Test Shortcodes | Grow With Elite

Slides:

For Shaun Buck's slides and presentation: Text "ELITE" to 208-269-9111

*By texting, you will receive a complimentary copy of Shaun's No BS Book with Dan Kennedy (Guide to Maximum Referrals & Customer Retention) along with the slides from His presentation at Elite Momentum.

Why Spin Out Elite? Context & Details:

Hear from Brett:

Hear from Clate:

Q2 Event Title (Month)

Event Agenda:

Slides:

For Shaun Buck's slides and presentation: Text "ELITE" to 208-269-9111

*By texting, you will receive a complimentary copy of Shaun's No BS Book with Dan Kennedy (Guide to Maximum Referrals & Customer Retention) along with the slides from His presentation at Elite Momentum.

Why Spin Out Elite? Context & Details:

Hear from Brett:

Hear from Clate:

Q3 Event Title (Month)

Event Agenda:

Slides:

For Shaun Buck's slides and presentation: Text "ELITE" to 208-269-9111

*By texting, you will receive a complimentary copy of Shaun's No BS Book with Dan Kennedy (Guide to Maximum Referrals & Customer Retention) along with the slides from His presentation at Elite Momentum.

Why Spin Out Elite? Context & Details:

Hear from Brett:

Hear from Clate:

Q4 Event Title (Month)

Event Agenda:

Slides:

For Shaun Buck's slides and presentation: Text "ELITE" to 208-269-9111

*By texting, you will receive a complimentary copy of Shaun's No BS Book with Dan Kennedy (Guide to Maximum Referrals & Customer Retention) along with the slides from His presentation at Elite Momentum.

Why Spin Out Elite? Context & Details:

Hear from Brett:

Hear from Clate:

Sales & Marketing (Mar)

Leadership Developement (june)

Chalmers Brother's workbook

Momentum Workshop Workbook [DOC] »

Beliefs - Slides & Workbook

Elite Momentum Workshop Slides [PPT] »

Hire, Lead and Fire To The Vision (Aug)

Chalmers Brother's workbook (Moods & Emotions):

Elite Forum Session Materials [PDF] »

Chalmers Brother's handout:

Moods And Emotions White Paper [PDF] »

Randy Tate's slides (Beliefs, OAR):

Beliefs and OAR [PPT] »

QA Observation form from Geoff Heath:

QA Observation Form [DOC] »

Masterminding Format:

Masterminding Format [PDF] »

Strategic Planning (Nov)

Missing Conversations Slides:

Missing Conversations With Randy Tate [PPT] »

Chalmers Brother's workbook (Self Assessment & Goal Setting):

Chalmers Brother's Workbook [PDF] »

Customer Retention - SAVER doc mentioned by Jeff Mask:

SAVER Customer Retention [DOC] »

Leadership documents mentioned by Candi Luciano:

Leadership Roadmap [PDF] »

My Growth Plan Values [DOC] »

My Growth Plan Guide [DOC] »

The Leadership Journey [PDF] »

Notes from Emilie Jones (Clate's executive assistant) on how she manages Clate's emails:

Emilie manages Clate’s inbox. She sorts all incoming mail into one of the following folders:

Action Urgent: Any email that Clate needs to respond to within 24 hours.
Action Needed: Any email that Clate needs to respond to at some point but it’s not urgent.
Review: Informative emails that Clate doesn’t need to respond or take action on, but just to be aware of.
Personal: non-work related emails

She deletes any junk mail.

If she sees anything related to scheduling a meeting or a call, she goes ahead and handles those herself.

They have worked together for several years now. It takes some time working together to get into the groove. But after time, she has gotten to know what’s important to him and what’s not. It will be the same for you and your EA – it’s going to take a lot of “tweaking” and communicating what your style is that you want your EA to pick up and follow. For example, Clate gets a ton of “vendor” emails – meaning people who may want to do business with Infusionsoft. Although those may look like it should go to “Action Needed” – Emilie puts those on “Review” because they are not anything that Clate really needs to respond to. He will respond ONLY if he chooses to respond to it – otherwise, they are considered “Review” emails.

