Operational – Run It Right $500
The systems that make your business run smoothly.
Here you’ll find everything related to people, processes, and performance: staffing frameworks, hiring systems, role descriptions, accountability matrices, training roadmaps, payroll structures, SOPs, compliance documents, safety protocols, and management reporting.
This is where your detailing business becomes a machine — consistent, reliable, and scalable.
- Employee Avatars – Profiles of the ideal candidates for each role in your business.
- Staffing Framework – Hiring order and staffing roadmap as your business grows.
- Accountability Matrix – Defines who is responsible, accountable, consulted, and informed in each system.
- Role Descriptions – Duties and expectations for every staff position.
- Job Posting Template – Pre-written posting for attracting the right candidates.
- Hiring System (Avatar-Driven) – How to hire based on ideal personality profiles and role fit.
- Prospecting / Interviewing Framework – Workflow for sourcing, screening, and interviewing candidates.
- Interview Question Bank – Role-specific interview questions to evaluate skills and culture fit.
- Prospecting / Interview Scorecard – Evaluation rubric to compare candidates objectively.
- Background & Driving Record Consent Form – Authorization form for running employee checks.
- Background & Driver Record Check Policy – Standards for evaluating background/driving results.
- Employee Training Roadmap – 90-day development plan for new hires.
- Payroll Structure Framework – Pay models (hourly, commission, hybrid) for staff roles.
- Employee Growth Roadmap – Promotion path from apprentice to foreman.
- Annual Incentive & Bonus Framework – System for rewarding high performance annually.
- 30/60/90 Day Review Form – Template for structured performance reviews.
- Employee Standards Agreement – Defines expected workplace behavior and performance.
- Attendance & Punctuality Policy – Clear rules for attendance and time management.
- Social Media & Public Conduct Policy – Guidelines for employee behavior online and in public.
- Dress Code & Uniform Policy – Standards for professional appearance.
- Equipment and Property Agreement – Employee responsibility for tools, uniforms, and property.
- Non-Compete Agreement (Employees) – Protects against employees starting competing businesses.
- Non-Solicitation Agreement (Employees) – Prevents poaching of clients or staff.
- Non-Solicitation Agreement (Contractors) – Extends non-solicitation rules to contractors.
- Non-Disclosure Agreement (Employees) – Protects company information from disclosure.
- Non-Disclosure Agreement (Contractors) – Protects proprietary information when using contractors.
- Confidentiality Agreement (Employee) – Employee obligation to safeguard sensitive data.
- Confidentiality Agreement (Contractor) – Contractor obligation to protect confidential materials.
- Data Protection Policy (Employee) – Employee guidelines for handling customer and company data.
- Data Protection Policy (Contractor) – Contractor guidelines for handling data securely.
- Employee Compliance Agreement – Employee commitment to company rules and compliance.
- Employee Agreement & Acknowledgment Index – Master index of employee signed agreements.
- Safety & Chemical Handling Agreement – Employee acknowledgment of chemical safety practices.
- Consent to Payroll Deductions Agreement – Authorizes legal payroll deductions.
- Damage Restitution Agreement – Holds employees accountable for damages caused.
- Mobile Unit Operations Agreement – Standards for mobile van operation and upkeep.
- Work Order & Invoice Processing Agreement – Employee obligations for work orders and invoices.
- OSHA Compliance Binder Template – Binder template for safety and OSHA compliance documentation.
- General Safety Training Acknowledgment Sheet – Employee acknowledgment of safety training.
- Arbitration & Dispute Resolution Agreement – Process for handling disputes outside of court.
- Payroll Onboarding & Setup Form – Form to onboard employees into payroll system.
- Onboarding Framework – Steps for integrating new hires into your company.
- New Hire Checklist – Checklist for managers to complete during onboarding.
- Employee Training Progress Checklist – Tracks skills learned by each trainee.
- Vehicle Service Waiver – Customer liability waiver for vehicle services.
- SOP Service Flow – Step-by-step detailing workflow from intake to delivery.
- SOP Frameworks – Individual SOPs for exterior, interior, maintenance, full detail, decontamination, correction, and coatings.
- SOP Quality Control – Quality assurance steps before delivering a vehicle.
- Quality Control Checklist Form – Form used during final QC checks.
- SOP Customer Experience Framework – End-to-end client journey management.
- SOP Framework – Invoice Processing – Standard process for invoicing customers.
- Vehicle Delivery Sign-Off – Checklist for delivering a finished car to a client.
- SOP Inventory Control – Process for managing inventory and chemicals.
- Daily Mobile Unit Checklist – Daily checklist for mobile van readiness.
- Weekly Inventory Count Sheet – Weekly form for inventory tracking.
- Quarterly Review – Performance and operational review template.
- SOP Disciplinary & Escalation Policy – Steps for progressive discipline.
- Incident / Accident Report – Form for logging workplace incidents.
- Payroll Deduction Log Form – Log of deductions made from payroll.
- Progressive Discipline Ladder – Escalation process for employee discipline.
- Employee Incident Report Form – Employee-submitted incident documentation.
- Complaint Handling SOP – Standard procedure for handling client complaints.
- Refund & Re-Do Policy – Process for handling refunds and service redos.
- Mobile Routing / Dispatching Framework – Efficient routing system for mobile crews.
- Management Framework – Owner + manager structures for operational oversight.
- Bookkeeping Framework – Standards for financial record-keeping.
- Finance Management Framework – System for financial tracking and reporting.
- Production KPI Trackers – KPI dashboards for team productivity.
- Team KPI Tracker – 2 Tech Crew – Specific tracker for 2-person crew performance.
- Property Return Checklist – Checklist for returning company property.
- Exit Interview Form – Structured questionnaire for employee exits.
- Emergency Response SOP – Procedures for emergencies.
- Workers’ Compensation Policy & Information – Policy outline for workers’ comp.
- Q&A Zooms with Peers – Access to industry-leading peer sessions.
- Q&A Zooms with Vendors – Access to supplier/vendor learning sessions.
- Direct Feedback Group Sessions – Forums for open team discussions.
- Licensed AI Answering Service – Virtual AI receptionist to handle client calls.
- Business / Personal Development Links – Curated growth and development resources.