Blingle Ops Manual June 2022 Edition PDF

Franchise Operations Manual
Edition 1.6 June 2022
©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE 1

Section A: Introduction
WELCOME LETTER PAYING OTHER FEES
BLINGLE! MISSION STATEMENT • Additional Training
HISTORY OF BLINGLE! • Audit
FRANCHISE ONBOARDING PROCESS • Annual Conference
SERVICES PROVIDED TO BLINGLE! FRANCHISEES • Annual Inventory Update
• Advertising Materials & Sales Aids • Attorney’s Fees
• Approved Suppliers • Call Center Fee
• Corporate Website • Franchise Resources Fee
• Sample Form Agreements • Franchise Rocket Monthly Digital Management Fee
• Franchise Advisory Council • Indemnification
• Ongoing Training & Support • Insurance Fees
• On-Site Assistance • Late Payment
• Operations Manual • National Permit Database Fee
• Pre-Launch Training • Outstanding Account Receivable Fee
• Protected Marketing Territory • Post-Termination or Post-Expiration Expenses
• Use of Trademarks • Renewal
RESPONSIBILITIES AS AN BLINGLE! FRANCHISEE • Royalty Fee
• Responsibilities to Customers • Software Updates
• Responsibilities to Your Crews • Technology Fee
• Responsibilities to Your Fellow Franchisees • Transfer Fee
• Responsibilities to the Franchisor • Virtual Design and Estimate

Section B: Pre-Launch Procedures
PRE-LAUNCH CHECKLIST • Operations Software Account Set-Up MARKETING SET-UP
ESTABLISHMENT OF BUSINESS • WhipAround (Optional) • Pre-Launch Marketing
• Business Structure • GoGPS (Optional) • Website Set-Up
• Traction • Supplier Account Set-Up • Paid Lead Services Account Set-Up
• Level 10 • Lights 4 Christmas • Online Listing Services Account Set-Up
• VTO • Rentman • Organic Social Media Account Set-Up
• Proven Process • Grainger • Google Business Profile (GBP)
• EOS • Site-One • Local Search Set-Up
• Overview of Entity Choices • OLEO PAYING TAXES
• Org Charts • Roofr • Federal Taxes
• Naming the Entity • Haven • State Taxes
• Obtaining your Employer Identification Number • FXLuminaire • Sales & Usage Tax
• Obtaining your Business License • Regional Managers OSHA COMPLIANCE
SECURING A LOCATION • Subcontractor Hiring/Recruiting • OSHA Requirements
• Site Criteria • Subcontractor Insurance Requirements • Small Business Employers
• Market Analysis • Pre-Launch Market Research • Contact Information
• Gaining Site Acceptance LICENSING/PERMITS BLINGLE UNIVERSITY
REQUIRED EQUIPMENT & SUPPLIES LIST OFFICE SET-UP SCHEDULE INITIAL TRAINING
VEHICLE & TRAILOR SPECIFICATIONS • Business Phone Number • Initial Training Outlines
SIGNAGE & LOGO SPECIFICATIONS • Email Set-Up • On-Site Training Outline
• Business Cards • Ordering Business Cards/Promo Materials/Apparel • Alternate Training Outline
• Letterhead • Utilities
• Signage Requirements • Office Furniture/Supplies
• Door Hangers PROCURING REQUIRED INSURANCE
• Yard Signs
ACCOUNTING/BOOKKEEPING
OPENING BANK ACCOUNTS
POWERHOUSE CALL SOLUTIONS
HOUSECALL PRO

Section C: Human Resources
HELPFUL LINKS/RESOURCES RECRUITING EMPLOYEES
EEOC GUIDELINES FOR HIRING EMPLOYEES • Generating Applicants
WAGE AND LABOR LAWS • Screening Applicants
• Fair Labor Standards Act THE INTERVIEW PROCESS
• What the FLSA Requires • Interview Overview
• FLSA Minimum Wage Poster • EEOC Pre-Employment
• Other Mandatory Labor Law Posters • Do’s & Don’ts
LAWS REGARDING HARRASSMENT • Reference Check Procedure
• Sexual Harassment • Job Offer
• Racial and Ethnic Harassment NEW EMPLOYEE ORIENTATION & TRAINING
• Pregnancy Discrimination • New Hire Paperwork
• Religious Accommodation • Orientation Process
IMMIGRATION REFORM/CONTROL ACT • Training
• Ongoing Training
AMERICANS WITH DISABILITIES ACT
• Performance Management
PROFILE OF THE IDEAL BLINGLE! CREW MEMBER
TRAINNING OUTLINES
JOB DESCRIPTIONS
PAYROLL
• Lighting Designer
• Production Manager UNIFORM/DRESS CODE
• Lead Installer EXPENSES
• Installer

Section D: Estimating & Sales Procedures
PREPARING FOR SALES ACTIVITIES

• Blingle!’s Competitive Advantage
• Virtual Designer
• Prepare for the Customer
BUILDING A PIPELINE
• Role of CSR
COMPANY CAM (OPTIONAL)
THE SALES PLAN
• Residential Sales
• Custom Designs
• Overcoming Objections
• Holiday Lights Payment Calculator
• Sending Estimate via HCP
BUILDING PERMIT PROCESS
PRICING JOBS
• Financing and Payment Options
INGAGE
• Training Video
QUALITY CONTROL CHECKS

Section E: Office Procedures
SUGGESTED HOURS OF OPERATION • Using Approved Suppliers
CUSTOMER SERVICE • Changing Approved Suppliers
• Customer Service Philosophy • Ordering Procedures
• Gathering Feedback • Receiving Procedures
• Handling Customer Complaints • Physical Inventory Counts
• Product Warranty INVOICING PROCEDURES
• FX Landscape Lighting Warranty • Accepting Payment
• Haven Landscape Lighting Warranty • Bookkeeping
• Oelo Permanent Lighting Warranty • Collections
MANAGING CUSTOMER FILES OPERATIONAL FRANCHISE REPORTING
• Customer Files in Housecall Pro FRANCHISE REPORTING REQUIREMENTS
• Scheduling Jobs REQUIRED REPORTS
• Confirming Jobs • Royalty Payments
INVENTORY MANAGEMENT • Electronic Funds Transfer (ACH)
• Rentman OFFICE MAINTENANCE
• How to Set up a User role VEHICLE MAINTENANCE
• How to Create a Folder System VEHICLE SET-UP
• How to Set up Number Series SAFETY PROCEDURES
• Organizing w/ tags • Safety Rules
• Add extra input fields • Accident Reporting & Investigation
• Assign Serial Numbers • Worker’s Compensation Issues
• Import your Equipment • Fire Safety
• Create Equipment Sets • Safe Lifting
• Managing your Warehouse • Ladder Safety
• Handling Lost Equipment • Fall Protection
• Other How to Guides

Section F: Lighting 101
PRODUCT KNOWLEDGE
• Holiday
• Landscape
• FX Luminaire
• Permanent
• Event
• Materials Issues
• Low Voltage Requirements
• SAFETY EQUIPMENT

Section G: Marketing
ESTABLISH & DEVELOP A MARKETING PLAN
INSIDER
MARKETING WITHIN YOUR TERRITORY
• Home Shows
• Direct Mail
• Door Hangers
• Print
• Building Referral Relationships
LEAD GENERATION
• Paid Leads
• Local Search Leads
SOCIAL MEDIA
PUBLIC RELATIONS/COMMUNITY INVOLVEMENT
REQUIRED ADVERTISING EXPENSES
• Initial Launch Advertising Plan
• Local Marketing Requirement
OBTAINING ADVERTISING APPROVAL

Appendix
• Equipment Troubleshooting
• Product Knowledge
• Forms and Samples
• Accident-Incident Reporting Form
• Site Acceptance Form
• Change of Supplier Request Form
• Employee Warning Sample
• Interview Report Sample
• Drug testing Consent Sample
• Employee Corrective Action Sample
• Employee Emergency Contact Sample
• Employee Status Change Sample
• Performance Review Sample

Manual Purpose
This is the Blingle! Franchise Operations Manual. In this manual, you will find explanations and
outlines of general responsibilities for the start-up and continued management of a Blingle!
franchise. The manual also includes specific operational procedures to be followed on a daily
basis, as well as recommendations and suggestions.
While this manual outlines the practices relative to the operations of a Blingle! franchise, you are
an independent business owner, so you will need to establish your own policies when it is
appropriate for you to do so. You are ultimately responsible for ensuring that you operate your
business according to the laws, regulations, and customs in your area. As such, we recommend
that you seek the advice and counsel of an attorney or accountant whenever a situation
warrants the need for expert/legal advice.

The Importance of Confidentiality
We have developed certain proprietary products and services that are unique to our business. Keeping such information from
competitors will play an important part in the success of the entire Blingle! system.
As an Blingle! franchisee, you understand that this manual is our property and that it is on loan to you as long as you remain a
franchisee in good standing. You also acknowledge that this manual contains proprietary information of Blingle!. You agree to
maintain the absolute confidentiality and security of the manual and all information contained there, at all times, during and
after the term of your franchise agreement.
Your employees will need to have access to parts of this manual to support daily operations. However, you should only divulge
the confidential information contained in this manual to the employees who must have access to it in order to carry out the
duties of their jobs. As a franchisee, you are ultimately responsible for ensuring that the contents of the manual are kept strictly
confidential.
We require all franchisees to sign below to acknowledge receipt of the franchise operations manual, to confirm that they will
maintain the confidentiality of information they receive from their relationship with us, and to verify that they will return the
manual to us upon termination of their franchisee relationship.
– Franchise Operations Manual Release (Franchisee’s Copy) – Franchise Operations Manual Release (Franchisor’s Copy)
Recipient Signature: Recipient Signature:
Address: Address:
City: State: City: State:
Zip: Zip:
Phone: Date: Phone: Date:

Keeping the Blingle! Franchise Operations Manual Current
From time to time-when considered necessary to improve or maintain the standards of the
Blingle! system-we may revise the contents of this manual.
As changes are made to the manual, you will receive update notifications from us. These
changes will be considered effective immediately upon receipt, unless we specify otherwise.
You will be able to access an up-to-date digital copy of the manual online; however, you
are responsible for making sure that the Blingle! Franchise Operations Manual that you use,
whether in hard copy or digital form, is kept current and complete at all times.

The Manual as an Extension of the Legal Documents
The Blingle! Franchise Operations Manual contains many details explaining the requirements of our
system that are outlined within your franchise agreement. Any required policies or procedures
contained within the manual are thus considered part of the franchise agreement.

Manual Disclaimer
This manual is intended to protect our standards, systems, names, and trademarks as well as detail the required
practices relative to the operation of an Blingle! franchise. As an Blingle! franchisee, you are responsible for
following the system, as well as for the day-to-day operation of your individual business.
In this franchise operations manual, we identify a number of recommendations or suggested practices related
to various operational aspects of the business, which we recommend that you implement in your franchise. In
our experience, following the recommended or suggested practices will enhance the likelihood that you will be
in compliance with system standards relating to the operation of your Blingle! business. In some instances, we
outline required standards rather than recommendations or suggested practices. In these instances, the
required standards exist to protect our interests in the Blingle! system and the Blingle! trademarks, and not for the
purpose of establishing any control or duty to take control over those matters that are your responsibility as a
business owner.
As outlined in your franchise agreement, we have established a number of system standards that Blingle!
business owners must meet. You are responsible for the day-to-day operation and control of your business and
ensuring that you operate according to all applicable laws, regulations, and customs in your area. We always
recommend that you contact your attorney to make sure you understand and comply with all laws applicable
to your business. No information that we provide to you in this manual is meant to shift responsibility away from
you as an independent business owner. At all times, you must be informed and operate your business lawfully.

Statement of Gender Neutrality
Throughout this manual, inclusive language and gender-neutral terminology have been used in
an effort to not exclude or discriminate against any person. Any reference to gender in this
manual is not meant to be discriminatory.

Section A:
Introduction

This is the first part of the Blingle! Franchise Operations Manual. Our team has worked diligently to build a strong brand
system. This introductory section of the manual is intended to reinforce our desire to support you in establishing your own
business and to summarize the nature of the franchisee-franchisor relationship within the Blingle! system.
You have joined forces with a franchise system that supports you and wants you to be successful. We have paved the
way for our franchisees to find success by providing you with the information, resources, tools, and support you need.
Your responsibility is to build your business and to represent the Blingle! brand very well!
We are available to answer your questions and to provide you guidance, so please do not hesitate to contact your
Blingle! Leadership Team.

Blingle! Leadership Team
Travis Darin Rick Joelle James

Miller Engelbart Bell Derner O’Donnell
Director of Sales Director Of Operations Marketing Manager Client Success Manager
Brand President
• 10+ years outside and • 10+ years in Home • Entrepreneurship • Front-line representative
• 10+ Years of Franchise inside sales experience Service Industry Experience of a low voltage wiring
Experience brand
• Over 8 years as a business • 8 years in-home & BTB • Previous Marketing and
• Multi Unit Franchise Owner consultant in franchising Sales Design Specialist • Previous intake inventory
network specialist experience

Bradley Matt
Weber Miller
Success Coach Mid- Success Coach Texas
West
• Certified Lighting
• Front-line representative Consultant with ALA
of a low voltage wiring • 30+ years experience in
brand low voltage application
• Previous intake inventory & Design
specialist experience

FOUNDING PARTNERS
Josh Skolnick Zach Beutler

LEADERSHIP TEAM
Tony Michael Mark Wendi David

Hulbert Stillmock Stanek Morrison Lloyd
COO Director of
CEO CFO General Council
Marketing

LEADERSHIP TEAM
Jacob Jody Luke Cheryl Apryl

Bischoff Newell Schwartz
Director of IT & Price Johnson
VP of Director of Director of Director of
Analytics Development Finance Franchise Operations
Operations Training

Welcome Letter
Welcome to Blingle! We are excited that you have joined our system, and we look forward to helping you build your Blingle! franchise.
We are passionate about what we do and about helping you create opportunities in your market. Elevating seasonal and permanent
lighting to the most comprehensive solution available is our goal for every franchise owner in our system.
We will share our expertise and industry know-how with you – everything we’ve learned about marketing, customer acquisition, and
customer relationship management. We will deliver an effective training program up front, and we will make the necessary tools, meaningful
guidance, and helpful resources available to you throughout your journey. Take the time to fully understand the tools we have provided
along with the equipment you will be using.
That investment of time up front will save you time in the long run. As more and more franchisees join the team, our shared commitment to
excellence and expertise will establish a national brand reputation that will make everyone’s job even easier. There will be challenges along
the way, but we are available to work through them with you.
Once again, congratulations on this new endeavor. This is an exciting time, and we hope you will find it a challenging, rewarding, and
profitable experience.
Sincerely,
Mr. Travis Miller, Brand President
©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE

©2021 23
Blingle! Mission Statement
At Blingle! our mission is simple – we strive to brighten up the lives of everyone we meet.
Whether it is bringing back the nostalgia of the holidays with a beautifully decorated home, adding that
special sparkle to an elegant event, or shining a light on your property, landscaping and home, we have a
strong set of standards that encompass our World Class Service and the highest quality of lights which helps
us to achieve our mission in every interaction.
Our principles light the path that guide our work, and our teams are trained with focus solely on you – our
customer!

History of Blingle!
For over 20 years, creating memorable holiday
experiences has been our specialty. What started out
as a little bit of holiday fun to keep our founder, Mike,
busy, quickly turned into a full-fledged business that has
doubled in growth, year-over-year, ever since.
Our expert lighting designers have been putting a shine

on holidays and events for thousands of homeowners
and business owners alike. Using innovative design
technology, we have found a way to help our
customers vision come to life before installation even
begins! Once our crews arrive on-site, our customers
can sit back, and relax, knowing that we’ve got it
covered. From installation to maintenance and take
down, our service is hassle free! With an experience like
this, it’s no wonder our customers keep coming back!
Christmas has been our very favorite holiday for as long

as we can remember and bringing beauty and light
and keeping the nostalgic feel that the holidays bring,
is what Blingle is all about!

Franchise Onboarding Process
• 6 – 8-week automated
onboarding Process
• Over 80 different steps
• Watch Blingle! University Videos
• Training on industry basics
• Learn the components
of the Blingle! system
Jeremy
Hastings
Onboarding
Specialist

Services Provided to Our Franchisees

Advertising Materials & Sales Aids
We are continually developing a variety of marketing materials and sales aids that are specifically designed
to promote the Blingle! brand to existing and prospective customers.
You will be able to order the advertising materials and sales aids you will need to carry on effective
marketing efforts.
We may also provide ongoing assistance with marketing programs that can be used in your local area.
All starter packages are available on:

https://blingle.easw.com/blingle_corporate_apparel/shop/products/start_up_packages?page=1

CONQUERING CUSTOMER ACQUISITION
The digital age has completely changed customer acquisition

strategies across franchising. Unfortunately, franchisors
typically lack the experience of how to market their new
franchisee locations in different areas around the country.
HorsePower Brands acquired a digital marketing disrupter to

ensure that the franchisees get affordable, effect, and
transparent support across the digital platforms.
Lonnie Jones
Franchise Rocket
Equity Partner

Approved Suppliers
One of the key benefits of the Blingle! franchise system is the ability of franchisees to benefit from purchases of service
relationships that we have negotiated with key suppliers.
While a benefit to franchisees, this also enables us to ensure quality and continuity of products and equipment.
The Blingle! Approved suppliers are as follows:
• Lights 4 Christmas
• FX Luminaire
• Haven
• OELO

Corporate Website
We have created a corporate website for consumers to access information about our company, product line, etc.
We may provide you with a page on our website where we will include contact information for your location.
Corporate Website: https://blingle.com/

Sample Form Agreements
We provide franchisees with certain digital and written materials, including form agreements, that we develop for our
franchisees to use in their daily franchise business operations.
Please be advised that certain agreement forms, including, but not limited to, service agreements, insurance service
agreements, retail agreements, subcontractor agreements, employee covenant agreements, and confidentiality
agreements, are provided by us to you as sample template forms only, and we, and our affiliates, shall not be liable for any
claims related to the agreements (or any similar or otherwise agreements you desire to use in the operation of your
franchised business), and you agree to release and/or indemnify us and/or our affiliates for any such claims.
These agreements should be reviewed by your attorney and/or other professionals prior to use. Please seek the advice of
your legal counsel, accountants, professionals, and other business partners to ensure that your agreements are compliant
with federal, state, and local laws, and contemplate any otherwise desired provisions, terms, or conditions as you see fit in
the operation of your franchised business.

Franchise Advisory Council
We reserve the right to form an Advisory Council for the purpose of exchanging ideas and problem-solving methods,
advising us on expenditures for System-wide advertising, and coordinating franchisee efforts. In the event established and
you are elected and accept, you must participate actively in the Advisory Council and participate in all Advisory Council
meetings as we require. We reserve the right to prepare and amend the governing documents for the Advisory Council from
time to time as we deem necessary, and we will determine the topic areas to be considered by the Advisory Council. The
Advisory Council shall act in an advisory capacity only, and we shall have the right to form, change, or dissolve an Advisory
Council at any time, as we deem necessary in our sole discretion. (Franchise Agreement, Section 12.6)

Ongoing Training & Support
The training and support will never end as we strive to improve the Blingle! system. To ensure that you remain
current with industry trends, you may be required to attend refresher training meetings.
You may also be required to attend regional meetings or annual conventions/conferences throughout the
year.
We will also provide continual consultation and assistance, as needed. You will be provided a Success Coach
that will be available to answer questions and help build your franchise. This Success Coach will be available
to be on site with you to ensure your success. They will have a detailed checklist to go over with you on any
site visits.
You will also partner with a Client Success Manager from the Franchise Rocket team for digital marketing
support.
This ongoing support may be in the form of updates to this manual, written reports and recommendations,
and/or telephone or email contact. However, nothing can replace the value of face-to-face contact, so your
franchise business consultant will also visit your location to provide hands-on support in the continued
development of your business.

On-Site Assistance
In addition to the initial training program and the onsite visit and training, we will provide additional assistance and guidance
that we think is advisable if we think you are not hitting your goals; currently this is scheduled for up to 24 hours of on-site
assistance.
This assistance can go into further depth into your business include helping you refine your sales presentation, observing a job,
meeting with a local influencer, etc.

Operations Manual
As a franchisee, we will provide you with access to the Blingle! Franchise Operations Manual. In this comprehensive
document, we will provide policies, procedures and best practices on how to operate your Blingle! Franchise. You are
an Independently Owned and Operated business, the information in this manual is not the intent of telling you how, it is to
give best practices that have been proven useful and beneficial.
Please seek the advice of your legal counsel, accountants and other business partners as you see fit to run your franchise
that does not conflict with the Franchise Agreement.
We will also provide additional digital and written materials we develop for our franchisees to use in the daily franchise
operations if you choose to use them.
This manual will be available on Blingle! Insider and will be updated periodically.
We will notify you if there has been any changes to this working document as it pertains to your franchise. You are
responsible for responding to or implementing any changes made to said document.

Pre-Launch Training
We will provide our pre-launch training program (the “Initial Training Program”) to you and up to one additional
representative you designate tuition-free. Any additional personnel, or replacement personnel, you wish to attend Initial
Training Program must pay our then-current tuition fee for initial training prior to attending our Initial Training Program
(subject to class availability and the schedule/availability of our personnel).
We may also establish additional and/or refresher training, as we deem necessary from time to time, and make your
attendance at this training mandatory or discretionary. In the event you wish (or are required) to attend any additional
or refresher training, we may charge you our then-current Tuition Fee to attend this training (subject to class availability
and the schedule/availability of our personnel).
We reserve the right to charge our then-current Tuition Fee, which currently is $500 per person per day. You are
responsible for all out-of-pocket expenses (including travel costs, if any) incurred in connection with your and any of your
personnel’s attendance at the Initial Training Program, as well as any additional and/or refresher training we conduct.
We may also charge our Tuition Fee in connection with any on-site or other assistance we provide to you in connection
with the establishment and/or operation of your Blingle! Business, and you will be responsible for all out-of-pocket
expenses (including travel costs, if any) we incur in providing any on-site assistance at your Blingle! Business.

Protected Marketing Territory
Protected Territory We will grant you a Protected Territory within which to develop your Blingle! Business. The size of your Protected Territory
may vary from other System franchisees based on the location and demographics surrounding your Premises. Typically, a single Protected
Territory will consist of a population of approximately 300,000 individuals, depending upon geography, demographics, and other factors.
The demographics, geography, and other factors we use in defining your Territory are based upon information provided to us by third-party
sources that we select in our sole discretion.
If you purchase two or more Blingle! Businesses, you will be granted separate Protected Territories under each Franchise Agreement you
execute, which are generally, but not always, contiguous and immediately adjacent to each other.
While you will not receive any exclusive rights to provide our Approved Products and Services within your Protected Territory, it will be
protected in that we will not establish or another person to establish a Blingle! business utilizing the Proprietary Marks and System within your
Protected Territory or allow another © 2021 HPB Lighting LLC 40 Franchise Disclosure Document Blingle! franchise to provide Approved
Products and Services within your Protected Territory excepted as stated below. The Call Center will assign appointments based on several
factors including your willingness or ability to perform these appointments in your Protected Territory, but appointments are not guaranteed
to be assigned to you.
If more than 5% of your Gross Revenues are derived from approved operations from or within a specific location or area that is outside of
your Protected Territory, to continue to operate in that area, you must either purchase an additional franchise and execute a separate
franchise agreement for that operation or purchase an additional territory covering such territory.
You may not solicit, advertise or attempt to service or service any customers outside of your Protected Territory without our prior written
consent (which may be withheld for any reason). If you solicit, advertise or sell products or services outside of the Protected Territory without
our prior written consent, in addition to all other rights and remedies available to us for a breach of this agreement, we will have the right to
terminate the Franchise Agreement.

Use of Trademarks
We do not have a federal registration for our principal trademark. Therefore, our trademark does not have many legal benefits and rights as a federally registered
trademark. If our right to use the trademark is challenged, you may have to change to an alternative trademark, which may increase your expenses.
We and our principals derived the right to use the Proprietary Marks from a license agreement we entered into with our affiliate HPB Marketing. Under the License
Agreement, we have the right to use the Proprietary Marks and System, as well as license third parties the right to use the Proprietary Marks and System to operate
Franchised Businesses, as part of our franchise system.
Currently, there is no litigation pending or otherwise that limits our ability to use or license the Proprietary Marks to you or any other franchisee. There are no other
agreements that will affect our right to use, and license you to use, the Proprietary Marks in any manner material to the System and franchises offered in this disclosure
document. Your right to use the Proprietary Marks granted under the Franchise Agreement is non-exclusive, and we retain the right, among others: to use the
Proprietary Marks for selling products and services; to grant others licenses for the Proprietary Marks, in addition to those licenses already granted to existing
franchisees; and to develop and establish other systems using the same or similar Proprietary Marks, or any other proprietary marks, and to grant licenses or franchises
in those systems without providing any rights to you.
All your usage of the marks and any goodwill you establish will be for our exclusive benefit and you retain no rights in the Proprietary Marks on the termination or
expiration of the Franchise Agreement. You may not use the Proprietary Marks as a part of any corporate or trade name or as part of a domain name, or an
electronic address, nor may you use any trade name, trademark, service mark, emblem or logo other than the Proprietary Marks, as we may designate. You must
prominently display the Proprietary Marks on the items we designate, including signs and packaging materials. You must obtain fictitious or assumed name
registrations we require or under applicable law. You must identify yourself as the owner of the Blingle! Business by placing your name on the Blingle! Business and on
all checks, invoices, receipts, contracts and other documents that bear any of the Proprietary Marks, and on all printed materials your name must be followed by the
phrase “a Blingle! franchisee” or any other phrase as we direct. Upon termination or © 2021 HPB Lighting LLC 44 Franchise Disclosure Document expiration of the
Franchise Agreement, you are required to de-identify your Blingle! Business, removing all our trademarks, logos, or other proprietary or intellectual property items that
we specify.
You must immediately notify us of any apparent infringement or challenge to your use of any Proprietary Mark, or any claim by any person of any rights in any
Proprietary Mark. You agree not to communicate with any person other than us, our attorneys of choice and your attorneys in connection with any such claim or
challenge. If we choose to take over or control the defense of any claim, or challenge the cost of such defense will be paid by us, provided that if any claim or
challenge is caused by your wrongful acts, we may request that you indemnify us for any claims or damages we incur. This includes paying all our attorneys’, experts
or other professional fees we may incur to defend any claim or challenge resulting from any of your wrongful acts. In limited instances, if we takeover any claim or
challenge, we may reimburse you for the reasonable expenses you incur in connection with cooperating with us, as we deem necessary in our sole discretion.

Responsibilities as a Blingle! Franchisee
As a franchisee, you are integral to the success of the Blingle! franchise system. It is important that you do your part to offer
the most reliable and professional services possible.
As a franchisee, you have financial responsibilities to us, which are covered in your Franchise Agreement. In addition to
your financial obligations to us, we want to make you aware of other responsibilities as well.
Responsibilities to Customers
• We take pride in offering a high level of customer service and that is part of what makes us different among our
competitors. We treat our customers extremely well!
• Respond in a timely manner. Act with a sense of urgency.
• Manage problems with a view on the long-term relationship with the customer. Know that sales is a relationship-based
business. Make the effort and take the time to establish those long-term relationships.
• Conduct yourself and your business transactions with integrity.
• Deliver on what you promise. If that isn’t possible, communicate the change to your customers and explain the reasons.
• Train your team well in every position. Empower them with knowledge and make sure they know their roles and
responsibilities.
• Be respectful of customers’ residences, businesses and belongings.
• Know your products and equipment well so you can troubleshoot issues efficiently.
• Be honest and fair in all dealings with your customers and treat them with respect.
Responsibilities to Your Crews

• Train your crews to embrace the Blingle! Mission and philosophy of exceptional customer service.
• Make sure your crews know that EVERYONE is essential for the success of the company.
• Treat your crews with honor and respect.
• Give your crews responsibilities and hold them to these responsibilities. Set a challenge and let them
meet that challenge. This helps to create accountability and empowerment.
• Value your crews. They represent your company every time they meet a customer or show up at a job.
• Foster a positive work environment.
• Make sure that your crews have access to the resources and training they need to succeed. Invest in
their success with your time and attention. Give crew members a voice by requesting feedback.
• Provide competitive compensation and ensure work-life balance.

Responsibilities to Your Fellow Franchisees
• Operate your business consistent with all Blingle! requirements and standards.
• Assist other franchisees, when possible, through shared ideas, suggestions, and attendance at ongoing
training conferences.
• Be engaged with all areas of your business.
• Refer business to other franchisees when appropriate.
• Protect all Blingle! proprietary information from the scrutiny of casual review by competitors and the
general public.
Responsibilities to the Franchisor

• Maintain the highest level of customer satisfaction.
• Abide by the terms of the franchise agreement.
• Protect all confidential information.
• Submit all required reports and payments on time.
• Operate your business in accordance with all applicable laws and government regulations.
• Always present yourself professionally and represent the Blingle! brand in a positive manner.

Paying Other Fees
As certain situations present themselves, you, as a Blingle! franchisee, may incur additional fees. These fees, which are detailed in your Franchise
Disclosure Document (FDD).
Additional Training
We will provide our initial training program (the “Initial Training Program”) to you and up to one additional representative you designate tuition-free.
Any additional personnel, or replacement personnel, you wish to attend Initial Training Program must pay our then-current tuition fee for initial training
(“Tuition Fee”) prior to attending our Initial Training Program (subject to class availability and the schedule/availability of our personnel). We may also
establish additional and/or refresher training, as we deem necessary from time to time, and make your attendance at this training mandatory or
discretionary. In the event you wish (or are required) to attend any additional or refresher training, we may charge you our then-current Tuition Fee to
attend this training (subject to class availability and the schedule/availability of our personnel). We reserve the right to charge our then-current Tuition
Fee, which currently is $500 per person per day. You are responsible for all out-of-pocket expenses (including travel costs, if any) incurred in connection
with your and any of your personnel’s attendance at the Initial Training Program, as well as any additional and/or refresher training we conduct. We
may also charge our Tuition Fee in connection with any on-site or other assistance we provide to you in connection with the establishment and/or
operation of your Blingle! Business, and you will be responsible for all out of-pocket expenses (including travel costs, if any) we incur in providing any on-
site assistance at your Blingle! Business.

Paying Other Fees
Audit
You must maintain accurate business records, reports, accounts, books and data relating to the operation of your Blingle! Business. We and our
designees retain the right to inspect and/or audit your business records at any time during normal business hours, without notice, to determine whether
you are current with suppliers and/or otherwise are operating in compliance with the terms of the Franchise Agreement and Operations Manual. In the
event any such audit discloses an understatement of amounts reported or paid to us, you agree to pay to us the amount due, plus interest (at the rate
and on the terms provided for herein) from the date originally due until the date of payment. Furthermore, you must reimburse us for our costs and
expenses © 2021 HPB Lighting LLC 14 Franchise Disclosure Document associated with conducting the audit in the event: such audit is made necessary
by your failure to timely furnish reports, supporting records, other information or financial statements required under the Franchise Agreement; or if that
audit reveals an understatement of greater than 2%. These costs and expenses include, without limitation, our legal and accounting fees, travel,
lodging and meal expenses and applicable per diem charges for our employees. The foregoing remedies are in addition to our other remedies and
rights under the Franchise Agreement and/or applicable law. In the event any audit reveals that your information has been inaccurately reported, we
reserve the right to audit other entities owned, controlled by, or affiliated with you.
Annual Conference Fee

We hold an annual conference for our System (the “Annual Conference”) and require that you and your management (if applicable) attend this
Annual Conference and pay us our then-current registration fee up to $1,000 per person for attending. You will be charged $1,000 if you do not register
for the Annual Conference by the deadline.

Fees Continued
Annual Inventory Update

Each year you must purchase a minimum of $10,000 in new holiday décor, replacement products, and other lighting products to keep your lighting
inventory up to date.
Attorney’s Fees and Costs

If we prevail in any action or other legal/administrative proceeding brought against you arising out of the Franchise Agreement or any other
agreement with us, you must reimburse us for our reasonable attorneys’ fees and other costs paid that we incurred in such proceedings in the event
we prevail. If you bring any legal action to interpret or enforce the terms of the Franchise Agreement or any other agreement with us, and your claim
in such action is denied or the action is dismissed, then we are entitled to recover our reasonable attorneys' fees, and all other reasonable costs and
expenses incurred in defending the matter, and to have such an amount awarded as part of the judgment in the proceeding.

Fees Continued
Call Center Fee
We have established a call center (“Call Center”) which will field all calls and manage prospective and existing Blingle! customers and route/assign
work orders/inquiries as we deem necessary in our sole discretion. The annual fee of $3,600 is due prior to training. After the first year of operations, you
will be billed $300 monthly. All call center and lead fees that you must pay are subject to change at any time. We reserve the right to modify the Call
Center Fee as lead generation fees increase, new call center or lead generation technology and software becomes available, and/or we modify the
call center or lead generation requirements, at any time upon providing reasonable notice. You shall pay all associated start-up fee(s), monthly fees,
lead fees and surcharges associated with each scheduled lead (collectively, the “Call-Center Fee”), which are subject to change at any time. You shall
pay the first year Call-Center Fee of $3,600 prior to commencing operations of the Franchised Business. After the first year of operations, you will be billed
$300 monthly. Lead fees and surcharges will be paid as incurred or as we require. We reserve the right to change the amount of the Call Center Fee as
changes are made to the Call Center or as required by any third-party service provider(s) or by any regulatory agency, at any time upon providing
reasonable notice to you. We may require you to pay the Call Center Fees to us directly for our operation of the Call Center, or for us to make payment
on your behalf to an affiliate or other third-party provider. We may require you to make payment directly to an affiliate or third party provider that we
designate in our sole discretion.
Franchise Resources Fee

You must use our designated vendor for all bookkeeping services. The price for this service is $399 a month, which is subject to increases over the term of
the franchise agreement. We reserve the right to increase your required spend on the Franchise Resource Fee up to 0.5% of your total Gross Revenues
Collected. We also reserve the right to modify the Franchise Resources Fee as new franchise resources and technology becomes available or changes,
and/or modify the franchise resource requirements that you must use for your Blingle! Business, and to designate and/or change the amount, scope, or
manner of payment of the Franchise Resources Fee, including the party to whom payment is made, at any time upon providing reasonable notice. We
reserve the right to require franchisees to use our designated vendors for payroll, sales tax filing, and other related services.

