Treasure Trove – Downloadables
Please select a downloadable resource from the list below:
- 29-Point Business Self-Evaluation
- 30 Day Alien Abduction Test
- Define Your F5 goals
- Duplicable Business Systems Checklist Assessment
- Goal Identifier and Motivation Discovery Tool
- Mentors
- Stage 1 Assessment
- How to Form an LLC
- Template Operating Agreement
- Site Resources Page
- Stage 2 Assessment
- Stage 3 Assessment
- Stage 4 Assessment
- Stage 5 Assessment
- Stage 6 Assessment
- Stage 7 Assessment
- Stage 8 Assessment
- 8 Stages Assessment
- Checklists
- Menu Pricing
- Pricing Lists
- Employee Handbook
- Training Mastery Checklists
- Step-By-Step Instructions
- Spreadsheets with Built-in Formulas (Proforma Template)
- Pre-Approved Logos and Photography (Brand Style Guide)
- Pre-Approved Videography Samples and Clips
- File Naming System
- File Nomenclature Rules (How You Name Things)
- Pre-Vetted Vendors Lists
- Standardized Product #s
- Standardized Equipment Numbers
- Custom-Coded Software to Automate Processes
- Written Company Mission Statement
- Written Company Values Statement
- Frequently Asked Questions Document (FAQs Example)
- Written Company Policies
- Templates of Online Marketing Materials
- Templates of Offline Marketing Materials
- Templates of Legal Agreements
- Templates of Sales Contract
- Delivery Timetables
- Job Descriptions
- Project Management Tools / Company-Wide To-Do List Management Systems
- Visual Product / System Diagrams
- Budgeting Templates
- Automated Data Backups
- Databases of Critical Information
- Online Communication Platforms for Connecting with Teammates in Real Time (Social Networks, Discussion Forums, Instant Messaging Programs, etc.)
- Organizational Charts
- Pre-Approved Forms
- Pre-Approved Vendor Contacts
- Master Marketing Calendar
- Pre-Written Legal Documents for Predictable Issues (Employee Non-Compete Violations, etc.)
- Monthly / Weekly Reporting Documents
- Search Engine Optimization Content Production Templates
- Sample Sales Team Management Dashboard
- Fixed Expense and Variable Expense Budget
- Scorecard and Scoreboard Template
- Sample Photography Contract
- Sample Commercial Real Estate Contract
- Sample Entertainment Contract
- Sample Consulting Contract
- Membership-Based Medical Care Contract
- L.A.S.T. Customer Complaint Template
- Sample Policy for Handling Customer Complaints
- File Naming Training
- Inbound Call Scripts
- Outbound Call Scripts
- Pre-Written Post Sales Call Email
- Pre-Written Directions to Your Office
- Pre-Written Online Review Request Email
- Pre-Written Auto-Responder Email
- Ongoing Recorded Calls (with Weekly Schedule Call Review Meeting)
- Search Engine Compliance Scores
- Search Engine Duplicate Content Checker
- Search Engine Content Uploading Checklist
- Social Media Marketing Calendar
- Dream 100 Marketing Calendar
- Standardized Sales Contract
- Standardized Sales Packages
- Standardized Sales One Sheet
- Standardized Sales Brochure
- Standardized Sales Concessions for Negotiations
- Standardized Pre-Approval Letter (for the Mortgage Industry)
- Regulated and Limited Access to Company Database of Current and Past Clients
- Preferred Vendor Recommendations List
- Refund Policy
- Press Release Template
- PR Kit (Example)
- Time-Off Request Policy
- Dress-Code Policy
- Point System for Employee Write-Ups
- Cross-Selling Checklist
- Pre-Approved On-Hold Music
- New Customer On-Boarding WOW Checklist
- Ideal and Likely Buyer Identification Worksheet
- SWOT Analysis on Steroids
- Successful Niche Brands Examples
- Successful Brand Examples
- Branding Experience Worksheet
- Checklist for Implementing the Branding Experience
- The Perfect Weekly Meeting Agenda Template
- The Perfect Job Post
- Group Interview Response Email
- Perfect Interview Agenda
- Jack Welch’s 4 Es
- What To Look For in Candidates
- Background Check Resource Reminder
- Employee On-boarding Checklist
- Employee Handbook
- Job Skills Mastery Checklist
- Define Your Why Team Inspiration Worksheet
- Sample Employee Write-Up Form
- Sample Employee Write-Up Point System Document
- Checklist For Developing a Fair Compensation Plan for a Candidate
