Management / Core Values

1. Reading and Analyzing Financial Statements.
2. Working Conditions.
3. Zero Tolerance Gossip Policy.
4. Make Objective Criteria for Employee Reviews.
5. Overcoming Passive Aggressive Behavior.
6. Vested Team Goals.
7. What motivates your employees?
8. Session Planning.
9. Excel – Pivot Tables, Macros and Conditional Statements.

Sales, Marketing, and Customer Service

1. Reading Body Language. / Behavioral Science.
2. Gain / Loss Report.
3. What is a Buy-Cycle?
4. Find the Pain.
5. Website Creation
6. E-commerce

Credit – The best Policy is the policy that works for me

1. Review all credit write-offs and analyze if they were preventable or not.
2. Track all write-offs by the original credit report when the customer applied.
3. Track Customer losses by the date they became a customer.
4. Use of auto-deduction / credit card autopay.
5. Create a policy that focuses credit personnel on exception management, and significant liabilities, and not everything under the sun.

Insurance

1. Safety Committees
2. Finding and Eliminating “Near Misses.”
3. Texting Example.

Accounting

I. Inventory Reconciliations & Control
2. Storage Tank Inventory
3. Just-in-time delivery vs. Stockroom
4. Propane Tank Accounting
5. IFTA Miles
6. Installation Profit Spreadsheets.
7. Reducing Audit Fees – Make Journal Entries Match Source Material.
8. Budgeting and Forecasting.
9. Changing Year-End for Internal Books for Maximum Retained Earnings.
10. Leading and Lagging Indicators.

Delivery

1. Shaving the Peak.
2. Analyzing K-Factors.

Service

1. Overcoming Passive-Aggressiveness Behavior
2. Use of Management Accounts on Financials
3. Quality Control / Employee Reviews / Call Back Reports