Fees Continued
Franchise Rocket Monthly Digital Management Fee
You must pay our affiliate Franchise Rocket a monthly Digital Management Fee (the “Digital Management Fee”). We reserve the right to modify the Digital
Management Fee as new digital marketing and advertising technology and software becomes available or changes and/or we modify the digital marketing
and advertising requirements that you must use for the Blingle! Business, and to designate and/or change the amount, scope, or manner of payment of the
Digital Management Fee, including the party to whom payment is made, at any time upon providing reasonable notice. The Digital Management Fee currently
covers the following items:
1 – Territory ($500 Monthly)
• Management and SEO optimization of one micro site and GMB page
• Management and Optimization of one digital campaign
• 2 Hours of Graphic Design Support
• Site Directory management
• Basic reputation management
2 or 3 – Territory ($1,000 Monthly)
• Management and SEO optimization of two micro sites and 2 GMB pages
• Management and Optimization of two digital campaigns
• Basic reputation management
4 or 5 – Territory ($1,500 Monthly)
• Management and SEO optimization of three micro sites and 3 GMB pages
• Management and Optimization of three digital campaigns
• Basic reputation management ©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE 47
Fees Continued
Indemnification
You are solely responsible for and must indemnify and hold us harmless for all loss, damage, claims or demands arising out of, or related to, the
operation of your Blingle! Business, including warranty claims. Your indemnification obligations are described more fully in the Franchise Agreement.
Insurance Fees
You must obtain and maintain certain insurance in connection with your Blingle! Business. If you fail to obtain the required levels of insurance, we may
obtain such insurance on your behalf and require that you reimburse us for the costs associated with obtaining this insurance for you, as well as pay us
a service fee in connection with obtaining this insurance. Additionally, you agree not to permit any third-party subcontractor to perform any work or
offer any services on your behalf unless such subcontractor maintains insurance coverage in such amounts and types as we require you to maintain,
with the specific addition that subcontractors cannot exclude principals from its Workers’ Compensation coverage and that liability policies name us
as an additional insured. You agree to maintain evidence that such insurance by subcontractors is in effect and to provide such proof of insurance as
we may require, in our sole discretion, from time to time. See Item 8 for more information regarding our insurance requirements. We have the sole right,
exercisable at any time and upon notice, to designate a vendor or supplier, which may include one of our affiliates, from whom you must purchase all
insurance policies required by Franchisor to operate the Franchised Business.
Late Payment
If you fail to timely pay your Royalty Fee or other fee owed to us (under the Franchise Agreement or otherwise), then you are subject to our then-
current late fee, currently of $100 per incident plus 1.5% interest per month of the unpaid balance, or the maximum permitted by law, whichever is
higher.
National Permit Database Fee

You must pay us a monthly National Permit Database Fee of $99. We also reserve the right to modify the National Permit Database Fee as new permit
database resources and technology becomes available or changes, and/or modify the new permit database requirements that you must use for
your Blingle! Business, and to designate and/or change the amount, scope, or manner of payment of the National Permit Database Fee, including the
party to whom payment is made, at any time upon providing reasonable notice. This budget is directed towards access, training, and use of certain
real property permit databases in your local market.

Fees Continued
Outstanding Account Receivable Fee
We have the right to assist you in collecting outstanding balances from your customer for amounts more than 60 days past due. If
we assist in collecting such outstanding amounts, you must pay us a fee in the amount of 15% of the amount collected.
Post-Termination or Post-Expiration Expenses

Upon termination, expiration, non-renewal, and/or transfer of the Franchise Agreement, you are responsible for the costs
associated with deidentifying yourself and your Blingle! Business from the Blingle! System. Additionally, we may elect to take steps
to modify, alter or de-identify your Blingle! Business. If we do so, you must also reimburse us for our costs and expenses.
Renewal
Before we will approve the renewal of your Franchise Agreement, you must pay us a renewal fee equal to 20% of our then-
current Initial Franchise Fee. We have a number of additional conditions that you must meet in order to renew your Franchise
Agreement, including without limitation: providing us with written notice of your intent to renew no less than 6 months prior to the
expiration of the term of the then-current Franchise Agreement; executing our then current form of Franchise Agreement, the
terms of which may materially differ from your current agreement; substantially complying with your Franchise Agreement during
the existing term; and executing our prescribed form of general release in favor of us.

Fees Continued
Royalty Fee
You must pay us a weekly royalty fee (the “Royalty”) deducted via the EFT Program in an amount equal to the greater of: 8.5%
of Gross Revenues Collected for the immediately preceding week; or the minimum royalty fee (“Minimum Royalty Fee”), as
described below, based upon: the number of Protected Territories you operate; and the number of months the Blingle! Business
has been open and operating. The Minimum Royalty Fees are as follows:
You will not be subject to Minimum Royalties during the first 12 months of operations on the condition that you strictly comply
with all of your obligations during the first 12 months of operations. Notwithstanding the foregoing, you shall pay the Royalty fee
equal to 8.5% of Gross Revenues Collected by the Franchised Business for sales made during the first 12 months. The parties will
true-up all Royalty payments, whether actual or Minimum Royalty Fee payments for each applicable 12-month period, at the
period’s end by evaluating each period’s obligations on an annualized basis. In the event you fail to meet the Minimum
Royalty Fees or Minimum Annual Revenue Requirements, we have the right to terminate the Protected Territory or otherwise
terminate the Franchise Agreement

Fees Continued
Software Updates
You must purchase all updates for your third-party software programs, as sent to you by the software provider(s). We may also
send you software updates, as we deem necessary in our sole discretion, or other materials that we may develop in
connection with the System or System software that we require you to purchase.
Technology Fee
We charge a Technology Fee. The amount reflects the Technology Fee of $9,500 for your first year of operations, which we
collect on your behalf prior to your opening and remit to our designated vendor. After your first year of operations, the
Technology Fee will be invoiced monthly. We reserve the right to modify the Technology Fee as new technology and software
becomes available and/or we modify the technology and software requirements that you must use for the Blingle! Business,
and to designate and/or change the amount, scope, or manner of payment of the Technology Fee, including the party to
whom payment is made, at any time upon providing reasonable notice.

Fees Continued
Transfer Fee
You must pay us a transfer fee equal to 20% of our then-current Initial Franchise Fee per Protected Territory that is being
transferred to transferee. In the event you transfer multiple Protected Territories at once, we reserve the right, but have no
obligation, to reduce the transfer fee for any of the Protected Territories being transferred, and by any amount. If a third-party
broker locates the transferee, you will also be solely responsible for any broker fees associated with the transfer. There are other
conditions for transfer and all conditions must be met before the transfer is approved by us. Provided certain conditions are
met, we will not charge you a transfer fee if you are an individual and transfer ownership to a corporation or limited liability
company that you control.
Virtual Design Fee

We have hired an internal team to aid franchisees in providing virtual estimates directly to their customers. The cost of this
service is five percent (5%) of the collected revenue generated directly from the virtual estimate.

Section B:
Pre-Launch
Procedures

Pre-Launch Checklist
As you begin to process of opening your Blingle! franchise, you will likely have questions about the steps to
take and the decisions that need to be made. A Pre-Launch Checklist has been created to help you plan
your new business opening. It includes a general outline of what needs to be done so you can equip the
business, complete the training, and commence operations.
• The sequence of activities outlined below includes the typical steps required to open a Blingle! franchise.
Your business development may not proceed exactly in the order outlined below; however, this checklist
will give you an overview of the process.
NOTE: Each state, county, city, or township has its own set of laws and codes particular to your business. You
will need to discuss these matters with your local business organization, as well as with your accountant or
attorney, to make sure you obtain all necessary permits and legal documents.
We understand that you may feel overwhelmed during the pre-launch process. There are tasks to complete,
and decisions must be made. Rest assured that the team at the corporate office understands this and will
work closely with you throughout the process.
Opening a new business is an exciting experience! Careful planning will help make starting your new business
the positive experience we all want it to be

Establishment of Business
One of the first items in your new Blingle! business that needs your attention is establishing a legal identity for your business.
You will need to consult with your accountant, attorney, or professional advisor about establishing a new legal entity suitable
for your business.
NOTE: We license and grant you the right to operate under the Blingle! trademark. With this license, you will operate as an
independent operator of Blingle! and not an affiliate or employee of ours. In addition, you are to communicate to the public
that the business is independently owned and operated with a sign prominently posted at your location, on business cards,
stationery, and any customer-facing forms.
As you decide how to structure your business, there are many differences associated with each structure that should be
taken into consideration. The decision is yours, and your attorney and accountant can provide you with additional
information regarding the advantages and disadvantages of each for of business, taking into consideration your financial
and personal situation. The basic structures of a business are listed below.

Overview of Entity Choices
• Proprietorship – A Sole Proprietor is someone who owns an unincorporated business by himself or herself. A Limited Liability
Corporation (LLC, see below) may also have a single member but elects to operate the LLC as a corporation.
• General Partnership – A Partnership is the relationship between two or more people who share ownership in a single
business. Each person contributes money, property, labor or skill, and expects to share in the profits and losses, liability and
management of the business equally or according to the management agreement.
• Limited Partnership – Limited Partnerships in which some partners have limited management authority and limited liability.
The limits correlate to the investment levels and ownership entitlement.
• Regular “C” Corporation – A Corporation is an independent legal entity owned by shareholders. the corporation is held
legally liable for the actions and debts incurred by the business, not the shareholders that own it. In forming a corporation,
prospective shareholders exchange money, and/or property, for the corporation’s capital stock. A corporation generally
takes the same deductions as a sole proprietorship to figure its taxable income. A corporation can also take special
deductions. For federal income tax purposes, a C Corporation is recognized as a separate taxpaying entity. A corporation
conducts business, realizes net income or loss, pays taxes and distributes profits to shareholders.
• “S” Corporation – An S Corporation is a special type of corporation created through an IRS tax election to avoid double
taxation which can occur under a C Corporation structure. S Corporations elect to pass corporate income, losses,
deductions and credits through to their shareholders for federal tax purposes. Shareholders report the income and losses
on their personal tax returns and are assessed tax at their individual income tax rates; thus, allowing S Corporations to
avoid double taxation on the corporate income.
• Limited Liability Company – A Limited Liability Company (LLC) is a business structure in which owners are called members.
An LLC provides the features of a corporation and the tax efficiencies and operation flexibility of a partnership; similar to a
corporation, members have limited personal liability for the debts and actions of the LLC. Other features of LLC’s are more
like a partnership, providing management flexibility and the benefit of pass-through taxation. Most states do not restrict
ownership, allowing members to include individuals, corporations, other LLC’s, and foreign entities. There are no limitations
on the number of members and most states will also allow a single member.

Traction
Do you have a grip on your business, or does your business have a grip on you?
All entrepreneurs and business leaders face similar frustrations—personnel

conflict, profit woes, and inadequate growth. Decisions never seem to get
made, or, once made, fail to be properly implemented. But there is a solution.
It's not complicated or theoretical. The Entrepreneurial Operating System® is a
practical method for achieving the business success you have always
envisioned. More than 80,000 companies have discovered what EOS can do.
In Traction, you'll learn the secrets of strengthening the six key components of
your business. You'll discover simple yet powerful ways to run your company
that will give you and your leadership team more focus, more growth, and
more enjoyment. Successful companies are applying Traction every day to run
profitable, frustration-free businesses—and you can too.
IN THIS BOOK YOU WILL LEARN:
• Vision. Build your V/TO™ within Traction Tools and keep it easily accessible to
everyone in your company. V/TO content is integrated throughout the software, so
that you always have the right information at the right time.
• People. Our People Tools™ add-on (currently in Beta) bundles everything you need
to manage the key People component of your business—including the
Accountability Chart, People Analyzer™, LMA™ and Quarterly Conversation™
tools. Watch for the official release!
• Data. The Traction Tools Scorecard makes it easy to record and measure your
company, departmental and employee numbers. Everything is located in one
place, and many metrics can be automatically updated. Personalize the
Scorecard according to your viewing preferences.
• Issues. Manage and IDS™ all of your company and departmental issues in the
Issues List. Flexible features make it easy to add and solve your Issues or move them
to other meetings.
• Process. It’s quick and easy to attach your company’s core processes to notes
within Issues, To-Dos or Level 10 Agendas. Advanced features are currently in
development to more fully incorporate your processes—stay tuned!

Traction: Level 10 Meeting
• The Level 10 meeting agenda is designed to keep your leadership team focused on what’s most important on a weekly
basis. Nothing is more important than keeping your numbers on track, your Rocks on track, and your customers and
employees happy. The Level 10 meeting is the most effective and efficient way to accomplish that.
• A weekly Level 10 meeting keeps you focused on what’s important, helps you spot developing problems, and then drives
you to solve them. What makes for a great meetings is solving problems. Patrick Lencioni says it best: “Your meetings
should be passionate, intense, exhausting, and never boring.”
• The Level 10 meeting was developed as a result of being engaged by a umber of clients to improve their meetings. The
guiding principles are based on human nature. This agenda was developed through real-world trial and error and
experimentation with many different methodologies. Today, all EOS clients follow this exact agenda.
• The Level 10 Weekly Meeting Agenda

– Segue 5 Minutes
– Scorecard 5 Minutes
– Rock review 5 Minutes
– Customer/Employee headlines 5 Minutes
– To-Do list 5 Minutes
– IDS 60 Minutes
– Conclude 5 Minutes
• 2 Roles are vital in the Level 10 meeting. One person must run the meeting. This person will move the team through the
agenda and keep them on track. Second, someone must manage the agenda. This person makes sure that the agenda,
Scorecard, and Rock Sheet are updated and in front of everyone in each meeting. They update the To-Do and Issues Lists
in the agenda each week.
Page 190-192 of your Traction Book

Traction: VTO (Vision/Traction Organizer)
• The VTO is designed to get your vision out of your head and onto paper, it will
help you answer these eight questions. It’s meant to help you create a clear
picture of where the company is going and how it will get there. Most
importantly, it does so simply, by boiling your vision down to only two pages. An
electronic version of the VTO can be downloaded for free here.
• By answering the following 8 questions and filling out the VTO, we will clarify
exactly what your vision is. Let’s get started. The eight questions are as follows:
– What are your core values?
– What is your core focus?
– What is your 10-year target?
– What is your marketing strategy?
– What is your three-year picture?
– What is your one-year plan?
– What are your quarterly Rocks?
– What are your issues?

Proven Process
• There are typically three to seven major steps in any company’s proven process. The EOS Process is shown on the next slide as an example.
Creating a standard proven process to use in selling situations will give you 2 very powerful advantages. It will increase your potential
customers’ confidence and peace of mind in doing business with you. Second, as most other companies don’t illustrate how they work, it will
make you stand out among the competition.
• Step 1:
– With your team, illustrate on a whiteboard what you believe are the major steps in your proven process and then give each step a
name. These major steps are the touch points with your customers when you interface with them. The rule of thumb is three to seven
steps.
• Step 2:
– Once your steps have been determined, add two to five bullets under each item for your salespeople to use as talking points when
selling to a prospective customer.
• Step 3:
– Give your proven process a name. If you cannot come up with a name, simply call it “Our Proven Process” or “The HEROES
Difference,” as many EOS clients do.
• Step 4:
– Once you’ve hammered out your proven process, turn your work over to a graphic designer to give it a visual based on your
company’s colors, logo, and look and feel. As a result of all the work you’ve done, this should be relatively inexpensive. The graphic
designer simply needs to design your proven process in a way that is appealing to you, your people, and your customers.
• Step 5:
– Have it professionally printed, in color, on a heavy stock, and or laminated. This will increase the perceived value considerably in the
eyes of your prospective customers. Add the name of your Proven Process to the VTO.

EOS

EOS – ENTREPRENEURIAL OPERATING SYSTEM
Look at your business in a whole

new way – through the lens of the
Six Key Components™.
The EOS Model® provides a visual
illustration of the Six Key
Components of any business in
any industry that must be
managed and strengthened to
be a great business.

EOS- Entrepreneurial Operating System
• Vision:
– Successful business owners not only have compelling visions for their organizations, but also know how to communicate those visions to the people
around them. They get everyone in the organization seeing the same clear image of where the business is going and how its going to get there. It
sounds easy, but its not.
• People:
– Successful leaders surround themselves with great people. You can’t build a great company without help. EOS cuts through buzzwords such as “A
players,” “platinum,” “100 percenters,” and “superstars” to provide a practical understanding of the two essential ingredients of any great team:
the right people in the right seats.
• Data:
– The best leaders rely on a handful of metrics to help manage their businesses. The Data component frees you from the quagmire of managing
personalities, egos, subjective issues, emotions, and intangibles by teaching you which metrics to focus on.
• Issues:
– Issues are the obstacles that must be faced to execute your vision. Just as an individual’s success is directly proportionate to his or her ability to
solve any issues that arise, the same holds true for a company.
• Process:
– Your processes are your way of doing business. Successful organizations see their way clearly and constantly refine it. Due to lack of knowledge,
this secret ingredient in business is the most neglected of the 6 Key components. Most entrepreneurs don’t understand how powerful process can
be, but when you apply it correctly, it works like magic, resulting in simplicity, scalability, efficiency, and profitability.
• Traction:
– Due to fear and lack of discipline, the Traction Component is typically most organizations’ weakest link. The inability to make a business vision a
reality is epidemic. Consider it a new take on an old quote: vison without traction is merely hallucination. All over the world, business consultants
frequently conduct multiple-day strategic planning sessions and charge tens of thousands of dollars for teaching what is great material. The
downside is that after making you feel warm and fuzzy about your directions, these same consultants rarely teach how to bring your vision down to
the ground and make it work in the real world.

Orgs Charts: Owner/Operator

Orgs Charts: Semi Absentee

Naming the Entity
Once the decision is made on the structure of your business and a name has been decided and approved, your attorney or
accountant should help you file all necessary paperwork to form, register and begin operating under the new structure.
Many states will require you to file or register your fictitious name or “Doing Business As:” (DBA) name. If you form ABC, LLC,
you will need to register ABC, LLC DBA Blingle!.
For example, ABC, LLC, DBA Blingle!
DBA names shall be submitted to, and approved by, Blingle! before registration.
It is important to note that you may not use the trademark as part of your legal business name. You may not use Blingle! in
your corporate or legal name.
If you signed your franchise agreement with HPB Lighting LLC as an individual, you will need to transfer the agreement to
your new entity. There is no charge to transfer the agreement if the individual owners remain the majority shareholders or
members of the entity.
For marketing purposes only, you may be required to file an additional “DBA”. Your Client Success Manager from Franchise
Rocket will discuss if necessary.

Obtaining Your Employer Identification Number (EIN)
An Employer Identification Number (EIN) also sometimes referred to as a Federal Tax Identification
Number is a number assigned by the IRS to be used on all items that you send to the IRS and Social
Security Administration. You will need to file Form SS-4, Application for Employer Identification Number,
with the Internal Revenue Service Center. You may visit the website below to apply online, and to
receive instruction on how to apply by phone, fax or mail. You will need your EIN number when you
open your business bank account.
https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-
number-ein-online
For additional information on obtaining your EIN number, please refer to the IRS’s Employer’s Tax Guide
(Circular C) and the Tax Calendar (Publication 509) by visiting the IRS website at www.irs.gov.

Obtaining Your Business License
For any business, compliance with licensing and permit rules and regulations differs state by
state, so as a Blingle! franchisee, you have the responsibility to become informed about all
state and local requirements before opening for business.
Business licenses are issued by government agencies that allow companies to conduct
business within the government’s geographical jurisdiction. As a business owner, you must
secure and maintain in force any/all required licenses, permits, and certificates relating to
the operation of your Blingle! franchise within your territory.

Securing a Location
To effectively operate your Blingle! franchise, you are required to find and secure a location that meets your needs as a
business owner, as well as satisfies the requirements outlined in your Franchise Disclosure Document. You will need to find a
location within your protected area.
You may operate your Blingle! Business from a home office located within the Protected Territory, however, you will need
approximately 4,000 square feet of warehouse or flex space for the equipment and inventory. A single office may be used
for multiple territories and may be located within the warehouse or flex space. We must review and approve any proposed
location, as well as any lease associated with the proposed location, prior to you entering any lease for the proposed
location and must approve your location and lease terms before you sign a lease for an Approved Location, in our sole
discretion. We will condition our approval of your lease upon, among other conditions, you and your landlord’s signing of a
collateral assignment of lease (which is attached to the Franchise Agreement as Exhibit F), through which your landlord
grants us the rights to assume your rights and obligations under the lease in the event that you breach your lease agreement
or your Franchise Agreement is terminated or expires.
You must secure the Approved Location within ninety (90) days of executing the Franchise Agreement in the event in you
have not already obtained our approval prior to executing the Franchise Agreement. We may provide you with standards
and specifications for the design and layout of the premises of the Approved Location
To submit a Site Acceptance Form, please locate the form in the Blingle! University
https://university.horsepowerbrands.com/courses/b-location-approval-process-faq .
NOTE: The responsibility for finding a suitable location and negotiating a lease is yours. We will review information you provide
and reserve the right to accept or not accept your location.
Brightway Commercial

Site Criteria
You may operate your business from a home
office but will need to secure approximately 4,000
square feet of leased warehouse or flex space.
Your office may be included within the warehouse
or flex space you rent.
The space should be large enough to store your

initial lighting package plus additional tools and
supplies. The figures above assume that you will
rent approximately 4,000 square feet of
warehouse or flex space.
Rent may vary depending on geographic

location, size, length of lease and general market
conditions. Lease security deposits will vary
depending upon several different factors, such as
occupancy rate, location, length of lease,
personal vs. corporate signature, and your
personal financial history.

Market Analysis
When you are looking for potential sites, there are various factors to consider:
1. Population – Collect information about the local population. Are they your potential customers
and referral sources? Compare the area to your target customer.
2. Zoning/Ordinances – Investigate local restrictions on products/services sold, operating hours,
signage use, and uses of the property.
3. Growth – Is the area on the incline? Do you see “Coming Soon” signs? Is there any major
construction that would disrupt access to your office/warehouse?
4. Crime Stats – Look at crime statistics to help you determine whether the area is safe for crews
and the security of your office (if working from that location).
Weigh all of these factors for each site being considered and understand that the perfect
location is not always easy to find. Look at the big picture. While you should weigh each factor,
you must look at them as a whole. Consider the overall impact to your Blingle! franchise.

Gaining Site Acceptance
To gain site acceptance for your Blingle! Franchise, Please visit

https://university.horsepowerbrands.com/courses/b-location-approval-process-faq
You will need to follow this process:

• Complete Site Acceptance Form
• Email to Onboarding Coach
After you have submitted the brand president will provide response within two business days.

Required Equipment & Supplies List
• As a Blingle! franchisee, you need certain equipment before you can conduct business.
• To maintain our high standards of quality and service, you must adhere to our specifications
for brands, types, and models of equipment, furniture, fixtures, etc.
• Once you get up and running, you will continually need to modify your inventory of supplies
as needed to meet demand. your franchise business consultant can provide advice and
assistance as you learn how to monitor your inventory and adjust as needed.
• On the following slide you will see your required list as of: January 2022

Required Equipment & Supply List
• C9 Led Bulbs • 25’ Single • Blue/Pure White
– Colors: • 24’ 3-Way • Traditional (Red, Green, Warm White)
• Warm White • 50’ Single • Twinkle
• Warm White Transparent Twinkle • 75’ Single • Red/Pure White/Blue
• Pure White – 15 AMP Mechanical pin timer-outdoor durable • LED 3D UltraBright Sphere
• Cool White – Black Metal “S” Hook- 8” x 6” – 16” Twinkle-96 Lights
• Red • LED Light Sets – Colors
• Green – LED 5MM Bulbs spaced 6” apart with 26’ cord • Blue
• Blue – Colors • Green
• Multi Opaque • Pure White • Gold/Warm White
(Red/Green/Blue/A/White) • Warm White • Red
• Multi Transparent • Cool White • Silver/Multi
(Red/Green/Blue/A/Yellow) • Red • Silver/Pure White
• C9 Cords & Accessories • Green • LED 3D Super Nova
– C9 Green Cord (18 AWG) • Blue – Motion Speeds
• 1,000’ Reel-12” Socket Spacing • Multi (Red, Green, White) – 16”- 80 Lights
– C9 Green Cord (18 AWG) • Wintergreen Strobe – Colors
• 1,000’ Reel-15” Socket Spacing • Ocean • Pure White
– C9 Green Cord (18 AWG) • Warm White Twinkle • Red
• 1,000’ Reel-24” Socket Spacing – LED 5MM Bulbs spaced 4” apart with 23.5” cord • Green
– Green Cord (18AWG( – Colors • Blue
• 250’ Cord Only, No sockets or plugs • Grinch Strobe • Multi
– Slide Plug Inline Outlet • Champagne Strobe • 36’ LED Light Bursts
– Male Slide Plug (Green) • 36’ LED Glimmer Spray – Colors
– Female Slide Plug (Green) – Colors • Warm White
– Mighty Clips • Pure White • Warm White Twinkle
– Shingle Tabs- Plastic Clip for Holiday Lighting on • Warm White • Red
Roofs
• Red • Green
– Parapet Clips-Plastic clip used with shingle tab for
flat surfaces • Green • Blue
– C9 Magnetic Clips • Purple • Red/Pure White/Blue
– Black Jumper Cord 6’ • Orange • Multi
– Extension Cords • Blue
• 6’ 3-Way • Red/Warm White
• LED Mixed Noble Wreaths
– Pre-Lit with 5MM LED Bulbs
– Colors
• Pure White: 36”, 48”, 5’
• Warm White: 36”, 48”, 5’
• Multi: 36”, 48”
• LED Mixed Noble Garland
– Pre-Lit with 5MM Bulbs
– Sizes: 14” x 4.5’ (50 lights) & 9’
(100 Lights)
– Colors
• Pure White
• Warm White
• LED Mixed Noble Teardrop
– 36” (50 Bulbs)
– Warm White
• Nylon Red Bow with Gold Trim
– Sizes: 15”, 18”, 24”, 30”

• Wire Stripper • Cable zip ties 100pk: Yellow
• Rubber Mallet • 12 Ga Baling Wire
• Screwdriver Set • 100 PK Marking Flags: Blue
• Utility Knife • 100 PK Marking Flags: Green
• 35 FT Measuring Tape • 100 PK Marking Flags: Orange
• 7 in Level • 100 PK Marking Flags: Red
• Pocket Level • 100 PK Marking Flags: White
• 20V Combination Drill Set • 100 PK Marking Flags: Yellow
• Digital Clamp Meter • 100 PK Marking Flags: Purple
• Outlet Tester with GFCI • 100 PK Marking Flags: Black
• Hex Shank Screw Bit Set • Ratchet Caulk Gun
• 26Ft Multipurpose Ladder • Brick Plug Anchor
• Ground Tamper • Hand Pruner
• 10 Pk Electrical Tape • Tool Bag
• 200 Pk Philips Screws • Kneeling Pad
• Push Broom • Safety Glasses
• Round Point Shovel • 20Gal Trash Can
• Bifold Table • 30Gal Trash Bags
• Trenching Shovel • 20V Reciprocating Saw
• Rubber Sealant: Clear • 8 IN Reciprocating Saw Blades
• Lineman Pliers • 15 Step Rolling Stair Ladder
• Cable zip ties 100pk: Black • Pallet Jack
• Cable zip ties 100pk: Blue • 16 Ft pallet Racking
• Cable zip ties 100pk: Green • 4 Ft Step Ladder
• Cable zip ties 100pk: Orange • 36 Ft Extension Ladder
• Cable zip ties 100pk: Red
Vehicle & Trailer Specifications
For any business, the way to customer loyalty is to provide excellent customer service and maintain a positive brand image. One of the responsibilities
all franchisees have is to be brand ambassadors – representing the Blingle! brand in their communities. For this reason, we require you to adhere to our
vehicle specifications in an effort to convey uniformity in our brand image.
You are required to purchase a sales vehicle, van and custom trailer for use in the operation of your Blingle! franchise. Your van and trailer must be
wrapped with our marks and outfitted with the required materials and tools that we require.
Van/Trailer Requirements:
• Sales Vehicle: 2020+ Toyota Prius
• Van – Dodge Ram ProMaster 2500 Cargo Van, 12’ Cargo Length/159”
• Diesel is recommended
• Ideally purchased new or with a long warranty. If you purchase a used vehicle without an extended warranty, you may find that you need to invest
in costly repairs more often and lose use of your vehicle more often.
• Trailer – Side: 80” x193”, Back: 72” x 75”, Front sides 36” x 59”
Your vehicle(s) not only needs to reflect the professionalism of the Blingle! brand, they need to be properly equipped with the tools and supplies
needed to service customers.
Your vehicles are a constant advertisement for your business and the services you provide. Thus, they must remain clean and well maintained at all
times, in good repair, and properly equipped. You must make all repairs and modifications as necessary to maintain your vehicle and, as a result,
uphold the reputation of the Blingle! brand and your business in your local area.
In addition to properly maintaining your vehicles, you are responsible for obtaining all applicable licensing, insurance, and other requirements relating
to the maintenance of the vehicle and for ensuring ongoing compliance with all regulations.
To ensure your ongoing compliance, we may inspect your vehicle, with or without prior notice. Such an inspection would include the interior and
exterior, as well as verification of correct, current registration, licensing and insurance.

Vehicle & Trailor Specifications
DODGE 2500 CARGO VAN

TOYOTA PRIUS
*vehicles & wraps are subject to change based on inventory levels
and seasonality ©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE 79
Equipment | Trailer
7’ x 16’

Signage & Logo Specifications
Whenever you use the Blingle! logo, you must be sure it conforms to the specifications of the marks we own. This would include its use on business
cards or letterhead, vehicle wrap, signage, advertisements, and any other printed materials you use in the operation of your business.
All uses of the Blingle! marks must be consistent with the colors and design of our logo. The corporate office can provide the Blingle! logo to you
in various formats (e.g., hard copy, electronic file, etc.) https://brandfolder.com/horsepower-brands/blingle

Business Cards
Your business cards must have the Blingle! name and logo prominently displayed. As a franchisee, you also need to indicate that you are an
independent business owner (e.g., “Independently Owned and Operated”) on all your business cards, letterheads and email signatures.
Below are examples of how the business cards should appear with your name, job description, telephone number, email address and the Blingle!
website URL should be included as well.
Remember… all printed materials you develop must be reviewed and approved by us before they are used/distributed.
To order current approved business card layouts please visit: https://brandfolder.com/horsepower-brands/blingle

Letterhead
Your letterhead must have the Blingle! name and logo prominently displayed. As a franchisee, you also need to indicate
that you are an independent business owner (e.g., “Independently Owned and Operated”) on all your business cards,
letterheads and `mail signatures.
Below are examples of how the letterhead should appear with business address, telephone number, and email address
listed.
Remember… all printed materials you develop must be reviewed and approved by us before they are used/distributed.
To order current approved business card layouts please visit:

https://blingle.easw.com/blingle_corporate_apparel/shop/products/print_collateral?page=1

Signage Requirements: Door Hangers
Any signage you use must meet any or all of our specifications. In addition, you must investigate and comply with local
regulations to see whether our specifications are allowable in your area and submit your final plans to us for approval prior to
using.
To order current approved Doorhangers please visit:
https://brandfolder.com/horsepower-brands/blingle
Examples of door hangers that are approved are listed below:

Signage Requirements: Yard Signs
Any signage you use must meet any or all of our specifications. In addition, you must investigate and comply with local
regulations to see whether our specifications are allowable in your area and submit your final plans to us for approval prior to
using.
To order current approved Yard Signs please visit:

https://blingle.easw.com/blingle_corporate_apparel/shop/products/print_collateral?page=1
Examples of yard signs that are approved are listed below:

Accounting/Bookkeeping
It is required that you purchase QuickBooks Online (QBO), to record and track your monthly sales and expenses
(www.quickbooks.com). this will help you to easily produce organized financial statements. These statements are helpful for
business planning and at tax time. You may wish to consult with your accountant or tax advisor which program they
recommend for your business needs. You can research more at http://oe.quickbooks.com.
HPB Lighting LLC has created a Chart of Accounts that you are required to use to track revenue and expenses in your
Blingle! franchised business. This Chart of Accounts is designed to allow you and HPB Lighting LLC to monitor and track key
performance indicators in a consistent manner on a system-wide basis and allow for analytical review of operations. This
Chart of Accounts will be used as the basis of the report created for your Profit and Loss Statements. The Chart of Accounts
will be built for you into your QBO account.
Once you have purchased QuickBooks Online, please contact HPB Lighting LLC to schedule your “QuickBooks Overview”
phone call for instructions on how to finalize your QuickBooks account including your Chart of Accounts and how to include
HPB Lighting LLC as an admin on your account.
Please contact Franchise Resources before setting up your QuickBooks account.

Dillon Towey
Franchise Resource
dillon@franchiserresourcellc.com

Opening Bank Accounts
After your legal entity is in place and your business name has been approved, you should select a bank. As a business owner,
you want to develop a good working relationship with a bank in your area, preferably one that is in close proximity to your
location. When choosing a bank, be sure to visit in person and introduce yourself to the bank officers; explain your business and
your commercial needs. Select a bank that meets those needs and has branches in your area.
Some recommendations for the account are:
• Checks should be imprinted with your entity name and DBA name.
• Online bill paying will allow flexibility and save time.
• The account must be a drafting account that can be swept by HPB Lighting LLC through electronic funds transfers (EFT’s) for
payments of royalties, brand development fees or other payments.
• Some franchisees prefer to set up a separate Tax Savings Account to put federal and state taxes into so that the quarterly
and end of year taxes can be paid.
• A business line of credit may be tied to your account to assist you with cash management.
• Avoiding the co-mingling of funds by keeping your business and personal finances separate will simplify your record
keeping.