Sales & Marketing (Feb)

Event Agenda:

If We Are Always Getting Better... [PPT] »

Kevin Day's Show & Tell: Continuous Improvement

Christine Rogers' Sales Training Outline

Sales Training Course [DOC] »

Leadership Developement (May)

Developing Your Leaders

Leadership Development Training [PPT] »

Enrollment Conversations

Enrollment Conversations [PPT] »

Relationships with Results, with Chalmers Brothers

Relationships With Results [PDF] »

PR For Small Business [Link] »

The Advantage Book Summary [Link] »

Executive Assistant Notes from Emilie Jones (Clate's assistant)

EA To The CEO Questions [PDF] »

Lean Experimentation Map:

Infusionsoft Experiment Loop Map [PDF] »

Tax Tips with Johnston Tax

Tax Saving For Profitable SB Owners [PPT] »

Hire To The Vision [PDF] »

Hire, Lead and Fire To The Vision (Aug)

Hire to the Vision

Lead to the Vision

Lead To The Vision [PDF] »

Fire (with Care) to the Vision

Fire (With Care) To the Vision [PDF] »

BIG 3

BIG 3 Breakout [PPT] »

Employee On-Ramping

Onboarding Training [PDF] »

Templates & Supplements:

Activate Checklist [PNG] »

5 Tips To Making An Offer [DOC] »

Job Description Template NEW [DOC] »

Involuntary Off Ramping Checklist For Leaders [DOC] »

Job Description Template [DOC] »

Event Coordinator Hiring Plan [PDF] »

Hiring Plan [PDF] »

Interviewing To The Core Values [PDF] »

BIG 3 Card [PDF] »

How I Like To Be Led [PDF] »

Sample Email For Leaders [DOC] »

Performance Improvement Process For Leaders [DOC] »

Infusionite Improvement Plan [DOC] »

Alignment Plan Template [DOC] »

SBSM Assessment & Planning Framework [PDF] »

Strategic Planning (Nov)

Strategic Planning & Execution, Tyler Norton:

Strategic Planning With Tyler [PPT] »

Breakout: Intro to Agile Project Management, Kaleeb Deeb:

Intro To Agile Project Management [PPT] »

Breakout: Get Smart About SMARTs, Stephanie Holmes-Winton:

SMART Process Training [PPT] »

Priority Status Tracking [PDF] »

The Money Finder Example [PDF] »

Breakout: Lead Meetings Like A Boss, Dan Ralphs:

Lead Meetings Like A Boss [PPT] »

Podcasting Resources, from Michael Van Dusen (Dusey)

Mics:

Free: Use your phone’s earbuds with mic

Cheap: Blue Yeti USB

Pro: Hiel PR-40 (must buy mic stand & cables)

Recording devices:

Free: use your phone or computer

cheap: Zoom H4n (2 people) or H6 (4 or 6 people) (both portable)

Pro: Scarlet 2i2 (2 people) or 18i8 (4 people) (computer & software required)

Sound Control:

Free: Blankets or closet

Cheap: Acoustic Foam

Posting:

iTunes (Free, requires hosting, like wordpress or blogger or blog)

Libsyn ($5-15 for basic account.)

Resources:

http://seanwes.com/podcastdude/

https://www.thepodcasthost.com/ultimate-podcasting-resource-list/

Sales & Marketing (Feb)

Event Agenda:

Show Me The Money: How to Pay and Reward Sales People [PPT] »

Breakout: Show Me The Money: How to Pay and Reward Sales People

Sales Compensation Plan Agreement [PDF] »

Breakout: Build Your Dream Team: How to Hire and Onboard Sales People

Build Your Dream Team: How to Hire and Onboard [PPT] »

Hiring Kit [PDF] »

Breakout: Designing A Killer Sales Process

Designing A Killer Sales Process [PPT] »

Top 10 Commonly Used Sales Methodologies [DOC] »

Breakout: Incremental Improvements Beat "Big Wins"

Incremental Improvements Beat "Big Wins" [PPT] »

Priority Path [PDF] »

Breakout: Creating a Culture of Performance

Creating A Culture Of Performance [PPT] »

