Getting started

Everything you need to get set up.

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2. Design – Office Welcome and how this worksHow the course runs, and where things live.
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1. General Recommended toolsWhat past groups ended up using.

Module 1: Clients

Finding and qualifying the right clients.

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Untitled-13 Session recordingWho you work best with, and why.
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Untitled-13 Worksheets and templatesThe ideal client worksheet and call script.
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Untitled-13 Worksheets and templatesThe ideal client worksheet and call script.
3 files attached
Module complete

Do the worksheet first. The call script is easier to use once you know who you’re trying to find.

Module 2: Systems

Building processes you can hand over.

Untitled-13 Session recordingMapping a job from enquiry to delivery.
Untitled-13 Worksheets and templatesProcess map and the email pack.
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Untitled-13 Worksheets and templatesProcess map and the email pack.
3 files attached

Start with the process map, for one type of job. The email pack has the four emails you send on every job.

Untitled-15 Upload your workSend your process map over for feedback.
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Untitled-15 Upload your workSend your process map over for feedback.
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Upload your process map before the next session and I’ll go through a few of them on the call. It doesn’t need to be tidy.

You cannot upload files to a public portal.

Demo note: This portal is public so you can look around, and Client Portal doesn’t allow uploads on a public portal. In a real client portal this is where the upload box appears, and anything your client sends lands in the portal instead of your inbox.

Module 3: Pricing

Setting your prices, and telling clients what they are.

Untitled-13 Session recordingOpens after the live session.
Untitled-13 Session recordingOpens after the live session.

Nothing here yet. Once links are added, they'll appear here.

Untitled-13 Worksheets and templatesPricing calculator and proposal template.
Untitled-13 Worksheets and templatesPricing calculator and proposal template.

Nothing here yet. Once links are added, they'll appear here.

Module 4: Growth

Planning ahead, and hiring for the first time.

Untitled-13 Session recordingOpens after the live session.
Untitled-13 Session recordingOpens after the live session.

Nothing here yet. Once links are added, they'll appear here.

Untitled-13 Worksheets and templatesPlanning kit and hiring checklist.
Untitled-13 Worksheets and templatesPlanning kit and hiring checklist.

Nothing here yet. Once links are added, they'll appear here.

Bonus materials

Extras, and somewhere to talk to each other.

Untitled-13 Resource libraryReading and references from the calls.
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Untitled-13 Resource libraryReading and references from the calls.
4 files attached

Things I mention on the calls, kept here so you don’t have to go back through a recording to find them.

3. Communication Share your feedbackTell me what worked and what did not.
3. Communication CommunityWhere everyone talks between sessions.
3. Communication CommunityWhere everyone talks between sessions.

Ask questions, post what you’re working on, and see what everyone else is doing. It goes quiet some weeks, so don’t wait for someone else to post first.