06-26-2011, 12:49 AM
"What forms do you use when dealing with prospects and clients?"
This WSO/OC Module addresses this question.
Here's what's included...
Client Assessment Worksheets
These are the questions I use to conduct consultation sessions. They are designed to extract information and data from the business owner that will help them and myself determine exactly what services they may require.
These worksheets will help you gain the confidence you need to sit down with prospects, knowing that you are asking the right questions.
~ Baseline and Marketing Quetions
~ Marketing Related Questions
~ Customer Related Questions Worksheet
~ Website Related Questions Worksheet
UPDATE: Microsoft Word version of the worksheets included.
Business Forms
When I first started out, I could not afford to pay an attorney to create or review the forms and documents needed to set up, specify and close deals.
I figured if a napkin with an agreement and two signatures would generally hold up in court as a binding contract, the forms I put together should protect my interest even as well.
~ Marketing Service Agreement Form
~ Scope of Work Form
~ Confidentiality Between Companies
~ Employee Non-Compete Form
~ Media Survey Form
~ Video, Photo, Recording Release Form
Also threw a couple of the better forms templates resources online.
Current Price: $12
Download:
http://www.filesonic.com/file/1287358191/WSO-Calvin Merrick Poor Mans Offline Consultants Forms Kit.rar
This WSO/OC Module addresses this question.
Here's what's included...
Client Assessment Worksheets
These are the questions I use to conduct consultation sessions. They are designed to extract information and data from the business owner that will help them and myself determine exactly what services they may require.
These worksheets will help you gain the confidence you need to sit down with prospects, knowing that you are asking the right questions.
~ Baseline and Marketing Quetions
~ Marketing Related Questions
~ Customer Related Questions Worksheet
~ Website Related Questions Worksheet
UPDATE: Microsoft Word version of the worksheets included.
Business Forms
When I first started out, I could not afford to pay an attorney to create or review the forms and documents needed to set up, specify and close deals.
I figured if a napkin with an agreement and two signatures would generally hold up in court as a binding contract, the forms I put together should protect my interest even as well.
~ Marketing Service Agreement Form
~ Scope of Work Form
~ Confidentiality Between Companies
~ Employee Non-Compete Form
~ Media Survey Form
~ Video, Photo, Recording Release Form
Also threw a couple of the better forms templates resources online.
Current Price: $12
Download:
http://www.filesonic.com/file/1287358191/WSO-Calvin Merrick Poor Mans Offline Consultants Forms Kit.rar