fbpx

scorecard

Financial Process

video
play-sharp-fill
SOP Formation and Review

SOP 410 – ScoreCARD How-to

  • The ScoreCard Review
  • How to determine good and what needs to be fixed
  • Learn It – Use It – Teach It
  • See the ongoing Value $$ with the ScoreCard

Downloads

Powerpoint PDF

Financial Process

video
play-sharp-fill

Mindset Question Roundtable

What would be a new title for you?

TEN Financial Knowledge Principles

  1. Stacking Up Cash
  2. Know your TCODB
  3. Daily Scorecard
  4. Set dates for Financial Milestones
  5. Become Debt Free
  6. Grow – Scale – Sell
  7. Investments Types and Ways
  8. Recipes for Now – When – Next
  9. Owner Pay Plan
  10. True Net Profit Distribution Plan

Downloads

Powerpoint PDF

Management Process

video
play-sharp-fill

SOP Formation and Review

WOIT Discussion and Notes Formation and Review

Train The Trainer Series “220”

Dissecting Incoming Phone Calls SOP 0220 – to develop a process for dissecting incoming phone calls, determining what we want said, and then making sure we are executing the scripts as you designated, creating a scoring checklist.

Downloads

Powerpoint PDF

Financial Process

video
play-sharp-fill
SOP Formation and Review

WOIT Discussion and Notes Formation and Review

  1. “We need your help!” survey – so you can create Your Best Results.
  2. Comparing Jan 2021 – March 2021 to Jan 2022 – March 2022 Discussion
  3. ScoreCard Review with brian

Downloads

Hide picture