Resources
Useful tools and exclusive member resources
VIEW All Success Formulas Templates Other Resources 
Standard Operating Procedure Template (SOP)
Ready to document your operating procedures? Use this template to create a standard way for all your processes.
Client Offboarding Email Templates
For when you need to offboard a client and need to say the right things to handle the situation with care.
Recommended Software
Here are must-have software and apps for systemizing your business. Here are must-have software and apps for systemizing your business. LastPass Safely store and
50 Ways to Boost Your business with a Virtual Assistant
Sales Call Questions
This document has questions you can ask during a discovery call.
How to conduct a sales call
Referral Follow Up Emails
This document has a few email templates that you can use to follow up with referrals.
Financial Management Dashboard
This template allows you to begin managing your revenue and expenses so that you can fall in love with your numbers.
Customer Profile
This document will provide you with prompts to create your ideal customer profile. Get clarity on who you are working with so that you
New Revenue Strategic Plan
When you are ready to launch, this strategic play will support you in laying out a plan to reach your goals.
Product Launch Checklist
This is a complete product launch checklist. Review this before you plan any product launch.
Work Smarter Productivity Guide
Identify 5 things you can do right now to never guess what your team is doing again. For solopreneurs, learn the 5 steps you
Tools to build an efficient, effective, and engaged virtual team
Discover the 5 key areas and tools you can implement to work better with your virtual team.
How to use your voice + influence for good
A list of actions you can take online to share your influence with your audience.
How to create time freedom in two easy steps
Get the process to clear your mind, and prioritize the highest impact & lowest effort tasks.
How to decide what to launch next
An evaluation formula for deciding which of your brilliant ideas to launch next in 3 simple steps.
Launch Planning Calculator
Plan your launch with delivery dates and tasks in this calculator.
Know Your Customer Kit – Recommended Interview Questions
Prepare for customer interivews with these questions.
Ideas on building buzz for your launch
Discover 30 ideas to build buzz before, during, and after your launch.
Webinar Productivity Plan
Are you planning a webinar? Use this plan to get an outline that converts.
How to establish instant trust and credibility with your audience
Discover ways you can use social proof to grow your audience.
Team Meeting Agenda Planning Template
You can use this simple meeting agenda to have a team or solo weekly meeting to review business progress.