Forum Replies Created
10-18-2022 at 7:02 am in reply to: week 2 – digital estimating templates & communication #29617
i’m SO glad that you were able to join us – tuning in from the plane – that’s definitely a first for me!
yes, i agree with you, QBO is wonderful, but falls short for ALL the things that we need for our business.
Excel is not that complicated at all, once you start working with it.
the formulas are very similar to what you’d be doing on a calculator.
like anything new, it takes a little bit of time.
you can DIY it or you are always welcome to the entire suite of excel templates i sell on my website.
LUU students do get a preferred price at 25% off.
we can talk more about it, but first i would love for you to play around with the couple of templates i gave you to see how easy and fast your estimating and expediting process can be.
i’m so glad to see/read your take-away!!! Clarity is SO SO important, especially when you have employees. Being clear on whose role it is to do xyz makes it possible for people to really own their piece of the whole process. YES, please, take my flow-charts and customize them to yourself. That’s exactly why i share the original/raw file, so you can “play” around with it and NOT have to start from scratch.
i can’t wait to hear how it goes for you,
love, love, love the three take-aways. even in your thinking, you’re so organized and clear-minded. that’s so great!
about having these classes years ago.
i hear you, i wish so too.
i wish someone would have taught me what i’ve spent years and many tears figuring out on my own.
i wish that, but then i think (and truly believe) that all the past experiences have led me to where i am today.
i am exactly where i’m meant to be. today. even after all the struggles.
and so are you, my friend!
where you are today have brought you to this class, to us being together.
where you are today have made you wise and receptive to things that you might have not been years ago.
where you are today is a beautiful place of improvement and inspiration.
when we are inspired, things come easier to us, with less struggle.
that creates momentum.
momentum creates more ease, more success.
Lisa, you are exactly where you are supposed to be.
right now, today.
you are beautiful.
you are amazing.
that goes for ALL you my beautiful amazing yogis!!!!
sending you all my love.
can’t wait to see you in class today.
thank you for sharing so deeply.
my heart goes out to you.
yours may not be a simple journey b/c family is involved.
b/c years of doing things just so is involved.
and change is hard.
especially for seasoned folks.
my suggestion is to start small.
find small pockets where you’ll get the least resistance.
get a win, then another. with time, they’ll learn to trust your suggestions.
by the sound of it, your husband is more open to your not going to installs, than his parents may be. Start with him. This will show your in-laws that there is a track record of success.
most importantly, get a lot of patience. Something i’m a yogi at. i google it daily 🙂
one step at a time.
yes, systems are necessary to be able to delegate.
i’ll tell you what’s even more important.
your own intention and burning desire to do so.
that burning desire stems from WHY you want to do it.
it is the why that will propel you forward.
even when it’s hard.
even when your system is not perfect.
you’ll do it anyway, b/c your ‘why’ is that strong.
hope you’ve been thinking about it…
i’m so glad that the 80/20 rule resonated with you!!
i use it all the time!
you’ll be hearing me referring to it very often.
my hope is that your perfectionist self will bless and release your entrepreneurial self to be less perfect and more prouctive.
let’s get stuff done!
let’s not get bogged down in perfectionism 🙂
i LOVE your quote: “the more we work on the process, the easier it will be to complete the tasks”. Most business owners, most of the time, throw themselves into completing the tasks. it’s a very consequential decision! it doesn’t set up systems for someone else to do it. and so this business owner finds herself in a constant groundhog day, doing tasks all over again. The other decision is to take yourself out of hte business (for an hour, for a day), and work on setting up the systems so that another person can step in and do them. OR if hiring help is not your thing, you don’t have to reinvent the wheel every time the same task comes up.
thank you for sharing, Agata.
OMG!! such good A-aha’s!!!! first of all, NO, you don’t have to attend ALL the installs. BTW, i say this on a Sunday, after just going to an install!!!! Remember the 80/20 rule. You don’t have to do ALL things ALL the time. You can make choices. At different phases of life and business.
Back to installs, they are the biggest time suck. IF your instructions are good and IF you trust your installer, you do not have to be present. I realize it’s a lo of if’s – what these ‘if’s” do is give you the goal and target to aspire to.
ALWAYS think about the value of your time. Figure out what it is now. Decide what you WANT it to be. (look up cheat sheet i created on lu’s website).
From this decision, you make all others. We will talk a LOT more about it….
continue, sharing your thoughts. Can’t wait to read and hear them!!!
Sue, you’ve got this!!!! it’s a LOT. it will only compile and compound. Process in the way you know serves you. (for me, it’s journaling). Really, looking forward to this journey together!
it’s up to the LuAnn university staff to upload the recording. i’ll reach out to Diana to find out the status.
thank you so much for asking.
WOW, thank you so much for your very kind words.
everything you said is exactly how I wanted my information to land and it is exactly how I feel.
i’m so glad that it resonated!!!!!
You and Amy B are amazing ladies and very smart entrepreneurs.
with everything that you know now, your discipline, and your financial acumen – your business will be completely transformed at this time next year.
I can’t wait to hear ALL about it at IWCE 2023!!!
LOL!!! mill you too, lady 🙂
thank you for the feedback you’ve just shared with your designers.
as i read their “requirements” (or needs from us), i can’t help but smile.
because it brings me right back to when i was writing out the values for Vitalia Inc.
you may remember i shared those with you guys in the first class:
Organization (which leads to) Communication (which leads to) Trust.
it sounds like these are standing well to the test of time.
four years later, that’s still what designers want.
thank you again for sharing this.
thank you, Amy and Lisa for your kind praises!!! This WILL be very helpful to the next generation of students who are considering the class!!!
regarding the designer onboarding document.
believe it or not, we don’t have one 🙂
when someone approaches us, i try to have a voice-to-voice conversation with them, expressing how we work, what pain points we address, and how their lives will be better if we are involved. i conclude the conversation by asking them to send us the specs, whatever specs they have at that point.
once they send the specs, i follow up with this email (pre-typed and loaded into text expander):
Thank you so much for your email.
By way of this email, I’m
introducing you to my office team. Beata is our esteemed
window treatment specialist. She is the one going on appointments,
providing estimates, and answering product questions.
Lisa is our wonderful general manager. If and when the time comes, she will take care of your
orders from deposit to completion, handling all the back-end operations and details.
Here’s a link to our site with everyone’s pictures: https://www.vitaliainc.com/about-vitalia-inc
You’ll find our process to be organized, rooted in efficiency, and topped with great communication, so
that everyone is in-the-know.
Beata will be putting together your summary estimate.
She will reach out directly if she has any questions.
If not, please expect to hear from her in the next few days.
Thank you again for reaching out.
Hope to start working together.
Then we pick up the process that I thought you.
lmk if this answers your question,
thank you so much!!!!
i really appreciate your kind words!!
GREAT questions. EXACTLY what we’ll be discussing today!
for now, i’ll tell you best way to think about human resources in a manufacturing capacity is in terms of input hours and output hours.
how many workman hours do you have per week?
in other words, if you were to add all your seamstresses hours – how many is that?
that’s your input.
divide that by your revenue – that’s your output.