PowerHouse Call Solutions
• At PowerHouse Call Solutions, our agents will be the first point of contact to the majority of incoming leads
• Handling incoming and outgoing calls, texts, chats & webchats
• Agents will be trained to be knowledgeable with each brand heightening our levels of customer service in order to provide solutions that best meet customers’
needs
• Your CSR’s will be providing preliminary client information, answering questions and scheduling appointments to your locations which will allow the sales team to be
out in the field doing what they do best
• Some of the many benefits of using PHCS are:
• Speed to lead: Representatives responding to leads as soon as they are received
• Consistent service: weekdays and weekends
• Systematic follow ups: communication with homeowners is never missed
• We use a highly efficient CRM Software that enables PowerHouse Call Solutions to pull reports with accurate data.
• PHCS will also be assisting franchisee owners during the Onboarding process and here is how:
– Ordering phone numbers specific to your market
– Ensuring all contact information, zip codes, phone numbers, etc for the franchisees is accurate prior to “going live”
– Discussing calendar and scheduling and how we will be booking appointments
– How the information is passed along
– Will have a point of contact for any questions at any time:
• Sylvia Gomez
• sgomez@phcallsolutions.com

Housecall Pro
• Our comprehensive Help Center is available 24/7 for

step-by-step guidance on using any of our features and
integrations.
• Our top-notch technical support and customer service

team can be reached via the Blue Chat Bubble at the
bottom right hand corner of your Housecall Pro
Dashboard. Select Send Us a Message to start a
conversation.
• You can also call our support line directly at 1-877-944-

9010 (press 1 for customer support). This option is
available Monday - Friday: 7am - 3pm PST.
As part of the MAX plan you have the opportunity to

Schedule in for Coaching with the Key Accounts Success
To watch their Brand Story visit: Team using the Schedule Coaching button at the bottom of
https://www.youtube.com/watch?v=J0Lbvp the Blue Chat Bubble.
A41CQ
Operations Set-Up
During your onboarding process, HPB Lighting LLC will assist you in setting up your Operations Software for your Blingle! franchise.
You will be given a username and password for your account. HPB Lighting LLC has a vendor partnership with Housecall Pro for
the management and operations of your Blingle! franchise. You are required to use Housecall Pro for the management of your
business.
Your Housecall Pro account will be pre-loaded with all documents, customer follow-up and estimating features needed to
operate your business. Within the software you will have CRM, Estimating, Production, Invoicing/Collection, and Subcontractor
Payment capabilities, among many other features.
Full training on the use and capabilities of the Housecall Pro operating software will be conducted by HPB Lighting LLC in
conjunction with the Housecall Pro customer support team.
Please be aware that as you add team members you will need to update your account with additional users.
Other Account Set-Up:

1. Rentman
2. Virtual Designer
3. Ingage
4. B! University
5. PowerHouse Call Solutions

WhipAround (Optional)
Simplify fleet inspections
Say goodbye to paper inspections —
customize simple, easy-to-follow DVIR,
mower and other equipment inspection
checklists to be completed via an app.
Whip Around fleet inspection and
maintenance software is
Get proof of inspections & jobs
enabling modern landscaping Prove inspections took place with time, date, and
companies to grow and scale location stamped reports and mandatory photos.
their businesses. The software Also, snap before and after photos of jobs to prove
delivers efficiency to our the work was completed.
franchisees by connecting
teams, reducing unplanned Stay in control of maintenance
maintenance and repair costs, Prevent unnecessary repairs and downtime.
and maximizing uptime — all with Configure reminders for maintenance and
a foundation of improving safety. service intervals based on mileage, engine
hours, or time.
Ensure safety
Keep your drivers and other road
users safe by making sure that faults
are identified and fixed promptly. Also
avoid FMCSA/DOT violations.
Go GPS (Optional)
KEVIN LOUGH
General Manager
gogps.com|
866.964.6477 x107
Klough@gogps.com

Supplier Account Set-up
As your onboarding you will work with your Onboarding Specialist to ensure
that these accounts are set up with your suppliers.
Landscape Lighting:
Haven Lighting
FX Luminaire
Permanent Lighting:
Oelo Lighting
Holiday & Event Lighting:

Lights 4 Christmas

Lights for Christmas

Rentman

Grainger
Contact Info:
Inside Sales Rep: Richard Yzaguirre
Phone: 210-350-3490
Email: richard.yzaguirre@grainger.com
Customer Service:
800-GRAINGER
Email: CustomerSupport@grainger.com

SiteOne

OELO
Contact:
Devin Rodarmel
Email: devinr@oelo.com
Phone #: 970.212.3672

Roofr

FXLuminaire
Contact Info:
See the
following Slides
per Region

Region 2: Regional Leadership Map
• Regional Manager
– Chuck Gooding:
• Phone: 302-363-4300
• Email: Cgooding@siteone.com
– Shawn Sandink
• Phone: 647-308-8792
• Email: Ssandink@siteone.com
• Lighting Area
– Maine
– Vermont
– New Hampshire
– Massachusetts
– Connecticut
– Rhode Island
– New York
– Pennsylvania
– New Jersey
– Maryland
– Delaware

– Tom Callahan
• Phone: 952-942-9282
• Email: tcallahan@siteone.com
• Lighting Area
– Minnesota
– North Dakota
– South Dakota
– Nebraska
– Kansas
– Oklahoma
– Missouri
– Iowa
– Wisconsin
– Illinois

• Jason Preston
• Phone: 859-509-8466
• Email: jpreston@siteone.com
• Lighting Area
• Michigan
• Ohio
• Indiana
• Kentucky
• West Virginia
• Illinois
• Chicago

Region 5 & 6: Regional Leadership Map
– Don Davis
• Phone: 919-669-2484
• Email: ddavis2@siteone.com
• Lighting Area
– Virginia
– North Carolina
– South Carolina
– Florida

• Ramzi White
• Phone: 806-589-8308
• Email: rwhite@siteone.com
• Lighting Area
• Texas

– Daniel Strey
• Phone: 770-351-7056
• Email: dstrey@siteone.com
• Lighting Area
– Georgia
– Alabama
– Mississippi
– Louisiana
– Arkansas
– Tennessee

• Neb Keeton
• Phone: 619-346-8787
• Email: nkeeton@sitoene.com
• Lighting Area
• California:
• Southern California
• Northern California
• Hawaii:

– Eric Feierstein
• Phone: 303-921-6221
• Email: Efeierstein@siteone.com
• Lighting Area:
– Washington
– Oregon
– Nevada
– Utah
– Arizona
– New Mexico
– Colorado
– Wyoming
– Montana
– Idaho

Haven
What Haven Lighting is All About
Haven Lighting is inspired by life, and created to enhance the
existing beauty of your home, inside and out. When shopping for
our own home outdoor LED lighting several years ago, we
noticed the lack of options offering easy-to-use functionality and
brilliant colors. Instead of simply settling for what was available,
we decided to design our own premium lighting products, and
thus, Haven Lighting was born.
Our collections feature unique, LED products, with unparalleled
brightness, vivid color, and white temperature adjustments.
Whether you want to highlight the architectural beauty of your
home, illuminate the pathways in your front yard, or accent a
new kitchen backsplash, Haven has a lighting collection for you.
Our wireless control systems can be easily integrated with home
automation devices, as well, allowing you complete flexibility
while adding style and sophistication to any living space.
Contact Info:
Rob Allison
Email: rob@havenlighting.com
Phone #: 859.230.6608

Subcontractor Hiring/Recruiting
Many Blingle! franchisees will utilize subcontractors to complete production of their sold projects. Because of this crucial part of
a successful franchise, our Blingle! Recruitment Team is hard at work for you from the moment you begin the onboarding
process. Below is an overview of services we provide.
The Recruitment Team will help with a variety of tasks to ensure that your business is ready to go DAY ONE. We help qualify
local crews who are ready and able to be scheduled for your projects. Some of the questions we are asking are as follows:
1. Do you have Liability and Workers Comp insurance? *We will verify with the insurance carrier that it is active, but it is up to
the franchisee to maintain that they crew has coverage before payment is issued.
2. What types of lighting installations have you completed in the past?
3. Do you have a way to reach roof peaks over 30’ in height? *Does the crew have access to a lift or bucket truck?
4. What is your requested labor rate? *What is the price per hour/per job?
5. How many crews or crew members are on your team?
6. We ask that they submit photos of previous work completed.
After a crew has been qualified, we will connect the franchisee with the crew and suggest to exchange information. When
speaking with them, be sure to pay attention to a demonstrated good work ethic, that they know how to correctly install
lighting, and that they demonstrate safety in each step of the job.

Subcontractor Hiring/Recruiting
It is very important that you comply with all requirements surrounding subcontractor hiring including federal, state, and local
laws, insurance requirements, and employee/subcontractor classification. HPB Lighting LLC will advise you as to the timeline
for when you should begin the hiring process for your subcontractors based on your estimated training dates and business
launch dates.
When searching for subcontractors on your own, it is recommended that you seek subcontractors that are normally “slow”
during the holiday season. Think of those that work outside, like roofers, painters, landscapers, etc. With each individual you
will want to schedule an in-person interview at which time you will discuss expectations, training, payroll, etc. HPB Lighting LLC
will provide you with an “Independent Subcontractor Agreement” (located in the Blingle! Insider) that your subcontractors will
need to sign that outlines the relationship between your Blingle! franchised business and your subcontractors.
It is recommended that you meet with several subcontractors and hire according to the need based on your projected
production. We advise hiring one additional crew as a contingency plan in the event that one of your subcontractors is
unable to complete a project.
***We recommend that you have your local attorney review the “Independent Subcontractor Agreement” to ensure that it
meets your state and local laws/regulations.

Subcontractor Insurance Requirements
One of the most important aspects of your subcontractor agreements is verifying your subcontractor’s insurance on a regular
basis. HPB Lighting LLC requires all independent contractors to carry Workers Compensation/General Liability Insurance.
Workers Compensation Insurance must be verifiable via the public website prior to the subcontractor obtaining payment.
Each subcontractor is covered under his or her own plan which must meet the following requirements:
Commercial General Liability Insurance:
• $1,000,000.00 Each Occurrence Limit (Bodily Injury and Property Damage)

• $2,000,000.00 General Aggregate per Project
• $2,000,000.00 Products & Completed Operations Aggregate
• $1,000,000.00 Personal and Advertising Injury Limit
Workers’ Compensation and Employers’ Liability Insurance:
• $1,000,000.00 Each Accident

• $1,000,000.00 Each Employee for Injury or Disease
• $500,000.00 Aggregate for Injury by Disease
Upon any accidents you must provide a full drug and alcohol test with a written report to the corporate office.

Pre-Launch Market Research
• Knowing your competition is vital to the success of your business. Not only does it help you
understand who your competitors are and what services they offer, but it also helps you
better position your Blingle franchise in your local market. A strong understanding of your
market allows you to better showcase your services in a way that is more attractive to
potential customers and helps to build brand awareness and trust within your area.
• As a part of your Local Market Guide Research, we require that you locate your competition,
determine their pricing structure, services offered, products used (if possible) and any
warranty/guarantees offered. A little legwork up front will allow you to outshine your
competition, and provide sound marketing solutions to help elevate your Blingle franchise

Licensing Requirements
Contractor licensing is one of the most important initial steps in becoming a Blingle! franchisee. Holding the proper license helps
to protect your business, but it also lets your customers know that you’re a professional with a certain level of expertise. Most
states require contractors to hold a license by law. Working without a contractor's license is illegal in some cases and can cause
you to lose your rights under mechanics lien laws.
Some of the most frequent questions asked:
• But which license do you need?

• What are the contractors license requirements in your state?
• What do you need to do to operate your Blingle! business?
• How do I obtain proper license requirements?
• What fees are associated with obtaining a contractor's license in my state?
Please reference the sites below to locate information needed for your state and local requirements.
https://www.levelset.com/blog/contractors-license-guide-all-states/
https://apps.necanet.org/job/stateCodes/?fa=specialtyLicensing

Office Set-up: Business Phone Number
Making sure that your office, whether at home or at another location, is organized and properly equipped is a critical step in ensuring the
successful launch of your new Blingle! franchise. The following steps are intended to help guide you through the office set-up process, however,
they do not encompass all of these tasks.
Business Phone Number

You will need to obtain a business phone number for your Blingle! franchised business.
One of the key selling points is that your customers will be working with a local company with a local owner. For this reason, we require that the
area code of your business phone number is the same as the area code in which your Blingle! franchise will be operating.
Please keep in mind that HPB Lighting LLC has a vendor partnership with a Call Center service to assist in phone answering and appointment
scheduling. Several options to consider for your phone system, which have been implemented by other Blingle! franchisees include:
1. Cloud-Based Virtual Phone Systems – Vonage, Grasshopper, Phone.com, Ring Central. Each of these systems have different features and
benefits. Many of these options offer a free trial period where you can try out the system. We recommend that you do this and make your final
decision BEFORE finalizing your business phone number, as your business phone number will be printed on business cards, promotional materials,
and van/trailer decals. You can transfer these numbers to new carriers and phone systems for a fee if required as your business grows.
2. Use Existing Business Phone System – Some of our franchisees operate other businesses and have used existing phone systems and receptionists
to receive phone calls.
3. PowerHouse Call Solutions Call Center – You will obtain 10 phone numbers through PowerHouse Call Solutions to track lead flow from marketing
materials, print, vehicle wraps, yard signs, and others.
We recommend to our franchisees that the phone system you choose can send and receive SMS/Text messages and the ability to send and
receive pictures. You will find that your customers will utilize these options to quickly and easily communicate with your Blingle! franchise.
Once your phone system and business phone number are finalized, you will be instructed to forward this information to HPB Lighting LLC .

Office Set-up:Email
Blingle! franchisees are provided a system-wide IT and communication platform that includes Microsoft Outlook. During the
pre-launch phase, an email account will be set up for each franchise owner as follows:
Your email address will include the first initial of your first name followed by your last name @blingle.com
For example: ajohnson@blingle.com
You will be issued a temporary password for your Blingle email account that you will need to change. Please be sure your
new password is secure.

Ordering Business Cards/Promo Materials/Apparel
Once your business phone number and email are established, you will place your initial order for your
business cards, promotional material, yard signs, estimating folders, and apparel. HPB Lighting LLC will have
an initial marketing collateral package available. Once these promo items are received you will start to
focus on your pre-launch marketing in order to build your production schedule prior to launch.
• Corporate ID Materials – Sales & Promotional Collateral - Business cards, letterhead, envelopes, yard signs,
estimating brochures, folders and an assortment of sales and promotional material make up the Blingle!
marketing collateral package. These items have been pre-designed to the specifications and graphic
standards of the Blingle! brand. Deviations in design, style, and colors are strictly prohibited. Corporate
materials can be ordered through the online fulfillment shopping cart located in the Blingle! Insider. HPB
Blingle! LLC will assist you in establishing an account and log-in credentials with your initial order.
• Apparel – You and your employees are required to wear approved Blingle! apparel while on the job or
when attending industry, community, or business-related events. The type/style of apparel worn should be
consistent with the job tasks assigned or being performed. Apparel can be purchased through the online
store located in the Blingle! Insider. HPB Lighting LLC will assist you in establishing an account and log-in
credentials with your initial order.

Office Set-Up
Utilities
Internet Access – You must have a high-speed internet connection to swiftly send and receive emails and access the web
while communicating on the phone with customers and vendors.
Cell Phone- Selecting a smartphone that gives you the ability to receive and send emails and text messages as well as browse
the internet is suggested, allowing you to conduct business no matter where you are.
Office Furniture/Supplies
Based on our operating history, HPB Lighting LLC has selected and specifies most of the equipment, furniture, and supplies
needed to operate your Blingle! franchise. You must adhere to the brands, types, and models when specified. You will need
the following office supplies before you can begin to do business:

Office Set-Up
Office Area
• Desks and Chairs – Choose desks and chairs for your team that will be comfortable and functional for daily use.
• Bookcases/Shelves – For storing record keeping binders and other related materials.
• Computers – We currently do not require a specific type of computer; however, you must use the QuickBooks Online
accounting program for your franchise, and you must have a system in place to back up your files which may be an
online service such as Dropbox, Carbonite, or OneDrive. You will also need to be able to access our operating software
system via office computers.
• Printer/Scanner – All-in-One multi-function printers are acceptable.
• Filing Cabinet – We recommend purchasing a four-drawer metal filing cabinet that is sturdy and can be locked. Use this
for storing valuable records. Try to find a unit with some level of protection against fire.
• 24” x 36” Erasable White Board (minimum size shown)
• Tablet/Smartphones – Your in-field team (Fertilization, Irrigation, and Waste Removal Techs) will need access to data-
enabled tablets in order to access the operations system while in the field for project management, estimating, customer
file updating, invoicing, etc.
• Copy Paper • Paper Clips • Printer Ink

• Envelopes • Clip Boards • Trash Can
• Pens • Post-It Notes • 3-Hole Punch
• Notepads • Hanging File Folders • Highlighter
• Stapler • Manilla Folders • Sharpie Markers
• Stapler Remover • Scissors • Dry Erase Markers
• Tape • White Out • Dry Erase Board

USI: Franchise Insurance Program
Contact Info:
Jake Scaduto
Email: Jake.Scaduto@usi.com
Phone: 201-638-1509

Procuring Required Insurance
Minimum Coverage Amounts
Before you begin operating your business, you must purchase and maintain at your sole cost and expense the insurance coverage that we specify below. If a
lease, lender or state regulation requires higher limits than listed, the higher limits will control, but limits can never be lower than listed below.
You must obtain and keep in force at a minimum the insurance we require in this manual or otherwise. The mandatory insurance currently includes:
I. Commercial General Liability insurance in the amount of $1,000,000.00 per occurrence and $2,000,000.00 aggregate limit per location, which will include
products and completed operations coverage, personal and advertising injury, fire damage liability, and medical payments coverage; and it will be
provided in occurrence form;
II. Automobile Liability and Physical Damage insurance in the amount of $1,000,000.00 Combined Single Limit coverage for all owned, non-owned and hired
vehicles and include physical damage coverage with deductibles not higher than $1,000.00 for comprehensive and collision damage;
III. Contractor’s Equipment Floater insurance in the amount of the cost to cover the mobile equipment used in your Blingle! franchise business;
IV. Employment Practices Liability insurance in the amount of $250,000.00 aggregate including third party endorsement and naming franchisor as Co-
Defendant;
V. Workers’ Compensation and Employer’s Liability statutory coverage and Employer’s Liability insurance in the amount of $1,000,000.00 by accident,
$1,000,000.00 by disease – policy limit, $1,000,000.00 by disease each accident;
VI. Contractor’s Professional Liability insurance in the amount of $1,000,000.00 to cover errors and omissions claims;
VII. Property Insurance for One Hundred Percent (100%) of the replacement cost of your business personal property; and, notwithstanding the foregoing; and
VIII. Umbrella Liability insurance to be excess over Commercial General Liability, Automobile Liability, and Employer’s Liability. Also, the Contractor’s Pollution
(Section 9.1.6) and Professional Liability policies (Sections 9.1.6 and 9.1.7, respectively) may be combined with the Commercial General Liability policy.
We must approve all insurance carriers in advance and in writing. All insurance policies must be issued by insurance companies with a rating A-VII or better as
reported in the most recent edition of A.M. Best’s Insurance Reports. Our acceptance of an insurance carrier does not constitute our representation or
guarantee that the insurance carrier will be capable of meeting claims during the term of the insurance policy. You must carry insurance required by the lease
of your Approved Location or by any of your lenders or equipment lessors and such Worker’s Compensation Insurance as may be required by applicable law.
You must deliver a COI to us at least 20 days before opening your Blingle! franchise and 10 days before any renewal of the required policies as evidence that
all insurance requirements have been met. All insurance policies you hold will be primary to any policy or policies held by us or our affiliates.

Procuring Required Insurance
Minimum Coverage Amounts Cont.
All liability policies will list us as an additional insured except the Employment Practices Liability policy will provide us coverage.
The policy is required to have an endorsement as listed on Form CG 20 29 or its equivalent. The Commercial General Liability
policy shall contain a waiver of subrogation in favor of Franchisor and any parties Franchisor designates and will be primary
and noncontributory to any insurance we might carry. We reserve the right to modify required insurance coverage during
your franchise agreement based on changes in risk factors for which you will comply upon written notice from us.
Additionally, you agree not to permit any third-party subcontractor to perform any work or offer any services on your behalf
unless such subcontractor maintains insurance coverage in such amounts and types as we require you to maintain, with the
specific addition that subcontractors cannot exclude principals from its Worker’s Compensation coverage and that liability
policies name us as an additional insured. You agree to maintain evidence that such insurance by its subcontractors is in
effect and to provide such proof of insurance as we may require, in our sole discretion, from time to time. See Item 8 for more
information regarding our insurance requirements.
Please speak with HPB Lighting LLC team to discuss any programs or relationships that have been established regarding
insurance carriers or policies.
Important Note: Your state or municipality may require additional insurance over and above what is required by HPB Lighting
LLC. Please ensure that your insurance coverage covers all requirements in your franchised territory.

Pre-Launch Marketing
Before you open your doors, we are laying the foundation for you to get off to a successful start. There are
several accounts we need to establish for you to be prepared for success. With each of these we will require
certain information from you. As part of preparing, you for success before you open, we will help you:
1. Set up your Google Business Profile
2. Account Set-Up
▪ Directories/Citations
▪ Social Media
▪ Paid Lead Services
3. Local Search Set-Up

Pre-Launch Marketing
Marketing your business is not the application of one single campaign. Rather, you need to market your new business in your
territory in a variety of ways and using various methods of advertising. These include social media, online business listings,
print media, internet advertising, networking, cloverleafing, and others. It also requires you and your entire team to always
be marketing the business through excellent customer service and referrals. This section will provide you with general
information about marketing.
Marketing your Blingle! franchise is one of the most critical elements of operating a successful business. Good marketing
establishes and reinforces the Blingle! brand and separates you from the competition. Marketing is everything related to
developing your image in the community, communicating your message to the customers, and selling your services. It is not
simply advertising or promotions; it is competitive analysis, public relations/publicity, signage, pricing, community relations,
and the development of programs that appeal specifically to your target market. Marketing encompasses every aspect of
your business, and you should be continually working to create Blingle! brand awareness. This is accomplished through both
proactive advertising as well as subtle actions such as vehicle wraps and employee shirts and promotional items.
Marketing requires a mix of targeted messaging and frequency of appearance. It is critical that you begin your marketing
efforts prior to the launch of your Blingle! Franchise through a variety of methods outlined by HPB Lighting LLC.
Prior to opening, you must purchase from us the required opening package, which includes items such as, small hand tools,
ladders, iPad, computers, printers, small promotional materials such as yard signs, clothing, printed items, pitch books, a
vehicle wrap and other supplies related to the © 2021 HPB Lighting LLC 7 Franchise Disclosure Document operation of your
franchise.

Website Set-Up
HPB Lighting LLC has developed and maintains a website for the Blingle! Brand and promotes this website.
All Blingle! Franchisees will be identified and listed on the blingle.com website with their own franchise territory “Location
Page". Potential customers will be able to see specific details relating to the franchisee's business, including owner
information; local picture; contact phone number, and direct email information to help promote their local operation.
As a franchisee you will be required to create a “Bio” that we will use on your “Location Page”.
As a Blingle! Franchise you will be partnered with a Franchise Rocket Client Success Manager to develop and maintain your
“Location Page” for you so that you can focus on business development.
HPB Lighting LLC has developed the official website for the entire Blingle! brand. To ensure consistency of our brand, the
website is controlled exclusively by HPB Lighting LLC.
You may not have any other website for your Blingle! franchised business. You may not list, link, or advertise on the internet or
in any other public computer network in connection with the Blingle! franchise without prior written approval.

Google Business Profile (GBP)
Your Google business profile setup is
important to the promotion of your
business in Google maps.
We set up the listing for relevant roofing

terms being used in your market. This allows
your site to gain credibility with Google,
allows you to “rank” and most importantly
tells Google to know to show your listing
when specific terms are searched in your
local market.
The GBP is a form on online directory listing,

Because it is part of Google, it also carries
a lot of authority with Google when
deciding which businesses match thew
intent of a consumer’s search.

Online Directories Account Set-Up
There are many online listing services also, known as directory
listings or citations. These sites are the equivalent of the yellow
pages online.
Some of these listings are on more popular, well-known websites,

such Yelp, but there are thousands of online listing opportunities
for local businesses.
We set up online listings with your company info, which allows

your business to be more easily found online while simultaneously
increasing Google’s “trust” in your website.
Each month we ensure that all your information remains current.

Ensuring that these listings stay live with accurate information is an
important aspect to local search engine optimization
Many listing websites do not get searched directly but are also
used as a mechanic in the SEO strategy for Google to promote
your Google Business Profile more often in Google Maps.

Orgaic Social Media Account Set-Up
Organic social media will be an integral part of your Blingle! business. Each
social media channel offer numerous opportunities for promotion and
communication with your customers as well as attempt to reach new
customers.
Your Franchise Rocket Customer Support Manager will work with you to set up
each of these accounts. We will provide you with log-in information and
passwords and add you as an ‘admin’ to your social media pages.
Social Media Websites we will establish accounts for you:

• Facebook
• Instagram
Remember that your Franchise Rocket onboarding specialist will help guide
you through this, so you are not alone.
Paid Lead Services Account Set-Up
Franchise Rocket makes digital advertising simple with winning strategies. Before you open your doors, we establish your Google and
Facebook paid ads accounts so you can earn quality leads the moment you set up shop. Franchise Rocket digital campaigns are
specifically designed and targeted to reach people in your market who are interested in the service you offer. We currently offer paid ads
in the following categories:
• Google Ads – Google search and display ads are the results that appear at the top of your screen when you enter a search on
Google. We provide a fully managed solution and take on the day-to-day management of your online advertising campaigns. This
management consists of building and launching the campaigns then optimizing your advertising strategy in real time to deliver the
highest return on your advertising dollars.
• Google Local Services Ads - The Local Services Ad unit is shown at the top of Google Search results when people search for the
services you offer in your local area. Potential customers can click or tap on your ad to either call or send a message request (US
only). They can also schedule a booking with you directly through your Local Service ad.
• Paid Facebook Ads: Paid Facebook ads allow us to specifically target and reach audiences in a visual and engaging manner.
Facebook ad campaigns can be hyper-focused on specific people and places ensuring you an efficient return on your marketing
spend.

Local Search Set-Up
When someone searches for a roofing contractor in your

area, there are 2 primary places you may show up
• Local Map Results

• Organic Search Results
The higher you appear in these search results the more likely
someone is to choose your business. We get you higher by
setting up over 15 web pages for your local business.
During this process you will help by providing relevant

information about yourself and your market to help guide
Franchise Rocket’s efforts

Paying Taxes
Circular E (Employer’s Tax Guide) and Publication 509 (Tax Calendar) can help you file the appropriate federal taxes on time.
This publication is updated annually, so be sure to regularly request it or go online to get updates at the website for the IRS at
www.irs.gov. The QuickBooks accounting system will track your tax liabilities for you and will automatically update periodically
to make sure your federal tax rates are correct.
You meet the “file or furnish” requirement if the form is properly addressed and postmarked first-class on or before the due
date.
NOTE: If any filing date falls on a Saturday, Sunday, or legal holiday, the deadline becomes the next business day.
Federal Taxes
The type of business you operate determines what federal taxes you must pay and how you pay them. In most cases, the
following taxes will apply to your business:
Income Taxes
Self-Employment Taxes
Social Security and Withheld Income Taxes for Employees
Unemployment Taxes – There are two primary federal tax forms used to report your employment taxes:
• Form 941 – Reports your federal income tax, social security, and Medicare taxes.
• Form 940 – Reports your federal unemployment taxes.
Excise Taxes
Paying Taxes
State Taxes
Each state has its own sales tax law. In some areas, there are local regulations governing the amount and method of collection
of this tax. As a business owner, you may also be subject to state income and unemployment taxes depending on the state
and your form of business. You are responsible for obtaining any rules, regulations, and tax charts from your local government
agencies.
As a for-profit business, you have tax obligations to your federal and state governments. As a business owner, you are required
to file reports and pay taxes throughout the year to fulfill these obligations under federal law. You are also required to pay state
taxes based on the amount of income you report at the end of the year.
Because tax deposit and reporting requirements can be complex, the services on an experienced tax accountant may be
well worth the fees charged. Even so, you will find that you must devote a great deal of time to record keeping and tax
reporting unless you choose to have your payroll vendor handle these tasks. However, because you are subject to penalties
incurred for late payment of taxes, you must establish an effective method for submitting appropriate taxes accurately and on
time.

Sales & Use Taxes
• Sales and Use Taxes are determined by each State, Municipal, and County Government
individually. These taxes will impact your business, and more specifically each service line
offered by your franchise. HorsePower Brands has configured your CRM and Invoicing system to
charge sales tax as best understood by our review of the Sales tax laws in your state.
• We have provided you with an initial package that explains sales and use taxes in your state,
including contact information for tax professionals in your market. Those tax professionals will be
able to provide you specific information relating to your franchise and the laws that apply to
your business.
• The responsibility of abiding by all State, Municipal, and County laws falls to you as the
business owner.

OSHA Compliance
The Occupational Safety and Health Administration Act was passed by the Senate and House of Representatives of the United States in 1970. This Act was created to protect
and ensure that every working individual in the United States has safe and healthful working conditions.
From the Act, the Occupational Safety and Health Administration (OSHA), a federal government agency, was formed to enforce all rules and regulations in accordance with
the Act. These rules and regulations apply to the employer’s industry and must be followed in every state, the District of Columbia, the Commonwealth of Puerto Rico, the Virgin
Islands, American Samoa, Guam, the Trust Territory of the Pacific Islands, Wake Island, Outer Continental Shelf Lands, and Johnston Island.
OSHA Requirements
The only poster that franchisees are required by OSHA to display is the OSHA Workplace Poster – Publication 3165. This poster must be displayed in every office, warehouse, and
mobile vehicle. The poster is available online:
https://www.osha.gov/publications/fedposter
As a Blingle! franchisee, you must follow OSHA regulations (Standards – 29 CFR), Part 1926, Safety and Health Regulations for Construction. According to OSHA officials, the
business description falls under the General Construction heading. However, not all rules and regulations within the Standard – 29 CFR apply to Blingle! locations. For further
details, and to identify which regulations may apply to you, please go to:
https://www.osha.gov/laws-regs/regulations/standardnumber/1926
Small Business Employers

According to OSHA, Blingle!, as well as any other small business in the United States with less than 250 employees, is termed a “Small Business Employer”. In 1995, Congress
passed the Small Business Regulatory Enforcement Fairness Act (SBREFA) in an attempt to respond to concern expressed by the small business community that federal
regulations were too numerous and complex, and that small businesses needed special assistance in understanding and complying with those regulations. The SBFEFA enables
federal agencies regulating small businesses to offer programs that provide guidance, compliance assistance, and penalty relief for the employer.
OSHA maintains that all requests made by employers and/or employees for compliance information or assistance will be answered in a timely, accurate, and helpful manner.
Responses will come from the organizational level closest to the requester’s location (e.g., district area or regional office – http://www.osha-slc.gov/html/Ramap.html)
Contact Information
U.S. Department of Labor

Occupational Safety and Health Administration (OSHA)
200 Constitution Avenue, N.W.
Washington, DC 20210
Blingle! University
• Online University
• Training & Education
courses
• Marketing assets
• Product Information
• System Guides
• Sales Tools
• To access Blingle!
University, Click Here

Schedule Initial Training
Blingle! initial franchise training will be conducted over a period of four (4) days at the Blingle! corporate office, in
Omaha, NE. Training will be conducted by the “Blingle! Leadership Team”
The training will consist of both classroom settings as well as on-the-job scenarios. Instruction will include a quick
review of the Pre-Launch Procedures followed by an in-depth training surrounding the remainder of the Blingle!
Operations Manual including the marketing process, systems and materials, as well as best practices for the lighting
industry.
In addition to the hours and topics covered in the Initial Training, On-Site training will also include between 1-2 days
in the Franchisee’s own territory. Topics covered include marketing, estimating, sales, daily operations, production
management, as well as any items that an individual franchisee feels they need further assistance with.
Training will be offered to two (2) people, including at least one franchise owner and a second owner or an
additional key management employee from the franchisee’s company. Training must be successfully completed
prior to commencing operations.
BEFORE SCHEDULING AND ATTENDING YOUR INITIAL TRAINING, EACH FRANCHISEE IS EXPECTED TO HAVE COMPLETED
THE MAJORITY OF THE ITEMS INCLUDED IN “SECTION B: PRE-LAUNCH PROCEDURES” OF THE OPERATIONS MANUAL.
PLEASE CONSULT WITH THE BLINGLE! TEAM TO DETERMINE WHICH TRAINING WOULD BE APPROPRIATE TO ATTEND BASED
ON YOUR EXPECTED BUSINESS OPEINING DATE, YOUR ONBOARDING, AND PROGRESS WITH THE PRE-LAUNCH
PROCEDURES.

Initial Training Outline
Initial Training Schedule Classroom/Corporate (hours) On-the-Job in YOUR Territory (hours)

Introductions & History of Blingle! 1 0
Pre-Launch Procedures Review/Questions 1 0
Personnel/Human Resources Staffing 2 0
Marketing of your Blingle! Franchise 2 0
Initial Training
Operations Schedule
Software Classroom/Corporate
5 (hours) On-the-Job
4 in YOUR Territory
(hours)
Daily Office Operations: Scheduling, Material 4 4
Ordering, Office Duties
Daily Field Operations: Estimating, 6 4
Production Management
Customer Service and Warranty 2 0
Accounting, KPI’s, Royalty Reporting 2 0
Final Review and Open Questions & Answers 1 0
Traction
Total Hours 32 16

Alternate Training Outline
Alternate Training Schedule Classroom/Corporate (hours) On-the-Job in YOUR Territory

(hours)
Classroom Session:
Intro, Pre-Launch, HR, Recruiting, Marketing, 32 0

Operations Software, Daily Office Procedures,
In-Home Sales, Estimating, Production
Management,
Customer Service, Warranty, Accounting
Traction
On-Site Session:
Operations Software, Office Procedures, In- 0 16

Home Sales,
Estimating, Production Management
Total Hours 32 16

On-Site Training: Post Launch
Objective Schedule Day One Day Two Day three

Arrival Partway through the day
Daily Office 1 0 0
Operations:Scheduling
Daily Office Operations: 2 0 0
Material Ordering
Daily Office Operations: 1 0 0
Office Duties
Operations Software 0 4 0
Daily Field Operations: 0 4 0

Estimating and Sales
Daily Field Operations: 0 0 4
Production Management
Departure Partway through the day
Total Hours 4 8 4

Section C:
Human
Resources

Human Resources
Your crew members are the most important resource of your business. Finding, retaining, and managing your crew is critical to
your success. Ultimately, you are responsible for creating the policies and procedures relative to managing your crew.
However, this section of the manual will help you handle employee-related activities such as recruitment, hiring, training,
supervision, and so on. These are not set forth as requirements, but rather guidelines and best practices.
This section also touches upon legal concerns that go along with employee management. However, it does not attempt to
cover every issue you face when working with your employees, so you are encouraged to contact your attorney whenever
you have a particular challenge or question.
Important Note: YOU are the employer of all individuals working in your business. All decisions are made by you at your sole
discretion.
HPB Lighting LLC is not an employer of individuals working in your business, nor does it enforce any requirements other than
ensuring all system and safety standards are complied with always. You are required to inform your employees that you are an
independent business.

Helpful Links/Resources
Americans with Disabilities Act
• Americans with Disabilities Act (ADA) website: https://www.ada.gov/index.html
• Americans with Disabilities Act Accessibility Guidelines (ADAAG):
https://www.access-board.gov/guidelines-and-standards/buildings-and-sites/about-the-ada-standards/background/adaag
Department of Labor
• Department of Labor (DOL) website: http://www.dol.gov/
• Department of Labor - Elaws: https://webapps.dol.gov/elaws/
• Department of Labor - Elaws - Posters and Recordkeeping Advisors: https://webapps.dol.gov/elaws/posters.html
• Department of Labor - Wage and Hour Division of the Employment Standards Administration: https://www.dol.gov/whd/
Equal Employment Opportunity Commission

• Equal Employment Opportunity Commission (EEOC) website: https://www.eeoc.gov/
• EEOC - Current information on employers covered by EEOC-enforced laws: http://www.eeoc.gov/laws/types/index.cfm
• EEOC Outreach, Education & Technical Assistance page: https://www.eeoc.gov/eeoc/outreach/index.cfm
• EEOC - Page for the current scope of coverage for employers: http://www.eeoc.gov/employers/coverage.cfm
• EEOC Training Institute: https://eeotraining.eeoc.gov/profile/web/index.cfm?PKWebId=0x2547b105
• EEOC - Immigration Reform/Control Act of 1986 (IRCA): https://www.eeoc.gov/laws/statutes/titlevii.cfm
• EEOC - Title VII of the Civil Rights Act of 1964: https://www.eeoc.gov/laws/statutes/titlevii.cfm
Small Business Administration

• Small Business Administration (SBA) website: https://www.sba.gov/
• Small Business Regulatory Enforcement Fairness Act (SBREFA): https://www.sba.gov/advocacy/small-business-regulatory-enforcement-fairness-act-sbrefa
• Small Business and Agriculture Regulatory Enforcement National Ombudsman: https://www.sba.gov/about-sba/oversight-advocacy/office-national-ombudsman
U.S. Citizen and Immigration Services

• U.S. Citizen and Immigration Services website: https://www.uscis.gov/
• U.S. Citizen and Immigration Services, Employment Eligibility page: https://www.uscis.gov/i-9

EEOC Guidelines For Hiring Employees
You must provide equal opportunity in all aspects of employment to all qualified persons and avoid discriminating against any
person because of age, race, color, religion, national origin, gender, marital status, or physical or mental disability, unrelated in
nature and extent so as to reasonably preclude the performance of employment.
The U.S. Equal Employment Opportunity Commission (EEOC) enforces the federal laws that prohibit employment discrimination
on the basis of an individual’s race, color, religion, gender, national origin, age, or disability (see “Helpful Links/Resources”).
The information that follows is meant to be a high-level overview. It is not meant to be anything more than an introduction to
you. This discussion highlights issues of particular interest to small businesses. Refer to the EEOC website for current information
on employers covered by EEOC-enforced laws (see “Helpful Links/Resources”). You are also encouraged to talk to your
employment attorney.
Note: Many states, counties, cities, and towns have their own laws prohibiting discrimination, as well as agencies responsible for
enforcing those laws. These state and local agencies are called “Fair Employment Practices Agencies” (FEPAs). Usually, the
laws enforced by these agencies are similar to those enforced by EEOC. Be sure to investigate your local state “Fair
Employment Practices.”

Wage and Labor Laws
The information that follows on federal wage and labor laws is meant to be a high-level overview on this topic. It is not meant
to be anything more than an introduction to you. You are encouraged to refer to your attorney and the Department of Labor
website (https://www.dol.gov/ ) for the most details regarding the wage and labor laws.
The federal and state governments in the United States have both enacted employment laws, which are regulations that deal
with the relationship between an employer and employee. Differences between federal and state governments affect the
regulations relating to the minimum wage, occupational safety, and the right to unionize.
You, as the franchisee, are responsible for being familiar with and complying with all federal laws, state labor laws as they
pertain to the state in which your business is located. Make sure you research carefully the differences in federal and state
labor laws and comply accordingly. We will not be held liable for any disputes or claims as they relate to labor laws in the
operation of your business.
The following information relates to federal regulations and requirements.

