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Home Page | Owners Toolbox

Owner's Toolbox

10 Ways to Generate More Leads with Less Effort
10 Ways to Generate More Leads with Less Effort When it comes to marketing your contracting business, the efforts you can pour into your prospects may seem endless. From staying active on Facebook to attending local events to calling each potential customer until your voice goes hoarse -- marketing can feel exhausting. So what should you do? Join us this Thursday, May 25nd at 12:00 p.m. PST. to learn "10 Ways to Generate More Leads with Less Effort". . . . keep reading
Webinar: "Uberization of the Service Industry"
Webinar: "Uberization of the Service Industry" The days of customers sifting through directories and websites to find a plumber, electrician or HVAC technician are gone. Homeowners are sick of waiting on a contractor to show up, and wish there was a better way to schedule time with a trusted professional. They want more options -- cleaner, slicker, smarter choices for getting maintenance issues taken care of. . . . keep reading
7 Steps to Designing a Turn Key Business: Part 7 - Coaching The Team To Stay On Track
7 Steps to Designing a Turn Key Business: Part 7 - Coaching The Team To Stay On Track You've finished the hard part putting all the pieces together. Now we need to make sure it doesn't get slowly dismantled by your team. Part seven or our series is going to teach you how to coach your team to stay on track with the goals and processes you've put in place. . . . keep reading
7 Steps to Designing a Turn Key Business: Part 5: Implementation Plan
7 Steps to Designing a Turn Key Business: Part 5: Implementation Plan Now that you know your destination and have a road map to get there, you need to decide which route is the best route to take. This is when we put the implementation plan into place. During this webinar you will learn how to . . . keep reading
7 Steps to Designing a Turn Key Business: Part 4: Job Descriptions
7 Steps to Designing a Turn Key Business: Part 4: Job Descriptions Are you wondering how to keep your employees doing their jobs the right way? Do you find that you are having to repeat the same answers over and over again? In this webinar we are going to not just show you the importance of a job description (which you can probably already figure out) but how to create one for each area of your company. . . . keep reading
7 Steps to Designing a Turn Key Business: Part 3: Job Priorities
7 Steps to Designing a Turn Key Business: Part 3: Job Priorities Are you wondering how to keep your employees doing their jobs the right way? Check out this video to know what the priorities should be for each employee! . . . keep reading
7 Steps to Designing a Turn Key Business: Part 2: Setting The Rules
7 Steps to Designing a Turn Key Business: Part 2: Setting The Rules You wouldn't teach your kids how to play a sport or board game without telling them the rules ahead of time. So why do so many of us forget to set clear cut rules in our businesses. During this webinar you will learn to create boundaries throughout the company (that includes your customers) that will allow your company to thrive. . . . keep reading
7 Steps to Designing a Turn Key Business: Part 1: Designing the Service Environments
7 Steps to Designing a Turn Key Business: Part 1: Designing the Service Environments Find out all of the things you need to do to set up the perfect Turn-Key environment. Learn how to create the perfect work flow process from your Customer Service team to your Dispatch Team to your back warehouse Inventory staff. This webinar will show you how it's done . . . keep reading
Building A SuperStar Team
Building A SuperStar Team You CAN make everyone on your team a star! Learn how to HERE! You will learn everything from how to "walk the walk" to building your team's self esteem. Join us for this LIVE even . . . keep reading
Planned Service Agreement Design, Strategy & Opportunity Checklist
Planned Service Agreement Design, Strategy & Opportunity Checklist Learn how to take your service (and your business) to the next level by implementing a Planned Service Agreement Program for your customers. During this video we will teach you what to offer your clients, as well as what not to offer your clients, in order to make this program a success. There are 3 majors elements to any goo program... . . . keep reading
E-Book: The Art of War: Service Contractor Edition - The 5 Dangerous Faults That Affect Contractors
By Sun Tzu Revised by Joe Crisara
