Office Systems Reference Guide

Not only did it allow us to train new team members completely, correctly and efficiently, but it also serves as the “reference” for which it was named. We encourage veteran CA’s to continue to use the Office Systems Reference Guide much as one would double check the spelling of a word in the dictionary. It goes far beyond a training guide. It contains the procedures, scripts, checklists, forms and systems integral to running our high-volume, high-profit, low-stress office. It’s not some generalized procedure manual, though. It’s extremely detailed information of how we do just about everything.

The Office Systems Reference Guide is the product of many years of trial and error in running a high-volume successful office. Because I personally believe that there is always a better way of doing things, our office procedures and this guide are continually improving as our team modifies and creates more and more efficient and effective systems. It contains comprehensive, step-by-step instructions on exactly how our office runs efficiently, smoothly and profitably.