FREE RESOURCES
BOOK SESSION
Type File: PDF Workbook
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Personal & Business Goal Setting Tools: Steven Covey famously said that when humans create, they do so 3 times. First, we create in our imagination. Next, we create a representation, like a blueprint or map (AKA, the plan). Finally, we manifest and make it happen for real. This guide will walk you through our 3-step planning process so that you can start mapping out a sensible growth plan for your business.
Type File: Microsoft Word
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Employee Recruiting System: This resource will help you build a practical plan to win the battle for top talent by consistently generating more than enough leads, screening out non-performers, and using a skills-based test-drive process and psychometrics to choose team members that deliver results.
Type File: Microsoft Excel
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Tactical Marketing Plan: This planning tool will assist you in creating a sensible, measurable plan to increase your leads, improve your sales conversion rates, and increase your annual revenue per customer so that your profits increase exponentially. It also includes our '5 Ps' Analysis tool - used for fun and simply to demonstrate the potential effects to net profit when making compound improvements across a business.
Type File: Microsoft Excel
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MoneyMastery Workbook: This collection of business finance and planning tools is specifically designed to help you develop the business of your dreams under the watchful eye and empowering guidance of your business coach! Here's a set of the planning tools you'll be using as you implement our 21 business optimisation strategies into your business.
Type File: Microsoft Excel
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Strategic Plan Template: This resource will help you build a plan around specific actions that your business needs to take in the months and years ahead to best allow you to fulfil and achieve your Purpose, your Vision and your Core Values and Beliefs.
Type File: Microsoft Excel
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Business Performance Review Checklist: This Score Card has been designed to help you evaluate your implementation of the Silver Bullets in your business. Please rate your business according to the following a scale for each of the Silver Bullets. (5) Excellent/Always, (3) Fair/Sometimes, (1) Poor/Rarely to get an idea of where you're starting from.
Type File: Microsoft Excel
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KPI Dashboard Template: This tool is designed to help you get started in creating a foundational performance measurement dashboard to track and manage the key indicators of performance across your business. Once you’ve laid the foundations, we have some additional tools to build on and improve its level of sophistication.
Type File: Microsoft Excel
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13 Week Cash Flow Forecast: Even the most reliable aircraft require an adequate run way in order to take off safely. This resource is designed for you to see where you cash movements will be based upon your prediction as to when cash will move in and out of your business over the next 13-weeks of 'runway'. It will highlight where you have a negative cash position and should you have an overdraft facility it will also identify any week that you will be at risk in exceeding that facility so corrective action can be considered sooner rather than later.
Need Help or Have a Question? Use this link to Have a Call with Trent.
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Book a Call: Having a no obligation, 15 minute call with Trent is the next step in learning how to use the tools provided here.