- The Effective Executive: Maintaining Focus on Your Mission, Your Values, and Your Ideal and Likely Buyers
- The 8 Specific Super Moves for Keeping Your Company’s Vision Out Front
- Thrive15.com Core Values Document
- Agenda with Action Items Assigned
- Time Management System and Delegation Station
- Key Performance Indicator Dashboard
- Effective Management, Follow-up, and Training Calendar
- Assigning Game-Changing Key Performance Indicators Worksheet Template
- Daily Standing Meetings to Hold Your Team Accountable Outline
- Leadership Skills Assessment Test
- 29-Point Biggest Limiting Membrane Identification Worksheet
- MARKETING / SALES TEAM SYSTEMS SCORE
- Clearly Define Who Your Ideal and Likely Buyers Are
- Clearly Define the Needs and Wants of Your Ideal and Likely Buyers.
- Clarify the Unique Value Proposition that Your Business is Going to Offer (How Do You Uniquely Solve Problems for Your Ideal and Likely Buyers)
- Specifically Determine Your No-Brainer Offer (an Offer That the Customer Almost Never Refuses Because It Makes So Much Sense)
- Determine How You Are Going to Generate Leads
- Determine How You Are Going to Convert Leads into Paying Customers
- Determine the Easiest and Most Likely Three Ways to Close Deals Now
- Determine How Your Brand Will be Different than the Competition
- Determine How Your Brand Can Better Meet the Needs of Your Ideal and Likely Buyers
- Write a Duplicable Inbound Sales Script
- Write a Duplicable Outbound Script
- Write a Duplicable Auto-Responder E-mail
- Write a Duplicable Drip E-mail Campaign
- Create Sales One Sheet to be Used to Present to Your Ideal and Likely Buyers
- Create a Presentation Script
- Create a Frequently Asked Questions and Common Objections Script for Overcoming Objections
- Determine Key Performance Indicators and Metrics to Which Each Sales Person Will Be Held Accountable
- Create a System for Measuring the Success or Failure of Your Print and Offline Advertising
- Create a System to Measure the Conversion Success of Your Website
- Create a System for Measuring the Effectiveness of Your Online Advertisements
- Create a System for Tracking Where Each and Every Deal Comes From (Advertising Sources, Word of Mouth, etc.)
- OPERATIONS TEAM SYSTEMS SCORE
- A linear workflow that clearly documents the steps that your teammates need to take turn a customer’s order into a customer’s product or service and a customer’s thank you as a result of you wowing them.
- Office Space for Your Team.
- A Phone System for Your Team that is Capable of Recording Calls
- A Universal Place for Your Team to Save Digital Files
- A Universal Nomenclature System for Your Team to Save Files so that You Can Always Find Digital Documents
- The Tools, Resources, and Equipment Your Staff Needs to do the Job Right
- The Website(s) Needed for Your Company to Make a Great First Impression for Your Ideal and Likely Buyers
- A Quality Customer Service Experience for Your Customers
- A System WOW and High-Promoter-Causing Interaction for Every Customer
- Purchasing Controls in Place
- Cost Controls in Place
- ACCOUNTING AND FINANCE TEAM SYSTEMS SCORE
- A System is in Place to Verify That Your Team Members Are Paid On Time
- A System is in Place to Verify That Your Team Members Are Paid Accurately
- A System is in Place to Verify That Your Vendors Are Paid On Time
- A System is in Place to Verify That Your Investors Are Paid On Time
- A System is in Place to Verify That All Incoming Deposits Are Placed Into the Company Bank Accounts
- A System is in Place to Verify Your Weekly Account Balance
- A System is in Place to Verify How Much in Tax is Owed Weekly
- A System is in Place to Verify the Accuracy of Your Profit and Loss Statement
- A System is in Place for Cross-Referencing Your Weekly Budget Against Your Weekly Expenses
- A System is in Place for Managing Your Potential Risk and Insurance Needs
- A System is in Place for Cash Flow Management
- A System is in Place for Tax Filing and Planning
- A System is in Place to Communicate with Investors to Keep Them Updated
- HUMAN RESOURCES SCORE
- A Description is in Place of Your Ideal Job Candidate
- You Know What Job-Posting Platforms Your Company Is Willing to Invest in (monster.com, Craigslist, Indeed, Etc.)
