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Operational

Operational – Run It Right $500

The systems that make your business run smoothly.

Here you’ll find everything related to people, processes, and performance: staffing frameworks, hiring systems, role descriptions, accountability matrices, training roadmaps, payroll structures, SOPs, compliance documents, safety protocols, and management reporting.

This is where your detailing business becomes a machine — consistent, reliable, and scalable.

Employee Avatars – Profiles of the ideal candidates for each role in your business.
Staffing Framework – Hiring order and staffing roadmap as your business grows.
Accountability Matrix – Defines who is responsible, accountable, consulted, and informed in each system.
Role Descriptions – Duties and expectations for every staff position.
Job Posting Template – Pre-written posting for attracting the right candidates.
Hiring System (Avatar-Driven) – How to hire based on ideal personality profiles and role fit.
Prospecting / Interviewing Framework – Workflow for sourcing, screening, and interviewing candidates.
Interview Question Bank – Role-specific interview questions to evaluate skills and culture fit.
Prospecting / Interview Scorecard – Evaluation rubric to compare candidates objectively.
Background & Driving Record Consent Form – Authorization form for running employee checks.
Background & Driver Record Check Policy – Standards for evaluating background/driving results.
Employee Training Roadmap – 90-day development plan for new hires.
Payroll Structure Framework – Pay models (hourly, commission, hybrid) for staff roles.
Employee Growth Roadmap – Promotion path from apprentice to foreman.
Annual Incentive & Bonus Framework – System for rewarding high performance annually.
30/60/90 Day Review Form – Template for structured performance reviews.
Employee Standards Agreement – Defines expected workplace behavior and performance.
Attendance & Punctuality Policy – Clear rules for attendance and time management.
Social Media & Public Conduct Policy – Guidelines for employee behavior online and in public.
Dress Code & Uniform Policy – Standards for professional appearance.
Equipment and Property Agreement – Employee responsibility for tools, uniforms, and property.
Non-Compete Agreement (Employees) – Protects against employees starting competing businesses.
Non-Solicitation Agreement (Employees) – Prevents poaching of clients or staff.
Non-Solicitation Agreement (Contractors) – Extends non-solicitation rules to contractors.
Non-Disclosure Agreement (Employees) – Protects company information from disclosure.
Non-Disclosure Agreement (Contractors) – Protects proprietary information when using contractors.
Confidentiality Agreement (Employee) – Employee obligation to safeguard sensitive data.
Confidentiality Agreement (Contractor) – Contractor obligation to protect confidential materials.
Data Protection Policy (Employee) – Employee guidelines for handling customer and company data.
Data Protection Policy (Contractor) – Contractor guidelines for handling data securely.
Employee Compliance Agreement – Employee commitment to company rules and compliance.
Employee Agreement & Acknowledgment Index – Master index of employee signed agreements.
Safety & Chemical Handling Agreement – Employee acknowledgment of chemical safety practices.
Consent to Payroll Deductions Agreement – Authorizes legal payroll deductions.
Damage Restitution Agreement – Holds employees accountable for damages caused.
Mobile Unit Operations Agreement – Standards for mobile van operation and upkeep.
Work Order & Invoice Processing Agreement – Employee obligations for work orders and invoices.
OSHA Compliance Binder Template – Binder template for safety and OSHA compliance documentation.
General Safety Training Acknowledgment Sheet – Employee acknowledgment of safety training.
Arbitration & Dispute Resolution Agreement – Process for handling disputes outside of court.
Payroll Onboarding & Setup Form – Form to onboard employees into payroll system.
Onboarding Framework – Steps for integrating new hires into your company.
New Hire Checklist – Checklist for managers to complete during onboarding.
Employee Training Progress Checklist – Tracks skills learned by each trainee.
Vehicle Service Waiver – Customer liability waiver for vehicle services.
SOP Service Flow – Step-by-step detailing workflow from intake to delivery.
SOP Frameworks – Individual SOPs for exterior, interior, maintenance, full detail, decontamination, correction, and coatings.
SOP Quality Control – Quality assurance steps before delivering a vehicle.
Quality Control Checklist Form – Form used during final QC checks.
SOP Customer Experience Framework – End-to-end client journey management.
SOP Framework – Invoice Processing – Standard process for invoicing customers.
Vehicle Delivery Sign-Off – Checklist for delivering a finished car to a client.
SOP Inventory Control – Process for managing inventory and chemicals.
Daily Mobile Unit Checklist – Daily checklist for mobile van readiness.
Weekly Inventory Count Sheet – Weekly form for inventory tracking.
Quarterly Review – Performance and operational review template.
SOP Disciplinary & Escalation Policy – Steps for progressive discipline.
Incident / Accident Report – Form for logging workplace incidents.
Payroll Deduction Log Form – Log of deductions made from payroll.
Progressive Discipline Ladder – Escalation process for employee discipline.
Employee Incident Report Form – Employee-submitted incident documentation.
Complaint Handling SOP – Standard procedure for handling client complaints.
Refund & Re-Do Policy – Process for handling refunds and service redos.
Mobile Routing / Dispatching Framework – Efficient routing system for mobile crews.
Management Framework – Owner + manager structures for operational oversight.
Bookkeeping Framework – Standards for financial record-keeping.
Finance Management Framework – System for financial tracking and reporting.
Production KPI Trackers – KPI dashboards for team productivity.
Team KPI Tracker – 2 Tech Crew – Specific tracker for 2-person crew performance.
Property Return Checklist – Checklist for returning company property.
Exit Interview Form – Structured questionnaire for employee exits.
Emergency Response SOP – Procedures for emergencies.
Workers’ Compensation Policy & Information – Policy outline for workers’ comp.
Q&A Zooms with Peers – Access to industry-leading peer sessions.
Q&A Zooms with Vendors – Access to supplier/vendor learning sessions.
Direct Feedback Group Sessions – Forums for open team discussions.
Licensed AI Answering Service – Virtual AI receptionist to handle client calls.
Business / Personal Development Links – Curated growth and development resources.

First Class Detailers Alliance