E-Book: The Art of War: Service Contractor Edition - The 5 Dangerous Faults That Affect Contractors This following report is based on the book, Art of War by Sun Tzu which has knowledge based on ancient stories from as early as 512 B.C. when only the best contractors roamed the planet. Although this material was first published in 1912, I have found many timeless lessons about management that apply to the contracting industry today. I have summarized a few of the lessons that I have learned . . . keep reading
DOWNLOAD: The 16 Deadly Worker's Comp Mistakes That Can Absolutely Kill Your Business
By Joe Crisara
DOWNLOAD: The 16 Deadly Worker's Comp Mistakes That Can Absolutely Kill Your Business After reading the book, "The Ultimate Guide to Workers' Compensation Insurance" by author Edward J. Priz, I am astounded at the "Secrets of Reducing Workers' Compensation Costs" and how powerful they are. I have summarized the 16 biggest "deadly" mistakes that contractor's make when dealing with a worker's comp audit. . . . keep reading
DOWNLOAD: Contracting Business Simple Hourly Flat Rate Calculator
By Julie Crisara
DOWNLOAD: Contracting Business Simple Hourly Flat Rate Calculator Use this sheet to calculate your flat rate billable hour amount. This is an excel spreadsheet with two pages. One page is for you to review your overhead calculations by going through your financial profit and loss statement and entering the numbers in to make sure that you have covered any expenses that may have been missed and the first sheet is the actual calculator for you to project an hourly flat rate billable hour price. . . . keep reading
Video: Creating A Job Offer
Video: Creating A Job Offer The final step in the hiring process is the issuance of a written job offer. By the time you reach this step, you've reached a near-certainty that you've selected the right person for the job. Watch how we help you create a written job offer interview . . . keep reading
Video: Training Call-Takers How to Respond to Job-Seekers
Video: Training Call-Takers How to Respond to Job-Seekers In this class we talk about the importance of how and what we do when we are answering the phone when running a hiring campaign, and when not running a hiring campaign . . . keep reading
Video: Launching Help Wanted Campaign
Video: Launching Help Wanted Campaign Getting the right people to apply for a job at your business is one of the keys to building a winning team. Watch and learn how to attract winners to your team! . . . keep reading
Enterprise Video: Creating a Compensation Plan
Enterprise Video: Creating a Compensation Plan One of the most discussed issues in a service contracting business is the area of how to create a compensation plan for employees that motivates them to perform better while balancing the needs of the company culture. In this segment we explore the many different compensation plans and their pro's and con's. . . . keep reading
E-BOOK: The LOST Service Contractor
E-BOOK: The LOST Service Contractor E-BOOK: Look around...Most contractors, techs and sales people are freakin' suffering out there! If not suffering, they're certainly not very happy with the way things are. How do I come to this conclusion? You and I see it every day in the contracting industry. It manifests itself in the massive amount of lost sales, wasted marketing and employee turnover. Eventually the debt starts to pile up and... well you know the rest. . . . keep reading
ARTICLE: 7 Signs of a Dysfunctional Company
By Steve Tobak
ARTICLE: 7 Signs of a Dysfunctional Company I was just reading about how Barack Obama and George W. Bush are the most polarizing presidents of the past 50 years, meaning they had the largest gap in approval ratings between democrats and republicans. Some think there's a chicken and egg aspect to the question of which came first, our divisive leaders or our divided nation, but I think it's entirely a function of leadership. If Obama and Bush were effective leaders, the nation wouldn't be so divided. . . . keep reading
VIDEO: Selling the Brand Of YOU with Drew Cameron
VIDEO: Selling the Brand Of YOU with Drew Cameron For many years contractors have been brainwashed into thinking that selling and promoting a particular brand name of equipment is the key to success. How can you say you have had enough of promoting your vendors brand and start building your brand? Drew offers some very interesting insight on how to do just that. Watch this video to become an icon in your market. Learn how to differentiate and sell the brand of YOU! . . . keep reading
AUDIO: TELESEMINAR with Drew Cameron - Hiring, Training and Compensating Sales People
