Profit Now Score Card

1. We have a clear vision in writing that everyone understands. Where do we want to be in 1 year - 5 Years & Beyond.

2. Our core values are clear. We know our culture and we hire, fire and run the business honoring our values.

3. We have a regular weekly meeting to review our process, improve our Sales presentation, check our progress on goals, & discuss current challenges

4. We review our marketing at least twice a month. We measure the success of our marketing.

5. We have a monthly meeting with our Web Company and any company we are doing business with on a regular basis.

6. We have a clear process for selling, from introduction to closing the sale that everyone understands

7. The process of delivery and installation is clear. Everyones roll is clear. Who orders material, who schedules the installation, who collects the balance.

8. We have a clear process for dealing with Hot Sheets/Problems. We know who is responsible for ordering materials, schedule repair, and follow up with the customer.

9. We do employee performance reviews at least twice a year to make sure everyone is participating and doing their job correctly.

10. Our Leadership team is established and respected. Everyone knows who is in charge at their position. Everyone knows who to go to when they have a question or challenge.

11. We have a regular meeting at least once a month with the Leadership team.

12. We have a system for requesting a 5 Star Review that includes responding and following up if we did not earn a 5 Star Review.

13. We have a system for Scoring the performance of the Installer, following up and informing the installer of their performance.

14. Our Leadership team evaluates the performance of the employees to make sure we have the right team and they are doing their job.

15. We have a process for hiring new salespeople, that includes who we are looking for, the ad, the interview and onboarding.

16. We have a training system in place when we hire a new salesperson. We established a timeline when we expect them to be self sufficent.

17. We have a good relationship with our suppliers to make sure we are getting the pricing and service we need to be successful.

18. We review our numbers at least once a month. Total Sales, Average Ticket, Closing Rate, Profit Margin.

19. We review the individual salesperson performance monthly. Total Sales, Average Ticket, Closing Rate, Profit Margin.

20. We have a system for finding and hiring new installers, that include an onboarding process to review our system, expectations, and pay.