Wage and Labor Laws
Fair Labor Standards Act
The Department of Labor administers and enforces the FLSA. The FLSA establishes minimum wage, overtime pay, recordkeeping, and child labor
standards affecting full-time
and part-time workers.
Any questions pertaining to more general labor laws (hours that may be worked, breaks, meals, etc.) should be address to the United States Department
of Labor, Wage and Hours Division, or found on the web at: http://www.dol.gov
What the FLSA Requires
Basic Requirements as listed at https://www.dol.gov/agencies/whd/flsa
The Fair Labor Standards Act (FLSA) establishes minimum wage, overtime pay, recordkeeping, and youth employment standards affecting employees in
the private sector and in Federal, State, and local governments. Covered nonexempt workers are entitled to a minimum wage of not less than $7.25 per
hour effective July 24, 2009. Overtime pay at a rate not less than one and one-half times the regular rate of pay is required after 40 hours of work in a
workweek.
• FLSA Minimum Wage: The federal minimum wage is $7.25 per hour effective July 24, 2009. Many states also have minimum wage laws. In cases where
an employee is subject to both state and federal minimum wage laws, the employee is entitled to the higher minimum wage.
• FLSA Overtime: Covered nonexempt employees must receive overtime pay for hours worked over 40 per workweek (any fixed and regularly recurring
period of 168 hours – seven consecutive 24-hour periods) at a rate not less than one and one-half times the regular rate of pay. There is no limit on the
number of hours employees 16 years or older may work in any workweek. The FLSA does not require overtime pay for work on weekends, holidays, or
regular days of rest, unless overtime is worked on such days.
• Hours Worked (PDF): Hours worked ordinarily include all the time during which an employee is required to be on the employer’s premises, on duty, or
at a prescribed workplace.
• Recordkeeping (PDF): Employers must display an official poster outlining the requirements of the FLSA. Employers must also keep employee time and
pay records.
• Child Labor: These provisions are designed to protect the educational opportunities of minors and prohibit their employment in jobs and under
conditions detrimental to their health or well-being.

Wage and Labor Laws
Wages required by the FLSA are due on the regular payday for the pay period covered. Deductions made from wages for such items as cash or product shortages, employer-required
uniforms, and tools of the trade are not legal if they reduce the wages of employees below the minimum wage or reduce the amount of overtime pay due under the FLSA.
The Department of Labor may recover back wages, either administratively or through court action, for employees who have been underpaid in violation of the law. Violations may
result in civil or criminal action. Fines of up to $10,000 per violation may be assessed against employers who violate the child labor provisions of the law and up to $1,000 per violation
against employers who willfully or repeatedly violate the minimum wage or overtime pay provisions.
Exceptions:
• Certain occupations and establishments are exempt from the minimum wage and/or overtime pay provisions.
• Special provisions apply to workers in American Samoa.
• State laws may require different requirements than federal for payouts on last check and vacation.
This law prohibits discriminating against or discharging workers who file a complaint or participate in any proceedings under the Act. However, for the FLSA to apply, there must be an
employment relationship between an employer and an employee. The FLSA also contains some exemptions from these basic rules. Some apply to specific types of businesses and
others to specific kinds of work.
What the FLSA Does Not Require
Non-regulated areas:
• Vacation, holiday, severance, or sick pay.

• Meal or rest periods, holidays, or vacations.
• Premium pay for weekend or holiday work.
• Pay raises or fringe benefits.
• A discharge notice, reason for discharge, or immediate payment of final wages to terminated employees. While these are non-regulated areas, keeping records of the above-
mentioned might help with unemployment claims.
• Pay stubs or W-2 forms.
The FLSA does not provide wage payment or collection procedures for an employee’s usual or promised wages or for commissions in excess of those required by the FLSA. Also, the FLSA
does not limit the number of hours in a day, or days in a week, an employee may be required or scheduled to work, including overtime hours, if the employee is at least 16 years of age.
However, some states do have laws covering some of these issues, such as meal/rest periods or discharge notices, which would then apply.
These types of matters that are not covered by the FLSA are generally for agreement between the employer and the employees or their authorized representatives.

Wage and Labor Laws
FLSA Minimum Wage Poster
Every employer who has employees that are subject to minimum wage provisions under the FLSA must keep posted in a
conspicuous place a notice explaining the Act so as to permit employees to easily read it. The content of the notice is prescribed
by the Wage and Hour Division of the Department of Labor.
Other Mandatory Labor Law Posters

Every employer who has at least one employee is required to post federal, state, and OSHA mandatory labor law posters in the
workplace. As an employer, posting these labor law posters in the workplace will inform your employees of their labor and
employment rights and give them a better understanding of what is required of them. Employment law posters must be displayed
in prominent areas that can easily be seen by every employee, such as break areas or lunchroom areas.
Failure to display these required government labor law postings can result in steep fines and citations during an inspection, ranging
from as low as $110 up to a potential maximum of $10,000.
As federal, state, and OSHA agencies make labor law changes, you will need to update your posters to stay in compliance with
employment regulations. Refer to the posters and recordkeeping advisors page on the Department of Labor website
https://www.dol.gov/general/topics/posters#workplace-posters for a list of the mandatory posters. From this site, you can also
print the posters that you need.
Also, make sure to visit your state’s government website to determine which labor posters your state requires you to post. The
easiest way to stay in compliance is to subscribe to a labor law poster service that automatically sends you updated posters as
regulations change.

Laws Regarding Harassment
The information that follows is meant to be a high-level overview on laws regarding harassment. It is not meant to be anything
more than an introduction to you. Refer to the EEOC website (https://www.eeoc.gov/statutes/title-vii-civil-rights-act-1964 ) for
current harassment guidelines. You are also encouraged to talk to your employment attorney.
Title VII of the Civil Rights Act of 1964 prohibits employers from discriminating against employees because of race, color,
religion, sex, national origin, sexual orientation, and gender identity.
Sexual Harassment
Sexual harassment is a form of unlawful sex discrimination. Sexual harassment includes any unsolicited sexual advances,
requests for sexual favors, or any other sexually oriented action, object, or dialogue that may be considered by the recipient to
be personally offensive, derogatory, or abusive. Examples include, but are not limited to, sexual bartering, personal touching,
obscene jokes, derogatory or sexist comments, and/or suggestive material or objects (e.g., photos, posters, t-shirts).
Employers are responsible for maintaining a workplace that is free of sexual harassment. Employers may be liable for the
unlawful conduct of their agents, supervisory employees, employees and, in certain circumstances, even non-employees who
sexually harass employees at work.
We suggest having an “open door” policy when it comes to any form of harassment. Make sure to provide a very detailed
policy in your employee manual regarding sexual harassment. We recommend that a separate sexual harassment policy be
signed by each employee, in addition to what is provided in the employee manual.
Please reference https://www.eeoc.gov/sexual-harassment if you have any further questions or concerns.

Laws Regarding Harrasment
Racial and Ethnic Harassment
Harassment on the basis of an individual’s race or national origin violates Title VII. There are certain actions that are unlawful if
the conduct creates an intimidating, hostile, or offensive work environment or unreasonably interferes with an employee’s
work performance.
• Racial or ethnic slurs, jokes, or other offensive or derogatory comments.

• Other verbal or physical conduct based on race or nationality.
• Hiring, firing, pay, job assignments, promotions, layoff, training, fringe benefits, and other term or condition of employment.
Employers are responsible for maintaining a workplace that is free of racial and ethnic harassment. Employers may be liable
for unlawful conduct of their agents, supervisory employees, employees and, in certain circumstance, non-employees who
harass employees at work.
Please reference https://www.eeoc.gov/racecolor-discrimination if you have further questions or concerns.
Pregnancy Discrimination
Under Title VII, discrimination on the basis of pregnancy, childbirth, or related medical conditions is unlawful sex discrimination.
Title VII’s prohibition against pregnancy discrimination applies to all terms and conditions of employment, including hiring,
termination, promotion, leave, and benefits.
Please reference https://www.eeoc.gov/laws/guidance/fact-sheet-small-businesses-pregnancy-discrimination if you have
further questions or concerns.

Laws Regarding Harrasment
Religious Accommodation
Employers are required to provide an accommodation for employees sincerely held religious observances or practices unless
the accommodation would impose an undue hardship on the employer’s business.
Undue hardship claims:
• Undue hardship can be claimed if an accommodation imposes more than “de minimis” cost, generally meaning more than
ordinary administrative costs.
• Undue hardship can also be claimed if an accommodation requires violating the terms of a seniority system (e.g., denying
another employee’s job or shift preference).
Please reference https://www.eeoc.gov/employers/small-business/religious-accommodations-tips if you have further questions

or concerns.

Immigration Reform/Control Act
The information that follows on the Immigration Reform/Control Act of 1986 (IRCA) is meant to be a high-level overview on this
topic. It is not meant to be anything more than an introduction to you. Refer to the EEOC website for the IRCA statute. You are
also encouraged to talk to your employment attorney.
IRCA makes it unlawful for employers to hire any person who is not legally authorized to work in the United States. The Act
requires employers to verify the employment eligibility of all new employees by requiring them to complete an Employment
Eligibility Verification Form (I-9). Visit the United States Citizen and Immigration Services website to obtain the current version of
the Form I-9 (see “Helpful Links/Resources”).
Employer verification of employment eligibility of a new employee is mandated through the U.S. Citizenship and Immigration
Services within three business days of hire.
IRCA also prohibits discrimination in hiring and discharge based on national origin (as does Title VII) and on citizenship status.
IRCA’s anti-discrimination provisions are intended to prevent employers from attempting to comply with the Act’s work
authorization requirements by discriminating against foreign-looking or foreign-sounding job applicants. These provisions apply
to smaller employers than those covered by EEOC-enforced laws:
IRCA Provisions:
• IRCA’s national origin discrimination provisions apply to employers with between four and 14 employees (who would not be
covered by Title VII).
• IRCA’s citizenship discrimination provisions apply to all employers with at least four employees.
• New I-9 Form must be completed every three years for employees who are not legal citizens.
• Employers must retain completed I-9 Forms for three years from date of hire or one year after termination, whichever is later.
Americans with Disabilities Act
The information that follows on the Americans with Disabilities Act (ADA) is meant to be a high-level overview on this topic. It is not meant to be anything more than an
introduction to you. For further details, refer to the ADA website https://www.ada.gov/ . You are also encouraged to talk to your attorney who has a background in
employment law.
The ADA was signed into law in July 1990. The ADA Law is a Civil Rights Act that is enforced by the U.S. Department of Justice. The purpose of the ADA is to prohibit
discrimination on the basis of disability in employment, state/local government, public accommodations, commercial facilities, transportation and telecommunications.
Who is Protected?
To be protected by the ADA, one must have a disability or have a relationship or association with an individual with a disability. An individual with a disability is defined by the
ADA as a person who has a physical or mental impairment that substantially limits one or more major life activities, a person who has a history or record of such impairment, or a
person who is perceived by others as having such impairment. The ADA does not specifically name all of the impairments that are covered, and it is important to remember
that the severity of the disability may or may not be intense and no two people experience it the same way.
What is Covered?
Title I: Employment – Title I requires employers with 15 or more employees to provide qualified individuals with disabilities an equal opportunity to benefit from the full range of
employment-related opportunities available to others. For example, it prohibits discrimination in recruitment, hiring, promotions, training, pay, social activities, and other
privileges of employment.
Title II: State and Local Government Activities – This section does not apply to non-government facilities.
Title III: Public Accommodations – Title III and the implementing regulations set forth in 28 C.F.R. Part 36 prohibit discrimination against or on the basis of disability in the full and
equal enjoyment of goods, services, facilities, privileges, advantages or accommodations of any place of public accommodation by any person who owns, leases (or leases
to), or operates a place of public accommodation.
The ADA has established requirements on those who own, lease, and/or operate places of public accommodations to undertake certain construction, modification, and
service efforts to ensure that individuals with disabilities have equal access to goods and services at their places of public accommodations.
Ensuring Compliance
As an independent business owner, you are responsible for complying with all applicable laws and regulations (including ADA, state and local accessibility regulations and
ordinances). We strongly recommend that you review with your legal counsel any questions that you may have regarding operational practices or barrier removal necessary
to provide access to goods and services for individuals with disabilities.
Profile of an Ideal Blingle! Crew Member
As we stated earlier in this section, you are free to hire whomever you determine would be a good fit for your business. This discussion is provided in an effort to share
information we found helpful in determining which traits we feel align with our business culture and are beneficial for a Blingle! franchise. These are provided as
guidelines only. Whether you choose to follow our suggestions and best practices is entirely up to you.
The first step in preparing to hire is determining what attributes are important for employees. You can teach employees the technical skills of the job, but you can’t
teach people positive attitudes, values, and strong work ethic.
Think about what you are trying to accomplish. The primary objective is to place the right number of employees in positions who can do the job, will do the job, and
connects with your business and the job. You may have secondary objectives, such as developing your staff, controlling expenses, or maybe even helping people
with difficult personal situations. But keep the primary objectives as your focus, or you will only get frustrated when hiring employees. Below are some employee traits
to look for in employees you hire.
We have divided the traits into those you may seek in salespeople and those you may seek in installers.
Lighting Designer/Architect Personality Traits:
• Outgoing
• Chasing high-volume activity
• Creative and stylish
• Productive, and energetic
• Systematic in their approach to work and sales
• Competitive
• Driven
Installer Personality Traits:
• Productive and energetic

• Enjoys the work
• Takes pride in work; almost sees work as an artist sees a painting
• Possesses some technical aptitude
• Able to easily climb ladders multiple times a day, as the job requires
• Attention to detail
Job Descriptions
You are free to develop job descriptions for every position in your business wit the responsibilities broken
down as you best see fit. To assist you when you are doing this, we have developed a breakdown of
responsibilities by position to help you assign duties to your crew members. These are provided as guidelines
only.
Whether you choose to use these job descriptions or not is entirely up to you. Individual employees will come
and go, but the duties will remain the same. Even though each job description outlines specific tasks, make
sure your employees understand there may be times when they are asked to perform a duty that falls under
a different job description to keep the operation running smoothly. Promote teamwork!

Lighting Designer
Lighting Designers are responsible for selling Blingle! services to homeowners or business owners. As a Blingle! Lighting Designer, it is this
person’s duty to help create and inspire customers with designs that capture the essence of the event/holiday/setting that is being
Blingle’d!
Key Responsibilities:
• Plan sales activities

• Meet with homeowners/business owners to plan design for lighting installation
• Capture specific information about the home, including measurements, and take photos to document the project.
• Create an estimate for the customer that includes a recommendation and an upgrade option whenever possible.
• Discuss the proposal with the customer and show excitement for the vision of the completed project.
• Complete required paperwork with customer, including any down payment needed.
• Enter information into Housecall Pro to capture job details and special notes for the installation crew.
• Call homeowner/business owner the day before installation to confirm start date and answer any final questions.
• Follow up with customer the day after the job is completed to check customer satisfaction.
• Collect balance due, as needed.
• Develop relationships with influential professionals in your area with a goal of providing work for their friends, family, clients, etc.
• Foster referral relationships in the area.
• Follow up on leads.
• Participate in home shows and other marketing activities with the goal of developing leads and selling Blingle! services.
• Maintain positive, professional attitude, appearance, and work habits.
• Track KPI’s and share with Lighting Project Manager/Franchisee.
• Participate in regular sales meetings and webinars.
• Arrive on time to work, and any/all appointments and meetings.

Production Manager
Lighting Project Managers are responsible for ensuring productivity of Lighting Designers, as well as being responsible for
accuracy of estimates and work completed by the installation crews. This key role should focus on accountability,
production, and timeliness of work completed by all crews under their direction.
• On location during all business hours

• Allocates inventory to projects in Housecall Pro from Fishbowl
• Pulls product for Installer and organizes by zip code
• Manages inventory minimums and maximums
• Creates product orders from wholesaler
• Manages inventory into Fishbowl
• Manages office and office supplies
• Answers phone, checks location’s email

Lead Installer
Lead Installers are responsible for installing lighting as requested by the customer and managing a crew, following
the details set forth by the Lighting Designer, and adhering to all safety protocols.
• Arrive on time to the warehouse.

• Review job(s) for the day based on work orders.
• Confirm that van/trailer is prepared for the day including the following:
• - Ladders
• - All lighting for each project to be completed that day
• - Additional materials as needed
• Meet customer and introduce crew.
• Assess the job and determine proper start location.
• Take pictures of home before beginning.
• Complete work as described in work order.
• Complete any on-site cleanup needed.
• Ensure that all ladders and equipment are properly stored away for transport to next location.
• Take pictures of home, with lights on, after completion.
• Complete final walkthrough on-site with customer, explaining auto-timers, etc.
• Drive van/trailer safely and according to local regulations.
• Complete any required record keeping and submit receipts as relevant.

Installer
Installers are responsible for installing lighting as requested by the customer, following the details set forth by
the Lighting Designer and Lead Installer, and adhering to all safety protocols.
• Arrive on time to the warehouse.

• Meet physical labor demands to properly install jobs
• Follow direction from Lead Installer to ensure timely completion
• Review job(s) for the day based on work orders.
• Confirm that van/trailer is prepared for the day including the following:
• - Ladders
• - All lighting for each project to be completed that day
• - Additional materials as needed
• Complete work as described in work order.
• Complete any on-site cleanup needed.
• Ensure that all ladders and equipment are properly stored away for transport to next location.

Recruiting Employees
We have gone through the recruitment process many times in our years in business, and through that process we have
learned some important lessons. The information included in this discussion is our suggested processes and practices that will
help you during your recruiting efforts. You are free to recruit in any way you feel best.
Hiring good crew members is the first major step you can take to help your Blingle! franchise be successful. Your crew
represents the brand, and it is essential that they exude professionalism, competency, and expertise in the industry. Their
ability, appearance, demeanor, and treatment of customers will strongly impact the success of your Blingle! business.
The information included has been assembled to enable you to properly staff your business without resorting to desperate
measures or sacrificing standards, whether you are staffing initially or hiring a single employee at any stage of your business’
development.
Please understand that the crew members you hire are your employees, not ours. Thus, the guidelines that follow are
recommendations based on what we have found to be effective; you may utilize other methods as you’re an
Independently Owned and Operated Blingle! Franchise.

Generating Applications
To begin the recruitment process, you need to build awareness around what you are looking hire. There are many
ways you can do this:
Online Job Posting Sites:

ZipRecruiter
Indeed
Facebook
LinkedIn
Local Job Website
Monster
Good people typically know good people and internal recruiting of friends or family can provide some good leads.
The use social media to spread the word quickly is valuable. We have found Facebook ads to be effective in
generating applicants.
Recruiting at a local job fair, college campus, churches, or community centers can also be a great place to looking
for employees.

Screening Applicants
Once you have posted that you are looking to hire, you will begin to receive responses from interested applicants. In many cases, applicants will
either call or send an email in response to your job listing. Prescreen these applicants by asking questions that relate to:
• What about your current and past work experience make you a great fit for our role?
• What is the biggest challenge you’ve faced in your current or previous role? How did you overcome this challenge? What was the
outcome?
• What type of work environment do you prefer? Management style?
• What are some characteristics of a company culture that helps you do your best work and helps you enjoy your time at work? Which
company’s culture has been the most supportive of you and your work?
• How do you typically manage projects and prioritize tasks?
• Have you ever had to manage multiple deadlines set for the same day or week? How did you do it?
• Have there ever been situations where you failed to meet a deadline? What happened? What would you do differently if given the
chance?
• What does your typical work week look like in terms of responsibilities? How have these responsibilities changed over time?
• What makes a job fun and motivating for you?
• What salary range do you expect from your next role?
• Are you currently interviewing with any other companies?
• When can you start if you’re hired?
If the prescreening process indicates an applicant may be a good fit, invite the applicant in for an interview. Ask the applicant to bring a copy
of their license to the interview.

The Interview Process
Although interviewing takes time, we recommend you conduct personal interviews with everyone you hire. These are the
individuals who will represent you and your company in the community. It is important to spend time with these individuals and
make sure they are the right people to join your crew.
An interview process is designed to make qualified observations about an applicant’s suitability for a job. Unfortunately, many
interviewers either don’t have a clear picture of what the job requires, or they let non-job-related factors influence their thinking.
Either way, they ask questions that don’t appropriately relate to the job, thereby placing themselves and the company in a
legally vulnerable position.
All questions used during the interview process should center on the applicant’s ability to do the job, availability to work the hours
required, willingness to accept the salary/wage, conformity to Blingle! standards, and apparent demeanor. Questions asked
should never suggest any biases. Each question must be directly related to the requirements of the job and not suggest
assumptions about any protected class or group.
The five categories - ability, availability, willingness, conformity, and demeanor - provide a starting point for you to use as you
interview applicants. Think about what you need to know about the applicant and why you think that characteristic relates to the
job. However, also keep in mind that the Equal Employment Opportunity Commission has an opinion about what you need to
know, and you are required to live by those standards (see “EEOC Pre-Employment Inquiry Guidelines”.
If an applicant volunteers information that you aren’t permitted to ask (e.g., family status), this does not give you license to discuss
the matter further. Instead, you must redirect the conversation to job-related factors and make it clear that you won’t use the
unqualified information as part of the decision process. While it is important to tell them about the details of the position, be sure
the applicant is doing the majority of the talking.

Interview Overview
Above all, remember to consistently use the same job-related criteria for all applicants for the same position. As you consider the applicants you have interviewed, keep in
mind that you should make your selection on the basis of ability as demonstrated by past performance, employment history, and education. Past performance is usually the
best predictor of future job successes.
Again, these are just guidelines that you can use when interviewing a candidate for your franchise. We DO NOT require you to use our process or steps. Make the best
decisions based off of your business needs.
Step 1
Greet the applicant when they arrive. Ask the applicant to complete the Application for Employment, if they have not already done so. Make the following initial observations:
• Is the applicant appropriately dressed for the interview?

• Does the applicant make eye contact?
• Does the applicant seem confident, yet approachable?
Step 2
Review the application.
• Is the application legible and intelligible?

• Have all parts of the application been completed?
• What reasons did the applicant give for leaving previous jobs?
• Is job-hopping evident?
• What specialized skills or experience does the applicant have that relates to the position you are looking to fill? (e.g., sales, installation, project management, etc.)
• Are references available?
Be aware of red flags:
• Job hopping
• No references
• Missing information
• Time gaps between jobs
• Vague or negative reasons for leaving previous jobs
Interview Overview
Step 3
Encourage the applicant to talk about their experience and impressions by asking open-ended questions about their experience as it relates to the position they
are interviewing for. As the applicant talks, be observant. One of your goals is to determine whether the applicant meets the criteria for the position. We look for
some sort of construction experience. This helps shorten the learning curve and ensures the individual understands at least the basics about job sites and buildings.
You are also trying to determine whether there is a good fit. To accomplish this, you should let applicants do most of the talking. However, knowing what
questions to ask during an interview is very important. While you want to ask specific questions, remember that there are guidelines that dictate the types of
inquiries that are unlawful according to the EEOC.
In some ways, during an interview we try to talk the applicant out of the job, explaining the long hours, heat, and describing the physical aspects of the job. This is
key for ensuring a new crew member has realistic expectations of the role.
Sample Open-Ended Interview Questions:
Experience
• How did you hear about Blingle!?

• What type of related experience do you have?
• What would you do if you had an irate customer?
• Why have you left (are going to leave) your previous/present employer?
• What did you like most about your job there?
• What did you like the least about your job there?
• How do you feel about working as a team?
• Why do you feel you would be a good candidate for this position?
• Describe your responsibilities in your last position.
• What excites you the most about this industry?
• Tell me something about your favorite co-worker.
• What is the most time you missed from work, and why?

Interview Overview
Expectations
• What kind of company are you looking to work with?

• What is your idea of the perfect job?
• What are your salary requirements?
• Why should we hire you for this job?
• What expectations/reservations do you have about this job as I’ve described it?
• Are there any questions I haven’t asked that I should have?
Overall Outlook
• In general, how would you describe yourself?

• What do you consider to be your outstanding qualities?
• What do people most often criticize you for?
• What kinds of situations or circumstances make you nervous?
• How does your approach to working differ from others?
• What was your most interesting job or project?
• Describe emergencies in the past for which you had to reschedule your time.
• Define an ideal job in terms of the work, management style, co-workers, and physical environment.
• What is most important to you in a position, in order of importance?
Step 4
If the applicant has indicated higher pay or benefits expectations than what you are offering, point this out. If the applicant indicates that they would refuse the job for this reason, end the interview. Then
make sure you don’t hire another candidate for higher pay or more benefits than what you indicated to this applicant you are offering.
Allow time for applicants to ask you questions they may have about Blingle!, the job, or their expectations. This will sometimes help to shed some light on whether or not an applicant is really interested in
the job, especially if the questions are more specific regarding duties, the typical workday, etc.
Step 5
If you are still interested in the applicant at the end of the interview, let the applicant know that you will be in touch. Thank the applicant for their time and interest in the job. Be careful not to make any
promises or statements about whether there will be a job offer. Simply explain that a decision will be made once all scheduled interviews have been conducted. If applicants have not satisfied your needs,
thank them for their time and don’t build their expectations regarding future contact.
NOTE: If you prefer to take notes during the interview, review your notes immediately after the applicant leaves to make sure they are complete. Also, make sure your note taking does not take attention
away from the applicant during the interview.

EEOC Pre-Employment Inquiry Guidelines
SUBJECT LAWFUL INQUIRIES UNLAWFUL INQUIRIES
Address/ Applicant’s address. Inquiry into place and length of current Specific inquiries into foreign addresses that would indicate
Residence and previous addresses. “How long a resident of this state or national origin. Names or relationship of persons with whom
city?” applicant resides. Whether applicant owns or rents a home.
Age Minor. You can inquire about proof of age in form of work permit Discrimination against persons who are between 40 and 70
or certificate of age. years of age is forbidden by EEO law.
Arrests/ Inquiry into actual convictions that relate reasonably to fitness to Since arrest does not establish guilt, any inquiry into arrests is
Convictions perform a particular job. (A conviction is a court ruling where unlawful.
the party is found guilty as charged. An arrest is merely the
apprehending or detaining of the person to answer the alleged
crime.)
Citizenship You may tell applicants that, if hired, they will be required to “What country are you a citizen of?” Whether an applicant or
present proof of citizenship or right to work prior to starting the their parent or spouse is a naturalized or native-born U.S. citizen.
job. If hired, asking if they have such proof is legal. Date when applicant or parents or spouse acquired U.S.
citizenship.
Credit Report None Any inquiry concerning an applicant’s credit rating, charge
accounts, past assets or liabilities, or garnishments.
Education Applicant’s academic, vocational, or professional education, Dates of attendance or completion of elementary or high
including school attended. Inquiry into language skills, such as school. Inquiries asking specifically the nationality, racial, or
ability to read, speak, and write in foreign languages. religious affiliation of a school. Inquiries as to what the mother
tongue is or how foreign language ability was acquired.
Family None Cannot inquire concerning an applicant’s spouse or spouse’s

employment or salary, number of children, childcare
arrangements, or marriage plans.
Disabilities Can inquire concerning specific disability that might affect an “Do you have any handicaps?” or any general inquiry as to
applicant’s ability to perform job requirements. If the answer is diseases an applicant may have had. Questions regarding
“yes,” a follow-up question should be asked: “Is there anything receipt of worker’s compensation.
that can be done to accommodate your disability so you could
do the job?”
Language Can inquire into an applicant’s ability to read, speak, or write Cannot inquire as to how an applicant acquired the ability to
specific languages when such skills are related to the job for read, speak, or write a foreign language.
which the person is applying.

EEOC Pre-Employment Inquiry Guidelines
SUBJECT LAWFUL INQUIRIES UNLAWFUL INQUIRIES
Marital Status None Cannot inquire as to an applicant’s marital status.
Military Type of education and experience in service as it relates to a Type of discharge. Questions regarding service in a foreign
Record particular job. military.
Name “Have you ever been employed under another name that I Inquiries about the name that would indicate an applicant’s
should know to check references?” lineage, ancestry, national origin, or descent. Inquiries into
previous name of applicant where it has been changed by
court order, marriage, or otherwise.
National Origin None Cannot inquire concerning an applicant’s lineage, descent,
birthplace, native language, or origin of the applicant’s parents
or spouse.
Organizational “Do you belong to any organization in which you’ve gained “List all of the clubs, societies, and lodges to which you belong.”
Membership experience that you think may be related to this job?” General questions regarding organizational memberships that
are not job-related.
Pregnancy None Cannot question regarding an applicant’s past or present
pregnancies and future plans concerning pregnancy.
Race/Color None Cannot inquire concerning race or physical characteristics, such
as height or weight.
Relatives/ Names of an applicant’s relatives already employed by the Name or address of any relative of adult applicants. “With
Friends company. Names and addresses of parents or guardian of whom do you reside? or “Do you live with your parents?”
minor applicant.
Religion/Creed Statement by employer of regular days, hours, or shifts available. Questions regarding an applicant’s religion. Religious days
observed or “Does your religion prevent you from working
weekends or holidays?”
References “By whom were you referred for a position here?” Names of Require the submission of a religious reference. To request a
persons willing to provide professional and/or character reference from an applicant’s pastor.
references for applicant. Name of person who suggested that
applicant apply for a position at the company.
Salary Questions concerning salary history and whether the salary Any inquiries or statements that might suggest that men and
being offered is acceptable (except where prohibited by state women or minorities and non-minorities are paid at different
law). rates for work of equal value.
Sex None Cannot inquire concerning an applicant’s sex or sexual
orientation.
Interview Do’s & Don’ts
When conducting interviews, remember that first impressions will tell you a lot about an applicant who wants to be hired. Be observant throughout an interview. Your
goal is to collect enough information on the applicant to make an informed decision. But at the same time, you must develop an accurate picture of the job for which
you are hiring and communicate that to the applicant. Ultimately, you need to determine the ability of an applicant to successfully perform the duties of the job.
Before interviewing, review the Dos and Don’ts below so you can get the most out of the interview.
DO conduct the interview in a quiet, private, comfortable DON’T keep an applicant waiting; this increases anxiety and
place. could give the applicant a negative impression.
DO try to put the applicant at ease from the start with brief, DON’T build false hopes.
friendly conversation.
DO show interest in the applicant. DON’T oversell the position.
DO clearly outline the requirements and essential elements of DON’T give opinions, only provide answers to any questions
the job. that are asked.
DO explain all conditions of employment. DON’T prejudge an applicant.
DO encourage the applicant to ask questions and talk about DON’T develop a “canned” interview.
themselves. LISTEN… they should do the talking.
DO ask questions that are specific to the position you are DON’T use inappropriate or non-job-related excuses to turn
looking to fill. down a candidate.
DO close the interview by providing information about the next DON’T send applicants away upset or angry. Make sure they
step in the process, if applicable. leave with a positive feeling.
Also consider these additional guidelines:
• Most applicants are nervous during interviews. Try to make applicants feel as comfortable as possible.
• Give the applicant some background and history of Blingle! Explain the business and company mission statement.
• When you ask a question, wait for the applicant to respond; resist the temptation to converse. Silence can be a powerful tool for eliciting additional information.
• Observe the applicants body language. Is there a level of enthusiasm? Does the person sound confident? Do they regularly make eye contact?
• If the applicant gives you an incomplete answer to a question, ask for clarification or ask additional follow-up questions to obtain clarification.
• Give the applicant an accurate picture of the job. Be sure to explain any physical demands of the job and the reliability required.
• Use your intuition. If something doesn’t feel right, investigate. Sometimes facts must be uncovered, and at times a second interview helps to determine a solution.
• End the interview on a positive note. Let the applicant know what the next step is, and what the process will be and when to expect notification of your decision.
Reference Check Procedures
• We recommend you check an applicant’s references prior to hiring them. If there is anything that would keep you from
hiring a person, you want to know that now, not later.
• Check into an applicant’s employment history to verify the information the applicant provided and to gain some
additional insight into the applicant’s work habits.
• Make sure you always receive authorization from an applicant to speak to references before contacting them. Then be
sure to contact at least one of the references provided and contact at least two previous employers to verify
employment, position, and job tasks. Use an applicant’s previous employers to complete a reference check on each
employer.
• Please follow all state regulations that would apply in this process.

Job Offer
Making the final hiring decision is the last step in the recruitment process. The decision you make should be based on several
factors, all of which should be considered.
Information obtained from the interview(s).

Information obtained from the reference check.
Evaluation of the applicant’s skill from the interview.
Ability to work legally in the United States.
When applicants accept an offer, make sure they understand that you will require them to present a valid driver’s license (or
other photo identification) and a copy of their social security card, birth certificate, or any other employment eligibility card
or document on their first day of employment.
Every applicant who has been interviewed should receive a response. When applicants have been eliminated, notify them
within two or three days. Email those applicants, thanking them for coming and explaining that you have selected another
applicant who better meets your needs. You are not obligated to explain your reasons for not hiring an applicant.

New Employee Orientation & Training
This discussion outlines many of the practices we have found to work well in orienting a new employee. Feel
free to adopt any of these practices that you think would work well in your business.
The training and development of your employees starts with an orientation to the business. As with any new
relationship, the first few hours and days new employees spend on the job will shape their impressions and
attitudes moving forward. You should ensure new employees receive a well-organized and thorough
orientation to the Blingle! mission and culture as well as their duties and responsibilities on the job. Proper
orientation will help ensure your new employees understand the values upheld by Blingle! and are ready to
become enthusiastic members of your team.
Beginning a new job is always intimidating, so you should make it a priority to gain the trust of your new hires
and motivate them to contribute to the success of the whole.

New Hire Paperwork
Once you have welcomed a new employee and have reviewed the orientation and training process, there is information you must provide and
forms you must have the new employee complete and sign for legal reasons. Each employee should have a personnel file, which should contain
copies of the completed employment application, resume (if applicable), reference check, and the additional forms listed below:
• W-4 Form – declaration of withholding for income tax

• I-9 Form – verification of eligibility to work in the U.S.
• Applicable Worker’s Compensation information
• Equal Employment Opportunity information
• Employment Agreement
• Employee Data/Emergency Contact Form
• Direct Deposit Information
Although an Employee Status Change Form is not completed at this time, it is a good idea to make sure the employee knows
it exists and that it should be completed if any personal information changes, such as marital status, change in federal
withholding, or change of address or phone number. This will help you maintain current personnel information for payroll An exception to the
purposes. rule: To protect the
confidentiality of
Finally, ask to see the employee’s driver’s license (or other photo identification), as well as their social security card, birth the information
certificate, or any other employment eligibility card or document. contained in
individual personnel
All information should be kept in the employee’s personnel file.
files, all
I-9 Forms must be
kept together in a
separate file, not in
each individual’s
personnel file.

Orientation Process
• Once the new hire paperwork is completed, there are some additional steps that will help orient the new
employee to the Blingle! brand.
• Step 1: Review pay, work schedule, benefits, and pertinent company policies/ procedures. To confirm
your new employee’s understanding of the terms and conditions of employment, these areas should be
covered in detail. Your new employees should complete this phase of orientation with a basic
understanding of how your pay and benefits programs work (if applicable), what benefits they may
initially be eligible for and what, if any, waiting periods for eligibility are required.
• Step 2: Give new employees an overview of the operation. During this phase of orientation, an
employee’s personal work schedule should be reviewed, as well as related time-keeping procedures. On
the first day, policies such as reporting personal absences/ tardiness, uniform/dress, etc., should be
addressed.
• Your goal in orientation and training is to provide employees with the information they need to excel in
their jobs, which will ultimately help your business to reach its maximum potential. Outline all of the
standards you expect your employees to meet and then provide the training needed to enable your
employees to meet your expectations. Discuss the Blingle! mission and philosophy and walk new
employees through the facility.

