Clean the Clutter from Your Company

With the New Year comes new motivations. Be healthier, save more money, be more organized. But many times, organizing your business is often overlooked. Disorganization may be preventing your business from growing and being successful. Being unorganized results in measurable losses, like lost time and money, negatively affects your business reputation, adds stress to your life, and makes it difficult for you to work efficiently.

It’s time to organize your company. This task seems daunting, I know, but I find it easiest to break it down into three categories.  What to keep, what to recycle, what to throw away.

What to Keep

This is the easy one. You keep what adds value to you, your business. This includes time-saving techniques, essential employees, hardware, and software. Take the time to make sure these items are in good working order. Verify your software is up to date. If you haven’t in a while, now is a good time for employee reviews. Talk to your employees, let them know they add value to your company. Ask them what they need from you to keep performing at their best. Find out what they like to do, what they don’t like to do. Work with them to find ways to make the not so enjoyable tasks more enjoyable. Look at your vendors, suppliers, software companies, and business partners. Are you using all the benefits they provide?

What to Recycle 

Next is recycling. As you look around your office, I am sure there are many things you can recycle or donate. But this goes beyond that. Look at the processes your company does; are they out of date? ‘We have always done it this way’ should not be justification for tasks. Are you in compliance with OSHA and all other regulatory agencies? Are you using technology to streamline your processes, reduce your carbon footprint and minimize repetitive tasks? If you are still receiving or sending invoices and statements by snail mail, you need to take time to switch to electronic billing and processing. Going paperless can be overwhelming, but a recent study found 80% of filed papers never get looked at again. Electronically storing your invoices will save you time filing, researching items, and allow you access to your files from anywhere, at any time.

What to Throw Away

Throw away. This one is harder than it seems. But, with today’s technology, you can maximize your resources and start doing more with less. You will find that many tasks will remove themselves with the introduction of automation.

Now that you aren’t overwhelmed with unnecessary information, what are you doing with the information you do have? Keep your information as accurate and clean as possible. Correct capitalization and punctuation are essential. Are you providing personalized messaging to your customers? Are you reaching out regularly to potential customers?


Once you have taken the time to declutter your processes, your business, from generating leads to providing after-sales services, will run smoother.


Lynn Wise is the Founder and CEO of Contractor in Charge.

Service Roundtable is dedicated to growing your bottom line and helping your business maximize its full potential. These groups of contractors work together to assist you with marketing, sales, business, and so much more. Twice a month, seminars around the United States and Canada are held to network and further assist your business. Visit Service to see if there are Success Days in your area!

Is it Time to Rebrand Your Company?

Rebranding a business can be a very difficult thing for business owners. The name, image, and message you’ve used to build your business become personal. You have a sense of fondness for your brand. Getting rid of it would be like renaming one of your children. Not only that, but the money it is going to take to rewrap your trucks is going to be huge! And, it’s going to take months of intense focus to update all your internal forms and process with the new look!

It’s a lot of work to rebrand!

So, should you rebrand despite the work, time, money, and history?


I did, and I had some very good reasons why. Perhaps my story will help you if you have been considering rebranding.


We’ve rebranded! Service Excellence Training is officially rebranding to Service Excellence. We are updating our logos, tagline, and website, as you can see on this webpage. In this blog, I’ll explain why we’ve decided to make this change and why change can be a great thing.

What Was the Problem with the Old Brand?

I designed the old brand with a little help from a graphic designer. The elements were elements that represented my place in life. The lion represented strength, the scroll represented knowledge, and the laurels represented success. The colors of green and black were money and profit.


The problem with the old brand was that I had to tell people the meaning. The brand was striking, but it didn’t communicate the real “what” and “who” of our business.

In public surveys, the most common response I got about our brand was

“It looks cool. Do you train lions or animals?”

That response is problematic. It didn’t communicate to our potential clients who we are or what we can do for them.

Moreover, it wasn’t what I wanted our Loyalists Clients to think when they saw our logo.

So, it became clear that we needed an upgrade in our tagline and visuals.


Who Did We Hire to do the Rebrand?

We actually hired three different consultants to do the work.

In the end, we choose the design work of Dan Antonelli and his team at KickCharge.

