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 onboarding 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 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.
Get Your Schedule & Business Organized and Flowing with Ease with the “Work Management Hacks for Creative Entrepreneurs” Project Kit!
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
- Step 1: Accurately Track My Current Time Management Routine
- 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
- Step 4: Pre-qualifying My Ideal Client and Re-affirming My Boundaries
- Section Three: High Level Planning & Milestones
- Step 7: Organizing My Year for Action and Implementation
- Step 8: Reaching and Managing Milestones
- Step 7: Organizing My Year for Action and Implementation
- Section Four: Daily Organization & Time Management
- Step 9: Gatekeeping
- Step 10: Time Blocking
- Step 11: Anticipation, Prevention, and Synchronization
- Step 12: Daily Maintenance
Templates + Worksheets + Swipe Files + And More!
- Business and Life Goals Template
- Ideal Project Worksheet
- Ideal Client Worksheet
- Passion Project and Hobby Tracker
- Client Criteria List Template
- Energy Tracker Template
- Ideal Client Avatar Template
- Non-Billable Tasks Template
- Life and Work Goals Contract
- 3-Client Response Email Series Templates
- Daily Calendar
- Weekly Calendar
- Monthly Calendar
- Annual Calendar
Task Tracking Calendar (.doc format)
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)
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
Download the Plan & Templates for Only $97 $10!
Download the Plan & Templates for Only $97 $10!
3 Reasons Why You Need this Project Kit…
Grow Your Biz + Make Money
Save Money + Boost Your ROI
Save Time + Avoid Frustration
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 & Templates for Only $97 $10!