Training
As business owners, we understand that good employees are the very foundation of success. The time and money you invest in training will provide strong returns in the form
of confident, efficient employees and happy, satisfied customers.
To train effectively, you must have a plan that outlines the content, duration, location, and execution of your training program. The training you provide will need to be
specific to the position.
Training for Installers:

Use the training videos on Blingle! University to provide and overview and introduction to lighting.
As possible, let the new installer do some practice installing and decorating in your warehouse or on a shed/demo house. Let them get used to working on a
ladder/roof/ground while holding and stringing light sets. The more opportunity they have to practice, the more skill and efficiency your team will acquire.
Explain to the new installer that jobs are priced on labor and material. We can estimate how long it should take to use a specific amount of material, but this estimate assumes
installers maintain the right pace. We want them to feel the incentive to be efficient, but we don’t want them to go too fast where they make mistakes.
For the first two weeks, have the new installer ride along on jobs and work as a helper on the job site. Make sure they are riding along with an experienced crew that will help
teach the new installer both the right technique and the need for efficiency.
Training for New Lighting Designers:

Use the sales videos on Blingle! University to introduce a new salesperson to the Blingle! approach to sales. We have a system that has worked well for us, and we want new
salespeople to follow that system.
Show the new salesperson the Key Performance Indicators (KPIs) that are tracked and most meaningful in terms of showing how effective a salesperson is. Train your new
salespeople to track these numbers, carefully and consistently.
Let your new Lighting Designers shadow an effective veteran salesperson for two weeks. They can go on ride-alongs to meet business owners, meet with potential referrals, bid
a job, etc. Ideally, they will get exposure to a variety of sales situations in those two weeks.
Let them start selling. Meet with them regularly and track their KPIs. Continue to show them the sales videos on Blingle! University until they have internalized the sales
approach and it is automatic. Role play sales situations with them to force them to consider how they would handle various situations.
Hold meetings with employees to go over the training they have received and discuss what they have learned. As they demonstrate proficiency, additional areas of
competency should be added to their workload.
As new employees gain proficiency, reduce the level of assistance. Move on to more of a fine-tuning role in which you ask the new employees questions about their
performance to make them think about what they are doing and anticipate. Reinforce and retrain in specific areas as needed. Give immediate feedback about
performance

Ongoing Training
The best athletes in the world train on a regular basis—their natural abilities only take them so far. They only
succeed when they strive to continually improve their skills through ongoing instruction and repeated
practice. Emphasize to your employees that all of us are continually learning and need to be open to
growth.
Why is it important to view the training process as ongoing? There are several reasons:
Responsibilities change from time to time after initial training is completed.

Company policies and procedures change.
State requirement change (Medicaid).
Equipment, products, and services may change.
All employees should be given the opportunity to gain additional knowledge that positions them to maintain
long-term employment with Blingle!
Continual training enables experienced employees to become the “trainers” and establish themselves as
people who are in the know and who are willing to share their knowledge with someone else.

Performance Management
• While developing reliable and effective employees certainly depends on the quality of the training they receive, it also
depends on providing continual feedback regarding the work they are doing. We have found that constantly keeping the lines
of communication open and complimenting employees when they have done a good job has paid dividends. When there is
room for improvement, we have found that focusing on providing suggestions and showing them what could have been
handled differently has resulted in improved performance.
• One thing you must remember is that the evaluation process actually begins on an employee’s first day of employment, when you
and the employee reach a mutual understanding of what needs to be accomplished. If expectations are not clearly stated,
mutually understood, and presented in measurable terms, performance will be difficult to evaluate and may not reflect the desired
results.
• We recommend that you review your employees at the conclusion of their trial period (90 days) and then annually thereafter (at a
minimum). However, employees should be receiving verbal input on their job performance on a regular basis. If an employee shows
unusual improvement or decline in work habits any time between evaluations, you may need to schedule a special evaluation.
Evaluation forms will provide you with documentation of performance evaluations.
• When employees remain unable or unwilling to perform at an acceptable level, you need to know how to apply procedures that
clearly communicate the importance of the situation along with a clear message. Positive discipline is a progressive approach that
clearly signals that a failure to change will result in other consequences, such as further warning, supervision, or discharge.
• In general, any conduct that is unprofessional, potentially embarrassing, or adversely affects or is otherwise detrimental to your
interests as an Blingle franchisee or the interests of your employees, customers, or the public could result in disciplinary action, up to
and including immediate termination, if applicable.
• We are providing the following information because we have found it to be helpful. You are free to choose to follow or create your
own process, or not to do it at all. You’re an “Independently Owned and Operated” franchisee and we recommend you follow the
advice of your legal counsel on performance management of your employees.

Training Outlines: Installer
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Payroll
There are a variety of methods you can utilize for paying your staff.
These include writing checks through your QuickBooks software, using QuickBooks online service, using a
PEO, or a payroll service such as ADP, PayChex, or your local bookkeeper. We recommend that you utilize a
PEO or payroll service that will automatically calculate all withholding taxes and provide you with Human
Resource support.
Within your Housecall Pro CRM, there is an option to track time and attendance. If you choose to use this
feature you may, or you can create your own system.
HPB Lighting LLC may set up vendor partnerships with payroll providers.

Uniform/Dress Code
The image of your Blingle! business is reflected in the way your employees dress. Customers, builders, and contacts will form impressions based on their
interactions with your employees, so you must ensure your employees are abiding by your established standards of appearance and dress to represent Blingle!
in the best way possible.
Dress code guidelines for installers:

All clothing must be clean, neat, and in good condition.
Blingle! logo shirt and shorts/pants.
Closed toed shoes or work boots.
Any hats worn on the job site must bear the Blingle! logo.
Dress code for Lighting Designers/Lighting Production Managers:

All clothing must be clean, neat, and in good condition.
Blingle! logo shirt.
Black or khaki pants.
Closed toed shoes or work boots.
Any hats, jackets, coats worn must bear the Blingle! logo.
NOTE: All logo attire can be ordered from the Blingle! Store at www.easw.com
In addition to attire, there are other general standards you should impress upon your employees. Remember that the appearance of your employees is one of
the factors making a positive contribution to your image. You must instill in your employees the pride that you possess in Blingle!
Employees must always project a clean and appropriate image.
Attire should only be part of your standards for appearance. Hygiene and personal habits are also important – employees should refrain from vulgar language,
smoking, chewing gum and/or tobacco and talking on their cell phones, unless necessary to the task at hand.
Under no circumstances should dress constitute a safety hazard.
All employees should practice common sense rules of neatness, good taste, and comfort.

Expenses
Your expense reimbursement policy should include a requirement that reimbursement occurs only where a receipt is
provided and for expenses required for the conduct of the employee’s job.
Where an employee has an approved expense, they must complete an expense report and attach receipts to it. If, for
some reason, a receipt cannot be provided, the employee must explain why this is the case.
Expense reports should be submitted within the week the expense was incurred and payment should be made in the
employee’s next paycheck following the submission of all required documentation. Expenses are not compensation, and no
payroll taxes are paid on expenses.
You should instruct employees that reimbursement will not be made for traffic violations, including parking and moving
violations.
It is to be expected that employees will incur expenses when driving company automobiles, specifically costs of fuel. The
employee responsible for operating the vehicle should be given a company credit card to be used for fuel and other
vehicle expenses, such as parking costs, towing charges/roadside assistance in the event of a breakdown, etc.

Section D:
Estimating & Sales
Procedures

Sales is the lifeblood of your business, and it requires much of your attention, both when you are preparing to
open and on an ongoing basis.
You will be selling to homeowners and to business owners who want lights installed to decorate for a holiday
or special occasion, some may be looking for a permanent light installation. Each sales approach is different,
and this is designed to be an overview of both in this section.
NOTE: The training received from us, and information and videos hosted on Blingle! University are intended to
provide more detail and to help supplement this section.
The information included in this section is not meant to provide instruction for every sales situation you may
encounter. There is no substitute for hands-on training and personal experience. However, when a unique
situation does arise, remember that your Blingle! franchise Success Coach is only a phone call away.

Preparing for Sales Activities
The first step in preparing for sales activities is making sure that the salesperson knows the Blingle! products inside and out. This
manual as well as the materials on Blingle! University are invaluable in terms of ensuring your salespeople are well informed.
The better informed they are, the more confidence they are going to have and the more confidence you will instill in your
customers.
Salespeople should be able to build the value of the Blingle! service and address any concerns/objections before they arise.
Your salespeople should help customers envision the perfect design, as well as understand the benefits of the Blingle! leasing
program.
Preparing for presentation:

• Review the customer’s name, address, and contact info along with any other notes taken during the initial call.
• Look up the address on Google Maps to get a sense of the neighborhood.
• If the customer is a business owner, look up the owner’s portfolio of other businesses.
• Call and confirm the appointment the day prior, when possible.
• Train your salespeople to look the part by wearing their branded Blingle! apparel.
• Have all items needed to accurately bid the job, and present properly to the customer.

Prepare for the Customer
1. Any face-to-face visit with prospects is extremely important to the overall sales process. Whether looking
at a potential job site, or presenting a proposal for your service, you need to prepare and plan your
presentation.
2. Ensure that you and/or your salespeople are dressed in Blingle! attire. Ensure that your Blingle! vehicle is
always clean and well maintained.
3. Do NOT spend minutes in your vehicle before you approach the home/business.
4. Do NOT park in the driveway.
5. Ring the customer’s doorbell and take a step back from the door. You do not want to be hovering right
by the door, potentially making the customer feel uneasy when they answer.
6. Introduce yourself with a friendly and professional voice and explain why you are there.

Blingle! Competitive Advantage
The competitive advantages that Blingle! offers to customers include the following:
• Our experience and knowledge in the lighting industry helps us to understand which products work best in certain
situations.
• We work with an exclusive, superior, commercial grade product line allowing us more creativity and flexibility in our
designs.
• Our installers are highly trained to ensure that the design is installed properly, and with expert care.
By highlighting these values to your customers, you effectively cancel out the competition and establish yourself as the
standard.

Virtual Design

Virtual Design

Virtual Design
Next, select Design at the bottom of the

page (seen here circled in blue). Then
select Design in the middle of the page.
Access virtual design tool via Ingage on your

You will then select a saved picture of the
tablet or office computer (teams.ingage.io)
front of the home you are going to decorate.
Select the Holiday Residential presentation.
Either taken in advance or at the time of your
consultation. Save the picture on your device.

Virtual Design
Select the home you are presenting and decorating from

Click to choose your saved image from your your device.
device.

Virtual Design
Once your image is displayed, you begin to create your roofline Begin by clicking the Decorator Line at the top left (circled in blue).
by plotting points on the house. You will then move your cursor to the first plot for your line.

Virtual Design
Click to drop point then the next one and so on. To start a new line, click Done then Decorator Line.

Virtual Design
Click Products in lower right corner to select lights. Use the slider in the top right corner (circled in blue) to create smaller or larger bulbs.
When selected, they will appear on image of the Create a more realistic view by using the slider to reduce the size of bulbs in the image.
house. This will also show them closer together for a much better appearance.

Virtual Design
The slider on the top left corner will create a
night mode. This will show the client how the
house will appear at different stages of night Night
time.
Dusk
Day

Virtual Design
To duplicate accent piece, simply double

To add accent décor, select Other Lights on click on image to create however many
the top left (seen here circled in blue). Tap on pieces you like. In this example, you see
image to select and it will appear on the two.
image of the house.

Virtual Design
Use the slider on the bottom left of the page to decrease

or increase the size of the decoration piece selected.
Simply click on the image and drag it to where you want

to have it located.

Virtual Design
Once again, you can add other items to your project by

clicking Other Lights and selecting an item.
Once the item is selected, it will appear on the house and

you can resize using the slider at the bottom left. Then
drag and release the décor piece where you want to place
it.

Virtual Design
Once saved, it will confirm the created image is saved.
Once project is finished, click on the Save button and save it

on your device.

Landscape Design Tool

Digital Design Tools
Blingle provides designer tools for each industry so we are able to design each customer's home
project on site. This provides an experience and can create an emotional decision to buy.
• In certain areas of our business such as holiday, this allows us to sell jobs virtually as well. This
saves time and money in payroll and travel, but also allows us to close an inquiry over the
phone, as opposed to scheduling a time to go to the customer's house and completing the
same process.
• This is also a differentiator between you and your competitors, providing an exceptional
customer service.

Role of the CSR
Your CSR (Customer Support Representative) is one of the first contacts your prospects will have with your business, making them an essential part of your
business, especially when handling initial inquiries. Often, the first impression of a company is based on the level of professionalism and the speed and
efficiency with which an inquiry is handled. For this reason, all Blingle! franchisees will be required to use PowerHouse Call Solutions as their primary CSR.
The goal of any inquiry you receive is to set an appointment to visit the prospect at their home or place of business. We feel this goal can be achieved
through:
1. Proper handling of incoming/outgoing calls.
2. Well-trained, competent staff.
3. Established credibility and trust.
4. Effective differentiation through our sales presentation.
5. Identifying and providing solutions to meet customers’ needs.
Many businesses purposefully allow their calls to go to voicemail while they are out in the field, forcing prospects to leave their information in the hopes that
someone will call them back. We want Blingle! to be different. By partnering with PowerHouse Call Solutions, we can provide preliminary information, answer
questions, schedule appointments, and respond to leads in a timely manner… all while allowing you and your sales team to be out in the field, doing what you
do best… SELL!
PowerHouse Call Solutions will be answering every call that comes into your office, providing exceptional customer service over the phone. The PowerHouse
Call Solutions team has been specially trained to respond appropriately to typical questions asked by prospects. They work to ensure that their voices sound as
though they have a smile on their face, and that every prospect is treated in a polite and courteous manner. A positive attitude is contagious, and most
callers are pleasantly surprised when a company representative answers the phone. They have become so accustomed to leaving messages, that simply
answering the phone when someone calls gives an edge over your competitors.
On-Site Appointments are generally scheduled Monday-Friday, however Saturday availability is recommended, as many homeowners are only available over
the weekend. All appointments scheduled by PowerHouse Call Solutions will be entered into an online calendar that will be shared with the Franchise Owner,
Salespeople, and Office Staff. All appointments will be scheduled at the soonest possible time on the day of the call. It is important that you estimate the job
as quickly as possible. The sooner your Blingle! salesperson can get in front of a customer, the more likely you are to be selected by the customer as their
service provider.
Company Cam (Optional)
In 2014, the founder of Company Cam was tired of not having a solid solution to help his roofing team maintain consistent
communication and documentation of the work they did. After a bit of searching with no solution in sight, Luke, the founder
of Company Cam, decided to build the perfect app. He hired a local software company, and together they created the
first version of Company Cam… and that was only the beginning.
With the variety of projects, landscapes, events and more that our franchisees at Blingle will be providing for their customers,
it was essential for us to have a solution firmly in place to help alleviate any potential miscommunications within the team.
With Company Cam, this easy-to-use desktop/mobile app is the right fit.
Some of the capabilities you’ll find in Company Cam are:

• Instantly upload photos to specific projects to keep your team organized and on track.
• Comment, draw, and tag photos to help further describe designs and plans for installations.
• When used before and after installations, the photos in Company Cam can become great marketing assets, easily
housed in one location.
• Track holiday lighting designs from one year to the next for your customers, to help keep the theme the same, or give
them new ideas from year to year.
• With the geo-location and time stamping capabilities of Company Cam, protect your team by ensuring that any
damage found on the home is photographed before install.
• Real-Time communications with the installation team in the field, and the sales crew to ensure seamless installs, and
happier customers.
• Our dedicated Company Cam representatives will take you through a personalized onboarding to help get your
account active, your team set up, and show the “how-to’s” of this invaluable tool

The Sales Plan
• We have established a sales system that is designed to help you and your salespeople establish yourselves as experts whose sole goal is to build trust with your customers and to provide
them with a beautiful, inspired lighting design.
• NOTE: When estimating a new lighting design, you will use your tablet/surface laptop with our operations software (Housecall Pro). The software will be pre-loaded with estimating guidelines
and electronic quote sheets for the customer. Pricing will vary from market to market and the Blingle! franchise team will work with you to determine accurate pricing in your market based
on subcontractor rates, competitor rates, and supply costs. Once pricing is determined for your market, it will be uploaded into Housecall Pro for all future estimates.
• Holiday Lighting: Blingle will complete a design in person or via virtual designer. We will send a contract to be completed and signed by the homeowner or responsible party. Once the
contract is signed, we will schedule an agreed upon install time and date. Blingle will complete the agreed upon project for the designated and agreed upon areas of the project.
Throughout the duration of the project terms, if any lights or accessories malfunction or need adjusted, repaired or replaced, Blingle agrees to complete the necessary work in a timely
matter. Once the new calendar year has begun, Blingle will reach out to schedule an agreed upon date and time to remove all lighting and accessories. If Blingle cannot reach the
homeowner or responsible party, Blingle has the right to return and collect its lighting, materials, and accessories with a given 24 hour notice.
• Landscape Lighting: Blingle will complete a design in person or via virtual designer. We will send a contract to be completed and signed by the homeowner or responsible party. Once the
contract is signed, we will schedule an agreed upon install time and date. Blingle will complete the design proposal for the project on the designated and agreed upon areas. A
maintenance agreement is optional. If the homeowner or responsible party agrees to a maintenance plan, Blingle would be responsible for any adjustments or first right of refusal on repairs
and labor. Blingle is not responsible or liable for any damages to or the malfunction of any product or accessories but will provide labor throughout the duration of maintenance program.
The customer is always responsible for the terms of the product warranty through the manufacturer.
• Event Lighting: Blingle will complete a design in person or via virtual designer. We will send a contract to be completed and signed by the homeowner. Once the contract is signed, we will
schedule an agreed upon install time and date. Blingle will complete the design proposal for the venue on the designated and agreed upon areas of the home. A maintenance
agreement is optional. If the homeowner or responsible party agrees to a maintenance plan, Blingle would be responsible for any adjustments or first right of refusal on repairs and labor.
Blingle is not responsible or liable for any damages to or the malfunction of any product or accessories but will provide labor throughout the duration of maintenance program. The
customer is always responsible for the terms of the product warranty through the manufacturer.
• Patio Lighting: Blingle will complete a design in person or via virtual designer. We will send a contract to be completed and signed by the homeowner. Once the contract is signed, we will
schedule an agreed upon install time and date. Blingle will complete the design proposal for the designated and agreed upon areas of the home. A maintenance agreement is optional. If
the homeowner or responsible party agrees to a maintenance plan, Blingle would be responsible for any adjustments or first right of refusal on repairs and labor. Blingle is not responsible or
liable for any damages to or the malfunction of any product or accessories but will provide labor throughout the duration of maintenance program. The customer is always responsible for
the terms of the product warranty through the manufacturer.
• Permanent Lighting: Blingle will complete a design in person or via virtual designer. We will send a contract to be completed and signed by the homeowner. Once the contract is signed, we
will schedule an agreed upon install time and date. Blingle will complete the design proposal on the designated and agreed upon areas of the home. A maintenance agreement is
optional. If the homeowner or responsible party agrees to a maintenance plan, Blingle would be responsible for any adjustments or first right of refusal on repairs and labor. Blingle is not
responsible or liable for any damages to or the malfunction of any product or accessories but will provide labor throughout the duration of maintenance program. The customer is always
responsible for the terms of the product warranty through the manufacturer.
• Residential Holiday Storage Verbiage: Your lights and accessories will be reserved for your property for next year’s installation in our warehouse. We will hold the materials for your project
per your contract or through the renewal period the following year. When your contract ends or if you do not renew, the materials for your project will no longer be designated to you
under the agreed upon terms.

Sales Process

BLINGLE! GUARANTEE + 3 UNIQUES
TWICE AS BRIGHT – NO LIGHTS OUT GUARANTEE!
• Innovative Design Technology & Expert Virtual Designers

• World Class Service – From Install To Storage
• Professional Grade Lighting Products

Industry Data
$
Seasonal Decorations
industry in the USA
Industry Benefits
BILLION
- No National Brands
- Blue Ocean for digital advertising
- Fragmented industry with unsophisticated
competition
- High customer retention rates

BLINGLES BRIGHT IDEAS

GLOWING POSSIBILITIES
BLINGLE! KEEPS THE LIGHTS ON ALL YEAR LONG…
CHRISTMAS PARTIES PATIO WEDDINGS RETAIL GAMEDAY MITZVAHS FORMALS
PHILANTHROPY STAGING SWEET 16s QUINCINERAS HOLIDAYS COMMERCIAL HOAs APARTMENTS

TEAM – WHO TO HIRE
• Hiring a Sales Associate can make or break your business. Having the right people in
the right seats is important in any business, but even-more-so in the service industry!
Sometimes hiring that right person may seem obvious, but it is not.
• EXAMPLE JOB REQUIREMENTS
1. 2+ Years of Sales OR Retail Experience
2. Outgoing & Strong Communication Skills
3. Ability To Overcome Objections
4. Exceptional Customer Service
5. Aptitude For Helping People
6. Outstanding Organizational & Time Management Skills
7. Desire To Determine Own Earning Potential
8. Presentable Professional Appearance
9. OPTIONAL BUT NOT REQUIRED: Lighting Experience
• EXAMPLES ON WHAT NOT TO DO

1. Hire For Lighting Experience Only

PREPARATION
Preparation is key! A football game isn’t won on the field; it’s

Lighting won the days, weeks, and even months prior. Your business
is no different. Don’t practice on your customers, ROLE
Designer PLAY.
SALESPERSON Game Ready. Stage Ready.
Clean Vehicle, Blingle! Attire, Print Materials, Collateral, Etc.
State of mind, No distractions, Baggage at home.

Holiday Residential

©2021 211
Holiday Commercial

©2021 212
Landscape Lighting

©2021 213
Event Lighting

©2021 214
Pool & Patio Lighting

PERMANENT LIGHTING

RESIDENTIAL
SALES PROCESS

SALES PROCESS & INGAGE
WHY
MEET & BUILD
BLINGLE! OPTION DESIGN PROPOSAL FINANCING
RAPPORT
S

RAPPORT
F.O.R.D
MEET & BUILD

RAPPORT

RAPPORT – Building rapport is about creating a connection & trust with the customer
ASK & USE THEIR NAME:
A person’s name to that person is the sweetest and most important sound in any
language. People are not a transaction, but an interaction. Make them feel
important, using their name is crucial.
MEET & BUILD

RAPPORT

RAPPORT – ACTIVELY LISTEN
ACTIVE LISTENING: “Your attention can be the greatest

gift you give someone”
Be a good listener and encourage others to talk about themselves. The

easiest way to become a good conversationalist is to become a good
listener. To be a good listener, we must actually care about what people
have to say. --- Dave Carnegie – How to Win Friends and Influence People
• People don’t listen with the intent of understanding; they listen with
the intent of replying
Scientists have found it takes a minimum of 0.6 seconds to formulate a
response to something being said. They have studied hundreds of
conversations and found the average gap between people talking is 0.2
seconds. How can it take the human brain 0.6 seconds to respond, but
people are responding in 0.2 seconds? Obviously, people are
formulating their response long before the other person is done
speaking.
MEET & BUILD
RAPPORT
RAPPORT – ASK QUESTIONS
ASK QUESTIONS: “Seek first to understand, then to be understood”

QUESTIONS – One controls a conversation when they are asking questions, not when one is talking. We ask
questions in order to learn more information, to understand, to know - and we answer questions to provide
more information. Questions also give you a better understanding of everything - the situation you are in,
the challenges you are facing, etc. Before you provide solutions, know the problems!
• Questions are essential in understanding others.

• Good questions are often far more powerful than answers.
• Good questions are worded in a way that causes others to start talking, not just answering.
• Questions must be open ended: “why” “how” “what” or even statements like “tell me about”
You can follow up an answer to your question with another question “Can you tell me what you mean by
that?” or “Could you tell me a little more about that?” – These are intended to both keep the customer
talking and an opportunity to learn more.
MEET & BUILD

RAPPORT
RAPPORT – SHOW EMPATHY
SHOW EMPATHY: “People don’t care to know, until they know you care”
The best salespeople make sales PERSONAL. To make sales personal, you must have
empathy.
Empathy is about putting yourself in the place of someone else, whereas sympathy is about
feeling bad that someone else is experiencing something. You must understand what that
person’s reality is.
Don’t be so quick to fix a problem. Show empathy, seek to understand, and remember that
any concern to the customer is a valid concern.
Lastly – If you are going to be empathetic to your customers, BE EMPATHETIC - You must be
GENUINE. You can’t fake it, you can’t pretend.
https://www.youtube.com/watch?v=UzPMMSKfKZQ
MEET & BUILD

RAPPORT
RAPPORT – FIND COMMON GROUND
CUSTOMER INTELLIGENCE - F.O.R.D

Today, the only thing separating companies from one another is the relationships they create with their customers. If you don’t
create a relationship with your customer, you better be the cheapest because you will be competing in price wars; we want to
compete in the experience war. Personalized customer service IS the competitive advantage and always delivers to the bottom line.
Every company will claim their product is superior; but there are a lot of smart professionals out there with comparable products.
Customer Intelligence is what we know about our customers (F.O.R.D) and must be at the forefront in all that we do:
F.O.R.D
F amily
O ccupation
R ecreation
D reams
SERVICE APTITUDE – Is a person’s ability to recognize opportunities to exceed customer’s expectations regardless of the
circumstances. F.O.R.D is a tool to indicate if you are LISTENING for their FORD information and using it as an opportunity to engage.
Most times you don’t need to ask, people are willing to share. If you want to build better relationships with your customers, you have
to have intentional conversations.
RAPPORT – GENUINE (Compliments)
• COMPLIMENTS - Everyone has an invisible sign above his or her head that reads “Make me feel
important”
• Compliments activate the reward centers in the brain, called the ventral striatum and the ventral medial
prefrontal cortex. Some studies have found that receiving a compliment is just as thrilling to the brain as
receiving cash. Compliments are one of the most fundamental social skills, and you don’t need to be an expert to
deliver one. You need to be aware, have aptitude, and it needs to be GENUINE.
• Remember, not every compliment goes over well. Insincere compliments can turn off the customer instantly.
Compliments can also border on inappropriate. A seemingly innocent compliment about clothing or general
appearance could fall flat or be misconstrued, especially if the salesperson and customer are different genders
and don’t know each other well.
MEET & BUILD

RAPPORT

BREAK - QUESTIONS
MEET & BUILD

RAPPORT

COMPANY STORY
For over 20 years, creating memorable holiday experiences has been our specialty. What started out as a little bit of
holiday fun to keep our founder, Mike, busy, quickly turned into a full-fledged business that has doubled in growth,
year-over-year, ever since.
Our expert lighting designers have been putting a shine on holidays and events for thousands of homeowners and
business owners alike. Using innovative design technology, we have found a way to help our customers vision come
to life before installation even begins. Once our crews arrive on-site, our customers can sit back, and relax, knowing
that we’ve got it covered. From installation to maintenance and take down, our service is hassle free! With an
experience like this, it’s no wonder our customers keep coming back!
Christmas has been our very favorite holiday for as long as we can remember and bringing beauty and light and
keeping the nostalgic feel that the holidays bring, is what Blingle is all about!
WHY
MEET & BUILD
BLINGLE!
RAPPORT

Travis Darin Bradley Joelle Matt

Miller Engelbart Weber Derner Miller
Brand President Director of Sales Success Coach Marketing Manager Success Coach
Click to add text

DEVELOPING YOUR COMPANY STORY
EMOTIONAL INTELLIGENCE – LIMBIC SYSTEM

95% of human behavior happens at a subconscious level, leading to "gut decisions" which is the most natural way
to make a big decision. You need to appeal to your prospect's emotions, which are determined by the brain's
limbic system, not the logical, fact-finding cortex as many people believe. This emotional center is responsible for
all human behavior including all decision-making. When you understand what drives your audiences’ decisions,
your sales (and marketing) efforts will become highly effective. The emotional connection is the biggest factor
in converting your ideal prospect to into your ideal client.
https://www.youtube.com/watch?v=TDi4hzRIrgc
YOUR FRANCHISE STORY:

Exercise – Use the next 15 minutes to Create your Story
✔
✔ Why did you choose to pursue to open your own business?
✔ How do you want to speak to your team overall?
✔ How do you phrase it about the homeowner?
What statement do you want about the customer experience or service?

TEMPERATURE QUESTIONS
A Temperature question is used to summarize the sales discussion and

the prospect’s agreement on the suitability of you and your company.
When used effectively, they shift the buying decision from an

evaluation of price for features, to an evaluation between price and
their desire to work with you.
• “Knowing what you now know about our company, is there any reason
why you wouldn’t be comfortable with us doing work on your home?”
• “Based on what we’ve talked about so far, how confident are you in our
ability to handle this project?”

©2021 230
QUALIFYING QUESTIONS
• Mr. Homeowner, how did you hear about Blingle!?
o If it is a referral, try to ask a follow up question? (Oh, NAME was great to work with! How do you know NAME?
• How long have you been thinking about this project? Why today?
• At any point and time, if you feel like we are not a great fit for your home project, will you please let me know. Likewise, I will
be transparent if this project is not a great fit for our company. Does that sound good?
• How long do you plan on staying in your home?

• How soon are you hoping to have your project completed?
• What are your wants for your home for project?
• I want to make sure we are mindful of your wants when designing your project, do you have a
set budget for this project?
o Follow up questions from here if an unrealistic budget:
▪ Have you had a professional home project done before? Explain to me what your experience was like?
▪ Have you received any other bids for this project?
▪ What type of research have you done for this project?
▪ Are you looking to hire a professional company for this project?
Knowing what you know and from what we’ve covered today, would you feel comfortable with Blingle! decorating your home?

OVERVIEW / PROCESS
MEET & BUILD

WHY We pause at this point in the sales process to give the consumer and opportunity to digest who we are
BLINGLE! and why they should choose us and transition into the actual sales process. Before doing so, we give
RAPPORT
them overview of the next steps of the process so they do not get lost in the process

OVERVIEW / PROCESS
• SAMPLESCRIPT:
• “Mr. Smith, do we still have about an hour today? Great. Obviously, we’re here today to discuss
your lighting project. If it’s ok with you, I’d like to start by asking you some questions so I can get a
better understanding of what it is that you want and need from me to ensure a successful project.
Once I’ve got a good idea what you want and need, we will look at a few options or do a custom
design for your project. We can go very basic or go National Lampoon’s Christmas Vacation – it’s
entirely up to you. Once we’ve designed your home, I’ll work up a detailed, written proposal that
will include all of the costs associated with delivering the exact design you want.
• At the end of our meeting today, we should both make a decision and decide to either work
together or not, as we get booked very fast. If you decide we’re not the right solution for you - we
can choose to not move forward. Does that sound fair?”
WHY
MEET & BUILD
BLINGLE!
RAPPORT

OPTIONS
OPTIONS
This page is used to educate the
consumer on different options before
you speak to those options in the
packages. Visually educating consumers
on the products prior to showing them
packages will increase cognition and
lead to an easier close.
WHY
MEET & BUILD
BLINGLE! OPTION
RAPPORT
S

PACKAGES
WHY
MEET & BUILD
BLINGLE! OPTION
RAPPORT
S

PACKAGES & PRICING
• Car Wash
• French Fries
• Drinks
• Tires
• Warranties
• Internet
• Plane Tickets
WHY
MEET & BUILD
BLINGLE! OPTION
RAPPORT
S

WHY PACKAGES?
Buyers like to have choices; we want to empower them to make their own
decision. Buyers don’t like ultimatums. When you offer a single option, that’s
effectively what you’re giving to your customer…. “You either buy this option for
this price or you don’t buy it at all.” This isn’t an attitude that’s going to inspire
your customers when they’re looking at your competitors, who may be more
accommodating. With the good-better-best pricing strategy, it isn’t a yes or no,
but a which option sounds best. You’re offering options that cater to different
customers.

CUSTOM DESIGN

DESIGN TOOL
TAKE A PICTURE OF THE CUSTOMERS HOME
1 2 3
Leverage this tool to provide THE BLINGLE BUILDER TOOL SHOW THE CUSTOMER
more accurate measurements of PROVIDES VIRTUAL PRODUCT, THEIR VIRTUAL LIGHTING
the home. STYLE AND COLOR OPTIONS DESIGN FOR APPROVAL
MEET & BUILD WHY

BLINGLE! OPTION DESIGN
RAPPORT
S

LANDSCAPE DESIGN
OPTIONS
This page is used to educate the consumer on different options before you speak to those options in the
packages. Visually educating consumers on the products prior to showing them packages will increase cognition
and lead to an easier close. ©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE 240
Virtual Designers
• Capture larger portion of

seasonal business by leveraging
3rd party Virtual Designers
• Our Virtual Designers connect

directly with customers to
create a design for their home
or business
• They then take payment and

schedule installation date
Cost 5% of total revenue collected by virtual designer

PROPOSAL
WHY
MEET & BUILD
BLINGLE! OPTION DESIGN PROPOSAL
RAPPORT
S

FINANCING
WHY
MEET & BUILD
BLINGLE! OPTION DESIGN PROPOSAL FINANCING
RAPPORT
S

OVERCOMING
OBJECTIONS
“I want to think about it”
I want to think about it…

• You need to find out the “it” is!
Option 1: “Obviously, you have a reason for wanting to take some time to think
about it. What are your hesitations?”
Option II: “I respect that! So earlier in our discussion you told me that you were
comfortable with our company, loved our product and the only thing standing in
our way is the affordability?
• So which part of the estimate has you hesitating?”
Option III: “That’s great. I completely understand. But before I go can I ask you
a something?
• I’ve been doing this for a long time and usually when someone tells me they
want to think about it means one of three things; either there is a concern about
the price, they want to discuss it in private, or I did or said something that has
you concerned…which of these statements is true for you?”

“I want to think about it” continued….
I Want To Think about it …
The prospect tells you, “We want to think about

it…”. Uggg…what is it they need to think about?
As much as I’m sure you probably ask yourself
that same question, it’s my recommendation
that you direct that question towards your
prospect.
Your goal is to find out the real objection – which

is exactly what they intend to “think about”.
Here how to get there:
1. After they tell you they want to think about it, you should not react and Remain silent for 4-6 seconds. The silence is uncomfortable and may
cause the prospect to start talking, telling you, “You know…I’m just not sure we can afford our deductible.” (the real objection)
2 . A f f i r m their objection by saying, “I completely understand.” and then Dive Deeper to expose the real objection by asking, “Why is that?” or
“Tell me more about that?”
3 . I s o l a t e their real objection by saying, “Besides the price, is there any other reason why we couldn’t get your project started, today?”
Assuming they say no…
4 . R e - i s o l a t e the objection and move to close by asking, “So if the project had been more affordable, you would’ve done it, right?” If they
agree, propose an alternate payment or design.

COMBAT MULTIPLE ESTIMATES
I WANT TO GET A FEW MORE ESTIMATES…

• Double Down On Blingle’s 3 uniques & Create A Sense of Urgency
Option 1: “Obviously, you have a reason for wanting to receive a few estimates. What are your
hesitations with Blingle?”
Option II: “I can respect that! So earlier in our discussion you told me that you were comfortable
with our company, loved our product and the only thing standing in our way is the affordability?
• So which part of the estimate has you hesitating?”
Option III: “I completely understand. But before I go can I ask you a something?
• I’ve been doing this for a long time and usually when someone tells me they want to think about
it means one of two things; either there is a concern about the price or they want to discuss it in
private. I can absolutely respect both. If you are getting multiple estimates, I would love the
chance to compare the estimates before you make a final decision. We are a national company,
but locally owned and this is what we do professionally. There is a reason we have been so
successful. The last thing I want is for you to make a decision based on price and not be satisfied
because of the quality or product or work.”

PRICE OBJECTIONS
Neutralizing objections is about letting the prospect know that you’re aware
of your higher price and you offer no apologies. You’ve got to understand
that the prospect has nothing to lose and everything to gain by telling you
your price is too high.
When they tell you, “Your Price Is Higher Than The Other Guys’” neutralize the objection
by asking one of the following:
Option I: “Do you recognize the differences? I would love to explain

why we are priced higher than a lot of our competitors!”
Option II: “I’m sure it is. Why do you think we're worth
more than the other guys?”
Option III: Yes. I’m sure we are. But now that you
know who we are and how we do things, can you see
why we might be more expensive that the other guys?

