The Leaders in Business Education and Coaching Your success is our only business

Our Plan for Your Complimentary Coaching Session  Review our background and what we do at E-Source...  Explain our Coaching Process  Get into your business in a bit more depth so I can understand where you’ve been and where you want to go...  Review the strategies we need to implement to get you toward your goals...  If we agree, we’ll get you started with your first set of goals right away...  Does that seem like a good plan?  Questions?

33% of Business Coaching Market Entrepreneur Source is a member of the FSBI family of brands… We pioneered the franchise business coaching industry with over 25 years of coaching experience… FSBI dominates the business coaching market with over 350 coaches in North America… FSBI 33%

Franchise Business Coaching The Entrepreneur’s Source is a “One-Source Resource” for Entrepreneurs and for people who dream of becoming one.

Consultant vs. Coach A consultant completes projects for you based on their own technical expertise. A coach mentors you in growing your business, so that the incremental cash flow more than pays for a customized business education.

My Role as Your Coach 1.Awareness of the possibilities in your business 2.Education in business building best practices 3.Accountability to achieve peak performance

1. Awareness Questions Active Listening Business Assessment Results Reporting Assess Leadership and Business Skills

2. Education E-Source joins forces with E-Myth Worldwide!

The World’s Premier Business Education Company E-Myth programs are based on the business success systems of Michael Gerber, the bestselling author of The E-Myth Revisited: Why Most Small Business Don’t Work and What to Do About It. First published over 20 years ago Continues to be an international bestseller Voted #1 business book by Inc. 500 CEOs Sold more than 1 million copies Published in 19 languages

The Three Perspectives Manager EntrepreneurTechnician

Business Prototype Fundamentals Leadership: Develop your vision for your business Marketing: Understand your best customers Money: Establish, track and maintain predictable cash flow Management: Assemble and motivate the right team Lead Generation: Attract your target market Lead Conversion: Create a predictable sales system Client Fulfillment: Deliver on your promise...every time E-Myth’s Seven Centers of Management Attention™

Portal, Engagement Guides, AIM & FAST Courses 7 On Line State of the art E-Learning Courses 14 Group Training Workshops Tailored to Franchising Exclusive to E-Source

Roadmap

3. Accountability

Tell Me About Your Business

Our Coaching Process I.L.W.E.Goals Q1 90 Day Plan Q2 90 Day Plan Q3 90 Day Plan Q4 90 Day Plan Weekly Coaching Agenda Weekly Coaching Agenda Weekly Coaching Agenda Weekly Coaching Agenda StrategicPlan Input from Owner, Team and Coach

One-Page Strategic Plan One Page Strategic Plan

Our Coaching System Time Time Management Plan Team Employee Acquisition Plan KPI Measurement System Performance Incentive Plan Strategic Plan Team Building System Money Break Even Plan Cash Gap Plan USP & Guarantee Sales Management System Tactical Marketing Plan

Time Management Plan (TMG) Default calendar where you’ve got the most important things blocked into your calendar as an appointment with yourself that you always keep and then hold you accountable to do it.

Employee Acquisition Plan (EAP) 1.Look within organization first 2.Call quality past team members: “what would I need to do to get you back?” 3.Post sign in your door/window 4.Post ad in local, daily papers, trade/industry publications, high schools, colleges, vo-tech schools, houses of worship 5. /mail/fax ad to customer database, vendors, personal/business colleague database 6.Include recruiting incentive plan in team member paychecks (check with team members re. the “power of the offer” you’re using) 7.Utilize a recruiter, head-hunter, employment, temp agencies 8.Networking “every conversation is an interview” 9.Publish ad in your company newsletter 10.Retrieve web resumes from web sites Plan to consistently generate more than enough leads on high quality employees by deploying multiple recruitment strategies to market for employees in unusual ways.

KPI Measurement System (KPI) Manufacturer Units produced per hour Gross profit per unit sold Product returns Retailer/Wholesaler Inventory turns Average transaction value Professional Services Billable hours per employee/partner Average hourly rate Key Performance Indicator system that measures and reports the key activities in the business so everyone know how their efforts are either making or breaking the business.

Performance Incentive Plan (PIP) Incentive package for your team members that motivates them to work as hard in the business as you do and care about it like it was their own. Quality$400 = $100/quarter Call backsFor less than 1 repair sheet per quarter Note: repair sheet <> punch list Performance$1200 Hours and material budget$20 per job on or under budget (based on 60 jobs) Safety$400 Damaged material or equipments$50/quarter for 2 or less damages/quarter Employee injuries$50/quarter for 1 or less injuries/quarter Training$350 Recruit 15 FTE total (full time equivalents)$100 for reaching 13 FTE; $25/quarter to maintain 13 FTE Evaluate and coach employees$10 per evaluation

Team Building System (TBS) System for understanding personality differences and how to improve communication by understanding the psychological profile of your team members.

Break Even Plan (BEP) Plan to cut costs just enough to stop the bleeding while also driving sales to cover your salary and a minimum number of expenses and start paying back debt.

Cash Gap Plan (CGP) Inventory Arrives Inventory Shipped Days Inventory ReceivablesPayables The Cash Gap Cash Paid Cash Received Plan to quickly collect outstanding receivables, get your customers to pay on time, and improve your terms with vendors so that your bank account always has plenty of cash in it.

USP & Guarantee (UG) Unique Selling Proposition and a Guarantee so that your ideal clients/customers feel compelled to do business with YOU instead of your competitors because you’re different than all the rest.

Sales Management System (SMS) High performance sales force by scripting their approach, coordinating their activity with the right Customer Relationship Management (CRM) software solution, measuring their activity and trying their results to their paycheck.

Tactical Marketing Plan (TMP) Aggressive, measurable marketing plan to increase your leads, improve your sales closing ratio, increase your average spent per transaction, and increase the transactions you get per customer every year so your profits increase exponentially.

Next Steps

My Background