Joe Crisara & Drew Cameron
AUDIO: TELESEMINAR with Drew Cameron - Hiring, Training and Compensating Sales People Would you invest 60 minutes to create over $1 million dollars in high end profit equipment sales this year? I hope the answer is YES... because now you will get the opportunity to hear Drew answer your SINGLE most important question about how to set up your sales team to reach their full potential. Joe Crisara, CEO of ContractorSelling.Com invited Drew Cameron . . . keep reading
4 Keys to Changing Problems Into Opportunities
By Dinyah Rein
4 Keys to Changing Problems Into Opportunities What's the difference between a problem and an opportunity? Isn't it obvious? If your response to that question is that obviously, it's the circumstances -- think again. Have you ever heard of or seen two people achieving different outcomes, even though they began with the same circumstances? . . . keep reading
AUDIO: OFFICE WORKS 1 - CSR-DISPATCH SYSTEM OVERVIEW
Julie Crisara
AUDIO: OFFICE WORKS 1 - CSR-DISPATCH SYSTEM OVERVIEW This is an audio replay of our first CSR & Dispatch radio show called Office Works. This show had over 1200 listeners as we announced the show only to our list. Now as a valued member you have exlusive access to the audio replay. This is a great way to train a new CSR or Dispatcher on your vision of success . . . keep reading
DOWNLOAD: EZ Profit Price Calculator
DOWNLOAD: EZ Profit Price Calculator The EZ Profit Price Calculator is a unique tool that not only helps you to price large and small jobs but also takes into account the probability of the job making the profit you have targeted. This exclusive feature can help you price jobs so that ALL your work is profitable. Try it out and see how easy it truly is to arrive at a profitable price. . . . keep reading
DOWNLOAD: Contracting Business Analysis - Organizational Snapshot
DOWNLOAD: Contracting Business Analysis - Organizational Snapshot Use this detailed but powerful checklist question format to reveal to you as a contracting business owner what are the key areas in your company that hold you back form becoming a "world class" organization. Also take the time to look at the current status and learn from some of the questions that are asked in the second part of this questionnaire as well. This helps you learn about your company and yourself. . . . keep reading
Sample Organizational Chart
by Julie Crisara
. . . keep reading
VIDEO: Total Immersion Contractor Alumni Club
VIDEO: Total Immersion Contractor Alumni Club This video features a conference that Joe held with the alumni contractors who have invested in sending their people and themselves to a Total Immersion Summit. The subject of the meeting is to discuss ways that they can coach and manage the system to make sure they can sustain their success. . . . keep reading
ARTICLE: Turnover Tonic
By Chason Hecht
ARTICLE: Turnover Tonic In many industries, employee turnover is at a record high. And turnover costs more than you think. Replacing an employee involves all of the direct costs of hiring, including advertising and recruiting costs, as well as hours of management time spent reviewing resumes, interviewing and checking references. There are also orientation and training costs for the new employee. . . . keep reading
DOWNLOAD: Time Off Request Form
By Joe Crisara
DOWNLOAD: Time Off Request Form The Timt Off Request Form is intrumental in controlling the amount of days that employees may take off. The form features several policies that you can modify embedded into the form so that you are communicating your key information to employees before they request a vacation or days off. At the bottom is an approval area that shows whether the time off has been denied or approved. This will help stop any conflicts over communication in this area. . . . keep reading
Small Business Tax Deduction - Write-Off Bad Debts
By Richard A. Chapo
Small Business Tax Deduction - Write-Off Bad Debts Practically every small business has receivables that it cannot obtain from clients. If your small business doesn't have any such receivables, consider yourself lucky. For those small businesses that suffer from uncollected receivables, solace can be taken from the fact you can claim a tax deduction. Small businesses can write-off bad debt losses if it meets nominal requirements. . . . keep reading
E-BOOK: Art Of War - The Changing Manager Changes Results
By Sun Tzu adapted by Joe Crisara