- You Have an Initial Contact Email for Your First Contact With a Prospective Employee.
- An Effective Job Interview Outline / Script Is in Place
- An On-Boarding Checklist Is in Place, Including a List of All Documents Needed
- A Non-compete Agreement Has Been Created
- A Team Compensation Plan Has Been Developed
- A Team Benefits Plan Has Been Developed
- Staff Evaluation Forms Have Been Created
- Weekly Standing Team Huddle Meeting Are Scheduled
- A Detailed Employee Handbook Has Been Created
- A Well-Defined Employee On-Boarding Process Is in Place
- A Skill Mastery Checklist Document Has Been Created
- A Consistent Employee Training Program Is in Place
- A Formal Employee Write-up Policy Is in Place
- An Employee Point System for Disciplinary Actions Is in Place
- A Consistent Employee Evaluation Checklist Has Been Created
- A Quick Exit Process for Staff Who Must Be Fired Has Been Developed
- An Organizational Chart Has Been Created
- A Company Values Document Has Been Created
- LEADERSHIP SCORE
- Communicate With Your Entire Team and Cast the Vision and Mission for the Company’s Future.
- Help Your Team Create Duplicable Processes and Systems Capable of Working Without You.
- Refine Your Brand (What People Think of When They Think of Your Company).
- Create Written Values That Will Keep the Company Operating With an Insistence on Excellence Now and in the Future.
- Refine Who Your Ideal and Likely Buyers Are and Are Not, so That Your Company Knows Who It Is Making Its Products and Services For.
- Create Guardrails and Rules That Will Keep Your Company in Check Even if You Get Abducted by Aliens, Are on Vacation or Simply Decide to Sell the Business.
- Identify the Biggest Threats That Your Business Faces in the Short Term.
- Identify the Biggest Threats That Your Business Faces Over the Next Five Years.
- Identify the Potential for Strategic Partnership Relationships (Such as amazon.com Teaming Up With Zappos).
- Develop Your Successor.
- Weed Your Cultural Garden, Identifying the Weeds (Bad Employees) That Need to Be Pulled and the Flowers (Key Employees) That Need to Be Planted.
- Example of a World-Class Checklist
- Net Promoter Score Calculator
- Sales System Assessment
- An Effective Sales Workflow
- Powerful 19 Point Business Workflow Enhancement Evaluation
- Break-Even Point Analysis and Calculation
- Sample Template Invoice
- What Do You Need to Invest More Time and Money In, and Less Time and Money in Interactive Tool
- Decision-Making Worksheet
- Incredible Pricing Worksheet
- Interactive Balance Sheet
- Interactive Profit & Loss Statement
- Small Business Loans Document Checklist
- Personal Financial Statement Worksheet
- Fully-Completed Pitch Deck
- A, B, C Player Description Document
- Time Management Effectiveness Assessment
- F6 Goals Worksheet
- Ideal and Likely Buyers Worksheet
- Ideal Lifestyle Calculator Worksheet
- Time Management Effectiveness Assessment
- SEO Checklist
- Anti-Harassment Policy
- Drug and Alcohol Free Workplace Policy
- Brand Style Guide
- Time Off Request Policy
- Press Release Example
- Press Release Guide
- Post-Event Evaluation
- Pre-Written Auto-Responder Email Template – Thrive15
- Post Appointment Call Follow-Up
- F6 Audit