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Breaking the Code: CLB - Business Operating System

The CLB Standard Package program includes bi-monthly (1) hour video conference call with your team and CLB Trusted Advisors & Topic Experts, off-line activities, complete systems, process documents and training videos. The CLB-OS program covers 4 critical Focus Areas of your business. The Focus Areas covered and timing of the program is tailored to each member’s business needs.

FOCUS AREA-1 Business Management Best Practices

  • Learn how to run a highly efficient and effective business in pursuit of your goals.
  • Introduction to the CLB - Operating System as a structured program to Define your objectives, Organize your team to achieve them, Accelerate the attainment of your goals and Manage & Monitor your progress.
  • Develop weekly, monthly, quarterly & yearly Scorecards with a review, and reporting process to track your company’s performance.
  • Assess, define and recommend organizational and management team structure.
  • Business Management Builders Toolbox: with processes, case studies, templates, videos, documents, e-books, and campaigns.

FOCUS AREA-2 Brand - Sales - Marketing

  • Learn the steps to establish your company as a leading brand in your market.
  • Create and implement your marketing plan to achieve your strategic business goals.
  • Confirm your Target Market with a comprehensive market analysis.
  • Identify and engage strategic partner referral sources.
  • Create a sales process that accelerates closing ‘Best-Fit’ clients.
  • Learn market research best practices that enable ‘data-driven’ decisions to confirm your Target Market.
  • Stop competitive bidding by using a defined sales process to accelerate closing ‘Best-Fit’ clients at higher margins.
  • Monitor and track sales data for business forecasting.
  • Develop weekly, monthly, quarterly & yearly Scorecards with a review, and reporting process to track your company’s performance.
  • Sales & Marketing Builders Toolbox: with processes, case studies, templates, videos, documents, e-books, and campaigns.

FOCUS AREA-3 Operations - HR

  • Learn and implement best practice templates & processes on hiring, compensating & managing employees.
  • Establish compensation benchmarks for key positions in your organization
  • Access to client communication system and templates, surveys and reviews to ensure customer satisfaction and generate referrals.
  • Develop and implement internal process that ensures happy clients during and after a project is completed, and turns past clients into ongoing referral sources.
  • Review time tracking and project analysis tools to ensure projects are on-time and on budget.
  • Access Best-in-Class Estimating & Budgeting programs.
  • Develop weekly, monthly, quarterly & yearly Scorecards with a review, and reporting process to track your company’s performance.
  • Operations & HR Builders Toolbox: with processes, job descriptions, compliance forms, Employee Handbook, case studies, templates, videos, documents, e-books, and hiring campaigns.

FOCUS AREA-4 Finance - Accounting - Taxes - Audits

  • Deep dive into the company’s financial health and assess your current state (people, processes & technology) including Balance Sheet, Income Statement and Cash flow review.
  • Discuss Net Worth and Officer/Owner compensation.
  • Review Cost of Goods Sold (COGS) Best Practices: estimating, contract pricing, change order management & project analysis.
  • Understand the difference between Margin & Mark-up.
  • Learning how to assess and report on Risk: Intro to Risk & Assurance reviews. Develop weekly, monthly, quarterly & yearly Scorecards with a review, and reporting process to track your company’s performance.
  • Finance, Accounting, Taxes & Audits Builders Toolbox: with processes, job descriptions, case studies, templates, videos, documents, e-books, and hiring campaigns.
  • Develop weekly, monthly, quarterly & yearly Scorecards with a review, and reporting process to track your company’s performance.