Autopilot Workbook

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Put Your Business On

AutopilotGenerate More Time-Off , More Profits and

Less Frustration For Your Business

Mal Emery’s Closed Door Platinum

Perth 2007

Murray Priestleywww.BusinessAutopilot.com.au1300 72 1995

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Following a System

From Publish Your Way to Profits - Bob Proctor & Gerry Roberts

© 2007 Portofino Asset Management. All Rights Reserved. Page 2



Blueprint Exercise:

What do you do inside your business?

What functions do you have?

Use the mind-map as an example - fill in as many more

functions as you can think of.

Your

Business

Leadership

Vision

Strategy

Delegation

Products & Services

Design Products

Research requirements

Production/Manufacturing

Make products

Source Suppliers

Deliver Goods

Administration

Accounting

Human Resources

Legal

Banking

Sales/Marketing

Lead Generation

Branding

Advertising

Customer Service

Website

Call Centre




Cockpit Reporting Exercise:

What measures are important to your business?

THINGS TO MEASURE METRICS

☐ Revenue ☐ Referrals ☐ Dollars

☐ Profit ☐ Utilisation Rate ☐ Percentages

☐ Cash on hand ☐ Quality assurance ☐ Days / Months / Years

☐ Credit Utilisation ☐ Market research ☐ Numbers of “things”

☐ Operating Expense Ratios ☐ Customer education ☐ Costs in Dollars

☐ Revenue per Employee ☐ Sales compensation ☐ Costs in %

☐ New Leads ☐ Recruiting ☐ Dollars spent

☐ New Clients ☐ Customer support ☐ Customer complaints

☐ Cash Flow ☐ Technical support ☐ Failure rates

☐ Closing Ratio ☐ Personnel retention programs ☐ Time to resolve problems

☐ Average Transaction Size ☐ Expense management ☐ Open headcount

☐ New Client Revenue ☐ Intellectual capital

development

☐ Cost per hire

☐ Recurring Revenue ☐ Training ☐ ROI

☐ Sales Cycle Time ☐ Logistics ☐ Average tenure

☐ Investment capital ☐ Employee equity ☐ Press Mentions

☐ Working capital ☐ Product development ☐ Unaided Recall

☐ Customer satisfaction ☐ Production: quality, costing,

run-rates, etc.

☐ Delivery Time

☐ Cost of Goods Sold ☐ Training and development ☐ New Patents

☐ Cost of Services ☐ Business goals ☐ Goals Met

☐ Cost per lead ☐ Individual accountability

☐ Cost of Sales ☐ Productivity/effectiveness

☐ Inventory Turns ☐ Product Research

☐ Days Sales Outstanding ☐ Internal communications

☐ Net Profit Ratios

☐ Gross Margin




What are your top measures?

1.

2.

3.

4.

5.

6.




Jump-Start Exercise:

Step 1

Identify some of your frustrations and briefly describe them.

What’s bothering me in my business?

Step 2

How is my business impacted by my frustration?

What are the results I’m not getting in my business because of this

frustration?

What is it costing me personally?




Step 3

“I’m missing a system that does...”

Step 4

The real problem in my business is that I don’t have a system to

______________________________________________________

(General system solution)

instead of having to

|_____________________________________________________________

(Original frustration from Step 1)

Step 5

What relief will you experience as a result of fixing this system issue?

What will this change mean to you, emotionally & financially?




Step 6

Build Your System

• Define the system - what is it supposed to do?

• How does it work?

• Create a checklist• Explain how each step needs to be done

• Identify the tools (forms, documents, scripts)

• Test the system

• What training is needed?

• How will the system be communicated to your team?

Who will be accountable for designing this system?

What are the main steps that will be included in the system?

What resources will you need?

Step 7

Implement immediately!




Take control of your business and your financial future today…

• Make more money and boost the profitability of your business• Explode sales growth and dominate your market• Free up your time to spend on the things that are really important to you• Build the equity value of your business and have the option to create a big "Pay Day" by

selling the business

In 10 easy-to-follow modules, you'll discover…

Business Autopilot is a straightforward, step-by-step program that reveals how you can applythe power of systems to key areas of your business. When you apply these secrets correctly, yourbusiness will grow faster, you'll make more money, have more free time and see the equity valueof your business explode.

Too many business owners are trapped in their business. They work long and hard, day in, day

out, but end up with little to show for all their eff ort. The dream of financial independence andan enjoyable lifestyle has become a nightmare.

But it doesn't have to be this way.

The key to success and freedom as a business owner is applying leverage. And if youwant to apply leverage to maximum eff ect you MUST have systems in place.

"Business Autopilot" enables you to create the key systems that will transform yourbusiness into a smoothly running profit generating machine – without you having to bethere!

Put in place everything so that you can outsource, out-task or hire staff and delegateeff ectively.

01 Jump-StartGet off to an immediate start and realise benefits fast. Eliminate some immediate frustrations and free- up some energy to focus on the bigger issues.

02

Blueprinting

Review all the

activities of the

business. Develop a

catalog of functions

& roles. Understand

what might be

missing or not done.

08 Resources & HelpKey resources to consider using for help. How to use consultants, contractors and outsourcers .

03

Ranking

Benefits

Clarify what is mostimportant. Put

priority on what can

give you the biggest

bang for your time

and buck.

04

Systems/

Process

Mapping

Move activities and

work onto paper and

understand how

they can be

improved.

05

Cockpit

Reporting

Develop a key set of measures that you

can use to

understand exactly

what is happening in

the business.

06

Master

Schedule

Develop the

schedule of how all

the systems/

processes work

together to deliver

value to your client.

07

Innovate &

Optimise

To continuously

review and improve

your highest ranked

processes so that

they perform better.

To inspire creative

innovative thinking

to drive your

business to the next

level.

09 Turnaround ThinkingLearn exactly what not to do and what to avoid. Ste p-by-step guide to bringing cash back into the business.

10 Your Next ActionEstablish processes to constantly improve. Systemise Strategic thinking and planning processes.

Copyright © 2007 BusinessAutopilot.com.au

Business Autopilot Process Overview




Documents

Autopilot Workbook