Video transcription:

Hey Mike Callahan here wanted to make a quick video I just gassing up the vehicle and started thinking about some of the documentation for a freedom based business one that doesn’t need the owner in a day to day business and looking at something as simple as setting up your services in your CRM your customer relationship management software all the one that we use is Service Autopilot. I just started thinking about these steps and its something we just documented for our new hires how many steps it takes to actually just set up a service to take all the things that are in your head how to do it and actually delegate it without that person relying on you. Believe it not we counted up between 28 and 30 separate steps that need to be documented just to create a service in our CRM Service Autopilot in dialing this out in different options in different workflow it was an eye-opening scenario. So I’m sitting here the gas station here just thinking about it think about all the steps just to literally gas this up is somebody had never gassed up a vehicle like literally putting the truck into park, hitting the release for the gas cap if there is one, walking through either going into the store and creating a purchase order or going in with a company card, setting it in knowing the zip code, selecting the actual type of gas far as the octane, flipping the switch up on the gas pump sticking it in the actual pump, holding it down and then putting restraints around how much you’re actually gonna spend at the pump whether you’re filling it or just doing a certain amount of gallons if we’re using mix gas that’s a whole different story of how do we delegate and set up and set a process to actually sent the mixed gas that’s going in the cans or if you’re doing it at your shop but think about just the crazy steps just to gas up a truck here I mean I’ve probably gone through at least 10 to 15 different steps it would actually need to be documented if a person had never gassed up a vehicle all the things that we take for granted I think that’s a great example because a lot of times in our business we take for granted what’s in our head but to simply literally put in the making sure this thing’s in park turning it off putting it card into the machine entering the zip code or up to a 4 or 5 we’re gonna select the grade we want to flip the handle up on the gas pump insert it into the tank hold it what it what are the capacity limits of how much gas were putting in there and what are we documented as far as receipts and the purchase order for that for the vehicle company. As you’re going and setting up documentation for all the process and systems your business step back and document them and like I said we ran into to 28 and 30 steps just to set up a service the inside Service Autopilot correctly for our new hires a simple gross so we’re gonna do challenge it today is take what’s in your head in document it in a Google Doc in a glorified checklist through a mobile form to run those new hires to for accountability does not rely on you as the business owne. We’ll see you soon on the next video any comments questions drop them live here in the next 24 to 40 hours I’d be watching to answer any comments or questions on documenting a workflow for freedom-based service business whether it’s lawn care home cleaning. There’s a lot of services out there they need documentation and just think about that every time you set up a service in Service Autopilot there’s between a 28 to 30 step process for success if you’re going to do it right so get out there get document and let me know what you’re documenting this week.