Sales Leadership Expectations [DOC] »

Breakout: Keeping Your Sales Team In The Zone

Keeping Your Sales Team In The Zone [PPT] »

Leadership Developement (May)

Event Agenda:

Richard Branson 3 Leadership Lessons He Learned »

Article Clate Referenced:

Breakout: Don't Run Out Of Cash with Curtis Smith

Don't Run Out Of Cash [PDF] »

Breakout: 4 Disciplines of Execution with Chris Spear

4 Disciplines of Execution Part 1 [PPT] »

4 Disciplines of Execution Part 2 [PPT] »

Breakout: Multipliers 101 with Dan Ralphs

Multipliers 101 [PDF] »

Leadership Model: From Academics to Application with Tyler Norton

Leadership From Academics To Application [PDF] »

Breakout: Evidence of a Failing Vision with Tyler Norton

Evidence Of A Failing Vision [PDF] »

Breakout: Organizing the Work with Brett Gilliland

Organize The Work [PDF] »

Breakout: Culture of Ownership with Dan Ralphs

Creating A Culture Of Ownership [PPT] »

Breakout: Performance Management with Tyler Norton

Performance Management [PDF] »

Breakout: Return on Character with Hal Halladay

Return On Character [PDF] »

Breakout: Action Learning with Dan Ralphs

Action Learning [PDF] »

Hire, Lead and Fire To The Vision (Aug)

Event Agenda:

The Framework To Communicate Your Vision [PDF] »

Breakout: It's All in the Presentation: The Framework to Communicate Your Vision with Chad Kerby

Breakout: How to Improve Your Hiring Success with Brett Gilliland

Improve Your Hiring Success [PDF] »

Breakout: Developing Leaders in Your Business with David Bonney

Build A Team Of Powerful Leaders [PDF] »

Breakout:Results Through Employee Engagement with Hal Halladay

Results Through Employee Engagement [PDF] »

Breakout: Hiring Hot Seats with Dan Ralphs, Kate McMillen, and Lauren Borgeson

Reference Check Form [DOC] »

Interviewing To The Core Values [PDF] »

Breakout: Employee Onboarding with Jessica Stephens

Employee Onboarding [PDF] »

Breakout: Remote Employees and Contractors with Cody Jones

Remote Employees and Contractors [PDF] »

Breakout: Firing with Care to the Vision with Deanna Pickering

Fire With Care To The Vision [PDF] »

Breakout: Big 3 with Brett Gilliland

BIG 3 [PDF] »

Breakout: Creating and Managing Your Company's Dashboards with Ryan Ferguson

Creating & Managing Your Company's Dashboards [PDF] »

Breakout: Reinforcing Core Values with Jeff Mask

Reinforcing Core Values [PDF] »

Strategic Planning (Nov)

Event Agenda:

Blank One Page Strategic Plan [PPT] »

Strategy Planning & Execution with Tyler Norton

Blank AOP [PDF] »

Blank AOP [XLS] »

Lessons Learned with Clate Mask

Breakout: Sales Operations Expert - Josh Linette

Sales Operations Training[PDF] »

Breakout: Customer Experience Expert - Mike Hilton

Customer Experience Training [PDF] »

Breakout: Marketing Expert - Jake Johnson

Marketing Expert Training [PDF] »

Breakout: Operations Expert - Chris Spear

Operations Expert Training [PDF] »

Breakout: People & Leadership Expert - Brett Gilliland

People & Leadership Expert Training [PDF] »

Competencies [PDF] »

Sales & Marketing (Feb)

Breakout: Enlightened Innovation with Dan Ralphs

Breakout: 3 Strategies To Help You Hire Great People with Kate McMillen

Breakout: Increasing Your Win Rate with Frank Gittens

Breakout: Facebook Strategy For Business Owners with Dennis Yu & Logan Young (Co-Founders of Blitz Metrics)

Breakout: How to Lead a Top Performaning Sales Rep with Kristy Morales

Breakout: How to Create Partner Programs in Your business with Cindy Eagar

Breakout: How to Achieve Rapid Growth with Numbers with Jarrod Morris