Select Page

If You’re Ready to Create Business Strategies that Align with Your Energy to Attract Your Dreamiest Clients and Get Paid Top Dollar then this Plan Could Be for You!

Hey there gorgeous!

It’s time to create MASSIVE alignment between your brand and your increased vibration.

We all know “like attracts like” and creating space in your business that allows for high-vibe planning will enable your business to SCALE beyond your wildest dreams.

It’s time to identify strategies, map out processes and create strategies that align with your energy in order to attract your dreamiest clients and get paid top dollar!

Let’s take your business to new heights and build a higher level and higher vibe business with this monthly business plan.

 

If You Want to Create Alignment Between Your Business and Increasing Your Vibration, My New “High-Vibe + High-Level Monthly Planning” Project Kit Can Help!

This Kit Includes a Step-by-Step Marketing Plan + Templates + Checklists to Help You AND Your Assistant Tackle Your To-Do List with Ease!

Many of the documents in this project kit come in .docx format so that you can customize them to your business needs, and add in any additional information you’d like to include.

But here’s the sweet part: All you have to do is customize the plan to your specific business goals and needs and hand it off to your assistant, confident she’ll know EXACTLY what to do the ENTIRE MONTH.

And then, you can let out a sweet sigh of relief, confident that stuff’s actually gonna get it done…and finally book that much-needed mani/pedi (without guilt).

This Step-by-Step Plan Covers: (.doc format)

  • Getting Started
    • Marketing Strategy Overview
    • Timeline & Budget
  • Section One: What’s Possible? Everything!

    • Step 1: Research Top Brands in My Niche
    • Step 2: Prioritize my Projects
    • Step 3: What Pricing Will My Market Bear?
  • Section Two: What’s Standing in My Way?

    • Step 4: What Does My Brand Need to Appeal to a Higher-Level Client?
    • Step 5: Reduce my Administrative Responsibilities
    • Step 6: Using Higher-Level Team Members – When, Where and Why
    • Step 7: Review My Business Portfolio
  • Section Three: What Will Help Me Be My Very Best Self?

    • Step 8: Review and Revise my Ideal Client Avatar
    • Step 9: Reassess My Responsibilities
    • Step 10: Monthly and Quarterly Organization
    • Step 11: Allow for Deep Work

PLUS, You’ll Also Get All These Materials Included Inside this Kit Too!

Templates + Worksheets + Swipe Files + And More!

  • Productivity Calendar (.docx)
  • Project Evaluation Template (.docx)
  • Project List Worksheet (.docx)
  • Course Events List (.docx)
  • Job Posting Template (.docx)
  • 5 Outreach Email Templates (.docx)
  • 6 Gatekeeping Email Templates (.docx)
  • Course Tracker Template (.docx)
  • Dream JV Connections List (.docx)
  • Dream JV Connection Tracker (.docx)
  • Ideal Client Avatar Tuneup(.docx)
  • Competitor Comparison Chart (.docx)

Task Tracking Calendar (.doc format)

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Checklists to Help You & Your Virtual Assistant Stay on Track (.doc format)

  • Competitor Profile Worksheet Checklist
  • Project Evaluation Worksheet Checklist

Monthly Results Report (.pdf format)

This is a fill-in-the-blank report that your assistant can fill in at the end of every month. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.

Here are a Few Examples of Some of the Items You’ll Get:

Step-by-Step Marketing Plan

You can hand this step-by-step plan to your virtual assistant and she can follow the steps to help you in your business. You can edit and tweak this document with additional information your team may need, or you can even remove anything that doesn’t apply to your business.

You can even record a training video covering each of the steps in this plan that walks your VA through exactly what you need her to do to help you with this project. Then just upload dropbox and share it with her.

Monthly Results Report

Give this fill-in-the-blank report that your assistant at the completion of your project. It will give you a snapshot of your business after the new marketing plan has been implemented, what your assistant worked on, and what else she can do to help you clear your plate. She can share achieved results, any unexpected hurdles that came up and and how she handled them, as well as any feedback she has.

