After most chapters in our book, Breakthrough Business Development, we reference a new actionable template that you can use to build your business. In order of appearance these are:

Week 01 – Sample Organizational Structure Chart
Week 01 – STAR Business Planning Tool
Week 02 and 03 – AAA Ideal Client Profiling Tool
Week 02 and 03 – Sample Procedures Manual Menu
Week 04 – Goal Setting Worksheet 1
Week 04 – Goal Setting Worksheet 2
Week 04 – Goal Setting Worksheet 3
Week 04 – Sample FORM Client Profiling Tool
Week 05 – Code of Conduct Sample Call Rotation Script
Week 05 – Code of Conduct Sample Service Matrix
Week 06 – Agenda 1st Appointment
Week 06 – Agenda 2nd Appointment
Week 06 – Agenda 3rd Appointment
Week 06 – Agenda 4th Appointment
Week 06 – Agenda Items for Advisory Council
Week 06 – Client Advisory Council Flow Chart
Week 06 – Client Advisory Council Invite Letter Take 1
Week 06 – Client Advisory Council Invite Letter Take 2
Week 06 – Client Advisory Council Speakers Notes Take 1
Week 06 – Client Advisory Council Telephone Invite Script
Week 07 – Sample Customer Conversion Tool – Contractor
Week 08 – The Essential Steps to Developing Advocates
Week 09 – Recommendation Script
Week 10 – CAST Script
Week 11 – Client Milestone and Moment-of-Truth Guidelines
Week 12 – Sample Action Planning Accountability Worksheet
Week 12 – Target Marketing Checklist
Week 12 – Top 10 Questions to Ask Before Hiring a Coach
Please enter your email address below to get the link to the actionable templates.
We will not sell or place your email address on a mailing list. We may email you once to follow-up on your experience with the templates. If you have a problem receiving the CRM white paper, please email dfowler@paretosystems.com
Click to view our full privacy policy.