KickCharge has a great reputation in our industry, and that’s only part of the reason we choose him. The major reason we picked Dan’s design was that it passed the test!


Why did I pick the Wrench Torch and Flame design?

Before I selected the Torch and Flame design, I worked with three different consultants and looked at over 100 designs. I then ran the designs through a private online survey.

The survey presents the most favorable results for the Wrench Torch and Flame design.

+90% of the surveyed described our target audience as “People that work with tools.” “Tradespeople.” “Plumbers or Electricians.” “Home services.”

+90% said that the adjectives that would describe the mark would be “Motivational.” “Olympic winner.” “Training for success.”

I also did a public survey.

I took the mark into parks and other public places, and I asked this one question:

“What does this make you think of?”

The park participants responded with the same answers as those surveyed online. “Training for the trades.” “Motivation and Success Coaching.”

That wasn’t a surprise. What surprised me was the speed of the answer. Most people were able to immediately give a response in a fraction of a second.

EUREKA!! It was clear to me that we had a winner with the Wrench Torch and Flame logo.


The Tagline is New

We also updated our tagline. Our mission has always been to bring “Hope and Power” to the trades for a “Transformational Life.”

Our old tagline just didn’t communicate this purpose. Our new tagline does.



What are Your Thoughts and Feelings about your Brand?

Change is a strange thing. We don’t like it in the middle of the change, but we can usually reflect on the benefits when it is done.

Rebranding for us was a change meant to help us all grow and succeed.

This change is meant to “IGNITE THE POWER WITHIN!”

I want you to reflect on your thoughts and feelings about your current brand. Ask yourself, “Is my current brand helping our company grow?” If it isn’t, then perhaps a change is in order.


Todd Liles is the Founder of Service Excellence Training and creator of the PRESS PLAY Training System.

Service Roundtable is dedicated to growing your bottom line and helping your business maximize its full potential. These groups of contractors work together to assist you with marketing, sales, business, and so much more. Twice a month, seminars around the United States and Canada are held to network and further assist your business. Visit Service to see if there are Success Days in your area!

Team Effort

We have all heard the saying that “There is no ‘I’ in Team,” and there is literal and figurative truth to that statement. Your company is made of many departments that need to cooperate and work together for a common goal. If those departments are or become a workplace silo, then the saying “There is no “I” in team” may have a reply of, “Yes, but there is a ‘me.’” Workplace silos occur when your departments fail to share important information between themselves, causing their priorities to become misaligned. So it’s no longer a team effort, but rather a protective controlling department that’s only out for what’s best for their department and not for the good of all.

I believe that creating a culture of having everyone in sync as a team starts with semantics.

Call them a “Team”! If you ask any successful NFL quarterback what he attributes a great win or a successful season to, he won’t answer, “I did this, or I did that…”. He will credit the team effort, especially his offensive line for allowing him to be successful. Yes, there are the exceptionally great quarterbacks that outperform the mediocre ones, yet they still need the entire team effort from the offense, to defense, to special teams to work together as a TEAM, to be successful. TEAM EFFORT!

In the foundation of developing a team, you will need processes and procedures to guide your team members to have instructions on how to carry out their tasks in a team effort manner. Sometimes the words “process” and “procedure” are used interchangeable, yet there are distinct differences.

The difference between a process and a procedure is quite substantial. A process is more surface-level that relates what needs to be done in a certain aspect of the business. It’s used by management to analyze the efficiency of their business and is a series of tasks or methods that are put into practice to create the desired result. A procedure, on the other hand, relates to how a task or method within a process needs to be done. A procedure is much more detailed than a process, as it includes the exact instructions on how the team member is supposed to carry out the job.

At a glance, the two might seem confusing, as they both refer to the same activities being carried out. So simply stated, you can look at the difference between a process and a procedure as “what” versus “how.”

Although that is conceptually how processes and procedures work into a team effort, the next step is to put them in writing so that everyone understands their part as a team member and how their tasks and duties work for the betterment of the entire company and the benefit of all concerned.

