Bonus Training / Resources
Hello [accessally_user_firstname],
On this page, you will find Resources that we’ve discussed and a few bonus trainings/resources that may be valuable supplements to the regular coursework. Below is a list with quick links to all of the resources on this page:
These are additional optional bonus resources:
Strategic & Financial Planning Documents:
There are 3 important strategic planning documents: Your Brand Playbook (fill out throughout). The budget tracker, and the Strategic Planning Framework (focus on mostly in weeks 11-12), however, you can start working on them at any time!
- Brand Playbook – download your white label example, save it on your computer and fill this in as you go
- Budget Tracker – you’ll start this in week 4, but you can download and start filling it in any time. Once you have a clear money goal, you’ll need to have a plan for how to hit it. This tracker helps you visually see, plan and prepare for growth by seeing your income and expenses
- Soulful CEO Monthly MONEY progress form – Tracking your revenue regularly will help you build solid foundational practices. Fill this out monthly between the 1st-15th, via this link.
5-Year Projections & Sales Projection + Budget Tracker:
Bonus Resource Documents:
Prospective Customer Interviews
This resource will teach you how to conduct and prepare for prospective customer interviews, including creating a script, what types of questions to ask, and how to navigate through the interview.
3 Quick Facebook Tips
Three quick tips on Facebook Ad copy, graphics, and the importance of testing, plus some helpful examples of successful Facebook Ads.