ASK FOR THE SALE
• Option I: “Mr. Homeowner, do you have any questions

or concerns that I haven’t covered up to now?” If the
answer is, “No” ask, “Well then, Mr. Prospect, the only
thing left for us to do is get you on our schedule. Which
date works best for you?
• Option I: “Mr. Homeowner, do you have any questions
on anything we’ve discussed?” If the answer is, “No”
ask, “Great because we get booked very fast! What date
works best for us to install?”

©2021 250
Pricing Holiday Lights

Sending an Estimate – Holiday Lights
Sending an estimate can occur in

several places within the flow of a job.
However, it is typically sent after the
customer has been sold on our
company, our product and is nearing
the making of their decision.
The process of creating, sending

and signing an estimate can all be
accomplished through the Blingle!
Pricing calculator.
Pricing Calculator
The Pricing calculator shown on

the right is available to make
estimating Holiday light
packages easy and interactive!
Using this one can show

homeowners different options,
allow them to create their own
custom set up and ultimately
differentiates your company
from its competitors

How to use it
The process is simple.

• Enter the roof line measurement
in the "QTY" field using the
measurements taken from
the Ingage Design or Roofr tool.
• By doing this, the rest of the

columns will populate and show
the prices of the different
standard packages in the yellow
section at the bottom

Adding Options
To add an option to a particular

package, click the “Add Other
Product” button toward the bottom
of the desired column/package
This allows you to add the desired

product and modify the quantity to
the customers preferences

Custom Packages
• If your customer desires

something other than the Elf,
Reindeer or Santa package, they
have the option to create a
"Custom" project. You can begin
by adding options to the
“Custom” Field.
• This allows you to add specific

lights, fixtures and accessories
fitting their desired project.

Payment Options
Once all options are filled out with
the proper roof line measurements,
and any accessories have been
added to the customer’s
preference, scroll down to the
“Payment Options” section.
This outlines the different methods

that the customer may choose
from. Either paying all up front or
over the course of several months,
this provides a talking point to
ensure that they are comfortable
with their purchase.
Final Steps
After the customer has chosen their
package and selects their
preferred payment method, solidify
their selection by entering this
information into Housecall Pro and
send the estimate to them to sign.
This can all be performed swiftly,

and customers will have the option
to approve with you on-site or
review the estimate and approve
later.

Creating an Estimate

Creating an Estimate

How to Begin
From the Dashboard page, click +NEW at the

top right of the page.
When the dropdown occurs, select Estimate.
You will then add the customer information. If it's

an existing customer, simply go to Customers (at
the top of your Dashboard page) then you can
select the customer.
The next screen will allow you to add an

estimate by clicking + ESTIMATE . This allows you
to create your new estimate from there.

How to Begin
Looking at the estimate page, there are different
sections that serve a different purpose.
The upper portion is dedicated to the service

related items such as Labor costs, additional
trade hiring and site supervision.
The middle section is for Material related items

such as the lights themselves or any additional
items that are bought specifically for this project.
The lower sections are for the total to be charged

and then the comparison of costs vs sell price to
show Gross Profit.

Adding Services
Working from the top down, add your
service items.
1. There is a “Service Price Book”

button on the upper right that will
open up the different price lists that
have been saved to your account.
2. Select the Pricelist that fits the
project that you are estimating such
as “Landscape Lighting”
3. Select the individual lines that will be
necessary to complete the work.
1. Adjust the quantity by clicking the “+” button
and then clicking the “add item” button.
Adding Materials
Next, add your material items.
1. There is a “Material Price Book” button on

the upper right that will open the different
price lists that have been saved to your
account.
2. Select the Pricelist that fits the project that
you are estimating such as “Landscape
Lighting”
3. Select the brand of materials that you are
planning to quote.
4. Select the individual lines that will be
necessary to complete the work.
1. Adjust the quantity by clicking the “+” button and
then clicking the “add item” button.

Estimate Summary
Once your Service and Material items have been
added, the estimate page will look similar to the
example on the right. Again, the sections to note
are:
• Service Line Items
• Material Line Items
• Estimate Totals
• Gross Profit Calculation
The following slides will go into these areas in

more detail to understand their use and how to
edit them.

Line Items
• Service Line Items
– This section is for any items that are not specifically related to
a Material Item. These can include
• Labor Hours
• Supervisory Hours
• Running Overhead items like a truck that is dispatched
– Additionally, any adjacent trades that are hired should go in
the service section as it is not related to materials but what
you will need to accomplish the service/work.
– If the proper quantities were not selected from the Price Book,
the “Qty” Field can be edited from this page
– If the “Unit Cost” in your Price Book populates differently than
what will be incurred, this field can be edited from this page.
• Material Line Items

– This section is for items that are specifically material related.
These can include
• Individual lights
• Light sets
• Support materials (lumber)
• Tools specific for this job
– If the proper quantities were not selected from the Price Book,
the “Qty” Field can be edited from this page
– If the “Unit Cost” in your Price Book populates differently than
what will be incurred, this field can be edited from this page. ©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE 266
Estimate Totals
Below the Line Items is the Estimate Totals.
This section automatically tallies up the items
from above and provides a Sell Price.
There are 3 notable sections herein:

• Deposit
– This button allows you to enter the required deposit directly on
this sheet.
– It can be a percentage or a dollar amount and it will show on
the estimate when sent
• Discount
– This button allows you to enter a discount which can be for
“friends and family” or a promotion that you are running
– It can be a percentage or a dollar amount and it will reflect in
the total.
• Message on Invoice
– This button allows you to enter a message to the customer that
will show up on the estimate or invoice.
– This can be terms of payment, or a simple thank you for the
opportunity.

Gross Profit Calculation
At the bottom of the estimate, below the estimate totals, there is a section that shows the total
materials cost and the estimated Gross Profit.
This is a great tool to determine if an estimate is safe to send to a client in the event that they
sign with your company.
If you'd like to set a best practice to not send an estimate below a certain Gross Margin %, you
can easily identify the profitability per project. (ie: Estimates will not be sent if estimated Gross
Margin% < 35%)

Building Permit Process
• We have created the ultimate lead source for creating partnerships with builders, specifically
new home builders. This national databases is hyper focused on permits pulled by week, providing
new leads every week. With this information, franchisees are able to contact builders to create
partnerships, providing recurring projects with no customer acquisition cost.

Builder Permit Process
Example Contractor info
New Home Remodel Dwelling

Valuation: $410,022 Valuation: $175,000
3916 10th Avenue Pl 2714 I Ave
Kearney NE 68845-3400 Kearney NE 68847-3768
pmt#: pmt#:
04/06/2021 04/09/2021
Contractor Contractor
McElhinny Builders Paschke Bros Const Inc
4642 Parklane Dr Josh Paschke
Kearney NE 68847-8328 315 9th St # 2716
308-237-0258 Aurora NE 68818-2716
Owner 402-631-7553
Twin Hills LLC Thomas L Roeder
4105 10th Avenue Pl 2714 I Ave
Kearney NE 68845-3477 Kearney NE 68847-3768

Sending an estimate can occur in

several places within the flow of a job.
However, it is typically sent after the
customer has been sold on our
company, our product and is nearing
the making of their decision.
The process of creating, sending

and signing an estimate can all be
accomplished through the Blingle!
Pricing calculator.
Pricing Calculator
The Pricing calculator shown

on the right is available to
make estimating Holiday light
packages easy and
interactive!
Using this one can show

homeowners different options,
allow them to create their own
custom set up and ultimately
differentiates your company
from its competitors
How to use it
The process is simple.

• Enter the roof line
measurement in the "QTY" field
using the measurements taken
from the Ingage
Design or Roofr tool.
• By doing this, the rest of the

columns will populate and
show the prices of the different
standard packages in the
yellow section at the bottom.
Adding Options
To add an option to a particular

package, click the “Add Other
Product” button toward the
bottom of the desired
column/package
This allows you to add the

desired product and modify the
quantity to the customers
preferences

Custom Packages
• If your customer desires

something other than the Elf,
Reindeer or Santa package,
they have the option to create
a "Custom" project. You can
begin by adding options to the
“Custom” Field.
• This allows you to add specific

lights, fixtures and accessories
fitting their desired project.

Payment Options
Once all options are filled out
with the proper roof line
measurements, and any
accessories have been added
to the customer’s preference,
scroll down to the “Payment
Options” section.
This outlines the different

payment methods customers
choose from. When paid in full
up front or over the course of
several months, customers can
feel comfortable making this
Final Steps
After the customer has chosen
their package and selects their
preferred payment method,
solidify their selection by entering
this information into Housecall
Pro and send the estimate to
them to sign.
This can all be performed swiftly,

and customers will have the
option to approve with you on-
site or review the estimate and
approve later.
Financing & Payment Options
• We have partnered with OperandiFi

for our franchisees to provide
financing options to consumers.
OperandiFi works with over 400
lenders to compete for your
consumer's business, which in turn
provides competitive options for
consumers. These options include 0%
interest, low interest, lengthy terms,
low monthly payments, and many
more; all at zero cost to you the
franchisee.

Financing
How to finance a project by Blingle! by using

Financing
Signup for OperandiFi Financing:

https://operandifi.com/sign-up/

Financing
https://operandifi.com/how-it-works/

Financing
Getting started….
https://operandifi.com/

Financing
Login and start financing

Financing
Start a new submission and enter information

Financing
Review submission overview and add description

Financing
Applicant information and consent

Financing
Additional personal information

Financing
Agree to Terms of Use and Privacy Policy

Financing
Disclaimer of soft credit pull and certification of
information provided. Acknowledgement of Terms of Use
and Privacy Policy.

Financing
Signature of applicant

Financing
Presented loan options from multiple lenders

Financing
Additional details are available when you click on
“More Info”.

Financing
Select desired loan and click Continue

Financing
Provide applicant information and click continue.

Financing
Wait for applicant submission authorization.

Financing
Begin reviewing documents

Financing
Read disclaimer, sign and continue. This is when the hard
pull for credit will occur.

Financing
Application approval

Financing
Lenders evaluating and competing for lowest rates and
best deals.

Financing
View submissions of approved loans.

Financing
Select payment options

Financing
Agree to the payment options for your multi-draw selection and
proceed.

Financing
Service provider acknowledgement and signature.

Financing
Notification your request was sent to lender and
communication will be sent to you in a matter of a few
days.

Financing
Confirmation for proof of service performed. Lender will process
final payment request.

Blingle! - Financing

Blingle! - Financing
https://operandifi.com/

Financing https://operandifi.com/how-it-works/
• -Q: Where Can I use this? • -Q: Is there a 0% option?

• A: Any job you do in any state you operate. • A: Yes! We have lenders that offer 0% Financing at no fee to you. However, these lenders are only
available to high credit score customers.
• -Q: How do I get paid? • -Q: Besides 0%, what is the lowest rate?
• A: The money is deposited by the lender directly into your bank account; no • A: 2.49% is the lowest non 0% rate our lenders currently offer. We are looking forward to adding new
chasing customers for payment or losing jobs to competitors like other lenders and competitive lenders.
that fund the customer’s bank account.
• -Q: What are the terms lengths? Range?
• -Q: Can subprime customers get approved for financing? • A: Term lengths from 6mo to 30yrs with our 60mo & 120mo options being the most popular among
• A: Yes! 23 of our lenders specialize in 600 and below credit scores homeowners.
• -Q: On average, how many loan options will the customer see?
• -Q: How big of a job is too big? • A: around 30 options is typical you can sort feature and see lowest payments or APRs first, OR you
• A: We cover every ticket size from $500 - $400,000 can adjust the rates and terms you want your customers to see in your settings.
• -Q: What happens if a customer defaults on a loan? • -Q: Are there both secured and unsecured loans (collateral required)?
• A: Yes, the majority are unsecured but we have both secured and unsecured lenders which can be
• A: Nothing as far as your business is concerned! We simply connect lenders to filtered to the top or bottom.
homeowners, so as soon as that homeowner signs the contract and you get
paid, you’re out of the picture. Whatever settlement is reached is between the • -Q: How much does it cost to use? *For the $99.95 I would add that this is passed on to the
• lender and the homeowner. consumer, but can be funded by the franchisee if they choose
• A: $99.95 per completed loan.
• -Q: How long does it take a customer to get approved? We suggest a couple of options for consideration:
• A: less than 15sec for pre-approval and under 5min for the whole loan start to Option 1- Include the $99.95 as a cost to the consumer for the project
finish Option 2- The franchisee can write it off as marketing funds and eat the cost
• -Q: Where do I go for customer support?

• -Q: Will my customers get spammed by all the lenders after they apply? • A: You can submit a ticket on operandifi.com or give our friendly customer service team a call at
• A: No, no lender can see the home owners contact information until after the 888-841-1148
loan document has been signed.
• -Q: How do I sign up?
• -Q: How long does it take for the loan to get funded? • A: https://operandifi.com/sign-up/
• A: Depending on the lender it will take between 3 & 5 business days
Ingage
• We have created a sales tool on a cloud based interactive presentation software called Ingage.
• Our sales experts work with Ingage's professional design team to deliver a sales presentation to both
educate and engage consumers. By presenting content along with images and videos, consumers are
able to process and retain information at a much higher rate, proving to increase close rates by over
10%.
• This software provides a digital repeatable sales process that equips your salespeople with all the tools to
close more deals and net more sales. Another benefit of this tool is everything is measurable; from times
used, to duration and when, everything is measured.

Ingage Training Video
https://university.horsepowerbrands.com/bundles/blingle-
university-sales

Quality Control Checks
• After each job has finished, the technician will be required to complete a Quality Control Check to insure everything is completed and followed
up on.
• These quality checks ensure we are not dispatched to the property again to “re-do” the work saving both time and money. Here is a sample of
some of the questions that are asked on your Quality Control Check form located here: https://www.blingleinsider.com/forms-and-samples
Landscape Holiday Permanent Event Patio
 Does the job match the work order?

 Have you completed a walk around and checked the quality of the work?
 Have you gotten an opportunity to do a walk through with the client?
 Are all of the lights working and aimed correctly?
 Are the lines secured and in place?
 Is the work area clean and clear of all trash and debris?
 Are all potential holes siliconed and watertight?
 Are all lenses and bulbs wiped and cleared of dirt?
 Are all timing devices set to the correct timing?
 Are all power supplies secured and stable?
 Is the landscape cleaned up and back to its original state?
 Have you taken a final photo of completed jobs or any “how its run” photos and uploaded it to Housecall Pro?

Section E:
Office
Procedures

Office Procedures
You may already be familiar with general administrative office functions. In this section, we outline both
obligations and suggestions for operating your Blingle! franchise efficiently.
However, there is no substitute for direct, hands-on training. These discussions are designed to enhance that
training. They outline the various administrative aspects of running a Blingle! franchise on a daily basis and
are meant to serve as a reference.
If you have questions regarding the operation of your Blingle! franchise, contact your franchise business
consultant or the corporate office.

Suggested Hours of Operation
• As the owner of your business, you will need to determine your operating hours. The hours of each Blingle! franchise may vary depending on the area and level of
business. We have included some recommended hours, but there may be situations when work needs to occur outside of the “normal” hours.
• We have included recommendations for your office and your warehouse. Our installers start and end their days at the warehouse, with the operations manager or
warehouse crew arriving before the installers. Your operation may be slightly different as you may be able to open the warehouse and ensure your crews get off
successfully and then turn your attention to other areas of the business.
• We suggest the following hours:
• You should be available for business calls regarding quote requests and scheduling during normal working hours, and to install at the customer’s convenience. We
suggest you consider closing on all major holidays.

Customer Service Philosophy
Customer service means more than just being polite to your customers, although that is always the expectation. It means respecting
them, being earnest in your desire to help them, and becoming a trusted resource. Remember that every facet of your business is
directly or indirectly related to customer service.
The development of quality customer service doesn’t happen overnight; it requires diligence, dedication, and hard work so that every
customer is treated in a professional and courteous manner and that they are fully satisfied with their Blingle! experience.
Set attainable customer service goals for you and your team. Communicate your expectations to the entire team and make sure that
they understand the Blingle! mission and the overall importance of quality customer service and satisfaction to the success of the
business.
The Blingle! approach to customer service is simple. Be polite; take the long view of every situation; let the customer think that they
are right; make the customer happy.
Be accessible to your customers.

This same philosophy applies to your sales team. The more accessible everyone is, the more work you will get.
Exceed customer expectations, from your response time to your level of professionalism and expertise in the industry.
Your goal is to provide a high-quality experience to the customer, with integrity and efficiency.
Every commercial relationship is a huge investment in your company. These relationships can provide repeat business, as long as they
are happy with you and believe that your work is the best and brightest.
Building a referral network of satisfied customers is essential to your success. Referrals are singlehandedly the most effective way to
grow your business. Every customer is always worth more revenue than you think. Train your team to be professional, animated, and
make the customer feel valued.

Gathering Feedback
The only way you and your crew can improve is if you ask your customers about their experience. Rather than waiting for the
customer to contact you, we recommend your salesperson, the one who established the relationship with the customer
initially, be the one to call the customer. We recommend you follow this process for gathering feedback:
1. Have the salesperson call the customer after the job is completed.
2. The salesperson should as two brief questions: • What went well? • How can we do better?
3. Use the information you hear to help train your team on improving. If the customer shares an incredible experience, ask
them if they would be willing to complete a Google or Facebook review. You should always have an email signature
with those links ready to send out to all of your happy customers.
Communication throughout the appointment setting/estimating process, the installation of the design, and the
cleanup/result are essential to accomplish the customer receiving outstanding service. By keeping lines of communication
open throughout the entire process, customers will feel confident that you have their best interests in mind.

Handling Customer Complaints
In the event of an unhappy customer, it is you and your employees’ responsibility to address any/all customer
complaints or concerns promptly and in a professional manner. It is your job to ensure your customers know they
can come to you with their complaints and concerns and feel comfortable sharing them with you. While we hope it
doesn’t happen often, you will receive a customer complaint at some point. No matter how well you run your
business or how well you do each job, there will be times when customers complain. Since we have already
focused on the importance of customer service and satisfaction, it is important to be prepared when you receive a
complaint. Some of the most common customer complaints in the lighting industry are:
1. The Salesperson/crew didn’t show up or call for a pre-set appointment/installation (lack of communication).
2. A broken light was not repaired in a timely manner.
3. Damage occurred to the property during the installation/removal of the project. (crew not treating
home/business like it was their own)
When handling customer complaints, always try to be fair and respectful. Remain courteous but in control.
Ultimately, you want your customers to be your best promoters – not your worst. You want to do everything you can
(within reason) to win back dissatisfied customers.
NOTE: It is important that all communications with customers be transcribed into the Housecall Pro software, both to
track the communications and to ensure that all company representatives have the same information.

Handling Customer Complaints
Here’s what you can do:
1. Respond to any customer complaint within 24-hours or less.

2. THANK your customer for being open and honest about their feelings and let them know you appreciate the opportunity to make it
right.
3. Gather information. Listen to what the customer has to say. Always be patient and allow customers to air their complaints. Be
attentive.
4. Express understanding of the problem and restate the customer’s complaint.
5. Apologize for any inconvenience the problem may have caused.
6. Get both sides of the story. Listen to what your crew has to say regarding the circumstances surrounding this complaint.
7. Be willing to take responsibility for what happened to ensure the customer’s satisfaction.
8. Always deal with a complaint by telling the customer you will be there the next day to make it right. As necessary, you may have to
offer to re-do the work, clean up, etc.
9. Never take a defensive posture, rather, deal with the situation and make it right.
10.Use common sense when dealing with an angry customer and do your best to put yourself into their shoes.
Customers who have received courteous treatment and a satisfactory response when making a complaint are more likely to speak
highly of Blingle! to friends and business associates. On the other hand, if customers have had a bad experience, it is possible they will
spread this negative feeling among their friends. Bad public relations will result in not only the loss of original customers, but also the
potential loss of those they have contacted.
Ultimately, your goal is to do whatever you can to retain business without being taken advantage of by customers. Always encourage
feedback and open lines of communication to ensure customer satisfaction. If you do receive a complaint, look at it as an
opportunity to prove your value and level of service to the customer. Creative solutions to a problem are a key indicator of excellent
customer service.

Warranty Info
• All of our products are warranted to be free from defects in material and workmanship for 90 days. Most of our product
line has a limited warranty for the time periods listed below:
• 90 Days:
– Bows are under warranty for 1 season
• 1 Year:
– RGB, Incandescent Light Sets, Cherry Blossom Trees, Micro Lights, Light Bursts, Twig Lights, Shimmering Spheres,
Radiant Blasts, Big Seed Connectables, B/O Big Seed, B/O Micro Lights, Novelty Trees, Resins, Patio Light Sets
• 3 Years:
– Bulbs (C7/C9/G50), Clips/Tabs, Cord, LED Light Sets (5mm/8M/C6/Rice Lights/Cluster Lights), Light Drops, Wire
Décor, Foldable Spheres, Wreaths, Garlands and Foliage, Light Sets on Christmas Trees, LightLinks, Gumballs Lights,
Orbs, Cluster & Compact Rice Lights, Cluster Lights, Weeping Willows, Curtain Lights, Starry Lights, Connect N
Sync Cluster

FX Landscape Lighting Warrenty
• Hunter Industries Incorporated (“Hunter”) warrants FX Luminaire (“FX”) Transformers to be free of defects in materials or workmanship under normal use for
a period of ten (10) years from the original date of installation. Hunter warrants FX Low-Voltage Lighting Fixtures to be free of defects in materials or
workmanship under normal use for a period of three (3) years from the original date of installation. Hunter extends the warranty on FX Fixtures to ten (10)
years from the original date of installation when both FX Fixtures and Transformers are installed on the same project exclusive of any competitor’s product.
Hunter warrants FX LED Fixtures to be free of defects in materials or workmanship under normal use for a period of ten (10) years from the original date of
installation. MR-16 LED Lamps, MR-16 ZD Lamps, G4 LED Lamps, Luxor CUBE Devices, SRP Strip Lights, and Line-Voltage Series Fixtures are warranted for five
(5) years. MR-16 Eco Lamps, MR-11 Eco Lamps, and PAR-36 Eco Lamps are warranted for three (3) years. If a defect in an FX product is discovered during
the applicable warranty period, Hunter will repair or replace the product or the defective part, at its discretion. This warranty does not extend to repairs,
adjustments, or replacement of an FX product or part that results from misuse, negligence, alteration, modification, tampering, or improper installation
and/or maintenance of the product. This warranty extends only to the original installer of the FX product. If a defect arises in an FX product or part during
the warranty period, you should contact your local FX Authorized Distributor.
• FX’S OBLIGATION TO REPAIR OR REPLACE ITS PRODUCTS AS SET FORTH ABOVE IS THE SOLE AND EXCLUSIVE WARRANTY SET FORTH BY FX. THERE ARE NO OTHER
WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. FX WILL NOT BE LIABLE TO
DISTRIBUTOR OR ANY OTHER PARTY IN STRICT LIABILITY, TORT, CONTRACT, OR ANY OTHER MANNER FOR DAMAGES CAUSED OR CLAIMED TO BE CAUSED AS A
RESULT OF ANY DESIGN OR DEFECT IN FX’S PRODUCTS, OR FOR ANY SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES OF ANY NATURE,
INCLUDING WITHOUT LIMITATION LOST BUSINESS OR PROFITS. NOTWITHSTANDING THE FOREGOING, IF FOR ANY REASON FX IS FOUND TO BE LIABLE IN NO
EVENT SHALL FX’S LIABILITY EXCEED THE PRICE OF THE PRODUCT WHICH GIVES RISE TO THE CLAIM, LOSS, OR DAMAGE.
• Any FX product being returned must receive approval and a Return Goods Authorization number from Hunter Customer Service prior to sending product
back. All returned product is subject to a 25 percent restocking fee. Product must be returned within six (6) months of order date. All product returned must
be in its original packaging, be undamaged and unused and never energized. Product not meeting these criteria will be returned to original sender. Line-
Voltage Series Fixtures are not returnable. Products with specialty finishes are not returnable. Specialty finishes include (but are not limited to): Almond (AL),
Verde Speckle (VF), Silver (SV), Flat White (FW), White Gloss (WG), Black Wrinkle (BF), White Wrinkle (WF), and Nickel Plate (NP). Hunter Industries is not
responsible for product loss or damage during return transit to RMA location.
If you have questions concerning the warranty or its application, please write to:
Customer Service Department
FX Luminaire
1940 Diamond Street
San Marcos, CA 92078 USA

Haven landscape Lighting Warranty
Limited Warranty:
• EXCEPT FOR THE L SERIES PRODUCTS (AS DEFINED BELOW), HAVEN LIGHTING, INC. (“HAVEN LIGHTING”) WARRANTS
THAT THE PRODUCTS WILL BE FREE FROM DEFECTS IN MATERIALS AND WORKMANSHIP FOR ONE (1) YEAR FROM THE
DATE OF PURCHASE BY THE ORIGINAL PURCHASER (“ORIGINAL PURCHASER”).
• SIGNIFICANT PRODUCT EXPOSURE TO CHEMICALS, HARSH CLEANERS, SALT WATER OR SALT AIR WILL VOID ANY AND
ALL WARRANTIES ON EXTERIOR FINISHES.
• HAVEN LIGHTING LIMITS THE DURATION OF ALL IMPLIED WARRANTIES, INCLUDING WITHOUT LIMITATION THE
WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, TO ONE (1) YEAR FROM THE DATE OF
PURCHASE BY THE ORIGINAL PURCHASER.
• SOME STATES DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS, SO THE FOREGOING
LIMITATION MAY NOT APPLY TO YOU.
• L Series Product Warranty Exceptions:
• L Series Products are the products that begin with 9 or 6 in the part number. L Series Products are covered by the
one year (1) limited warranty except as follows:
• Brass and stainless steel housings/enclosures come with a lifetime warranty. Housings made of metal do naturally patina in color which is not a defect.
• Internal transformer toroid components come with a lifetime warranty.
• Aluminum housings and the product exterior finishes on them are warranted for five (5) years. Housings finished with a powder coat paint do fade over time
due to exposure to sun. This is not a defect.
• LED Bulbs are warranted for five (5) years or 30,000 hours whichever comes first.
• LED Light drivers and electrical components are warranted for five (5) years or 30,000 hours whichever comes first.

Haven landscape Lighting Warranty Cont.
Remedies and Claim Procedure:
• WITH RESPECT TO ANY DEFECTIVE PRODUCTS RETURNED DURING THE WARRANTY PERIOD, HAVEN LIGHTING WILL, IN ITS SOLE
DISCRETION, EITHER (I) REPAIR OR REPLACE SUCH PRODUCTS (OR THE DEFECTIVE PART) FREE OF CHARGE OR (II) REFUND THE
PURCHASE PRICE OF SUCH PRODUCTS.
• To obtain warranty service, please email Haven Lighting to obtain a return authorization number (“Return Number”). The Original
Purchaser shall return, postage paid, any allegedly defective parts or products to Haven Lighting with the Return Number, proof of
purchase, Original Purchaser’s name and return address, and a description of the claimed product defect.
• Limited Warranty Exclusions:
• ALL WARRANTY TIME PERIODS START ON THE DATE OF PURCHASE BY ORIGINAL PURCHASER (EITHER DIRECTLY FROM HAVEN LIGHTING
OR THROUGH AN AUTHORIZED DEALER) AND ARE NOT TRANSFERABLE TO ANY OTHER PERSON (E.G. SUBSEQUENT OWNER).
• The warranty only applies when all components, including transformers and power supplies, have been provided by Haven
Lighting. Substituting another manufacturer’s product and/or components will render the limited warranty completely void.
• This warranty does not apply to any product that has been damaged due to: (i) improper installation, use or care, (ii) abuse,
mishandling, or improper storage, (iii) connection to voltage outside of the North American Standard Voltage Range 108 to 132
VAC (60HZ), (iv) use in an environment where the annual average ambient operating temperature is below 27 or above 95
degrees Fahrenheit, (v) neglect (including but not limited to improper maintenance), (vi) repairs or modifications (including but not
limited to use of third-party parts or attachments), (vii) improper packaging of products returned to Haven Lighting, or (viii) any
other external causes (e.g. acts of God) beyond Haven Lighting’s reasonable control.
• Limitation of Liability:
• THE REMEDIES DESCRIBED ABOVE ARE YOUR SOLE AND EXCLUSIVE REMEDIES AND HAVEN LIGHTING’S ENTIRE LIABILITY FOR ANY
BREACH OF THE LIMITED WARRANTY. HAVEN LIGHTING’S LIABILITY SHALL UNDER NO CIRCUMSTANCES EXCEED THE ACTUAL AMOUNT
PAID BY YOU FOR THE DEFECTIVE PRODUCT, NOR SHALL HAVEN LIGHTING UNDER ANY CIRCUMSTANCES BE LIABLE FOR ANY
CONSEQUENTIAL, INCIDENTAL, SPECIAL OR PUNITIVE DAMAGES OR LOSSES, WHETHER DIRECT OR INDIRECT.
• SOME STATES DO NOT ALLOW THE EXCLUSIONS OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE FOREGOING
LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU.

Oelo Permanent Lighting Warranty
Rate for 100,000 hours and backed by a 5-year warranty.
Introduction
• Thank you for your recent purchase of Oelo Lighting™, manufactured by Oelo, LLC. We believe the
Oelo product line to be the highest quality and most attractive permanent structural lighting system
available, and we stand behind our products with one of the best warranties in the industry. We
have attempted to write this warranty in clear, easy-to-understand terms, including the limitations
and restrictions, so you will fully understand the warranty we are making to you. The terms
contained herein are subject to change without notice and if anything in this warranty is not clear
to you, please call us at 970-212-3670 or visit our web site at www.oelo.com.
Who Is Covered
• If you are the original consumer purchaser (i.e., the property owner, not the installer or contractor)
or the first transferee from the original consumer purchaser (Owner) of one of our lighting products,
then you are entitled to the benefits of this warranty.
What Is Covered
• We warrant that your Oelo lighting products are free from any manufacturing defects which
materially affect their performance on your house during the coverage period and for the balance
of the applicable warranty period listed below. THIS LIMITED WARRANTY IS VOID IF THE PRODUCT IS
NOT USED FOR THE PURPOSE FOR WHICH IT IS DESIGNED.

Oelo Permanent Lighting Warranty Cont.
How Long Are You Covered – 5 YEARS
1. Oelo Full Coverage Period – 1 YEAR

• During the permanent structural lighting system coverage period of this warranty, Oelo will, at its option and
subject to certain limitations, compensate you to either repair or replace products that Oelo determines are
defective. The determination of whether or not the product is defective shall be made by Oelo in its sole
discretion with consideration given to the overall performance of the product. The compensation provided by
Oelo is limited to the cost of replacing Oelo brand lighting products and the labor directly required to repair or
replace such defective parts as reasonably determined by Oelo Lighting. Our compensation will not cover any
underlayment, soffit, metalwork, sheetrock, flashings, or other related work. The Oelo permanent lighting system
coverage period does not apply to damage caused by conditions or handling beyond our control, as further
detailed below.
2. Component-Only extended coverage – 4 YEARS

• Once the first year of Oelo Permanent Structural Lighting System coverage has expired, component-only
coverage will begin. Oelo lighting system parts will be covered during the remaining period. Labor is not
included. We will take into account the number of years of use from the original installation date through the
date of your claim and reduce the amount of compensation accordingly. We will provide coverage from the
date of your claim to the end of the applicable warranty period for the following manufacturing defects:
• LED board failure and lens clouding and yellowing.

Transferability of This Warranty (Note: Based on Original Installation Date)
• You can transfer this warranty one (1) time, anytime during the life of the warranty. For this warranty to be transferred, the new Owner must
contact Oelo at 970-212-3670 within sixty (60) days after the date of the real estate transfer to obtain the benefits of this warranty. Proof of
purchase of the Oelo lighting product and the installation date must be submitted at the same time. If the transfer takes place within the first
year of full coverage, the second Owner is entitled to the same coverage as the original Owner. If the transfer occurs after the nonprorated
period, the balance of this warranty shall be reduced to a two (2) year-period after the date of ownership change. If there is a manufacturing
defect during this two (2) year-period, our compensation to the second Owner will be based only on the reasonable cost of replacement parts
reduced by the amount of use the second (2nd) Owner and the original Owner have enjoyed from the original installation date through the
date of your claim.
What Is Not Covered

• Our warranty does not cover damage to Oelo products due to any cause not expressly covered herein. After our lighting products leave our
manufacturing facility, they are subjected to conditions and handling beyond our control that could affect their performance. This warranty
does not cover any problems with non-defective Oelo products caused by conditions or handling beyond our control. Some examples of
conditions not covered by this warranty include:1. Acts of God, such as hail, lightning, strong storms (hurricanes) or winds over the maximum
wind speed of 70mph, ice damming, or buildup on Oelo products.2. Damage or loss of the lighting products as a result of damage to or the
failure of the underlying roofing or soffit structure.3. Foot traffic on your roof or damage caused by object(s) (e.g., tree branches) falling on your
roof.4. Improper or faulty installation of your lighting products—installation must be in accordance with our written installation instructions and
comply with local building codes.5. Shading, sun fade, or variations in the color of your Oelo lighting products or discoloration caused due to
algae, fungi, lichen, or cyanobacteria.6. Inadequate roof drainage or backed up gutters.7. Settlement of the structure of your property or
buckling or cracking of the structure over which your Oelo products are installed.8. Leaks caused by preexisting conditions, structural failures(s),
improper installation or damaged area(s) on or near the soffit which are not part of the Lighting system.9. Damage or loss to the lighting
products caused by alterations made after completion of application, including structural changes, equipment installation, power washing,
painting or the application of cleaning solutions, coatings, or other modifications.10. Improper storage, maintenance, service, handling, or other
conditions beyond our control.11. Damage or loss caused by, or the cost to repair or replace, any Oelo lighting product.12. Improperly designed
or installed gutter or downspout systems.13. Any costs that you incur which are not authorized in advance by Oelo.14. Loss or damage to the
product caused by negligence, abuse, misuse, and/or mishandling of the product.15. Damage or loss due to fire, vandalism, or civil
disturbances.16. Damage or loss due to power surges, improper power supply, electrical current fluctuations, corrosive environment installations,
induced vibration, or harmonic oscillation or resonance associated with movement of air currents around the product.

Compensation
• Under the terms of this Limited Warranty on Oelo Lighting products, the manner of Compensation is at Oelo’s sole
discretion and may be issued in the form of cash settlement, material credit for Oelo products to an existing
supplier of Oelo Lighting materials, repair of the product, and/or replacement of the product. Oelo reserves the
right to utilize new, reconditioned, refurbished, repaired, or remanufactured products or parts in the warranty
repair or replacement process. Such products and parts will be comparable in function and performance to an
original product or part, as determined by Oelo in its sole discretion, and warranted for the remainder of the
original warranty period. All costs must be preapproved by Oelo. Note: The prorated material cost will be
determined by the cost of the lighting products at the original time of purchase.
No Modifications to this Warranty

• This warranty may not be changed or modified. No one, including any representative or employee of Oelo
Lighting and any representative or employee of a contractor or installer, has authority to assume any additional
liability or responsibility for Oelo or in any way modify or change this warranty.
Claims Process
• To make a claim under this warranty, you need to do so within thirty (30) days after you discover the problem.
Just call us at 970-212-3670 or visit us at https://www.oelo.com. To fully evaluate your claim, we may ask you to
provide, at your expense, pictures of your Oelo lighting products and/or samples for us to see and test. If you
have any questions, do not hesitate to call 970-212-3670 or visit our website www.oelo.com.

