FREEBIES

Let’s be honest – we all love free tools with no strings attached. No need to share your email address and be opted into a mailing list.* Here are a few simple templates and checklists that will hopefully make life just a little bit easier. Be sure to check back every now and again for new “freebies” and here’s to eliminating some of the stressors in your business and life one checklist at a time.

*If you would like to be the first to know when new freebies are added or special events and promotions are available, you can join my mailing list here.

The Full Circle Customer Experience Diagram

If you gave my program a preview and aren’t quite ready to jump in, or if you just love free tools, here’s The Full Circle Customer Experience diagram as promised on the home page. I hope you find it helpful in elevating your overall customer service experience.

If you’d love to learn how to put this tool to use to streamline your business, my Assessment Webinar will teach you just that, and includes the fully detailed version of what should be happening at each “stop” around the circle (I can’t give everything away for free ).

TFCB Daily To Do List

Here’s a simple trick I learned years ago that lets me leave my desk at the end of every day without worrying about what I have to do tomorrow. Before you call it a day make a “to do” list for tomorrow. List your to do’s in order of importance, and be sure to include any meetings or appointments as well. Now your brain can rest (seriously, there are scientific studies about this) and you can enjoy your night without the stress of remembering everything you have to get done. Repeat daily for optimal results and efficiency.

One last tip, print this double-sided to save paper and also easily flip back to see what needs to move to tomorrow’s list.

Creating A Tasks List in Gmail

If you’re using Gmail and having trouble keeping track of important emails that you need to deal with at a later time, here’s a short video tutorial on how to create a Tasks List.

For more help on implementing a system to conquer your inbox, you can read my blog series to learn the strategy I use to calm the chaos.

And if this prompts other questions on how to get your office systems more organized, my Full Circle Desktop Webinar is a great place to start.

Using Categories in Outlook

If you’re using Microsoft Outlook and would love to create a running To Do List for important emails you need to follow up on, here’s a quick video tutorial.

For more help on implementing a system to conquer your inbox, you can read my blog series to learn the strategy I use to calm the chaos.

And if this prompts other questions on how to get your office systems more organized, my Full Circle Desktop Webinar is a great place to start.

Using Flags in iMail

If you’re on a Mac like I am and using the iMail stamp to manage your email, you have two options to keep your inbox organized. Here’s a quick tutorial on how to set up Flags and Folders.

For more help on implementing a system to conquer your inbox, you can read my blog series to learn the strategy I use to calm the chaos.

And if this prompts other questions on how to get your office systems more organized, my Full Circle Desktop Webinar is a great place to start.

Fall Marketing For Winter Work

Although Fall has just begun, now is the time to start planning for Winter work. So what’s the best way to drum up new business? Reach out to your past customers.

If you have a Constant Contact or Mail Chimp account, a simple email is all you need, and here are three tips to get you started.

Want more help map out your marketing plan for the next 3-6-9 months? Join me for The Full Circle Marketing Plan Workshop and we’ll craft a custom plan together that fits your business and your goals.

Winter Marketing For Spring Work

For those of us who live in the colder parts of the country, we’re still in the heart of Winter, but that doesn’t mean we’re not thinking about the warmer weather and arrival of Spring. And rather than just dreaming about warmer days, why not take some time now to make sure your Spring schedule is lined up and ready to go as soon as the seasons change and exterior work can begin again?

If you have a Constant Contact or Mail Chimp account, a simple email is all you need, and here are three tips to get you started.

Want more help building or updating your email template? Send me a note here and we can create a custom template and email marketing plan together that fits your business and your goals.

New Hire Checklist

If you want to make sure you’re evaluating and on-boarding all new hires the same way, your best bet is a checklist. Here’s my master checklist of what your Potential Employee Application Packet and New Hire Packet should include along with what should happen on each new hires first day of work.

On-boarding is one of the most critical components to a new employee’s successful integration into your company. Why leave it to chance when you can create a simple and repeatable process so everyone gets five-star treatment.

Conquering Your Inbox

If you read my 4 part blog series on Conquering Your Inbox and taking back control of your email, here’s a recap outlining my clear out and workday systems for maximum productivity and minimal interruptions.

If you haven’t read my blog series yet you can do so here for a better understanding of the process as well as how to handle nights, weekends, and going on a true work free vacation.

Quarterly Planning Tool

Big picture goals are great, but it takes small action steps to get you there. Once you have your overall Yearly Goals set, take a few minutes to plot out WHAT needs to happen in each Quarter (or month) in order to reach your goals. I’ve found that the action steps usually build upon each other OR need to happen at a certain time in a seasonal business to ensure success. Here’s a basic planning tool you can use and post to keep track of what needs to happen when. Think “ON” and “IN” the business for all key areas – Marketing, Sales, Production, Hiring, etc.