RESOURCES TO YOU GET YOUR TEAM TO STEP UP:
TEAM MEMBER WEEKLY REPORT
Get back in control of workflow by getting team members to fill in this free (unbranded) end of week report.
team effectiveness review
Not sure how to fix your team to get it to work together better?
Download your copy now of our team effectiveness review to pinpoint exactly what you need to do to fix it.
NEW EMPLOYEE ONBOARDING CHECKLIST
Download our ultimate New Employee Onboarding Checklist to make sure that your new hire feels really welcome and gets up to speed quickly.
Use it to ensure that you don’t overlook important tasks when onboarding a new team member. We also included thoughtful details to delight your new employees!
In the masterclass recording you will discover:
1. How to use the red/black/blue model to claw back time to work ON your practice.
2. The three mindset shifts you will need to make if you are going to reduce the demands on you from your staff and clients.
3. Tips and techniques to be ultra productive and work at peak level.
4. Three things you must do to minimise interruptions from your team and your clients.
psychological safety checklist
Not sure how to get your team to take initiative and speak up?
Then download your free copy now of our psychological safety checklist to pinpoint exactly what you need to do to fix it.
the low confrontational way of dealing with low performers masterclass recording
2. The no-confrontation way of having a conversation with a low performer to get them to shape up or ship out
3. The insider track on how to make sure you don’t just recruit in the right people (and not buy duds), but also get them up-to-speed quickly. (So, avoid having to turn around low performers in the first place)
4. The essential items you need to have in place to quickly, ethically and legally sack a low performer, with minimal risk to your firm’s reputation
RESOURCES TO HELP YOU DECIDE ON YOUR FIRM'S STRATEGY
scaling your practice in a recession masterclass recording
Listen to our masterclass recording to get inspired and learn practical, proven tips for growing and scaling your practice when trading conditions are difficult.
how to create a 3-year growth plan
1. How to create a 3-year growth plan which energises you, using the STAGe model in under 30 mins
2. How to get your team excited and motivated to deliver your growth plan with you
3. How to use a ONE BIG FOCUS to ensure your firm doesn't fall victim of initiative overwhelm and the day job as well as the growth plan gets implemented.
RESOURCES TO HELP YOU WIN MORE OF THE RIGHT CLIENTS
Linkedin 50+ content ideas
Is your firm losing out on leads from LinkedIn?
Use our 50+ ideas for great content to share on LinkedIn to make sure your firm generates regular leads to high quality clients via LinkedIn.
linkedin self-assessment
Stop your firm losing out on leads from LinkedIn!
Use our LinkedIn Self Assessment to pinpoint exactly what your firm needs to change in order to switch on a flood of high quality leads via LinkedIn.
LinkedIn conversation starters
Stuck for what to say on LinkedIn?
Use our cut and paste conversation starters to speed up the process of turning prospects into connections and then clients via LinkedIn
marketing plan
Need to create your firm's marketing plan but not sure where to start?
Download our free guide to creating a marketing plan. The guide includes a template to help even the most reluctant business developer to win business for their practice.
sales process flow chart
Losing leads? Struggling to convert hot prospects? Or wasting time on tyrekickers going nowhere?
Download our free SALES PROCESS MAP to make sure you never waste time on a tyre kicker and never leave business on the table.
content plan template
Is your firm's content marketing haphazard? Non-existent? Losing your firm leads?
Use the exact same template we use with our members to help them plan their marketing content, to make sure your firm is sharing the right content at the right time via the right channel.
website checklist
Is your firm's website losing you business?
Download our FREE 100+ point website checklist to comprehensively evaluate how you need to change your website to switch on a regular supply of high quality leads.
Struggling to attract the right type of clients?
Download our free client persona template. Use this template to focus all of your marketing and communications to attract the right type of clients and new business.
script to warm up old prospects
Need to warm up some old prospects?
Use the exact same script our members use to get in touch with old prospects and turn them into clients of the firm...
RESOURCES TO HELP YOU STREAMLINE YOUR PROCESSES AND SYSTEMS
onboarding new clients process
Want a free step-by-step guide for onboarding new clients?
Sign up now for instant access to our gold standard onboarding process!
guide to choosing a practice management system
In the guide you will find out the 5 things you need to do BEFORE investing in a practice management system, and whether best-of-breed is better than all-in-one for your practice.
rhythm meeting agendas
Use these Rhythm Meeting Agendas inspired by the Rockefeller Habits to:
1. Get back in control of your workflow
2. Always know what you and your team will be able to bill each week
3. Make sure you and the team are growing your practice whilst getting the day-to-day done at the same time
4. Run an efficient daily operational huddle