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Know Your Numbers

  • Key Metrics Tracking: Track lead generation activities, ratios, and trends for better decision-making.

  • Activity Ratios: Calculate and understand your personal activity ratios for goal setting.

  • Event Planning: Plan and execute client events to maintain engagement and measure success.

Deepen Client

Relationships

  • Value Alignment: Align personal and professional lives through client events.

  • Referral Strategies: Develop a referral-based business strategy with client events.

  • Energy Management: Engage in business activities that align with your natural energy.

Getting Your Financial

House in Order

  • Financial Separation: How to set up and manage business and personal accounts to avoid commingling funds.

  • Tax Planning: Strategies to allocate income for taxes and automate payments with payroll services.

  • Budgeting: The importance of creating a detailed pro forma to plan for various financial scenarios.

Hiring 101

  • Business Mindset: Shift from a solopreneur mindset to building a business with the right hires.

  • Leadership Hiring: Ensure your team includes leaders who can manage and delegate tasks.

  • Behavioral Assessments: Use various assessments to better understand yourself and your team.

Insights into Behavior

  • Behavioral Assessments: Understand and use personality assessments for teamwork and client interactions.

  • Self-Awareness: Improve productivity by aligning personal behavior with professional roles.

  • Leadership Adaptation: Adjust communication and management styles based on team members’ traits.

Ready to Hire?

  • Cost of a Bad Hire: Understand the tangible and intangible costs of a bad hire.

  • Structured Process: Follow a seven-step hiring process for consistent and quality decisions.

  • Behavioral Alignment: Match candidates' skills and personality traits with job requirements and company culture.

AI Made Easy

  • Personalization with AI: Maintain your unique voice and personal touch in customer interactions while leveraging AI for efficiency.

  • Crafting Effective Prompts: Understand the significance of prompt engineering to get the best results from AI tools, optimizing their performance.

  • Practical Applications of AI: See real-world examples of how AI can be integrated into everyday business operations to improve efficiency and innovation.

How to Influence Action

  • Building Rapport: Master techniques to establish trust and create meaningful connections in both personal and professional settings.

  • Effective Decision-Making: Learn how to guide others through decision-making processes using language patterns and influence strategies.

  • Leadership through Influence: Gain the ability to lead by understanding others' perspectives and using communication to inspire and drive action.

Communications & Calendars

  • Streamlined Communication: Learn how to establish clear, effective communication within your team and with clients to improve workflow and collaboration.

  • Time Management Mastery: Develop skills in time-blocking and scheduling, allowing you to prioritize tasks and align your calendar with business goals.

  • Goal-Setting and Alignment: Gain the ability to set actionable goals and ensure your daily and weekly activities are in sync with your long-term business objectives.

AI Tools for Productivity

  • AI as Your Productivity Partner: Learn how to leverage tools like ChatGPT, Otter.ai, and Merlin to automate routine tasks, freeing up time to focus on high-impact areas of your business.

  • The 10/80/10 Rule for AI Efficiency: Master the 10/80/10 framework, where you set the direction, let AI handle the heavy lifting, and finish with a human touch to ensure high-quality, personalized results.

  • Best AI Tools in Action: Get hands-on with cutting-edge AI tools like Opus Clips for video editing, Otter.ai for meeting transcriptions, and Canva’s AI features for creating stunning visuals in seconds.

Hiring & Managing a Virtual Assistant

  • Unlock Time and Productivity: Discover how to delegate routine tasks to virtual assistants, allowing you to focus on high-impact areas of your business and accelerate growth.

  • Proven Strategies for Success: Learn from Seth Dailey and Katrina Meistering’s real-world experience with virtual assistants, ensuring you avoid costly hiring mistakes and build an efficient team from day one.

  • Comprehensive, Ready-to-Implement Tools: Gain access to a detailed workbook, webinar, and practical exercises that equip you with all the tools needed to hire, train, and manage virtual assistants with ease.

How to Set Goals in Business & Life

  • Create and Align Goals: Learn how to align your business and personal goals with your core values to maintain balance in life, whether you’re working on your own or with a partner.

  • Develop Habits for Success: Break down big goals into actionable steps with the SMART goals framework and habit tracking, turning your aspirations into daily routines for long-term success.

  • Work as a Team: Gain practical strategies for setting goals as a couple, appreciating your differences, and using each other’s strengths to create alignment and harmony in both personal and professional life.

Financial REalignment

  • Core Values Clarification Exercise: Use a guided worksheet to individually define your top 3 financial values, then come together as a couple to establish shared values that will drive your financial decisions.

  • Financial Goal-Setting Framework: Create a detailed action plan using the provided digital tool to outline specific savings goals, investment strategies, and debt reduction plans for the next 12 months.

  • Habit Tracking and Accountability Tool: Implement a customized financial habit tracker that breaks down daily, weekly, and monthly tasks, such as setting automatic transfers for savings or scheduling regular budget reviews.

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