E-BOOK: Art Of War - The Changing Manager Changes Results In this adaptation of the famous book The Art of War written by the ancient general Sun Tzu, we learn the leson of how managers and owners can hesitate in their ability to make tough decisions that stand in the way of the results that will make them successful. Should you let the human cost get in the way of your success? read the stunning ancient lesson here. . . . keep reading
DOWNLOAD e-Book: How To Manage Unprofitable Customers
An Office Works Special Report
DOWNLOAD e-Book: How To Manage Unprofitable Customers This e-book special report is a summary of our Office Works video segment on how you can identify and attempt to manage unprofitable customers in a service business. Customers who consume company resources without contributing to the profit can infringe on the goodwill and ability of your company to serve your customers who are profitable. Watch and learn to evaluate the profitability of your customers . . . keep reading
DOWNLOAD: Your Losses Demand Additional Sales
By ContractorSelling.Com Member Julie Crisara
DOWNLOAD: Your Losses Demand Additional Sales Lost profit occurs daily when jobs are not calculated correctly, materials are damaged or stolen, or un-applied labor is allowed to go unchecked. Look at the chart and note how much harder it is for a low profit company to absorb a loss than a profitable one. How much in additional sales do you need to make up . . . keep reading
ARTICLE: Surviving A Recession As a Service Contractor
By Mike Morosi
ARTICLE: Surviving A Recession As a Service Contractor On every list serve I subscribe to there has been talk and even panic about the current economic conditions&& I know that most of the country is still doing just fine. But there are some cities and towns that are now in real trouble. Here are some tips for service contractors based on my experience in having helped many clients survive much worse over the past 30 years. As we look at the steps . . . keep reading
DOWNLOAD: The Charitable Corporate Citizen
By Julie Crisara
DOWNLOAD: The Charitable Corporate Citizen This special report is a result of our Office Works TV national office meeting held on January 9th, 2008. The meeting was titled, "Becoming An Icon In Your Community." We decided that the information we discussed that day was so life changing and powerful that it merited further documentation. After much hard work and research on the subject this special report became the result. We hope you use this information to connect to the greater mission of corporate social responsibility and leaving your own legacy. We know that it has left us considering our own place in this world and the footprint we would like to leave behind. . . . keep reading
DOWNLOAD: Life Balance Planning Worksheet
By Joe & Julie Crisara
DOWNLOAD: Life Balance Planning Worksheet The life balance worksheet can be used to plan both long term and short term goals. The worksheet is broken down into three different distinct areas, Business and professional which helps you think about future goals, opportunities and relationships. In the personal planning area it cover fitness, self planning and relationships for the personal part of your life, In the middle section the utility are help to take care of the assets both personal and professional. . . . keep reading
VIDEO: FLAT RATE BOOK TUTORIAL - HOW TO USE THE PRICING GUIDE
By Joe Crisara
VIDEO: FLAT RATE BOOK TUTORIAL - HOW TO USE THE PRICING GUIDE This is a short tutorial on how to use the "Best Ever" flat rate book. The video shows the relationship between the pricing pages and calulations to the repair pages. We go over what the codes mean in the pricing are and also how to calulate flate rate prices and then we show you how the repair pages correlate to the price pages. Remember that you must have MS Publisher to be able to edit the repairs and pricing in this system . . . keep reading
DOWNLOAD: What Merchant Processors Don't Want You To Know About Credit Card Fees
By Joe Crisara & Bob Becker
DOWNLOAD: What Merchant Processors Don't Want You To Know About Credit Card Fees This report is transcribed from our teleseminar called Merchant Processing 101 - "What Merchant Processors don't want Contractors to know about credit card fees." What is very important is that you are set up with a fair merchant program and not be paying rates or fees that are taking too much away from your hard earned bottom line. Enjoy the report. . . . keep reading
Service Contacting Business Paperwork Process
