Answers for: Tools/Examples Index

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Profit and Loss Forecast Example


Tool/Example by C.J. HaydenYou’ll often see the advice that you should make a profit and loss forecast for your business, so you can set appropriate prices for your products and services, and accurately predict your expenses. But what does such a forecast look like for an independent professional? Read more (members only)

Delegation Planning Worksheet


Tool/Example by Joan FriedlanderOnce you know what you might want to delegate (see my article Dare to Delegate for an introduction to effective delegation), it’s time to start to think about whom to delegate it to. Depending on what the task, project or area of responsibility is, Read more (members only)

Sample Query Letter for Writing an Article


Tool/Example by C.J. HaydenMany magazines, newsletters, and websites ask that you query them before submitting an article. When a publication’s submission guidelines request queries, don’t try to skip this step by sending a completed article. Instead, compose a query letter like Read more (members only)

Simple Yearly Planning Worksheet


Tool by Joan FriedlanderThe Simple Yearly Planning Worksheet is a great way to organize your thoughts around your goals and planned actions for the coming year. If you start the process by reviewing your progress for the past year (for example, what you accomplished, Read more (members only)

Get Clients Now! Excel Tracking Worksheet


Tool/Example by Joan FriedlanderIf you’d prefer to track your GET CLIENTS NOW! marketing action plan on your computer instead of on paper, you’ll find this Excel version of the Tracking Worksheet handy. You can download the file, fill in the details of your plan, and update as often as you’d like. Read more (members only)

Sample Consulting Agreement


Tool/Example by C.J. HaydenThis sample consulting agreement is designed to cover one or more projects for the same client over a one year period. It includes definition of the consultant’s independent contractor status, payment terms, expense reimbursement, termination, confidentiality, Read more (members only)

Sample Workshop Press Release


Tool/Example by C.J. HaydenOne easy way to get free publicity for a workshop or seminar is to issue a press release about it to your local media and online news services. This sample release shows the correct format for a news release about an upcoming workshop, Read more (members only)

Workshop Evaluation Questionnaire


Tool/Example by C.J. HaydenThis questionnaire can be used to collect evaluations from the audience at the conclusion of a workshop or speaking engagement. It includes space for comments about the program, a testimonial quote, a referral to others who might be interested, Read more (members only)

Project Planning Worksheet


Tool/Example by C.J. HaydenThis planning worksheet can be used to lay out the details of any business or marketing project. It includes space to record an overall goal, resources needed, potential obstacles, time and money required, a task list, and the project’s timeline. Read more (members only)

Sample Licensing Agreement


Tool/Example by C.J. HaydenThis sample licensing agreement is designed for the author of a book, workshop, or other creative work who is licensing a portion of their creation to another person or business to incorporate into another product or service. It includes definition of the work Read more (members only)

Sample Speaking Fees


Tool/Example by C.J. HaydenThis sample fee sheet for paid speaking engagements shows a range of fees for programs of different length and travel to varying locations. Also included is detail about travel expenses to be billed to the client. Read more (members only)

Sample Prospect/Contact Data Form


Tool/Example by C.J. HaydenThis sample form for collecting and filing information about prospects and contacts is designed to be used as part of a manual contact management system, or as an input document for a computerized system. It records your prospects’ contact information, Read more (members only)