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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:

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:

5-Year Biz 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.

The Customer Lifecycle Journey

This resource shows the customer lifecycle journey and the stages within that journey. The first page shows examples of the actions to take in each stage, and the second page allows you to fill in the actions you will take in your business.