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Are You Losing Money and Clients Because Your Business Lacks Structure and Systems?

You’re an incredibly talented and creative entrepreneur, and people love your work.

But you have to admit…your business feels messy and chaotic, and you know that it’s negatively effecting how you show up for your clients.

  • You have trouble managing your time.
  • You tend to take on too many clients at once.
  • You don’t have an efficient system for doing consult calls and oboarding your clients.
  • You don’t have a time limit on your calls, so you always end up spending way to much time talking with clients on skype about their projects instead of working on them.
  • You frequently drop the ball on client communications because your schedule is so overburdened (and your clients wonder where you went).
  • You sometimes make promises to your clients that you can’t keep.
  • You allow your clients to control your time and you don’t really have any boundaries in place.
  • You have a tendency to hop from client project to client project…doing just enough on each one to keep your clients from complaining about the lack of progress.

And secretly, you sometimes get sick of your own drama.

Introducing My Brand New “Work Management Hacks for Creative Entrepreneurs” Project Kit!

This Project Kit Includes a Step-by-Step Marketing Plan + Templates + Checklists + More!

Now you AND your assistant can easily tackle your marketing to-do list using my done-for-you marketing plan + templates!

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: Business & Lifestyle Goals

    • Step 1: Accurately Track My Current Time Management Routine
    • Step 2: Time Management Analysis and Summary
    • Step 3: Determine What I Actually Earn and What I need to Earn
  • Section Two: Get Clear on What You Do and Who You Work With

    • Step 4: Pre-qualifying My Ideal Client and Re-affirming My Boundaries
    • Step 5: Setting Boundaries and Amending Policies
    • Step 6: Outsourcing Tasks and Processes with a Negative ROI
  • Section Three: High Level Planning & Milestones

    • Step 7: Organizing My Year for Action and Implementation
    • Step 8: Reaching and Managing Milestones
  • Section Four: Daily Organization & Time Management

    • Step 9: Gatekeeping
    • Step 10: Time Blocking
    • Step 11: Anticipation, Prevention, and Synchronization
    • Step 12: Daily Maintenance

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

Templates + Worksheets + Swipe Files + And More!

  • Business and Life Goals Template (.docx)
  • Ideal Project Worksheet (.docx)
  • Ideal Client Worksheet (.docx)
  • Passion Project and Hobby Tracker (.docx)
  • Client Criteria List Template (.docx)
  • Energy Tracker Template (.docx)
  • Ideal Client Avatar Template (.docx)
  • Non-Billable Tasks Template (.docx)
  • Life and Work Goals Contract (.docx)
  • 3-Client Response Email Series Templates (.docx)
  • Daily Calendar (.docx)
  • Weekly Calendar (.docx)
  • Monthly Calendar (.docx)
  • Annual Calendar (.docx)
  • Resources (.pdf)

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.

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

  • Client Criteria Checklist
  • Maintenance Essentials Checklist
    • Set-up
    • Maintain

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

Monthly Results Report

 Task Tracking Calendar

Daily Task Tracking Calendar

Weekly Calendar

Monthly Calendar

Annual Task Tracking Calendar

Client Inquiry Response Email Templates

Client Criteria List

Business and Life Goals Worksheet

Life and Work Goals Contract

Ideal Client Worksheet

Ideal Client Project Worksheet

Ideal Client Profile

Passion Project and Hobby Tracker

Energy Tracker

Non-billable Tasks Template

Work Management Checklists

This Project Kit Automatically Disappears on Thursday, March 29th at Midnight EST!

Download the Plan + ALL of the Templates Now for Only $44!

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 $44!

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 $44!