Planning for Profit Roadmap to Success™

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Start Your Journey Here!

To start your course material, click on the Welcome lesson to get started. There you will download your manual and take your Business Assessment, if you have not already done so.

After that, all of the courses and lessons are listed in suggested viewing order. However, you are free to start with any course you like.

Click on the Welcome title to start your journey!

Course Content

Course 1: Company Vision
Welcome & Course Materials
Lesson 2: Establishing Core Values
Lesson 3: Company Culture
Lesson 4: Setting & Achieving Goals
Course 2: Message & Marketing
Lesson 1: Clarify Your Message
Lesson 2: Company Website
Lesson 3: Marketing Sales Funnel
Course 3: Profitable Products
Lesson 1: Profitability Audit
Lesson 2: Product Development
Course 4: Effective Sales Process
Lesson 1: Secure the Appointment
Lesson 2: Onsite Assessment
Lesson 3: Science of Presenting Solutions
Lesson 4: Ask for the Sale
Lesson 5: Overcome Objections
Lesson 6: Follow Up
Course 5: Team Alignment
Lesson 1: Attract Talent
Lesson 2: Retain Talent
Course 6: Pricing & Cashflow Management
Lesson 1: Planning for Profit Overview
Planning for Profit Software
PFP Software: Start Here
PFP Software Lesson 1: Foundations
PFP Software Lesson 2: Equipment Replacement Costs
PFP Software Lesson 4: Field Labor
PFP Software Lesson 5: Cost of Non-Billable Time
PFP Software Lesson 6: Indirect Labor
PFP Software Lesson 7: Materials
PFP Software Lesson 8: Fixed Overhead
PFP Software Lesson 9: Variable Overhead
PFP Software Lesson 10: Debt
PFP Software Lesson 11: Subcontractors
PFP Software Lesson 12: Other Income
PFP Software Lesson 13: Preliminary Look
PFP Software Lesson 14: Net Profit Analysis Report
PFP Software Lesson 15: Labor Rate Analysis Report
PFP Software Lesson 16: What’s Next?
Bonus Lessons: Money Matters
Lesson 1 – Foundations of the Financial Review 1 Quiz
Lesson 2 – Profit & Loss Statement 1 Quiz
Lesson 3 – The Balance Sheet 1 Quiz
Lesson 4 – Payables and Receivables 1 Quiz
Lesson 5 – Hill & Valley, Debt Reduction and Profit Sharing 1 Quiz
Lesson 6 – Tying It All Together
Course 7: Communication Skills
Lesson 1: Communication Skills
Bonus Lessons: Communication is Key
Understanding DISC Behaviors 1 Quiz
Adapting to DISC Behaviors 1 Quiz
DISC Behavioral Selling 1 Quiz
Managing Your Team with DISC Behaviors 1 Quiz
Motivators & Driving Forces 1 Quiz
Hiring & Promotion 1 Quiz
Course 8: Leaving Your Legacy
Lesson 1: Setting the Stage
1 of 2

Current Status

Not Enrolled

Price

Closed

Get Started

Course Content

Course 1: Company Vision
Welcome & Course Materials
Lesson 2: Establishing Core Values
Lesson 3: Company Culture
Lesson 4: Setting & Achieving Goals
Course 2: Message & Marketing
Lesson 1: Clarify Your Message
Lesson 2: Company Website
Lesson 3: Marketing Sales Funnel
Course 3: Profitable Products
Lesson 1: Profitability Audit
Lesson 2: Product Development
Course 4: Effective Sales Process
Lesson 1: Secure the Appointment
Lesson 2: Onsite Assessment
Lesson 3: Science of Presenting Solutions
Lesson 4: Ask for the Sale
Lesson 5: Overcome Objections
Lesson 6: Follow Up
Course 5: Team Alignment
Lesson 1: Attract Talent
Lesson 2: Retain Talent
Course 6: Pricing & Cashflow Management
Lesson 1: Planning for Profit Overview
Planning for Profit Software
PFP Software: Start Here
PFP Software Lesson 1: Foundations
PFP Software Lesson 2: Equipment Replacement Costs
PFP Software Lesson 4: Field Labor
PFP Software Lesson 5: Cost of Non-Billable Time
PFP Software Lesson 6: Indirect Labor
PFP Software Lesson 7: Materials
PFP Software Lesson 8: Fixed Overhead
PFP Software Lesson 9: Variable Overhead
PFP Software Lesson 10: Debt
PFP Software Lesson 11: Subcontractors
PFP Software Lesson 12: Other Income
PFP Software Lesson 13: Preliminary Look
PFP Software Lesson 14: Net Profit Analysis Report
PFP Software Lesson 15: Labor Rate Analysis Report
PFP Software Lesson 16: What’s Next?
Bonus Lessons: Money Matters
Lesson 1 – Foundations of the Financial Review 1 Quiz
Lesson 2 – Profit & Loss Statement 1 Quiz
Lesson 3 – The Balance Sheet 1 Quiz
Lesson 4 – Payables and Receivables 1 Quiz
Lesson 5 – Hill & Valley, Debt Reduction and Profit Sharing 1 Quiz
Lesson 6 – Tying It All Together
Course 7: Communication Skills
Lesson 1: Communication Skills
Bonus Lessons: Communication is Key
Understanding DISC Behaviors 1 Quiz
Adapting to DISC Behaviors 1 Quiz
DISC Behavioral Selling 1 Quiz
Managing Your Team with DISC Behaviors 1 Quiz
Motivators & Driving Forces 1 Quiz
Hiring & Promotion 1 Quiz
Course 8: Leaving Your Legacy
Lesson 1: Setting the Stage
1 of 2