The Flooring Business Profit Now Scorecard.

Rate each statement from 1 (not at all) to 5 (fully in place). Be honest - nobody sees your answers but you and Jerry’s team.

1. Statement 1

   1

   Vision & leadership

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

   1 2 3 4 5

   Not at allFully in place
2. Statement 2

   2

   Vision & leadership

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

   1 2 3 4 5

   Not at allFully in place
3. Statement 3

   3

   Meetings & accountability

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

   1 2 3 4 5

   Not at allFully in place
4. Statement 4

   4

   Marketing & reputation

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

   1 2 3 4 5

   Not at allFully in place
5. Statement 5

   5

   Marketing & reputation

   We have a monthly meeting with our web company and any company we’re doing business with on a regular basis.

   1 2 3 4 5

   Not at allFully in place
6. Statement 6

   6

   Sales process

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

   1 2 3 4 5

   Not at allFully in place
7. Statement 7

   7

   Operations & installs

   The process of delivery and installation is clear. Everyone’s role is clear - who orders material, who schedules the installation, who collects the balance.

   1 2 3 4 5

   Not at allFully in place
8. Statement 8

   8

   Operations & installs

   We have a clear process for dealing with hot sheets/problems. We know who is responsible for ordering materials, scheduling repair, and following up with the customer.

   1 2 3 4 5

   Not at allFully in place
9. Statement 9

   9

   Hiring & training

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

   1 2 3 4 5

   Not at allFully in place
10. Statement 10

    10

    Vision & leadership

    Our leadership team is established and respected. Everyone knows who is in charge at their position and who to go to with a question or challenge.

    1 2 3 4 5

    Not at allFully in place
11. Statement 11

    11

    Meetings & accountability

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

    1 2 3 4 5

    Not at allFully in place
12. Statement 12

    12

    Marketing & reputation

    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.

    1 2 3 4 5

    Not at allFully in place
13. Statement 13

    13

    Operations & installs

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

    1 2 3 4 5

    Not at allFully in place
14. Statement 14

    14

    Hiring & training

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

    1 2 3 4 5

    Not at allFully in place
15. Statement 15

    15

    Hiring & training

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

    1 2 3 4 5

    Not at allFully in place
16. Statement 16

    16

    Hiring & training

    We have a training system in place when we hire a new salesperson. We’ve established a timeline for when we expect them to be self-sufficient.

    1 2 3 4 5

    Not at allFully in place
17. Statement 17

    17

    Operations & installs

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

    1 2 3 4 5

    Not at allFully in place
18. Statement 18

    18

    Numbers

    We review our numbers at least once a month: total sales, average ticket, closing rate, profit margin.

    1 2 3 4 5

    Not at allFully in place
19. Statement 19

    19

    Numbers

    We review the individual salesperson performance monthly: total sales, average ticket, closing rate, profit margin.

    1 2 3 4 5

    Not at allFully in place
20. Statement 20

    20

    Hiring & training

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

    1 2 3 4 5

    Not at allFully in place