Templates


tem·plates [n]: Why re-invent the wheel or start from scratch when you can inspire yourself and leverage some of the tools and templates that have helped us and our clients for years. From interview questions and a huddle agenda to a visual graph that helps you determine what's "urgent and important", this section is all about accessing and leveraging templates that can give you a major boost in the right direction.

Rules-of-Engagement

Bold Rules of Engagement for Kick-Butt Results

Clear rules of engagement mean less surprises for you and your client. After all, you did not start your own business to lead it the way every body else does did you? Learn what makes a fail proof service agreement to increase your sales. PLUS! One tip that will save you loads of time and increase your proposal-to-project conversion rate.

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My-Production-Board

Project Production Board | Stay On Top Of It!

As small business owners, we juggle a lot on a daily basis and wear many hats. Ever feel like things are slipping through the cracks? Like you are losing control? This simple Production Board Tool will help you get an “at a glance” picture of what’s on your plate, where things are at, and what needs attention so that you can better serve your clients…and sleep at night.

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How-to-Seal-The-Deal

How To Seal A JV Deal.

Creating valuable joint ventures and strategic alliances are key to your GROWTH. After all, being the “best kept secret” is not why you started your own business right? Learn how to create WIN/WIN Strategic Alliances and JV’s to expand your client reach and increase brand awareness. BONUS! Download a proposal email sample that will save you time and get you started faster!

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Team-Huddles

Getting Started With Team Huddles

Good effective huddles can truly get your tribe fired up to perform and ensure that everyone is on the same page…allowing you, the owner, to sleep at night! Want to start implementing huddles but don’t know how? Here is our recommended Huddle Agenda to help you get started.

Urgent-Important

Is Everything On Your Plate Urgent & Important?

If you said YES to this question…then you are in boiling water. Being able to differentiate between what’s Urgent and what’s Important is key. Not all important tasks are urgent and not all urgent tasks are important. Here is a quick video to help you decipher and determine your priorities.

eMail-Templates

Using eMail Templates To Save Time!

Have you ever spent WAY TOO MUCH TIME crafting an email? I know what that feels like…and that’s precisely why I have 136 email templates that I use regularly. Why re-write the same thing over and over again when you don’t have to? I thought I would share with you how I use email templates to save hours every day AND create brand consistency in the process!

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Proposal-Sample

Create A Winning Proposal

Listen up! If you offer a service, you have to share your fees with your clients or prospects at one point or another. Most people call it a “quote”. I prefer to call it a “proposal” as it needs to highlight a lot more than just your fees for people to understand the value of your service and the expertise you bring to the table. In this video, I reveal what makes a winning service proposal.

My-Action-Sheets

Free Sample #2 | Action Sheets

The biggest problem that I see in working with small business owners is that the To Dos on their To Do Lists are not really To Dos…they are more like massive projects that require more planning and time than a To Do task normally would. If you want to gain momentum, get more done and ensure that nothing falls through the cracks this quarter, you have to learn to bite-size and compartmentalize your actions. Find out how to bite-size effectively in this video.

Get-More-Done

Free Sample #6 | Get More Done In Less Time

Not enough hours in a day to get things done? Think again! Adding more hours to your day is like getting a bigger purse…the bigger the purse, the more shit you put in it! What is actually needed is more focus and discipline. Learn about one of the most powerful and proven strategies to help you get more done in less time.

Measuring-KPIs

Free Sample #7 | If You Don’t Measure It; You Can’t Manage It

To thrive and increase business performance, you simply cannot drive your business blindly. You must increase your overall level of awareness of what’s working well and what areas need improvement; and numbers truly tell it like it is. Learn how the “right numbers” can provide invaluable insight to help you focus your energy on what drives results to increase your efficiency and bottom line.

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