Service Contacting Business Paperwork Process This simple paperwork flow process may be the most valuable document you will ever lay eyes on. Through it's simplicity lies it's genius. It is not just a flow process but also it reveals the system of operation and job priorities as well. Use the MS Publisher file to modify it or use the PDF version to view it as is. . . . keep reading
Contracting Business Organizational Chart
Contracting Business Organizational Chart Contracting Business Organisational Chart . . . keep reading
ARTICLE: The Mistake of Multi-Tasking
By Tom Richard
ARTICLE: The Mistake of Multi-Tasking After running a high-end business for over a year, I had things running exactly the way I wanted, with a high sales volume to prove that things were as they should be. Yet this unhealthy sense of control couldn't last forever. Eventually, I was required to leave my store for two whole days to attend a company-mandated training session in St. Louis. Being the first time in over six months . . . keep reading
E-BOOK: Retaining Customers By Handling Concerns
E-BOOK: Retaining Customers By Handling Concerns Sometimes in our busy day to day struggles to run a contracting company we lose sight of the importance of keeping customers happy to the degree that they will return. This leads us to the question of how important is it to know how to handle disgruntled or dissatisfied clients. Well. We can start with the premise that customers are the primary reason for us being in business to begin with. . . . keep reading
ARTICLE: 3 Tips To Uncover What Motivates Employees
By Joanna Brandi
ARTICLE: 3 Tips To Uncover What Motivates Employees Want To Motivate Employees? Here are 3 tips for uncovering what really turns them on according to workplace happiness and customer care expert JoAnna Brandi, one of the top challenges in any business is helping frontline employees to get and stay motivated as they build customer relationships, customer satisfaction and customer loyalty. She offers managers three tips . . . keep reading
ARTICLE: 7 Steps to Organizing Your Office
By Julie Crisara
ARTICLE: 7 Steps to Organizing Your Office Whether you already have an office, are moving into a new one, or are just moving into an office for the first time after working out of your home, the thought of setting up or organizing your office can be a daunting task. We usually find ourselves swearing to "get things organized around here for the last time." Let's face it. It can be very difficult to find something that we need . . . keep reading
ARTICLE: Why Are My Employees Acting This Way?
By Joe Crisara
ARTICLE: Why Are My Employees Acting This Way? Everybody is eventually faced with personal crisis in their lives. For some, these emotional turning points can manifest itself in bad behavior at work. Sometimes stress, as a result of catastrophic changes in the personal or professional lives of your people, can show up in different ways. To you the owner, this looks like Trucks trashed with garbage every night . . . keep reading
Home Dwelling Damage Concern Report
By Joe Crisara
Home Dwelling Damage Concern Report This form is to be used whenever you are investigating any damage that someone from your company has doen in a customers home. Note that it focuses on both the investigation stage, the costs to resolve the concern and also a waiver on the solution and eventual outcome. This form may just give you some ideas on what to do when face with this difficult situation. Use your choice of MS Word or Adobe PDF format . . . keep reading
DOWNLOAD: The 21 Secrets Of Superstar Contractors E-Book
DOWNLOAD: The 21 Secrets Of Superstar Contractors E-Book I have been very fortunate to be able to assist and work side-by-side with some of the most powerful names in the service contracting industry today. In this series you will see the things that make those contractors special in the eyes of their customers, employees and everyone that deals with them.
Read this e-book and learn how to create your own "superstar" company without making the mistakes that plague so many along the way. . . .
keep reading
DOWNLOAD: Approved Vendors Recurring Issues Sheet
By Joe Crisara
DOWNLOAD: Approved Vendors Recurring Issues Sheet What do you do when disaster or even a small problem strikes and the owner of the business is not there? Most employees make a decision that could be a wrong and costly one. Fortunately, you can use this sheet to "pre-select" various vendors for your employees so that they can feel truly empowered to make the same decision that you would make in situations that are near crisis. Just fill in your preferred vendor for these situations. Use the blank sheet . . . keep reading
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