 TEMPLATE: Controller or Bookkeeping Expectations and Role Description
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It is important to have your financial function well organized to capture and report any operational aspects of a company for review and adjustments. In addition, the financial function's role is to prepare pro forma or forecasts and do some level of estimating forward. Learn the role of the accounting and financial function.
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TEMPLATE: Lead Coordinator Role and Expectations
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Use the material here to shape your customized expectations and role description for your lead coordination function, job scheduling and scheduling of Comfort Advisor selling functions.
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TEMPLATE: Sales Manager Role Description and Expectations
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Utilize the tool here to develop your own company's sales management role and expectations documentation to drive sales performance.
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TEMPLATE: Customer Call Center Manager Role and Expectations
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Use this role and expectations documentation for the Call Center Manager and create your own version to drive call center performance.
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TEMPLATE: Interview Guide for Accounting & Financial Roles
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Use this guide to develop your interview strategy, goals, preparation, questions and how you may want to approach the entire process to properly evaluate a candidate.
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TEMPLATE: Interview Guide for Sales
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Utilize the interview template here to improve or enhance your technique for interviewing a prospective candidate.
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TEMPLATE: Training Debriefing Form - Execution
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Use this debriefing form to gauge what, if anything, your employee learned during the training and how they plan to implement the process in their role. Debrief with every employee after each workshop they attend.
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TEMPLATE: Indoor Air Quality - Specialist
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Review and customize this Indoor Air Quality Specialist role description for your own company.
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TEMPLATE: General Manager Role and Expectations
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Utilize this template to create a General Manager role and expectations document for your own company.
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TEMPLATE: President of Company
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The president of any company has to have a role and expectations to create accountability for the position. Take a look at what a company president is tasked with completing inside this role description.
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TEMPLATE: Selling Technician Example Plan
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There is no one correct way to compensate technicians. Here is a sample template to consider. Review the ideas here and formulate your own pay structure.
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DOCUMENT: Termination Process
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No individual or company wants to de-hire or terminate an employee. The process is filled with emotion, conflict, and is generally a change that has deep reasons such as underperformance so it's simply a must-do but no fun to execute. Use this article and letter to learn how to be professional in this situation and remain compliant with your states legal requirements.
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DOCUMENT: The Business Model of Indoor Air Quality
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Learn about the business of IAQ in addition to some concepts about integrating this into your company’s sales model.
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DOCUMENT: Duct Renovation and Rehab for Airflow
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This document details the information about renovating a duct system and creating a total comfort system that performs to its peak. Airflow and control of leakage, insulation, and a general duct system overview are important components of a well-functioning system.
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DOCUMENT: Defining Pay Plans for Selling Technicians
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There is a need to define the pay plan for any sales position including the selling technicians. Most companies will have their own variations of a compensation plan, and of course no one plan is right or wrong, only the idea that what you pay should align with your company code of conduct, goals, and role for that position. Learn more about what may be the elements to consider and customize your own approach.
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