Tools of the Trade Descriptions 
Serving Green & Growing Businesses Nationwide


 Wilson Oyler Tools of the Trade Descriptions 
Financial Positioning Tools
Industry Chart of Accounts and Sample P & L This Chart of Accounts and Profit and Loss Statement is specifically designed to assist in creating financial reports that will enable you to effectively manage your business.
Building a Successful Business Plan This Business Planning template will help you build a comprehensive business plan and assist you in operating your business efficiently. It also serves as an effective tool when negotiating with your lenders.
Landscape Business Ratios This tool contains 15 of the key ratios needed to manage and grow your business profitably. Recommended targets are provided for benchmarking purposes and business guidance.
Acquisition Agreement Template This is a template to use when purchasing a company based on an asset purchase. This covers the key points and provides a document to take to your attorney for review, rather than paying him to develop one for you. This tool can save you considerable time and expense.
Liquidity Planning and Balance Sheet Forecast This is the tool you need to manage your cash flow and maintain a healthy balance sheet.
Financial Package All the tools listed in the Financial Package section as one package.


HR Tools
Job Descriptions This tool includes 13 common positions in a landscape maintenance company from Crew Leader up to Executive Vice President.
  1. Account Manager
  2. Branch Manager
  3. Controller
  4. Crew Leader
  5. Executive VP
  6. Office Manager
  7. Operations Manager
  8. Regional Manager
  9. Enhancement Manager
  10. Fleet Manager
  11. Purchasing Agent
  12. Sales Representative
  13. Sales Manager
Progressive Discipline Policy This is a methodology for improving employee performance or in the cases of inadequate improvement, disciplining an employee out of a company in a fair manner to reduce exposure to discrimination or wrongful termination litigation.
Building A Mission Statement Building a working Mission Statement is not as easy as it seems. Here is a detailed approach outlining the methodology for developing a Mission Statement, Standards of Excellence, Statement of Corporate Principles, and methods for getting employees to understand the behavior required to fulfill the Company Mission.
Employee Manual Template A complete employee handbook for the landscaping Industry. Our Employee Handbook is a word document which allows you to customize your own specific variations of policy items saving you countless hours. Once you have completed the customization process it will be ready to send to your attorney for final approval of its compliance with local and state laws.
HR Tools Package All the tools listed in the HR Tools section as one package.


Operations Tools
Landscape Company Performance Grading System Landscape Company Performance Grading System','This is a template for completing a self-assessment of the performance fitness of your company. It should be used as a check up and building block for company improvement.
Production Rates This tool is a compilation of production rates for various landscape maintenance tasks. It serves as a starting point for developing and refining or redefining your own production rates.
Starting a New Branch This is a package of fundamental issues to consider when planning a new branch location. It contains Considerations, Best Practices, Logistical Issues, Control Issues, Management Issues, Branch Manager Job Description. Issues to consider if you are planning to branch through an Acquisition are also identified.
Operations Tools Package All the tools listed in the Operations Tools section as one package.


Sales Tools
Customer Development Program This valuable tool lay’s out the step by step procedures needed to effectively harvest and manage customer leads, manage a customer leads database and efficiently follow-up on all leads in the database. There are six simple steps to processing a new lead and to make certain no leads get overlooked or dropped from your sales program.
Sales Training Program Our sales platform is designed for use as either a two-day training program or a one-day program that can be done in your own office or next staff meeting.

There are three components associated with the program; The Sales Trainers Guide & ‘Training Overview’; The Proven Sales & Marketing Strategies power point section and the Proven Sales & Marketing Strategies, workbook.

This tool focuses on helping you differentiate your Company in the marketplace and in creating a ‘Total Sales Organization’
How to Do Market Studies This exciting one-of-a- kind business tool is engineered to ‘intellectualize’ the sales process. Comprehensive Market Studies have served as the marketing foundation for Fortune 500 Companies for decades, yet have alluded most small to mid sized Companies.

Finally the service sector has easy to use, easy to understand method for developing the most essential of all sales targeting tools.

This tool is designed to help you create laser sharp, laser specific sales programs that quantify marketing effectiveness and takes the guess work out of the science of selling.
Landscape Maintenance Proposal Package Landscape Maintenance Proposal Package','Our Comprehensive yet flexible Proposal template allows the contractor to tailor a landscape maintenance proposals to the clients site specific needs. Specifications are included but can be altered as needed in order to comply with customer needs.

The template includes; cover letter, industry specific proposal form, digital photo, property enhancement section (optional), comprehensive ‘extra/add on’ services pricing roster, service start-up plan, maintenance service schedule, irrigation service specification (optional) and Value Proposition overview.

This proposal tool is designed to build client confidence during the sales process, assist the contractor with transition planning and service scheduling and eliminate contractual misunderstandings.
Sales Tools Package All the tools listed in the Sales Tools section as one package.

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