Answers for: Tools/Examples Index

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Life-in-a-Notebook Planning System


Tool/Example by C.J. HaydenClients and students often ask me, “C.J., you always seem to have a million things going on. How do you keep track of it all?” Their questions imply that they believe I am more organized, focused, or productive than the average bear. Personally, I’m not so sure that’s true. You should see my desk, for example! But I do have a system, and in honor of New Year’s resolution-makers everywhere, I’m going to share it with y’all. Read more (members only)

Success Story Template


Tool/Example by C.J. HaydenA helpful tool for presenting your services to prospective clients is a repertoire of success stories about the results your clients get from your work. Here’s a template and example for composing some success stories of your own. Read more (members only)

Sample Speaking Topic and Bio


Tool/Example by C.J. HaydenIn order to get booked as a speaker, an essential tool is a one-page description of your speaking topic, and a capsule bio describing your expertise. The example below will give you a model to follow. Read more (members only)

End of Quarter Review Exercise


Tool/Example by C.J. HaydenThe end of each quarter is the perfect time to review what you’ve accomplished so far this year, what you have learned, and where you would like to go next. Set aside some time each quarter to conduct a review of your life, career, or business with this thoughtful exercise. Read more (members only)

Sample Script for Approaching Referral Partners


Tool/Example by C.J. HaydenI frequently recommend to entrepreneurs that they focus their marketing on building referral partnerships instead of attracting clients by advertising and promotion or approaching them cold. With a few pointers, most entrepreneurs can identify many possible referral sources. But I’m often asked how to best go about approaching these potential partners. Read more (members only)

Get Clients Now! Action Worksheet in Word


Tool/Example by C.J. HaydenIf you’d like to fill out your GET CLIENTS NOW! Action Worksheet on your computer instead of on paper, you’ll find this Word version of the worksheet handy. You can download the file, fill in your action plan, and update as often as you’d like. Read more (members only)

Get Clients Now! Action Group Guidelines


Tool/Example by C.J. HaydenThe GET CLIENTS NOW! book was written with action groups and reading groups in mind. The 28-day program outlined in the book is ideal for use by a group of independent professionals working together, and the book has been adopted as a text by entrepreneurial support groups Read more (members only)

Sample Training Proposal


Tool/Example by C.J. HaydenThis sample proposal for a corporate training program could easily be modified to use for a consulting or coaching proposal. It includes a summary of the client’s needs, description of the trainer’s qualifications, outline of the proposed program, and two pricing options. Read more (members only)

Year-End Review and Planning Exercise


Tool/Example by C.J. HaydenThe waning days of the year are the perfect time to look back at what you’ve accomplished this year, where you are now, and where you would like to go next. Set aside some time to conduct a year-end review of your life, career, or business with this thoughtful exercise. Read more (members only)

Sample Referral Fee Agreement


Tool/Example by C.J. HaydenDo you find yourself frequently referring business to other professionals? When these referrals are likely to be reciprocal, you’ll probably want to give them freely. But what about those situations where you refer clients to someone who isn’t able to return the favor? Read more (members only)