 Task Tracking Calendar

This calendar is such a simple, but powerful tool with task reminders to help your assistant stay on schedule, and meet your deadlines. She can print off a copy to keep on her desk, or she can add the tasks to her calendar in Basecamp or whatever project management system you use.

Competition Comparison Chart

Use this template to analyze and keep tabs on competitors.

Competitor Profile Worksheet

Use this worksheet as an aid in competitor analysis. 

Course Events List

Use this template to keep a running list of upcoming courses to buy and events to attend to continue to improve your skills. 

Course Tracker

Use this template to keep a running list of details for courses that have been booked. 

Dream JV Connections List

Use this template to quickly brainstorm a simple base list of experts whom you’d like to partner with. 

Dream JV Connection Tracker

Use this template to identify possible JV connections for future collaborations. 

6 Gatekeeping Email Templates

Use these email templates to restrict unnecessary or unwelcome access to me. 

Ideal Client Avatar Tuneup

Use this worksheet to re-evaluate your ideal client avatar. 

Job Posting Template

Use this template for finding and hiring a business manager. 

5 Outreach Email Templates

Use these email templates for connecting with potential affiliates, JV partners, PR opportunities, etc. 

Productivity Calendar

Use this calendar to outline your priorities for your upcoming monthly projects. 

Project Evaluation Worksheet

Use this template to evaluate the viability of potential projects and prioritize the most lucrative or effective ones. 

Project Evaluation Template

Use this template to fill in a quick snapshot of projects that particularly interest you. 

Project List

Use this template to keep a prioritized list of potential projects with their time commitment and any prerequisites. 

Download the Plan + ALL of the Templates Now for Only $97!

Anddid you know that if you’re a coach or service provider, you can actually use this kit and get paid by your clients?

You totally can!

If you’re a coach, you can:

1) Use the kit and document your own process along the way. Meaning…make notes about your aha’s, the things that came up for you, any challenges you had, what you did, your results.

2) Create a 1:1 coaching session package or VIP day around the topic of the kit that you can sell to your clients.

3) Print out the kit docs and have your notes in front of you. Then, guide your client through the entire process, step-by-step. You can “teach” them each step, and then work through the questions with them during your session. They’ll walk away from their session with a plan they can take and apply to their business.

4) Don’t want to do live 1:1 sessions? Record a video training for each step, and then at the end of each video, give them their “homework” to work on before moving onto the next step. Then sell the course to your clients. Or post it as new content to your paid group program.

5) Or simply, use the kit during a client’s monthly 1:1 call so you have something to talk about and work on. Especially if your client doesn’t have much to say or report on. So instead of sitting there in awkward silence or cutting a call short – you’ll have something of value to provide to your client.

Now here’s the thing though…you CANNOT sell or giveaway the kit directly, because that’s just for you and your team to use within your business.

BUT…you CAN do all of the things I mentioned above.

If you’re an assistant / business manager / operations manager you can:

You can get on the phone with your client for a strategy session, and use the kit as a guide. You’ll come across as a total expert AND you’ll create an action plan for your client at the same time.

  • Print off the kit docs to have in front of you during your call.
  • Discuss each step in depth using the kit content as a guide.
  • Walk through the questions and exercises with your client, and write their answers right onto the kit pages.
  • Wrap up the call with a plan of action for how you’ll proceed and assist your client in their business.

And hey, if you or your client are not able to, or don’t have time to get on the phone – record all the information, and then send the recording and the list of info you need back from them to proceed.

Seriously…there is nothing more powerful to a biz owner than an assistant who shows initiative. We want people on our team who can take an idea and come back to us with a plan of action for how to get it done!

And I’ve made it super easy for you to do all of that with the project kit on this page…

I’ve loved Melissa since 2009 and everything she puts out is golden. These project kits are complete time savers. If you are a business owner, it has everything you need, a turnkey solution to hand over to your assistant. If you are a VA, you will WOW your client by anticipating their needs and having an organized system ready to go. Love these kits!