Limitations
– THIS WARRANTY IS EXCLUSIVE AND REPLACES ALL OTHER WARRANTIES, CONDITIONS, REPRESENTATIONS AND
GUARANTEES, WHETHER EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND
FITNESS FOR A PARTICULAR PURPOSE, WHETHER BY STATUTE, AT LAW OR IN EQUITY AND IS LIMITED IN LENGTH TO THE
EXPRESS WARRANTY PROVIDED ABOVE UNLESS A SHORTER PERIOD IS PERMITTED BY LAW.IN NO EVENT SHALL OELO
BE LIABLE FOR INCIDENTAL, COMPENSATORY, CONSEQUENTIAL, INDIRECT, SPECIAL OR OTHER DAMAGES. OELO’S
AGGREGATE LIABILITY WITH RESPECT TO A DEFECTIVE PRODUCT SHALL IN ANY EVENT BE LIMITED TO THE MONIES
PAID TO OELO FOR THAT DEFECTIVE PRODUCT.THIS WRITTEN WARRANTY IS YOUR EXCLUSIVE WARRANTY FROM OELO
AND REPRESENTS THE SOLE REMEDY TO ANY OWNER OF OELO LIGHTING PRODUCTS. OELO MAKES NO OTHER
REPRESENTATIONS, WARRANTIES, OR GUARANTEES OF ANY KIND OTHER THAN THOSE STATED EXPLICITLY HEREIN.
Warranty Transfer/Registration
– Contact 970-212-3670 or visit us at www.oelo.com/warranty. For this warranty to be transferred, the new Owner
must contact Oelo at 970-212-3670, email us at LightYourSpace@oelo.com, or submit the digital transfer form
(below) within sixty (60) days after the date of the real estate transfer to obtain the benefits of this warranty. Proof
of purchase of the Oelo lighting products and the installation date must be submitted at the same time.

Managing Customer Files
It is critical to the success of your business that you maintain accurate and well-organized records of all your customers. This includes proper completion
of various forms and the accurate processing of information into the system. We have found Housecall Pro to be a useful and effective tool for managing
the Blingle! business and tracking customer information.
Housecall Pro is a leading software system developed for a variety of companies in the home service sector. Housecall Pro is a web-based software,
creating an environment that is easily accessible from wherever you have an internet connection. Housecall Pro provides structure for managing leads,
building and sending estimates to your customer, tracking actual material used on a job, and more.
Every job and customer needs to be entered into the Housecall Pro software. You will need to enter the customer's name, billing address, contact person,
telephone number(s), email address, and job description.
Housecall Pro will be used in every step of the process:
1. Performance Reporting– Assign and track your leads by salespeople and by referral source. Track all contact with your customers. The ability to track
and store this information is incredibly valuable as you track the Key Performance Indicators that reflect a salesperson’s achievements.
2. Estimating and Proposals – You and your salespeople can quickly and easily create proposals that incorporate your materials and time with pricing
models you can customize. These proposals are professional and easy to track and follow up on.
3. Scheduling – You can use Housecall Pro to schedule your upcoming jobs and view the schedule by day, week, or month. You can filter the calendar
view to see by job type, status, etc. You can drag and drop jobs, making scheduling easier and helping to balance your workload by day. You can
also view your financial total by day, week, or month based on what is scheduled. Housecall Pro also allows you to generate work orders for your
crews.
4. Invoicing – You can use Housecall Pro to create partial or complete invoices from a job, process a deposit, and then charge a customer for the
balance due. You can easily track work that has been paid and outstanding invoices. Housecall Pro also allows you to collect electronic payment
from customers and integrates with QuickBooks Online.

Create Customer Files (Housecall Pro)
To ensure efficient business operations, the following steps have been provided to guide you in creating well-
organized and thorough customer files.
1. Each customer will need to be created in HCP in order to create & send estimates, proposals and
invoices and process payment.
2. Jobs must be added to the FSM (Field Management Software) to be scheduled and tracked.
3. The customer file in FSM should be used to store any notes for the crew, and historical records, about
details of the home or business owner, their preferences, key notes about protocol on site and contacting
the customer.
4. Jobs should be used to store any notes for the crew, and historical records, about specifics of the job, job
times and key notes for that visit.

Create Customer Profile
Select New Customer

Customer Profile Information
Appointments will be entered directly into the system

with the below, required, fields populated:
• -First Name
• -Last Name
• -Job Category
• --Lead Source
• -Phone Number
• -Email Address
• -Property Address
• -Required notes as described in later slides
• -Appointment date and time in HouseCall Pro Calendar

Create Customer Profile
Enter customer
information. Be
sure to add the
Lead Source.
Click Create
©2022 BLINGLE! Customer.
CONFIDENTIAL. DO NOT DISTRIBUTE 333
Create Estimate
Start typing the Item
Name and select
Estimate type.

Confirm Booking Window
Double check booking

window is correct.

Add Lead Source to Estimate

Save

Scheduling Jobs
• Agent will first need to determine in which territory the homeowner is trying to make
the appointment.
– The agent will determine this by the zip-code given by the homeowner
• Agent will then look up that zip-code to determine which Blingle Owner the zip-
code belongs to
• From there, agent will then need to look up the availability of the salesperson
• Agent will have access to Blinlge’s CRM system, HouseCall pro
• Agent will Schedule an Appointment using the HouseCall Pro Calendar
• All required information will be input in the Customer Profile
https://help.housecallpro.com/en/articles/4711949-scheduling-dispatching-and-taking-payments

Step By Step Instructions
• The following steps will be taken in order to ensure the

estimate is entered appropriately:
– Review the Calendar to establish the estimate date and time is
mutually available between customer and Blingle Sales
Representative
– Create Estimate and populate all required fields to create New
Customer
– Add Lead Source
– Save appointment

Select Location
Click the dropdown menu on the top right of the Housecall Pro page, and select the
appropriate Blingle location.

View Schedule
Select the Schedule icon.

Select the Dispatch View
Find the dropdown menu
Select the Dispatch view (if not already selected).

View the Staff
Click the three lines at the top left to

see individual schedules

Narrow Down to Salespeople
Select a 90-minute window that is available on any
salesperson’s calendar
Type Sales into

the search box
until the tag
populates.
Click the tag.

Schedule an Estimate
Click the calendar and select Estimate

Confirming Jobs
• We give our customers an idea of an installation date, but we communicate
immediately if that date needs to be moved.
• The salesperson who sold the job should call the customer 48 hours in advance of the
job to confirm the day for the job.
• Set expectations with the customer for the time the crew will arrive and what the
customer should expect as far as crews moving around the property, ladders against
the property, walking on rooftops, etc. If work is being done with access required
through a gated/fenced area, please ensure that the property owner will be on-site
to allow crew in, and to keep any pets indoors until work in that area is completed.
• If any equipment need to be rented for a job, the equipment needs to be listed on
the work order, and the cost of the rental will be worked into the estimate. Your office
team will need to ensure that the equipment is rented, as necessary.

Rentman Inventory Management Software
• The success of your Blingle! franchise will depend, in part, on your ability to complete jobs in a timely
manner. It is critical that you keep enough product and supplies on hand. Any shortage could result in lost
business that can’t be recovered.
• As a rule, you should be able to forecast your material needs based on the upcoming season and order
accordingly. Each Blingle! franchisee will be required to purchase an opening order, detailed in your
Franchise Agreement.
• You will use your Asset Management software to understand your available and allocated inventory as
well as understand when you can make inventory improvements.

How to Set up a User Role
• How to set up a user role:
If you need additional

help please click the
link below:
https://support.rentman.io/hc
/en-us/articles/360012611160-
Setting-up-user-roles

How to Create a Folder Structure
• A good folder structure is essential to stay organized and find your
information faster. In Rentman, you are free to set your own folder
structure in the Equipment, Contacts, Crew
members and Vehicles modules, like this:



link below:
https://support.rentman.io/hc/e
n-us/articles/360013700660-
Folder-structure-
How to Set Up Number Series
• In Rentman, number series are used to keep track of different elements. They can be
useful for keeping your list of items or documents complete. In this article, we will explain
how to edit number series or how to create multiple number series for one document
type.
• You can change the numbers of many things, for example: equipment items, project
numbers and (financial) documents. See the dropdown below for the complete list.
– Items
• Equipment Items
• Reminders
• Subrental jobs
• Project number
• Contact number
• QR-codes
• Repairs
• Documents If you need additional
• Packing slips help please click the
• Subrental slips link below:
• Repair order
• Financial documents
• Invoices https://support.rentman.io/hc/en-
• Quotations us/articles/360014106599-Set-up-
• Contracts
number-series

How to Set Up Number Series

Organizing with Tags
Examples
• Projects
Region/Province (Kansas, Missouri)
• Invoices
Year (2017, 2018)
• Equipment
Properties (rainproof)
• Contacts
Customer priority (high_priority, low_priority)
Customer region (west_midlands, east_midlands)
Details of the location (outdoor, indoor)
• Crew members
Skills (DJ, light_technician, sound_technician, truck_driver, forklift)
• Vehicles
Weight class (truck, van, car)
• Tasks
Phase (preparation, at_location)
• Repairs
Urgency (urgent)
• Statistics
Category (revenue, costs)



link below:
https://support.rentman.io/hc/en-
us/articles/360013931999-Organize-
with-tags-

Add Extra Input Fields
• You can use extra input fields to add additional information (to a contact person or equipment, for
example). Your created input fields will be added to your main modules and the information will be part
of your core data. This means that the information coming from extra input fields can be used for filtering,
or displayed on call sheets, invoices, packing slips etc.
Modules:
You can add extra input fields to the following modules or categories in Rentman:
• Projects and subprojects
• Equipment (and planned equipment on a project)
• Serial number
• Contacts and contact persons
• Crew members (and scheduled crew on a project)
• Vehicles (and scheduled transport on a project)
• (Default) function
• Time registration
• Repair
• Subrent
• Additional costs

Add Extra Input Fields

link below:
Add-extra-input-fields

Assign Serial Numbers

link below:
us/articles/360013086279-Assign-
serial-numbers

Assign Serial Numbers

Import your Equipment





link below:
Import-your-equipment-

Create Equipment Sets: Kits, Cases, and Acc.
• You can combine your separate equipment items into kits and cases. Using kits and cases helps you stay organized, and
lets you generate packing slips, quotations, contracts and invoices with a clear and organized equipment list. It also
allows you to plan faster, and is useful for not forgetting items when packing for (and from) a project.
• A kit is a combination of items that you can also rent out separately. If you rent them out together, however, the entire kit
is given one fixed price. A case is a combination of items that you never rent out separately. Accessories are items that
you optionally rent out along with other items.
• In this article, we explain how to create an item, kit, case and accessory.

Create a Case & Kit

Add an Accessory

link below:
us/articles/360013703140-Create-
equipment-sets-kits-cases-and-
accessories
Managing your Warehouse
• The Warehouse module provides an overview of the equipment that needs to be prepared, is coming
back, or should have returned already. Equipment can be booked per project and scanned to carry
different statuses so that it's clear where the equipment currently is.
• Crew can directly add alternatives, additional equipment, notes, or report lost and defective equipment
(based on their user rights).

link below:
us/articles/360014458519-Managing-your-
warehouse

Handling Lost Equipment

link below:
us/articles/360014392200-
Handling-lost-equipment

Other How to Guides
• Import Your Contacts:
– https://support.rentman.io/hc/en-us/articles/360013553000--Import-your-contacts
• Setting Up Project Types:
– https://support.rentman.io/hc/en-us/articles/360013631800-Project-types
• Setting Up Project Templates:
– https://support.rentman.io/hc/nl/articles/360013367659-Project-templates-
• Adding internal and external notes:
– https://support.rentman.io/hc/en-us/articles/360013763199-Add-internal-and-external-notes
• Filters & Presets:
– https://support.rentman.io/hc/en-us/articles/360012594219-Configure-the-Projects-overview#use-
filters-and-presets
• Setting up Notifications:
– https://support.rentman.io/hc/en-us/articles/360019724320-Setting-up-notifications
• Adding Company Logo and Information:
– https://support.rentman.io/hc/en-us/articles/360014055700-Add-company-logo-and-information

Using Approved Suppliers
• We have established a list of approved suppliers. The relationship we have built with these suppliers will
ensure you receive only quality products that meet our strict standards as well as benefit from any special
pricing provided as a result of those relationships.
• If there is ever a supplier change or update, we will notify each franchisee.

Changing Approved Suppliers
• If you wish to use a supplier that has not been approved by us, you must submit a Change of
Supplier Request Form to the corporate office.
• We will review your request and may require samples be sent to the corporate office or a
designated facility prior to approving the supplier.
• Our evaluation and ultimate approval or rejection will be completed within 30 days of
submission of the request.
• You are responsible for paying any costs associated with evaluating that new supplier.

Ordering Procedures
All the items that you need to perform service can be ordered directly from the suppliers noted in the Required Equipment
Slide. The bulk of your products will be ordered from us or our affiliate via your Opening Order Requirements.
Prior to placing an order, you should determine the appropriate quantity to order by evaluating both the inventory on hand
and what the job requires. For certain areas of inventory, you will want to have sufficient amount of inventory on hand prior
to it being on high demand. Once you determine your inventory needs, you are ready to place your inventory order:
How to Order:
• In Week 3 of the onboarding Process, you will be provided with instructions and how to reach each affiliate vendor who
will assist you in creating an account or create it for you. once set up, you will be complete onboarding with the vendor
to place your initial order as well as complete training on ordering and communication with that specific vendor.
• -You will have multiple product vendors and will need to know which vendor supplies which products.
• -Rentman will be your inventory management system for your holiday and event products, but can also be used for
inventory on hand for all products.
• -Scripts for reaching your vendors for initial setup can be found on the Insider.
• Once you have establish what you need to complete a project, you will order direct from the appropriate vendor via the
ordering process provided by the vendor.

Receiving Procedures
• Accept only one delivery at a time.
• First, check the invoice to make sure all copies are the same.
• Check the invoice against your purchase order to make sure the order is
complete.
• Check for any additional items that aren’t part of a larger package.
• Check the quality of the items to make sure that there is no damage.
• If there are any discrepancies between actual counts and what the invoice
shows was ordered, adjust the invoice to reflect what was actually received.
• Write the date of delivery on the invoice.
• Sign the invoice after you have checked to make sure everything has been
delivered and meets our standards of quality. If you are not satisfied, don’t
sign the invoice.
• If any items are being returned, contact the appropriate vendor.
• After the vendor has left, see to it that the item(s) are properly inventoried
and stored away.

Physical Inventory Counts
• You will need to track your inventory of products and supplies closely in order to ensure you can
complete jobs and run your Blingle! franchise efficiently.
• For leased holiday lighting, we recommend you conduct a full inventory of your lights, cords, bulbs and
other supplies and materials at the start of each season to ensure that you are fully prepared for the
workload ahead. It is recommended that inventory be taken before a project is installed, and again
when the project has been taken down and brought back to the warehouse.
• There are two types of inventory variation: overage and shortage. In the lighting industry, overages are
rare, however, shortages can erode your profitability over time. Controlling inventory shortages is a
challenge for any business, and in the lighting industry it comes down to breakage and waste. Be aware
that ANY inventory can be the result of theft, employee errors, or inaccurate record keeping. An overage
generally means errors have been made in recording levels of inventory.
• To successfully operate your business, you must continually monitor your inventory and keep variations to
a minimum.

Invoicing Process
As a Blingle! franchisee, you are responsible for all of your accounts receivables. The
accounting and invoicing functions are very important to the overall financial health of
your business. These should be closely monitored.
• We recommend all residential installations to pay any balance due at the time of installation.
• We recommend all commercial installations to be paid within 30 days of installation.
• We recommend a 50% deposit to be paid on all residential AND commercial contracts at the time
that the proposal is signed/accepted.
• In some instances, customers will send a check for payment back with the installer. In other situations,
customers pay online using the QuickBooks Online invoice that you send them. If the customer has
not paid on the day of the installation, the salesperson is responsible for following up with the
customer and collecting the balance due, unless otherwise directed by the franchisee.
• All invoices and payments are processed through Housecall Pro.
• Commercial installations are invoiced after the installation is complete, and although most will pay
according to their own timelines, we work to set terms of payment due within 30 days.
• As a way to build accountability for salespeople to follow up on collecting any outstanding
payments, we don’t pay commissions to salespeople until final payment has been collected.

•
•
•
•
•

How to Send an Invoice

•
•
•
•

CAUTION: Once you click “Send” the estimate

will be sent. There are no other screens following
this action.

Accepting Payments
• For the sake of convenience, we recommend that you accept

payments by check or credit card. Most credit card arrangements will
require you to follow detailed rules and procedures in connection with
the transactions. Be sure you become familiar with the proper
procedures. It is recommended that only the franchisee or
Project/Operations Manager input payment data, to help ensure
accuracy.
• Failure to comply with a credit card company’s procedures could
cause your business to be responsible for any losses. You will setup
credit card processing with Housecall Pro.

How to Accept a Payment



Payment Records

Bookkeeping
• You must use our designated vendor for all bookkeeping services. The price for this service is $399 a month, which is
subject to increases over the term of the Franchise Agreement. We reserve the right to increase your required spend on
the Franchise Resource Fee up to 0.5% of your total Gross Revenues Collected.
• We also reserve the right to modify the Franchise Resources Fee as new franchise resources and technology becomes
available or changes, and/or modify the franchise resource requirements that you must use for your Blingle! Business, and
to designate and/or change the amount, scope, or manner of payment of the Franchise Resources Fee, including the
party to whom payment is made, at any time upon providing reasonable notice.
• We reserve the right to require franchisees to use our designated vendors for payroll, sales tax filing, and other related
services.

Collections
• Collecting payment should not be a significant issue for your business. 50% is due as a deposit at time of signing the
contract, then the other 50% is due upon completions. We can store information in our CRM system and should be
collected.
• Most customers pay in full at the completion of installation, or promptly pay online.
• Others may wait to pay until the salesperson stops by to take a “Blingle’d!” photo and to collect the balance due.
• Commercial installations may have a 30-day cycle, and salespeople may have to follow up with them the ensure
payment.
• It is important to know the commercial projects payment cycles so you can adjust and maintain a positive relationship
while having confidence that the work is being paid for.
We have the right to assist you in collecting outstanding balances from your customer for
amounts more than 60 days past due.
If we assist in collecting such outstanding amounts, you must pay us a fee in the amount of 15%
of the amount collected.

Operational Reporting
• With our years of experience, we know that maintaining a close eye on Key Performance
Indicators helps to ensure the business is growing and the pipeline of leads is strong. We
depend on jobs to bring in revenue, but we depend on leads to fill the schedule with jobs.
• We have identified specific KPI’s that we track internally to help keep our salespeople and
technicians accountable, as well as provide key insights to market trends. Some of these KPI’s
are listed below:

Franchise Reporting Requirements
You are required to make certain payments to us and submit reports that provide
information regarding the operation of your Blingle! franchise.
You are required to maintain for at least 5 years (or longer if required by law), complete
financial records for the operation of your Blingle! franchised business in accordance with
generally accepted accounting principals. Below, we outline the procedures for
remittance and reporting to us.

Required Reports
The purpose of reporting is to record a considerable amount of important information that may
help you in the operation of your business. These reports enable you to keep track of such things
as business volume, sources of leads, income and expenses, etc. By generating reports on a
regular basis, you will also have a record of ongoing activities and factors that may have
affected your sales. You need to be aware of these types of factors to help you effectively
manage your business.
On a monthly, quarterly, and annual basis, specified for sales and services performed and any
other information that we require to properly evaluate the progress of any Blingle! franchisee;
Within 60 days after the close of each fiscal year, unaudited annual financial reports and
operating statements in the form specified, prepared by a certified public accountant or state
licensed public accountant;
Within 15 days after their timely completion, state and local sales tax returns or reports; and,
Within 60 days after their timely completion, federal, state and local income tax returns.
We reserve the right to request other forms, reports, records, information, and data as we as to
obtain information directly from QuickBooks Online as related to your Blingle! franchise.
Royalty Payments
You must pay us a weekly royalty fee (the “Royalty”) deducted via the EFT Program in an amount equal to the greater of:
8.5% of Gross Revenues Collected for the immediately preceding week; or the minimum royalty fee (“Minimum Royalty
Fee”), as described in Section A: Fees, based upon: the number of Protected Territories you operate; and the number of
months the Blingle! business has been open and operating.
You will not be subject to Minimum Royalties during the first 12 months of operations on the condition that you strictly comply
with all of your obligations during the first 12 months of operations. Notwithstanding the foregoing, you shall pay the Royalty
fee equal to 8.5% of Gross Revenues Collected by the Franchised Business for sales made during the first 12 months. The
parties will true-up all Royalty payments, whether actual or Minimum Royalty Fee payments for each applicable 12-month
period, at the period’s end by evaluating each period’s obligations on an annualized basis. In the event you fail to meet the
Minimum Royalty Fees or Minimum Annual Revenue Requirements, we have the right to terminate the Protected Territory or
otherwise terminate the Franchise Agreement. Gross Revenues Collected: “Gross Revenues Collected” means any and all
revenue or other compensation actually collected by Franchisee from customers of the Franchised Business. All payments
are based on Gross Revenues Collected.
Gross Revenues: are defined to include all income of any type or nature and from any source that you receive directly or
indirectly from, through, by or on account of the operation of the Blingle! Business at any time after the signing of your
Franchise Agreement, in whatever form and from whatever source, including but not limited to cash, services, in kind from
barter and/or exchange, on credit or otherwise as well as business interruption insurance proceeds. Gross Revenues shall
also include the total amount of all sales for labor, material, equipment and/or services performed or rendered by:
Franchisee, or any third-party subcontractors or agents of Franchisee who perform services for Franchisee’s customers or
clients as part of Franchisee’s services or Blingle! Business. Gross Revenues shall also include all commissions, finder’s fees,
referral fees or other compensation received by Franchisee on the value of any work performed. Franchisee agrees that all
Royalty fees, including any Minimum Royalty Fee, are non-refundable. However, the definition of Gross Revenues does not
include sales tax that is collected from customers and actually transmitted to the appropriate taxing authorities.

Electronic Funds Transfer
An electronic funds transfer is a widely used method for moving funds from one account to another using a computer
network. Electronic funds transfers replace paper-based transfers and human intermediaries but provide the customer with
the convenience of doing their own banking.
At HorsePower Brands, you must pay all fees and other amounts owed to us and/or our affiliates through an electronic funds
transfer program (the “EFT Program”), under which we automatically deduct all payments owed to us and/or our affiliates,
from the bank account you provide to us for use in connection with EFT Program (the “EFT Account”).
Electronic funds transfers are secured by a personal identification number (PIN) or the login information that unlocks the
customer’s online banking service. An automated clearing house (ACH) processes the payment.

Office & Shop Maintenance
You are responsible for ensuring every aspect of your business is maintained to our standards. This helps your crew understand the high
standards that are consistent in every aspect of the Blingle! brand, and it ensures that the quality of your work and reflection of our brand never
suffers.
General Guidelines:
✓ Follow proper cleaning and sanitation methods.
✓ Create cleaning schedules. Regular upkeep is necessary.
✓ Check with your local sanitation department/city recycling facility to see what measures you can take to be a waste-conscious business.
Cleaning the office:

✓ Empty all trash containers throughout the office.
✓ Dust and clean furniture, countertops, etc.
✓ Wipe down all light fixtures.
✓ Vacuum and clean carpeting as needed.
✓ If there are mats, have them cleaned regularly.
✓ Wash all windows, inside and out, on a regular basis.
Cleaning the restroom:

✓ Thoroughly clean and sanitize the sink, toilet, and other fixtures.
✓ Mop the floor.
✓ Restock supplies in the restroom (e.g., soap, toilet paper, etc.) as often as necessary to keep it fresh, sanitary, and well-stocked.
Cleaning the warehouse:

✓ Sweep floors regularly.
✓ Create organized storage and keep stored items clean and orderly.
On an ongoing basis, maintain the plumbing, HVAC, and electrical system, as well as the computer system. See to it that repairs are made
promptly. Facility care is very much a controllable expense, and with knowledge and regular checks, you can reduce the need for repairs
considerably. Get in the habit of conducting routine maintenance checks.
Vehicle Maintenance
As a Blingle! franchisee, your company vehicles are a vital part of your business. You must make all repairs and modifications as necessary to maintain your vehicles and, as
a result, uphold your reputation and that of the Blingle! network of franchisees.
Following are some general guidelines for maintaining vehicles:
TIRES – Check the tire pressure every other time the gas tank is filled; also keep a tire gauge in the vehicle. Rotate tires every 6,000 miles. You should be able
to get to 50,000 miles on the tires before they should be replaced.
BRAKES – Check the brakes at 25,000 miles. They should be changed at 30,000, on average.
OIL/FLUIDS – Check the oil level every other time the gas tank is filled, and have the vehicle serviced every 3,000 miles or as manufacturer recommends.
CLEANING – Weather permitting, have the vehicle washed and cleaned, inside and out, including the tires, each week.
To help you keep track of service needs for your vehicles, you might want to maintain a log to give you history of each vehicle. In a log, you can keep a record of the
mileage every time the gas tank is filled; you might also want to record the price of gas per gallon and the number of gallons used. You can also keep track of any
maintenance or repair work that is done, including the nature of the work and when it was done.
You must also fulfill your obligation to us to maintain the image and reputation of Blingle! by assuming the following responsibilities in connection with your company
vehicles:
• Maintain the vehicles in good working order, performing scheduled maintenance as recommended by the manufacturer and promptly repairing all malfunctions.
• Always keep the vehicles neat and clean.
• Make sure each vehicle follows all applicable laws and regulations.
• Promptly pay all license and use charges and taxes pertaining to each vehicle.
• Maintain valid insurance coverage for all vehicles.
• Ensure that any person who operates a company vehicle follows all applicable laws, regulations, and rules of the road, and always drives safely and courteously.
• Notify us any time you add or dispose of a company vehicle.
• To ensure compliance, we reserve the right, at any time during business hours and without prior notice, to inspect the interior and exterior of your vehicles. This may also
include verification of proper registration, licensing, and insurance.
• We recommend you conduct a daily vehicle inspection to ensure the vehicle is operating correctly and is stocked with all necessary tools and supplies. This allows you
to closely monitor your vehicle and address any issues. On a weekly basis, task your team with checking the vehicle more thoroughly.

Vehicle Workflow
Franchisee Vendor or
Vehicle Purchased
completes online franchisee selects
from dealer
intake form local installer
Truck, Trailer,
& Sales Vehicle Vendor prepares Franchisee submits
quote & mock up Approval to vendor Vendor produces
Workflow for approval by
Franchisee
& provides down
payment
wrap
(Wrap order process)
Vendor
Franchisee
Wrapped vehicle
Wrap ships to local Vehicle wrap
returned to
installer installed
customer

Vehicle Workflow
Franchisee Franchisee receives
Vehicle purchased
completes fleet quotes for wrap and
from Dealer
intake form aftermarket parts
Van Wrap ordered from

wrap vendor (see
Ranger Design
Ordered from
Ranger Design
Equipment Install
wrap order process) Protech Scheduled
Workflow
Franchisee
Wrap install vendor Wrap order
Wrap Vendor identified & produced & shipped
Wrap installed by
local vendor
Scheduled to customer
Protech/Local Installer
Equipment shipped Ranger Design

to Install Vendor equipment installed

Safety Procedures: Safety Rules
As an Blingle! franchisee, you will need to ensure that your staff is fully trained on all safety areas. We have included some
sample safety precautions, but all of this information is provided in safety training.
Learning proper safety procedures is critical.
This is the most important factor in a workplace or on a job site. No amount of time or money saved is worth cutting corners.
This could increase the likelihood of an incident occurring. We require you to investigate your local regulations and put
together a safety program. All your employees should be given a copy of your safety program for their review.
Workers have the right to:

– Working conditions that do not pose a risk of serious harm.
– Receive information and training (in a language and vocabulary the worker understands) about workplace
hazards, methods to prevent them, and the OSHA standards that apply to their workplace.
– Review records of work-related injuries and illnesses.
– File a complaint asking OSHA to inspect their workplace if they believe there is a serious hazard or that their
employer is not following OSHA’s rules. OSHA will keep all identities confidential.
– Exercise their rights under the law without retaliation, including reporting an injury or raising health and safety
concerns with their employer or OSHA. If a worker has been retaliated against for using their rights, they must file a
complaint with OSHA as soon as possible, but no later than 30 days. For additional information, see OSHA’s
Workers page OSHA Worker Rights and Protections | Occupational Safety and Health Administration

Accident Reporting & Investigation
Blingle! franchisees are required to maintain detailed records of any injuries that occur, whether to an employee or a customer.
OSHA regulations require the recording of all incidents that result in restriction of the ability to work, absences, medical treatment outside of first aid or injuries
requiring a licensed physician’s diagnosis. They also require the following incidents be reported to them:
• All employers are required to notify OSHA when an employee is killed on the job or suffers a work-related hospitalization, amputation, or loss of an eye.
• A fatality must be reported within 8 Hours.
• An in-patient hospitalization, amputation, or eye loss must be reported within 24 hours.
• To report:
• Call the nearest OSHA office
• Call the OSHA 24-hour hotline at 1-800-321-6742(OSHA)
• Report Online
Be prepared to supply Business name; names of employees affected; location and time of the incident, brief description of the incident; contact person
and phone number.
All accidents must be thoroughly investigated. This investigation includes the objective evaluation of all facts, opinions, statements, and related information
pertaining to the accident. The investigation should be conducted as a fact-finding effort – not as a fault-finding one. The investigation should result in action
designed to prevent a similar accident from occurring in the future, making it important to determine the cause of every accident.
Process that can be used:

1. Investigate the accident, noting all relevant information, including the name of the injured person and the time and place of the accident.
2. You are responsible for providing all information requested on the accident report for an employee injury or an injury sustained by a non-employee. For this
reason, it is critical that the complete an accurate information be recorded at the time of the incident.
3. Obtain instructions for filing the necessary report from your insurance carrier and/or agent, if needed.
4. Notify the corporate office of the incident.
5. Inured employees must be drug tested at the time of the accident
For all employee related injuries, please see “Incident Reporting Form”. A copy of the incident form should be given to the employee, and one must be kept in
their employee file. This form is provided and updated by OSHA directly.

Worker’s Compensation
• The Office of Workers' Compensation Programs administers four major disability
compensation programs which provide wage replacement benefits, medical
treatment, vocational rehabilitation and other benefits to certain workers or their
dependents who experience work-related injury or occupational disease.
• Federal Employees Program

• Energy Workers Program
• Longshore Program
• Black Lung Program
• Please use the link below to check the requirements for your state:
https://www.dol.gov/agencies/owcp/wc

Fire Safety
Knowing what to do in the event of a fire at your facility will help you protect yourself and your employees from harm, along with potentially minimizing damage.
There are several precautions you and your employees can take to help prevent fires:
Don’t overload outlets or use temporary wiring.
Don’t allow smoking or, at the very least, only allow it in designated areas.
Keep any combustible materials and supplies in safe containers in safe areas.
There are also several precautions you can take to eliminate unnecessary problems during a fire:
Make sure exit signs are present and in good working order (if applicable)
Keep all walkways and exits clear of obstructions so employees can exit the building quickly in the event of a fire.
Check fire extinguishers regularly. Visually check the gauge to make sure the fire extinguisher is charged. Also look for signs of damage or corrosion that might prohibit the extinguisher from operating poorly.
Develop a fire emergency plan and make sure all employees are familiar with the plan.
In the event of fire, proceed as follows:

1. Call 911 or the fire department. Remain on the phone until you are told to hang up.
2. Shut down any gas lines.
3. Evacuate the building, including the restrooms. Make sure everyone is out of the building.
4. When everyone is out, close the door and instruct an employee to make sure no one goes back into the building.
5. Evaluate the situation. If the fire is not out of control and can be put out with a fire extinguisher, do so.
6. If it becomes too hot, or smoke is filling the building, get out. Remain nearby to assist the fire department by providing any information needed.
7. Once the fire is out, report the incident to the corporate office and your insurance company.
8. Check local ordinances to see what inspections may be required prior to re-opening.
Fire safety becomes everyone's job at a worksite. Blingle! Franchisees should train workers about fire hazards in the workplace and about what to do in a fire emergency.
This plan should outline the assignments of key personnel in the event of a fire and provide an evacuation plan for workers on the site. In the construction industry, a "fire plan" should be set up prior to
beginning any job.
If you expect your workers to use fire fighting equipment, you should provide the appropriate equipment and train workers to use it safely.
Please Reference the OSHA requirements at Fire Safety (osha.gov) to create your Blingle! Fire Safety Plan.

Safe Lifting
While lifting seems like a risk-free activity, there are potential hazards. According to the Bureau of Labor Statistics (BLS) more than one million
workers experience back injuries each year, with 75% of those injuries occurring while performing a lifting task. The following are some simple steps
to help your employees ensure a safe lifting technique:
1. Plan Ahead – Before lifting anything, check the path you’ll travel and ensure that the area is free of obstructions and debris.
2. Stretch – By stretching your back and legs before lifting heavy/challenging items, you help to increase blood circulation which warms up the
muscles.
3. Lift – Stand as close to the load as possible, bend your knees and keep your upper body upright so your legs do the lifting rather than your back.
Look straight ahead and keep your back straight and shoulders back, leaving a slight arch in your lower back.
4. Carry – Get a good grip and use your feet to change direction when needed, taking small steps as you go. Keep the load close to your body
with your elbows at your sides.
5. Set Down – Lower the load in reverse by lowering your legs and keeping the load close to your body. Keep your head up and stomach muscles
tight. While this may seem like the easy part, you can injure yourself just as easily with the setting down a load as you can picking it up.

Ladder Safety
Ladders are tools, and many of the basic safety rules that apply also apply to the safe use of a ladder. Factors that contribute to falls from ladders include haste, sudden movement, lack of attention, and
the user’s footwear. The following are some common sense rules for ladder safety:
• If you feel tired or dizzy, or are prone to losing your balance, stay off the ladder.
• Do not use ladders in high winds or storms.
• Wear clean, slip-resistant shoes.
• Before using a ladder, inspect it to confirm it is in good working condition.
• Be sure to select the right sized ladder for the job.
• Only one person at a time is permitted on a ladder (unless the ladder is specifically designed for more than one climber e.g., Trestle Ladder).
• Do not place ladders in front of closed doors that can open towards the ladder. The door must be blocked open, locked, or guarded.
When climbing a ladder, it is safest to use 3-Point Contact

(two hands and a foot, or two feet and a hand), as it helps to minimize the
chances of
slipping and falling from the ladder. Be sure to keep your body near the
middle of the
step and always face the ladder when climbing.
An extension or straight ladder used to access an elevated

surface must extend at least 3 feet above the point of support.
Do not stand on the three top rungs of a straight, single or
extension ladder.
The proper angle for setting up a ladder is to place its base ¼

of the working length of the ladder from the wall or other
vertical surface. (see diagram)
• Never attempt to move a ladder while standing on it.

• Do not overreach or lean while working so that you don’t fall off the ladder sideways or pull the ladder over sideways while standing on it.
• Do not exceed the maximum load rating of the ladder by being aware of the rating and of the weight that it is supporting, including the weight of any tools or equipment.
This is the end of Section E ©2022 BLINGLE! CONFIDENTIAL. DO NOT DISTRIBUTE 405
Fall Protection
Falls are among the most common causes of serious work related injuries and deaths. Employers must set up the work place to prevent
employees from falling off of overhead platforms, elevated work stations or into holes in the floor and walls.
• What can be done to reduce falls?

• Employers must set up the work place to prevent employees from falling off of overhead platforms, elevated work stations or into holes in the floor and walls. OSHA requires that
fall protection be provided at elevations of four feet in general industry workplaces, five feet in shipyards, six feet in the construction industry and eight feet in longshoring
operations. In addition, OSHA requires that fall protection be provided when working over dangerous equipment and machinery, regardless of the fall distance.
• To prevent employees from being injured from falls, employers must:

• Guard every floor hole into which a worker can accidentally walk (using a railing and toe-board or a floor hole cover).
• Provide a guard rail and toe-board around every elevated open sided platform, floor or runway.
• Regardless of height, if a worker can fall into or onto dangerous machines or equipment (such as a vat of acid or a conveyor belt) employers must provide guardrails and toe-
boards to prevent workers from falling and getting injured.
• Other means of fall protection that may be required on certain jobs include safety harness and line, safety nets, stair railings and hand rails.
• OSHA requires employers to:

• Provide working conditions that are free of known dangers.
• Keep floors in work areas in a clean and, so far as possible, a dry condition.
• Select and provide required personal protective equipment at no cost to workers.
• Train workers about job hazards in a language that they can understand.
Please reference https://www.osha.gov/fall-protection for more information on Fall Protection. This information is provided via their website.
Please reference https://www.3m.com/3M/en_US/fall-protection-us/products/harnesses/ for additional information on what type of fall

protection is needed.

