Answers for: Tools/Examples Index

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

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

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

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

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

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

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

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

Sample Workshop Press Release


Tool/Example by C.J. HaydenOne easy way to get free publicity for a workshop or seminar is to issue a press release about it to your local media and online news services. This sample release shows the correct format for a news release about an upcoming workshop, Read more

Workshop Evaluation Questionnaire


Tool/Example by C.J. HaydenThis questionnaire can be used to collect evaluations from the audience at the conclusion of a workshop or speaking engagement. It includes space for comments about the program, a testimonial quote, a referral to others who might be interested, Read more