Lisa Wells, LisaRWells.com

Melissa Ingold is a genius! She’s taken all the work out of delegating tasks to your team with her Freedom Finder toolkits.  It’s so easy. You just open it up, answer a few questions and hand off the rest to your virtual assistant. Now an entire part of your business is handled and you’re getting reports and status updates from your team without you having to beg for them. You don’t have to understand how the entire process works and you don’t have to build out the entire process. It’s as turn-key as you can get. You’ll get more accomplished in your business, without working harder, and your assistant will be happier because you’re giving her everything she needs to be successful. It can’t get better than that. 

Deanna Maio, DelegatedtoDone.com

Download the Plan + ALL of the Templates Now for Only $97!

3 Reasons Why You Need this Project Kit…

Grow Your Biz + Make Money

Now your assistant can stop wasting her time and your money working on dead-end tasks that lead you nowhere! These kits give her direction for working on real projects that will actually help you grow your business and your income.

Save Money + Boost Your ROI

Paying your assistant by the hour can really add up, especially if the tasks you assign really aren’t doing anything for your business, and your outsourcing dollars are being wasted on dead-end projects. Using this project kit will shave hours off your invoice because she won’t have to start from scratch – and she’ll be able to easily “rinse + repeat” it whenever you want – no more wasted money on tasks that don’t get results.

Save Time + Avoid Frustration

Your time is crazy valuable,  so why waste it with tons of back-and-forth emails as you try to explain to your assistant exactly what you want done. With this project kit, you don’t even need to know ‘exactly what you want done’, because she’ll have tons of templates and tools that will help her get right to work.

Frequently Asked Questions

Can I Give this Kit to My Assistant?

Can I Give this Kit to My Assistant?

Yes. You have permission to give this kit to your assistant and other team members to work on your business projects for you.

I’m Not Ready to Hire an Assistant - Can I Still Use this kit?

I’m Not Ready to Hire an Assistant – Can I Still Use this kit?

Absolutely! You can use this for your own personal use to help you fast-track a business project or task. You’ll save so much time + energy by using all the items in the kit.

By documenting your business marketing and tasks, and building your library of training content now, you’ll be in a much better position when you are ready to hire an assistant.

Are the Documents Editable or Are They Only in PDF?

Are the Documents Editable or Are They Only in PDF?

Some of the documents in this kit are editable, therefore they can be edited by you and your team. For instance, the step-by-step marketing plan is always in .doc format, and so are any email templates.

However, some of the items in the kit may be in PDF format. Generally, the only items that are in PDF format are the items that do not need customizing. For example, a flowchart would be in PDF format.

I’m a Virtual Assistant - Can I Use this Kit to Help My Clients?

I’m a Virtual Assistant – Can I Use this Kit to Help My Clients?

Yes. You have permission to use this kit to help you work on a project for your client. In fact, your clients will be impressed that you have all these amazing tools on hand to assist them with their business projects.

Using this kit will make your job so much easier + a lot more fun when you don’t have to create things from scratch (like writing all those autoresponder emails or creating a telesummit speaker kit).

Plus, this kit has the added benefit of teaching of YOU how to do something – which means, you can turn around and offer it as a new service to your clients.

Is this Private Label Rights Content (PLR)?

Is this Private Label Rights Content (PLR)?

NO. You do NOT have permission to resell this kit in any way to your customers or clients.

You can NOT give this kit away for free.

This kit is intended for internal use within your own business.

What are the Terms of Use on This Kit?

What are the “Terms of Use” for This Kit?

This kit is intended for personal business use only:

YOU CAN:

  • Use the toolkit yourself in your business.
  • Give it to your virtual assistant and other team members to work on your business projects.
  • Use the toolkit to provide services to your own paid clients.

YOU CANNOT:

  • Resell this kit in any way to your customers, clients, or members as this is not PLR.
  • Give this kit away for free.

If you have questions about these terms of use, please contact my team and ask.

Download the Plan + ALL of the Templates Now for Only $97!