a financial

they’re still learning it is a financial outlay so that’s the kind of downside

outlay so that’s the kind of downside

outlay so that’s the kind of downside but you’re more likely to get highly you

but you’re more likely to get highly you

but you’re more likely to get highly you know talented people instead of the ones

know talented people instead of the ones

know talented people instead of the ones who will come on just for you know

who will come on just for you know

who will come on just for you know Commission and they’ll probably leave

Commission and they’ll probably leave

Commission and they’ll probably leave you really quickly when they can

you really quickly when they can

you really quickly when they can get another job that pays faster so you

get another job that pays faster so you

get another job that pays faster so you don’t necessarily just want to go for

don’t necessarily just want to go for

don’t necessarily just want to go for those one hundred percent commission

those one hundred percent commission

those one hundred percent commission people reckon the start so hopefully

people reckon the start so hopefully

people reckon the start so hopefully that helps you know I feel too bad for

that helps you know I feel too bad for

that helps you know I feel too bad for situation but but hopefully there’s some

situation but but hopefully there’s some

situation but but hopefully there’s some information here that can help you you

information here that can help you you

information here that can help you you know get that business going again and

know get that business going again and

know get that business going again and you know reignite Dave’s passion for the

you know reignite Dave’s passion for the

you know reignite Dave’s passion for the company if you have other questions feel

company if you have other questions feel

company if you have other questions feel free to leave a comment under this video

free to leave a comment under this video

free to leave a comment under this video and I’d be happy to answer them and for

and I’d be happy to answer them and for

and I’d be happy to answer them and for everybody watching if you liked the

everybody watching if you liked the

everybody watching if you liked the video please give it a thumbs up it

video please give it a thumbs up it

video please give it a thumbs up it makes you want to do more of these

makes you want to do more of these

makes you want to do more of these videos for you and if you have a

videos for you and if you have a

videos for you and if you have a question or no comments for a me as well

question or no comments for a me as well

question or no comments for a me as well feel free to leave it under the video in

feel free to leave it under the video in

feel free to leave it under the video in the comment section so thank you and

the comment section so thank you and

the comment section so thank you and we’ll see you on the next episode

”

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