In a past career, I was asked by my new manager to show him the process and procedure manual for my department. I kind of stumbled around my words, saying that we really didn’t have things in writing, but we basically all knew what to do and that we were a well-oiled machine. Ha! Well, he didn’t take that as a good answer and asked that I create a process and procedure manual describing each position, their duties, and how tasks are performed. Then he left my office!

Holy cow, now what? So, I called my team members in one by one and we started writing processes and procedures for everything. What a daunting task! After a couple of days of overwhelming my team with this new task while they kept up with their daily duties, I heard the grumbling. This was going to take a lot of time and effort to create a manual quickly. As a young executive, I didn’t question my boss, as I knew having this manual would help me manage the team and give them more structure as well, but I never asked when it was due; I just assumed he meant right away.

A couple of days later, he once again stopped by my office and asked how it was going. With my usual positive attitude, I said, great! I guess he could see it in my eyes that we were struggling with it. He smiled and said, “You know you don’t have to do this all at once; just take it day by day.” And he went on to describe a process and procedure on how to develop a process and procedure manual. (Go figure!)  He said two things that always stuck with me to this day.

  • Get your team involved in taking notes of things they do throughout the day; situations that come up and how they dealt with it.
  • Then, meet with them each day to discuss what happened, how it was handled, and how it might be improved. These notes and discussions will then produce processes with detailed procedures after a final analysis.

The next step was to take these processes and write up the details of how each task within the process should be conducted, keeping in mind best practices and beneficial outcomes. Day by day, we kept accumulating processes and procedures, polished them, and within a couple of months’ time, we had a process and procedure manual. It was always a work in progress with additions and adjustments to the manual, yet once we had the basics and the baseline, the rest kept falling into place.

It is very important to get input and involvement from the team members as to how they think the process and procedure should be so that they know that their opinion matters.

As an example, in our industry, let’s discuss the typical service call as a process and procedure. An overall name for this process might be “Service call from curb to collect” and in writing may look something like this:

Service call process – The technician prepares for the call with the proper dispatch information and professional appearance. A proper meet-and-greet and conversation at the thermostat will transition into the diagnostic stage to determine the cause of the problem, and solution options are presented to the homeowner so they can choose what best fits their budget and needs.

Service call procedure – The technician will wear a clean uniform, which may include changing shirts from a previous call, hair combed, and clean-shaven. Park your truck on the street and ask the homeowner if the truck location is okay since you don’t want to block an exit or get any fluids on the driveway. Introduce yourself with the proper company introduction and ask the homeowner to lead you to the thermostat. Ask investigatory and inquiry questions at the thermostat and take notes. Transition to the diagnostic stage with your personalized scripted transition statement and question. Conduct a full and complete diagnostic while involving the homeowner. Give the homeowner three options that involve:

1) What they must do to get the system back up and running

2) What they should also do to prevent it from happening in the future

3) Lastly, what they could do with additional accessories (IAQ) to enhance the performance of the equipment that will produce other benefits to the homeowner.

Let the homeowner choose the best option for them, complete the paperwork, and collect the money for the chosen option. Thank the homeowner for the opportunity to service them and return to your truck for a debrief with dispatch.

By following the day-by-day process and procedure creating method described above, everyone in each department will have a set plan with a track to run on, which will substantially minimize the blame game.

Here is how you know that you will need written processes and procedures:

  • If you have to ask, then you need them
  • If you don’t have them, then you need them
  • If you hear things from team members like, “I do it like this” or “I believe we do it this way” or “I think we should do it like this,” then you need them.
  • When these “I’s” turn into “We” do it this way, then you know you’re getting somewhere!

Highly successful companies don’t just happen. Everyone in every department must know their role and how it helps everyone else with their jobs in other departments. You can’t have workplace silos that don’t communicate with others. When everybody is on the same page singing out of the same hymnal, teamwork becomes fun and rewarding. Processes and procedures are the basis, while execution and accountability are the keys to a successful and enjoyable TEAM EFFORT!


Steve Mores is the Vice President of Training and Sales at Dynamic Air Quality Solutions

Service Roundtable is dedicated to growing your bottom line and helping your business maximize its full potential. These groups of contractors work together to assist you with marketing, sales, business, and so much more. Twice a month, seminars around the United States and Canada are held to network and further assist your business. Visit Service to see if there are Success Days in your area!