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.

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You have trouble managing your time

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You tend to take on too many clients at once

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You don’t have an efficient system for doing consult calls and onboarding your clients

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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

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You frequently drop the ball on client communications because your schedule is so overburdened (and your clients wonder where you went)

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You sometimes make promises to your clients that you can’t keep

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You allow your clients to control your time and you don’t really have any boundaries in place

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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!

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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!

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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

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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.

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

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

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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: