30-Day Trades Business Reset

What is inside

• ✓Week 1: know your numbers
• ✓Week 2: fix the money in
• ✓Week 3: control the money out
• ✓Week 4: systems, records and the next quarter

Preview

Day,Task,Time needed,Done
1,Run the Trades Business Health Check and note your weakest area,20 min,
2,List every business cost you pay in a year,30 min,
3,Calculate your true hourly rate,20 min,
4,Work out your van cost per billable hour,20 min,
5,Check last month's completed jobs against what you quoted,40 min,
6,Pick your three most profitable job types,15 min,
7,Set your new minimum job charge,15 min,
8,Write your standard exclusions list,30 min,
9,Set a deposit rule and write the wording,20 min,
10,Add a validity period to your quote template,10 min,
11,Add a written variation procedure to your quote,20 min,
12,Set your payment terms and put them on the invoice,15 min,
13,Set up a payment link or card option,30 min,
14,Invoice everything currently outstanding,45 min,
15,List every unpaid invoice with its age,20 min,
16,Send stage-appropriate chasers from the email pack,30 min,
17,Open or confirm a separate business account,30 min,
18,Open a second account for tax and VAT reserve,15 min,
19,Set the reserve percentage and make the first transfer,15 min,
20,Set a standing weekly transfer to the reserve,10 min,
21,Photograph and file every loose receipt you can find,45 min,
22,Choose one receipt-capture method and use it all week,10 min,
23,Set purchasing limits for anyone who buys materials,20 min,
24,Write the one-page expense policy,30 min,
25,Build a 13-week cash-flow forecast,45 min,
26,Identify your lowest cash week and plan for it,20 min,
27,Write your site visit checklist,25 min,
28,Write your job completion form,25 min,
29,Ask your last five happy customers for a review,20 min,
30,Book a recurring 30-minute Monday numbers slot,5 min,