Category Archive: Business Operations Templates

Tracking Numbers to Build Your Business – Spreadsheet

How Connected Are You

Do you feel you are connected but you are not generating leads or revenue from those connections? Would you like to know how connected you are and what you need to do to become better connected in your industry – then this template by Dr. Laureen Wishom is for you.

Offered By Laureen Wishom

When Is It Time To Let A Client Go?

Did you know that every eighteen months, it is important to identify those clients you would not accept today. If you are still accepting the same types of clients at the same fees today as you were eighteen months ago; you have not off-loaded the bottom percentage of your client base and you will probably not be able to expand your ideal clients by 20%. If you are wondering when to let a client go, this template by Dr. Laureen Wishom is for you.

Offered By Laureen Wishom

Take Back Your Time

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