Skype ID or Email Address
Enter Skype ID. Or email for Zoom invitation.
TECHNOLOGY & SYSTEMS - Which ones are you using now?
Project Management system (Teamwork, Wrike, Asana, etc.)
Landing Page/Sales Page program
Online Meetings (Zoom, Skype, GoogleMeet, GTW. etc.
All in One Marketing Automation System (KEAP, Kajabi, Katra, Ontraport, etc.)
Integration - (Zapier, IFTTT, etc.)
Calendar or online appointment scheduling
Cloud Storage ( Evernote, etc.)
Customer service (Zendesk, etc)
Time Tracking software
ADD NAMES OF THE ABOVE TECH SYSTEMS - (If you checked any of the above) Example: CRM=Salesforce. Landing page=LeadPages, etc.
PEOPLE AND TEAM MEMBERS - Do you have any subcontractors, employees, VAs, seasonal workers?
List each person's tasks and responsibilities. (all subcontractors, VAs, employees) Please include their FIRST NAME ONLY and be as specific as possible with their tasks.
If No, you can skip this.
SOCIAL MEDIA - Which ones do you use?
SELECT 3 ONLY - What is the MOST IMPORTANT from the list below you want work on?
Systemizing your systems & processes
Onboarding Clients - agreements/what to do next
Onboarding VAs - Training your VA
Webinar Launch for product or service promotion
What do you expect to get out of this session?
Should be Empty:
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