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Episode 901

The Rules of Successful Roles-Part 2: Episode 901


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Episode 901 – The Rules of Successful Roles-Part 2

Today on the podcast, we have the second part of the seminar Mike gave at our last retreat about roles in your cleaning company. The first part of this podcast was full of helpful advice, most of which you’ve probably never thought about before. The second part of this seminar is just as full of helpful information, so be sure to take notes! This section talks about the next most important team members, and what is the expectation of each.

The Next Most Important Role

The next most important role in your company is the scheduler. This is the fall person when a bunch of fires happens like employees getting sick or calling out for various reasons. They are also the key to keeping you out of cleaning. If you are the person your employees call when they are short-staffed, if it going to be tempting every time that happens for you to fill in. If you have a middle person there, they are the ones solving that problem rather than you. If your scheduler comes to you often to solve the problem, that is an indication that they may not be the right fit for a scheduler. A scheduler does the scheduling, that’s what you pay them for. If they are coming to you, there’s no point in paying them to do it.

Tasks for a Scheduler

Another part of a scheduler’s job is to set up performance checks for the clients you serve. For janitorial or commercial cleaning, those check-ins should be more often. For residential cleaners, they should be a couple of times a year or quarterly unless the client requests them more often. Schedulers’ estimated time should be between zero to twenty minutes a day, if you have a large number of clients, maybe one hour a day. But if they are doing it correctly, it should be pretty minimal. The outcomes for the schedulers should be that things get scheduled, whether that be group interviews, check-ins, or anything else that needs to be happening on a regular basis. Your guidelines for them should be to have one floater for every five employees with a minimum of two floaters, even if you only have one employee.

The Role of Bookkeeper

Just like every other role, the first part of the job of a bookkeeper is understanding the rules which are your core values. The result is to have accurate profit and loss statements by the 5th of the month for your review. Get payroll hours and data to the payroll processing company and entered them properly within Quickbooks. If the accounts receivable aren’t getting paid, at that point the only job the bookkeeper has is to call and ask the client if they’d like to update their payment information to continue services. If they give a lot of excuses or say no, you simply stop cleaning for them. There is no emotion involved. Your bookkeeper doesn’t need to be a debt collector. They should also never be giving you business advice.

Final Takeaway: Each role has very clear results and expectations. For best results, be very clear on what those are then let those people take responsibility for their jobs.

Love the idea, but find it overwhelming? Want to learn the next steps like, what to actually say on the call? Jump on a call with one of our coaches and learn strategies on how to grow your cleaning company and start loving your job every day! Book here

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