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 off-line 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
