5 Step referral process

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Group Coaching Session 23rd of August – 5 Steps-Referral Process

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9 Word Email

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The Handler Worksheets

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The Alliance Builder

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The Five Ones

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Capture Cards

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The Attraction Workflow

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The Attraction Storyboard

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The Newstrap Finder

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5 Step referral Communication – triangle

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Structure

The Momentum Gatherer

The Momentum Gatherer is to give you a midway booster to your 6 week projects you set in your Project Jump Starter worksheet. It will help you understand what you have achieved, what you are confident of achieving & what lesson’s you have learned to date.

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Project Jumpstarter

Use The Project Jumpstarter to create a 6 week strategy to get you back on track by listing 3 projects you need to work on. Work out how far you have progressed, where you are stuck & what actions to take to get you to your goal. Use The Momentum Gatherer worksheet to give you a booster along the way.

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The Marketing Content Planner

The Marketing Content Planner will help you get ahead of your marketing strategy. It will help you plan out 1 month in advance (use 3 worksheets for a 3month forward planning strategy). The sheet is divided into rows for each week of the month and columns for each style of marketing eg the first column might be Linkedin, the second Current Clients and the third, Referrals and so on. Then in each box simply note 1 or 2 activities for each of those marketing styles. At the top on the right give each month a theme so that there is a consistency to your marketing to each style throughout the month.

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The Facebook Content Planner

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Structure

How to minimise the risks in business

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Structure

Shaping our business

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System

To Train Or Not To Train?

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Turning Wrong Into Right in Two Steps

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Sales

Mapping your Avatar’s Hot Buttons

This worksheet will help you understand exactly how to connect with your perfect client. On the left hand side simply list their frustrations and what they would want instead. At the bottom think about what their future fears might be and what they would hope for instead. Finally, think about what would keep them awake at night and what they would likely google search in relation to your business. This will help you to map out a targeted message to ensure that you are appealing to the people you most want to work with.

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Sales

Your Customer Avatar

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Delivery Cheat Sheet

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The Last Word Workout

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The Case Study Builder Worksheet

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Sales

6 Magic Pills

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Sales

Guarantee Generator

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Sales

Strength Positioned

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Sales

Value Volumiser

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Sales

The Specialisation Worksheet

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Sales

Webinar Content Builder

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The Goal Generator

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10 Ps Presentation Final

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10 Ps Workbook Final

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Sales

Case Study Video Builder

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Sales

Smart Marketing Presentation voiced

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Sales

Smart Marketing Workbook

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Sales

The Loyalty Profit Chain

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System

Retailing & Customer Service – Mistakes

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System

Monthly Customer Service Celebration

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System

Culture Wheel

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System

Culture in Business

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System

Effective Team’s

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System

Client Intimacy

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System

Task Isolator

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System

The Sprint Planner

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System

Logistics slide

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System

Client Intimacy Workbook

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System

Pitch-deck Planners

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Structure

Get Everyone on Board

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Structure

Active Listening Planner

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Structure

Resource Identifier

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Structure

Task Isolator

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Structure

Capital Clarifier

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Structure

The implement Focuser

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Structure

The Video Flow

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