Not Sure If You Need A Digital House Manual? Take This Quick Test

I know that digital house manuals are new to most estate managers, and I hear from a lot of you that you’re not sure you’re ready to make the leap. Here’s how to tell if you’re ready and what systems might be right for your level of service:

(Answer “Yes,” “No” or “Does Not Apply,” and score “1” point for all Yes’s)

  1. Do you use Excel and Word documents and an online calendar to manage all that you do?

  2. Do you and your staff use smart phones to communicate with each other on a day-to-day basis?

  3. Do you believe that your value as an estate manager would increase by improved team communication?

  4. Are you responsible for tracking deadlines and assigning work-related tasks?

  5. Are you having a hard time tracking completed and stuck projects?

  6. Do you ever need work information when you’re away from the property?

  7. Do you manage a complex household where system failures are frowned upon?

  8. Are you responsible for managing contractor’s information (i.e. insurance certificates, NDAs and license expiration dates)?

  9. Do you create, update and share household inventories?

  10. Has your employer asked you to update their house manual?


If you answered “Yes” to:

  • More than 6 questions, you should go digital!
    Our How to Manage a Mansion™ System is recommended. You’re a full-fledged rock star and you should be earning top dollar in our industry. Your employer will benefit from the updated property maintenance records, procedures and protocol and staff information (even if they don’t use the system). Your digital house manual can also be printed as a paper version and organized into notebooks. You’ll be able to stay connected even when you’re away from the property. Your work will improve by having all of your staff and property information in your phone, and your staff will be more productive by being kept in the loop.

  • 3 to 5 questions, check to see if you’re missing any service templates in your system. You may be able to expand your services (and charge more!) by providing a wider range of household management expertise. Check out our Printable House Manual Templates to see if they’ll help you expand your reach (and increase value to your client).

  • 0 to 2 questions, you probably don’t have a need to invest time and resources just yet. Go rock the world with your special gift and let’s stay connected through our updates and blog posts for expanding your knowledge and expertise.

If there’s a way I can help you improve your performance and service, please reach out. I’d love to hear from you.

You’ve got this!

Kelly

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Kelly Fore Dixon

Founder, Estate Management Systems | How to Manage a Mansion™ | The Dear Billionaire Podcast | Private Service Support Team | Blogger | World Traveler

https://www.estatemanagementsystems.com/
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