How do I train my son to handle packaging customers' rush orders?
Let him shadow you through several real rush orders, then let him run one while you watch. Write down the steps you take in your head: checking stock, calling the plant, deciding what to charge and when to say no. Hand over the decisions gradually, starting with the smaller customers, and review each rush together afterwards.
Rush orders test everything at once: stock, machine time, supplier lead times and the customer’s patience. Begin by letting your son listen in while you handle a few. Afterwards explain what you weighed and why, including the times you refused.
Next, turn your instincts into a checklist. Which customers get priority? When do you approve overtime? How do you decide whether a rush surcharge is fair? Writing this down helps him and forces you to notice rules you have never said aloud. Then change roles. Give him a small account, let him take the call, and stay nearby. Review each outcome honestly and without blame. Mistakes at this stage are cheap compared with mistakes later. Set a date when you will stop taking rush calls yourself and say so to your staff and customers. A clear date makes the change feel real and stops customers from quietly going around him to reach you.
Introduce him to the key customers and the plant staff, so they hear from you that he has your confidence. Staff often follow your cue. Finally, agree the limits of his authority, such as what he can approve alone and what needs you. Your accountant or advisor can help you plan how the handover fits your wider succession plan.
Key takeaways
- Have him shadow real rush orders before running one himself.
- Turn your unspoken judgement calls into a written checklist.
- Widen his authority in stages, with an honest review after each rush.
Related reading
15 pages on the same subject, grouped by topic.
Buying
Selling
- Expert answerHow do I train a buyer to handle my online store’s customer questions?
- Expert answerHow should a mattress store owner handle open customer orders when selling?
- Expert answerHow do I transfer my dropshipping supplier logins and order automation?
- Expert answerHow do I show buyers my packaging company’s customers reorder on a steady cycle?
- Expert answerWhen should I tell staff, customers, suppliers and my landlord I am selling?
- Expert answerHow do I handle my food plant’s co-packing customers during a sale?
- Expert answerHow do I handle my ski shop’s pre-paid season rental customers during a sale?
Due diligence
Sources
This answer is checked against primary sources. Links were last confirmed on the dates shown.
- 01Business Development Bank of CanadaGovernmentWhat is succession planning?
- 02Canadian Federation of Independent BusinessResearch dataSuccession Tsunami: Preparing for a decade of small business transitions
- 03Business Development Bank of CanadaGovernmentHow to conduct due diligence when buying a business
Deavo is an advertising and listings platform, not a brokerage, law firm or valuation firm. This page is general information, not legal, tax, accounting or valuation advice, and rules differ by province. Confirm anything you rely on with a qualified professional before you act on it.