Section F:
Lighting 101

Product Knowledge
This section of the manual provides an overview of the products and materials that installers will
use in the field. It is intended for use as a reference
tool to supplement the extensive training you had during your initial training at the corporate
office, as well as the library of videos hosted on Blingle!
University.
Proper training is imperative to providing exceptional service and exceeding customer

expectations.
The information included in this section is designed to outline basic product knowledge. There is
no substitute for hands-on training and personal experience. However, when a unique product
or situation does arise, we are only a phone call away. Please contact your Success Coach for
further assistance.

Lighting Fundamentals
• Low voltage lighting
o 12v of electricity to operate
o Safe – very little risk of electrical shock
o Easy to install – wire goes 6” in the ground with a trench shovel
o Energy efficient – 20 lights, run all night 10 cents per KW, $1.86 per month
• How does it work

o Components
▪ Transformer
• Plugs into any outlet
• Steps down the power that comes from the outlet to a lower voltage
• Ideal place is on the side of the house. You can hire an electrician to install
one if you’d like it in a specific place
• 12/2 wire – left wire into common, right wire into the voltage supply. Check
voltage and amps of the fixtures to determine the voltage.
• You can have multiple wires in each common and voltage
o Rule of thumb – use the 15V
• Install with screws and conduit
• Wire each transformer no more than 80% of it’s capacity and plan for
growth when necessary
• Use a volt meter to check amps
▪ Digital Timer with backup battery
• Don’t have to reset timer when power goes out
• Auto adjusts for daylight savings
▪ Fixtures / Lamps
• Integrated: it’s not a bulb. It’s an entire fixture.
• Drop-in: uses a light bulb.
▪ Wire
• Most commonly 12/2 wire, 10/2 if you’re doing really long runs
• Don’t use cheap wire
• General Cable is a preferred vendor
▪ Connectors
• Use one that is waterproof
• Dryconn, drum connector, heat shrink, solder
• Do not use your vampire connectors for landscape

Lighting Definitions
• Voltage – the electrical current / power
o In 12V lighting, the transformer is reducing power from 120V to 12V
o You want your LED light voltage to be anywhere from 9V to 15V
o Voltage does not dictate the brightness of a light
• Wattage - the measure of electrical power. Watts = Volts x Amperes
o This is the amount of power being used by a lighting fixture
o Wattage helps determine how much it will cost to operate a lighting system
o Does not dictate the brightness of a light
• Amperes – unit used to measure electric current. Amps = watts/volts
o Check total amps that the transformer is using BEFORE you bury the wire
• VA (volt-ampere): unit used for the apparent power in an electrical circuit
o Measures actual current draw
o Think of watts as the temp and VA as the ‘feels like’
• Lumens – the amount of light emitted by a light source
o How bright a light is.
o The main measurement you want to use when deciding how bright of light or lamp you want to use
• Foot-candles – one lumen per square foot
• Lux – one lumen per square meter
• Kelvin – unit used to measure the color of light
o 2700k and 3000k are the most popular
o Use the color temperature to customize your designs. Follow the color of what you are lighting.
• Beam Spread – the angle measuring the width of the light coming from a light source
o The further you get away from the light source, the wider the beam spread
o You will want to take beam spread into consideration when planning a project
o Narrow beam spread reaches higher points, wide beam spread reaches further side to side
• CRI (Color Rendering Index)
o Sunlight has a 100% CRI
o Most LED lights will be over 70. The higher the number the better the quality. 80 is the target.
o Higher CRI ensures the area you are lighting looks natural.
• Binning – the process of sorting LED’s by certain characteristics such as color
o They will have the same hue

Holiday
All of your product information is listed in your Blingle! University Site: https://university.horsepowerbrands.com/courses/b-product-knowledge
Here is some of the product listed below that will be used during your holiday season with Blingle!
C9 Bulb: Standard roofline bulb that will be used in most of your holiday lighting projects.
LED Light Sets: Known as mini, concave, stubby or wide angle. Each set features a waterproof cord which is 26' in length.
Used to wrap small trees and shrubs.
LED Glimmer Spray: Great for both indoor and outdoor use, our LED light burst consists of 140 lights, a 36" ground stake and a 5' lead cord.
Can be placed along pathways or in landscaping.
Great way to add lights to an area without trees or shrubs.
LED UltraBrigth Sphere: Our Shimmering Sphere is a LED hanging sphere with metallic wrapped branches and twinkling strobe accents. With wrap matching the
LED lights, and twinkling lights placed throughout the sphere, this is your go-to when you want to take your décor to the next level.
Can be hung from trees, awnings, and ceilings for a simple and enchanting look
Flexible wire allows you to add light anywhere you like
Super Nova: Our Radiant Blast is a LED hanging light blast with 8 dancing lighting functions.
Hang from tall trees or awnings.
Foliage & Bows

Wreathes
Garland
Bows
Accessories
Cords
Plugs
Timers
Clips
Holiday Residential

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Holiday Commercial

©2021 413
Landscape
All of your Landscape lighting products will be listed in your Blingle! University Site:
Up Lights: Fixtures are positioned to shine upward to illuminate structures. The positioning of light will accent texture and
shape-- a tree's leaves and branches, for example. Uplighting draws the eye up, creating depth in the landscape at night.
Upighting can shine directly on a surface, like a wall or tree trunk. Or, it can be positioned to light up and under a feature,
such as a tree's canopy. Depending on how uplighting is positioned, the effect can look crisp and modern by creating
columns of light--or naturally dramatic, by shooting light up into and behind a feature to create a contrast of light and
shadow.
Down Lights: With downlighting, fixtures are mounted up on to structures so light shines down and accents what lies beneath.
Downlighting works for landscape beds, a water feature or any other ground-level focal point of functional space you want
to illuminate after dark.
Pathway
Strip
Deck Lighting
Accent Lighting

Landscape Lighting

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• https://www.oelo.com/
• Aluminum
– Provides weather-resistant housing for the lighting components. Covers come in
7.5' lengths (90''); they can be cut down to size with a metal-appropriate saw or
hand shears.
• Acrylic
– Provides weather-resistant housing for the lighting components. Covers come in
8' lengths; they can be cut down to size with a plastic saw or fine-tooth circular
saw.


Event
All your Event lighting products will be listed in your Blingle! University Site:
Here are some of the event lighting products you will be using:
• Bistro Lights: Bistro lights are decorative string lights often used at weddings for
receptions and nighttime events, however, patio dining and gathering areas
are also popular spots for this fun type of lighting!
• Wall Washers: Wall washing illuminates a vertical surface with uniform

brightness. Wall washing draws attention to the wall and can be used to
accentuate an entrance or room feature. The light reflected from matte
surface walls can make a room appear bright and will provide a soft, diffuse
light in the room.
• Decorative Trees: LED trees are easy to install anywhere in a room or even a
corner and add a festive look and pleasant glow to the room.

Event Lighting

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Materials Issues
• In your initial training, we will go through the process of troubleshooting all common lighting
issues, that way you have a handle on the issues that you may run into in the field.
• Should you have a more In depth issue you will have your Success Coach that will be able
to give you any guidance that you need. You will also get weekly franchise training sessions
with other franchises to share common issues.
• Your Success Coach also has relationships with all of your distributers to get you all solutions
and information that you could need.

Electricity
• Low voltage recommended but not required. Check

local state regulations on what is needed in your
territory.

Safety Equipment
Cougar Paws Boots:
Cougar Paws specializes in traction boots, tools and accessories for roofers, appraisers and
others in the industry who demand only the best in grip, traction and comfort.
https://www.cougarpaws.com/
Goat Ladder
The Goat Steep Assist roof ladder consists of 3 six foot poles that connect to one another,
along with a hook on the end of them that will hook onto the top of your roof. Allows you to
get on and off the roof and move around safely.
https://www.thegoatsteepassist.com/

Safety Equipment
Steep Gear
Reduces the sliding risk between the wearer and the steep sloped surface
Slows descent to allow time to regain balance and footing
https://steepgear.com/
Harnesses/Lanyards
Safety lanyards are ropes, wires or cords used to secure personal working tools and other light equipment with the body of
the user to prevent losing and accidental dropping, especially while they are working at heights or over a water area.
https://www.northernsafety.com/safety/safety-products/fall-protection/lanyards

Section G:
Marketing

Establish & Develop a Marketing Plan
The goal of marketing is to drive transactions and enhance the Blingle! brand position in the local area by:
• Developing the local market

• Creating relationships
• Acting as a front-line defense against competition
Marketing is a constant, ongoing effort to build a pipeline of leads, develop new customers, to keep customers very satisfied, and to have those customers recommend
Blingle! to others. Marketing is system. Every system must have a plan and the plan must then be executed. That plan is not the application of one single campaign, rather, a
plan includes advertising, sales promotions, budget, competitive analysis, public relations, business listings, print media, internet advertising, social media advertising,
networking and cloverleafing by your sales team, and many other things.
Marketing requires a mix of targeted messaging and frequency of appearance. It is critical that you understand exactly what segment of the population in your territory is
most likely to use and/or refer your services. The knowledge of who you want to reach with your marketing will help you gain greater efficiencies from your marketing dollars
and media buys by creating a refined advertising message. Marketing to your target audience can include direct mail, door hangars, promotional items, business cards,
flyers, magnets, yard signs, and any other materials or activities that help you to keep Blingle! the premier lighting design and installation provider in your territory.
Combining this understanding with our marketing experience and training will result in a consistent and true Blingle! brand image. As we work to build a marketing plan for
your area, the plan should include:
• Goals in terms of number of new customers, jobs, average sale

• Strategies for reaching these goals
• Tools for checking progress towards reaching goals
• Troubleshooting ideas and adjustments to implement if goals are not being met
Components of the Marketing Plan:
1. Analysis of your target area – Marketing Plan Worksheet – Determine your customer base by segment and geographical zones, along with any competition in the area.
2. Goals – Marketing Plan Worksheet – What are your desired number of customers, jobs, average sale?
3. Actions/Execution – Marketing Plan Worksheet – Activities/Schedule, tools needed to perform activities and who is responsible for executing these activities?
4. Create Budget Plan – Marketing Plan Budget – Activities/Schedule and budgeted amount per activity.
5. Measure and analyze result – Advertising Expense Analysis Worksheet – Benchmarks or goals set for every measurable indicator, tools used to measure results, comparison
of actual results to goals set.
6. Adjust activities, actions, people, and tools based on the analysis of the results – Marketing Plan Worksheet

Blingle! Insider
• Online portal to house all

your resources
– Your one stop shop to access
information on training, sales,
operations and marketing
• Exclusive library of projects

for social media, web and
marketing
https://www.hpbinsider.com/

Marketing within Your Territory
Different strategies and media will reach different audiences to varying degrees. This is what makes selecting
the right marketing mix challenging. As a local business owner who ideally has contacts in the area, you will
need to gauge which strategies are likely to be most effective in building your business.
The bulk of digital marketing for your franchise will be handled by our marketing partner, Franchise Rocket.
You may provide specific content to them, but they will post and ensure that they are reaching the right
audience.
We have learned that digital marketing is a strategy best left to seasoned professionals. However, even
though your digital marketing is handled by Franchise Rocket, you are responsible for engaging in more
traditional marketing efforts to help build your pipeline.
Consider the following strategies on the next few pages and determine the best options for your area.

Home Shows
Home shows have proven to be a good source of new business and lead generation, and as a Blingle! franchisee, we recommend attending at
least one local home show a year. To help ensure you are prepared for success, we have created a guide to help you plan your home shows.
When attending home shows and other events, it is important to view the actual show as just one part of the effort. Take the time to research
whether pre- and post-show mailing lists are available. Consider advertising in the show program and create flyers with attractive special offers
and information to hand out to potential customers at the event.
Make sure that every salesperson in attendance is well-versed in the services Blingle! provides, is professionally dressed, and is willing and
capable of reaching out and talking to people who visit the booth.
1. Identify a main market and a secondary market that you want to target. This will be primarily limited by your protected territory. You may
want to contact the local convention and expo centers and get a list of the shows that they will be hosting. Plan the shows that you want to
attend. Ask about previous attendance and traffic counts by day. These shows may be targeting home improvement, remodeling, or new
construction.
2. Rent a booth at a home show in your market. We recommend starting with a small booth. 10’x12’ or something equivalent. You can build
and grow out of that booth, but it is a good starting point. If you have a choice about booth location, consider locations near the entrance,
near food booths, in the corners. Arrange to have electricity at the booth, if that needs to be requested.
3. Book hotel rooms near the convention center or expo, if needed.
4. Plan some sort of special promotion for the home show. Consider a postcard with a discount offer. Another option is to plan a free giveaway,
such as a contest for your team to design and install holiday lights for the homeowner whose name is pulled. These offers allow you to capture
lead information from homeowners and may even garner you more publicity if you have a generous prize in place.

Home Show Cont.
5. Prepare your supplies. In your opening order, there are certain items already included for home shows, however additional items may be ordered from the
Blingle! store.
1. Tables for the booth, if none are provided.
2. Business cards
3. Promotional giveaways – selfie rings, bouncy balls, etc.
4. Candy for the table. Think CHRISTMAS, Think Weddings, Think of all aspects of lighting!
5. TV HDMI cord, extension cords, laptop for video presentation, etc.
6. Product displays
7. Chairs
8. Photo Gallery
9. Marketing materials – be sure to plan for these materials in advance so you can order them a month or three weeks before the show.
6. We recommend you create a checklist for your home show materials and keep the checklist and materials together. Conduct an inventory check a
month or two weeks before the show and replace or reorder materials as needed.
7. Plan for setup of the booth, which is usually a day or two before the show. Make sure to leave yourself time to set up so the booth looks professional.
8. Make sure your salespeople have the proper badges or identification to get into the show.
9. Prepare your team to arrive early and stay at the show until close. Schedule breaks or lunches with your team so everyone gets a chance to step away
from the booth and refuel.
10. Discuss the approach to talking to leads with any of your team who hasn’t worked a home show before or those who need additional training. They can
flag down people passing the booth and ask questions. The questions they ask should be varied, to help avoid sounding robotic/canned:
- Have you heard of Blingle!?
- Do you consider yourself a Grinch, or a Griswold?
- Are you planning to decorate this holiday season, your wedding, your landscaping?
- Have you ever worked with a lighting designer?
11. Keep your paperwork organized and train your team to capture all leads. Our approach is to have the salesperson who captured the lead, work the lead.
12. Think of the home show as a showroom. The key objective with the home show is to gather leads and set appointments for a salesperson to visit the
customer and help custom design their holiday/event/patio lighting.

Direct Mail
• Direct Mail Marketing has been around as long as people have had mail products. What makes
Direct Mail so great in the modern world is the data we can use to target homeowners by age,
income, family size, and more. Using data, it's possible to target every possible customer in your territory
and avoid wasting time and money on people that won't be interested in your product.
• Utilizing the tools provided through the USPS you can implement a Direct Mail strategy on your
own. In order to understand the data we use, visit https://eddm.usps.com/eddm/select-routes.htm and
play with the tools they provide. If you want to target key homeowners in your territory, Direct Mail is one
of the best options to do so.

Door Hangers
Door hanging, like direct mail, allows you to target a specific area. With this strategy, a target neighborhood
is selected where you have either previously performed work or a neighborhood where your ideal customer
lives, like the direct mail strategy. Either way, the obvious target customers are any and all homeowners in
that neighborhood.
Depending on weather conditions, having your team well-dressed in the proper Blingle! attire can also add
credibility and a degree of professionalism to your efforts.
Instruct each team member to head up to each home on their side of the street and hang a Blingle! door
hangar on the front doorknob of the home.
There is no better way to secure additional work in any target neighborhood than to implement a well-
planned flyer or door hanger campaign around an actual job site. The reason: by having already convinced
a neighboring homeowner to work with Blingle! franchisee has created instant credibility with the other
homeowners.
In addition to door hangars, you should ensure that each active job site has the appropriate yard sign
installed.

Print
Print advertising can be useful in your media mix, especially for messages that include specifically dated
information or those that encourage a direct response.
Try to target your audience by advertising in publications that cater to your customers (i.e., local lifestyle
magazines, interior design magazines, etc.). Also, find out whether there is a particular time of the year when
the ad will work best, how much the ad will cost, and whether discount rates are available for repeat
insertions.
Before signing an advertising contract, look for a 30-60 day “out clause”. This will give you the flexibility to cut
your losses if a medium proves to be ineffective. Also, when negotiating for space, avoid telling the sales
representative what your budget is ahead of time; they tend to put packages together that spend all of your
available dollars. If the sales representative will not negotiate the rate down for you, see if there are free
“bonus ads” available.

Building Referral Relationships
Building referral partners is essential to your business, whether you are building referrals with realtors, lawyers,
printers, or a local HVAC business… people know people who want to have their house Blingle! Referral
advertising will be your best, most cost-effective method of promoting your franchise.
As a Blingle! franchisee, you will benefit from networking through local professional organizations. As a part of
your local marketing spend, you will be required to join a business referral group in your area. These are
groups of local businesspeople with one representative from each “category” of business (one electrician,
one carpet installer, one mortgage broker, etc.). There are usually standards for becoming a member, but
once you’re in, you’re a part of a group that helps each other develop their businesses by referring you to
their customers (while you do the same for them). It doesn’t happen by magic; you must put in the time to
get to know the members and let them know you and your approach to the business. However, if you put in
the time, these groups can deliver significant amounts of business to you.
We recommend joining a BNI (Business Networking International) group, as we’ve found them to have a
consistently strong business development culture and high standards. If a BNI chapter isn’t available in your
area, consider forming your own, or looking into other groups with a similar foundational growth mindset.

Lead Generation
A lead is any person who indicates interest in a company’s product or service in some way, shape, or form. Lead
generation is the process of generating that interest with the goal of turning it into a sale.
There are two major categories of digital lead generation for your Mighty Dog location.
• Local Search Leads
• Paid Leads
It is also important to remember that these leads sources are designed to compliment and work in conjunction with all
your non-digital marketing efforts. Over time our goal is to increase the number of digital leads you get each month
while also doing it more cheaply than some sources you may rely on early in your business. Our overall goal is to
drive down your cost per lead
It is also typical that in the early phases as a Mighty Dog Roofing franchisee, you may allocate more marketing dollars
to Paid Leads. As you work to build brand awareness and we work behind the scense to improve your search rankings
in your market you will organically generate more Local Search.

Paid Leads
Franchise Rocket makes digital advertising simple with winning strategies. Once you open your doors, we will be reaching out to discuss
what approach you would like to take towards your paid digital spend. Your CSM will be speaking with you about your budget and typical
expectations for a market like yours in terms of results. Franchise Rocket digital campaigns are specifically designed and targeted to
reach people in your market who are interested in the service you offer. We currently offer paid ads in the following categories:
• Google Ads – Google search and display ads are the results that appear at the top of your screen when you enter a search on
Google. We provide a fully managed solution and take on the day-to-day management of your online advertising campaigns. This
management consists of building and launching the campaigns then optimizing your advertising strategy in real time to deliver the
highest return on your advertising dollars.
• Google Local Services Ads - The Local Services Ad unit is shown at the top of Google Search results when people search for the
services you offer in your local area. Potential customers can click or tap on your ad to either call or send a message request (US
only). They can also schedule a booking with you directly through your Local Service ad.
• Paid Facebook Ads: Paid Facebook ads allow us to specifically target and reach audiences in a visual and engaging manner.
Facebook ad campaigns can be hyper-focused on specific people and places ensuring you an efficient return on your marketing
spend.

Local Search Leads
Local Search leads refer to lead generation that occurs from the organic reach of your
foundational digital assets (your Google Business Profile (GBP) and your Mighty Dog
Web Page for Your market. Each month the Franchise Rocket team spends 30-40
hours researching, building, optimizing and maintaining your digital footprint-in your
market. The objective of these efforts is to help your business rank in both Google
Map results as well as in organic search results
Your Local Search Results are an annuity that will build over time. Early on you may
not see a significant number of leads but over the course of the first year we expect
you to see significant growth in leads generated from our Local Search efforts.

Social Media
For many homeowners it is not enough to simply see a business and phone number listed on Google Search results. They want
to explore several different companies and see which one best meets the criteria they are looking for in a roofing contractor. This
is one of the key places Social Media and your Social Media Profiles can help your Mighty Dog Roofing business.
When people go to our social media, they are likely look for answers to questions such as:
• Can I trust this company?
• Does this seem like someone I want working on my home for several days?
• Does this look like someone I would like to work with?
• Do they have good products?
• Do they seem like experts?
We routinely post content to your social media profiles. Depending on the Social Media plan you select, the frequency may
change however the core content we provide will be meant to establish that you use high-quality products, you are an expert, and
you use the latest technology to diagnose and recommend action plans. What we cannot do is set the “personality” of your
business. That is where you come in. You must post purposeful content weekly that brings your business to life to those
researching you. Your posts should give a peek into what it might be like working with you and why that is a uniquely positive
experience. Your CSM will help you select the Social Media package which best meets your needs

Public Relations/Community Involvement
• Maintaining a strong community presence is vital for your businesses.
• Part of how we do that is partnering with and volunteering with organizations that line up with your own
personal passions.
• By sharing the business that you love with a charity that you love you are expressing your commitment to
your local community and helping to build brand awareness at the same time.

Required Advertising Expense
Thereafter, for the remainder of the term of the Franchise Agreement, you must spend a minimum of $5,000 prior to each
holiday season on advertising within your Protected Territory (“Local Advertising Expenditures”) through approved online
vendors and/or in telephone directories distributed within your Protected Territory, as well as direct mail and other forms of
media advertising we may specify. We define the holiday season as the period running from November 1 through January 7.

Initial Launch Advertising Plan
Prior to the opening of your Blingle! Business, you are required to conduct a Grand Opening Campaign, and to spend at
least $10,000 to satisfy your Grand Opening Advertising Requirement.
You must submit to us, upon our request, evidence of your Grand Opening Advertising Requirement and Local Advertising
Expenditures. This estimate includes an estimate of your Local Advertising Expenditures for the first three (3) months of
operations of your Blingle! Business but does not assume the first three (3) months of operations are during the “holiday
season”.
Your Marketing Partner is available to you for advice and will go over your options.

Local Marketing Requirement
• When you are heavily involved with local marketing, it cultivates an environment full of
building valuable relationships and provides a strong brand awareness of your company
within your community.
• We want your business to flourish in all avenues possible. Therefore, we require you to join a
minimum of 1 Local Marketing group within your area. Examples of these groups would be
your local chamber, or a BNI networking group.

Obtaining Advertising Approval
• As you operate your business you may find instances that require a custom ad campaign. In
order to develop a new campaign, you will need to obtain approval from your Marketing
Manager.
• Approval is required for multiple reasons. First is to help ensure brand consistency, by adhering
to all brand guidelines. In addition, helping to make sure that your offers are legal and
properly represented is an important part of the campaign process. Your Marketing Manager
is here to support you and help with designs/ideas/offers, so be sure to utilize this valuable
resource.

Appendix

Equipment & Troubleshooting

Equipment troubleshooting Videos
• Coming Soon to the Insider

Product Knowledge

Blingle! University
• We have created an extensive video library of product

information that you have reviewed during your
onboarding process.
If you have any questions please reach out to your

Success Coach for further assistance.
Link to Blingle! University, Product Knowledge

Forms & Samples

Accident-Incident Report Form
• Employees shall use this form to report all work related injuries, illnesses, or “near miss” events
(which could have caused an injury or illness) – no matter how minor.
• This helps us to identify and correct hazards before they cause serious injuries. This form shall
be completed by employees as soon as possible and given to a supervisor for further action.
• 2 forms must be completed

– 1 for the Employee
– 1 for the Employee File
If you have any questions about this form, please visit your Accident Reporting & Investigation Slide.

Site Acceptance Form
• This the form that you will use to submit to your Brand President for review of your
operating space.
• This form must be approved before you are permitted to signing a lease.
• Please see Site Acceptance for further info.

Change of Supplier Request Form
• This form would only be used if you find a supplier of our same quality or better, for a
better price.
• We would have to approve the use of an outside supplier by submitting this form for
review.
• We have created partnerships and pricing based on industry specifics.
• You may find your Change Supplier Request Form Here.

Employee Warnings Sample
What is an employee warning notice?
An employee warning notice is a formal document that states an employee’s wrongdoing, such as failure to adhere to
company policies, unprofessional behavior or tardiness. Your employee handbook should contain information on what is
considered an infraction according to your HR policies. It often includes how the employee needs to correct behaviors and
additional consequences. A written warning often comes after verbal warnings if the employee doesn’t improve.
What to include in an employee warning notice

Consider including these elements in your employee warning notice:
• Company name
• Warning number
• Name of employee and job title
• Name of supervisor
• Name of HR representative
• Date of issue
• Introductory statement
• Infractions incurred by the employee
• Consequences of failure to correct infractions
• Supervisor signature and date
• Employee acknowledgment statement
• Employee signature and date
*Please have your legal counsel review and prepare any documents you will use in your Independently Owned and
Operated Franchise.

Interview Report Sample
• An interview report is a written record of a professional, guided conversation. These
reports may be intended for the public as published articles interviewing an important or
public figure or for private use in admissions and hiring situations.
• Many companies interview job candidates one-on-one, but there are typically multiple
people in a company involved in the hiring process. These people also need to get
information and insight into each job candidate interviewed.
• The easiest way to accomplish this is to have the person conducting interviews write a
report summarizing the experience that they can share with others.
• Please find your report sample Interview Report here.
*Please have your legal counsel review and prepare any documents you will use in your
Independently Owned and Operated Franchise.

Drug Testing Consent Form Sample
A drug and alcohol testing consent form is used by employers to screen applicants and employees for drug and/or alcohol use. This
form may also be justified by reasonable suspicion of drug or alcohol abuse. Within the form, the employee gives the employer
permission to test their urine, hair, blood, or any other physical sample for indicators of substance abuse. In accordance with the law,
refusal on the part of the employee to fill this form can result in their termination.
Drug Testing Laws

• Laws vary by state and industry . Generally, tests can only be performed with consent. This does not mean that an employee can
necessarily decline a test and hold onto their job, but it does mean that workers should be informed of policies in advance of
testing.
• The conditions for conducting workplace drug testing depend on the state or other jurisdiction, and the nature of the industry and
the specific position. In certain contexts, universal testing in the rule, while in other cases, only random screening is permitted.
Some jurisdictions only permit testing when there is a reasonable suspicion that an employee is using drugs, or other specific cause,
such as an on-the-job accident.
• There are special circumstances where the consent rule and other constraints might not apply. Parents may test minor children,
and the police can compel a sample from a suspect with a court order. Insurance claimants and others who have been involved
in accidents may likewise be asked to submit to drug and alcohol testing as a condition of receiving a payout.
• Remember that lab results are not bulletproof. The law usually requires that a first failed drug test be confirmed with a second test
to rule out a “false positive.” Employees may also have to right to contest results, though it can be difficult to argue against two
failed tests.
• Drug test results are like medical records and should be treated confidentially. It does not matter whether an employee tests
positively or not – this personal information cannot be released or otherwise used for anything other than the authorized purpose.
*Please have your legal counsel review and prepare any documents you will use in your Independently Owned and Operated Franchise.

Employee Corrective Action Sample
• Corrective action is a process of communicating with the employee to improve behavior or performance after other methods such as coaching and performance appraisal have not been successful.
• All employees are expected to meet performance standards and behave appropriately in the workplace. The goal is to guide the employee to correct performance or behavior by identifying the problems, causes and solutions,
not to punish the employee.
• The primary goal of corrective action is to facilitate performance and behavior improvement, rather than to serve as a punitive action. When applied appropriately, corrective action sets clear standards for employees and
warns of consequences for noncompliance. Corrective action can help move employees toward acceptable performance standards when the proper steps are taken. A progressive corrective action model builds upon prior
actions and helps promote fair decisions. By aligning corrective action with an employee’s performance evaluation, if an employee’s performance fails to meet expectations, it is reflected in the evaluation and is applied to
address those issues.
• Coaching an Employee:
– Regardless of an employee’s classification and title, coaching is the foundation of the performance improvement process. Coaching is considered “informal” corrective action. As issues arise with staff behavior or
performance, talk with the staff member to ensure awareness of the problem. Be specific regarding the nature of the problem and ensure that the employee understands that further action is possible, including
formal corrective action, if the performance deficiencies persist or if other performance issues arise. An effective coaching conversation includes the following elements:
• Identify the objective facts of the issue (who, what, when, where).
• Ask the employee for their side of the story or response to the issue.
• Illustrate the impact the issue has on others and/or the workplace (e.g. hardship on coworkers and colleagues, poor service to customers, etc.).
• Discuss mechanisms for improvement and provide measurements and specific timeframes, if appropriate.
• Ask the staff member what they need to perform successfully in this area of work.
• Inform the staff member that you will continue to review their work to ensure expectations are met.
• Highlight areas where the staff member is performing well.
• Formal Corrective Action:

– When coaching is ineffective in helping a staff member improve their performance and/or behavior, or when the issue is severe enough that coaching is an inappropriate first step, it is time to take formal corrective
action. The steps a supervisor takes in formal corrective action vary by the employee’s classification and title, as outlined below. In all cases, however, consider the following guiding principles:
• Was the staff member provided with clear expectations?
• Were prior coaching conversations with the staff member documented?
• Did management thoroughly investigate the issue?
• Was the staff member given an opportunity to share their perspective on the issue?
• Is the staff member’s performance being managed in accordance with university and department policy?
• Is the staff member being treated consistently with other staff members?
• Are there any mitigating circumstances (e.g. approved FML or ADA accommodations)?
– When considering formal corrective action we strive to treat employees fairly by making sure they are aware of the problem, by gathering enough information to make a reasonable decision about appropriate
action, and then taking action that is commensurate to the significance of the problem. Refrain from referencing protected classes, or sensitive or confidential information when creating a notice of formal corrective
action
• Corrective Action could result in the following:

– Suspension Without Pay
– Reduction of Pay within a Class
– Demotion to a Lower Classification
– Termination

Employee Emergency Contact Sample
• The Employee Emergency Contact Form is used by an Employer to collect the contact information of an Employee’s family or
partner in case of emergency. For instance, if an Employee suffers an injury at the workplace and must be taken to an Emergency
Room, he or she may require a spouse or a parent to be contacted. This form will allow Employees to neatly present this required
information to their Employers.
• Why use an Employee Emergency Contact Form?

– For employers, it has become standard practice to request emergency contact information from all new hires – whether
the job is risky or not. Though the worker may feel strange disclosing extra personal information, sharing a friend or relative’s
phone number and other basic contact details is in the interest of both worker and firm.
– Though workplace injuries are generally rare, they do occur. When an employee is hurt on the job, supervision may have
an ethical obligation to inform next of kin or other close relatives or friends. In the worst cases, reaching out to an
emergency contact may be a logistical necessity.
– There are other cases where an emergency contact can come into play. Consider an employee who abruptly stops
showing up to work. The specified contact may be able to vouch for this person’s whereabouts. Similarly, in the case of an
employee who is significantly incapacitated by injury or illness, the emergency contact may serve as a go-between should
other relatives or friends contact the employer seeking the ailing worker.

Employee Status Change Sample
• Employee Change Form is a document that is used when the employer is planning to change the status
of an employee like promotion, change in salary, demotion, transfer, or termination. From time to time,
there are a lot of movements in a company or organization. There are employees who get promoted or
demoted based on their attitude and performance. This form can be accessed on any mobile device like
tablets, smartphones, or even desktop computers.
This Employee Change Form contains form fields that ask about the employee's profile, current
employment details, and updated employment details. This includes the current and new job position,
department, supervisor name, and current salary.

Performance Review Sample
• What is a Performance Review?
– A performance review is a formal assessment in which a manager evaluates an employee’s work performance, identifies strengths and weaknesses, offers feedback, and sets goals for
future performance. Performance reviews are also called performance appraisals or performance evaluations. In the past, many organizations conducted annual performance reviews
for their entire workforce; however, more and more companies are moving toward a frequent feedback performance management system in which managers conduct quarterly,
monthly, or even weekly reviews. In fact, some organizations are doing away with formal performance reviews altogether in favor of more casual manager check-ins and one-on-ones.
– When done right, performance reviews can help employees understand what they’re doing well, how they can improve, how their work aligns with larger company goals, and what is
expected of them. Managers who use performance reviews effectively can more easily recognize high performing employees, correct issues before they become insurmountable,
communicate expectations, encourage growth and development, and foster employee engagement.
• How Should Employees Prepare for Performance Reviews?
– Regardless of whether a performance review is formal or casual, employees should be encouraged to prepare for it. Here are a few suggestions to offer employees that will help the
review be successful for both parties:
• Prepare notes. Encourage employees to make notes before each performance review. They should document topics they want to discuss, strengths, weaknesses, and goals.
• Brainstorm examples. Employees should be able to share concrete examples of how they have met goals set at the last review and how they have improved overall.
• Self-evaluate. Employees should practice self-evaluation by giving themselves a mock performance review. They should identify new strengths, weaknesses, accomplishments,
and goals.
• Come with questions. Employees should have a safe environment to ask questions in performance reviews. Preparing questions ahead of time can help ensure everything that
needs to be asked is asked.
• What Should You NOT Say in a Performance Review?
– When giving a performance review, it’s expected that the employee and manager both take it seriously. However, since management is giving the review and has the authority to
substantially affect the employee’s career, a lot of the responsibility for keeping things civil and productive falls on them. Here are a few topics and comments for managers especially to
avoid in order to help maintain a positive environment.
• Criticism without an example: Giving an example and providing ideas for improvement can help an employee better their performance rather than leave them feeling
defensive.
• Comparisons: This is not a space to rank employees or pit them against each other. Focus only on the performance of the employee you are evaluating.
• False praise: While you should look for something positive to say in every performance review, giving false praise will only mislead an employee into thinking they are doing better
than they are and rob them of the opportunity for improvement.
• Speculation: Sharing rumors about the company or raising hopes for a raise or promotion that may not be possible causes unnecessary speculation and sometimes
disappointment.
• Repetitive commentary: Some important things bear repeating, but if you find you are giving the same advice and same praise in every performance review, try changing things
up. Maybe the message isn’t getting through in the way you are currently sharing it and needs further discussion. If both managers and employees keep notes of what’s talked
about in performance reviews, you can build off of advice and goals from each meeting rather than rehash the same thing over and over again.
• “Always” and “never”: There’s an exception to every rule. Ultimatums and blanket statements are rarely accurate and can make people feel defensive.
• “I wish I had more time”: Performance reviews should be a priority for managers and employees. They help make sure everyone’s personal goals are aligned with the company’s
goals and give valuable insights on ways the employee and the manager can improve. When performance reviews are put first, the entire company can benefit.

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Franchise Operations Manual

Edition 1.6 June 2022

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PREPARING FOR SALES ACTIVITIES

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Travis Darin Rick Joelle James

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Josh Skolnick Zach Beutler

Tony Michael Mark Wendi David

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Jacob Jody Luke Cheryl Apryl

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Mr. Travis Miller, Brand President

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Our expert lighting designers have been putting a shine

Christmas has been our very favorite holiday for as long

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All starter packages are available on:

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The digital age has completely changed customer acquisition

HorsePower Brands acquired a digital marketing disrupter to

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The Blingle! Approved suppliers are as follows:

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Corporate Website: https://blingle.com/

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Responsibilities to Your Crews

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Responsibilities to the Franchisor

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Annual Conference Fee

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Annual Inventory Update

Attorney’s Fees and Costs

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