Answers for: Tools/Examples Index

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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)

Sample Coaching Agreement


Tool/Example by C.J. HaydenIf you offer coaching services paid for by the month, it’s a good idea to have a written agreement with your clients that spells out the terms of your arrangement. This sample agreement was designed for business coaching clients, but can be modified to suit any type of coaching. Read more (members only)

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)