Coaching Resources

Insightful Stuff

11 Simple Ways to Make Genuine Connections

30 Day Transformation Challenge

Action vs. Self Delusion

As Long As It Takes

Being Barkley

Don’t Be a Victim of Yourself

Effortless Effort

Excerpt from Secrets of the World Class

How to Change Your Life

How to Create a Daily Appreciation Ritual

How to Tell What’s Most Important to You

Live for Today


Surefire Ways to Develop a Thankful Attitude

The Ant Philosophy

The Gold Wrapping Paper

The Most Important Meetings You’ll Ever Attend

Why the Fear of Discomfort Might be Ruining Your Life

Worry and Confidence

You Deserve to be Happy

Why Do I Succeed?

Agendas & Templates 

Action Steps Worksheet

Action Steps – Individual Worksheet

Business Coaching Bullets

Client-Leader Assessment Overview

Coaching Agenda Standard

Consulting Process

Keys to Business Success

Leader Coaching Bullets

Leader Coaching System

Sales Coaching Bullets & Sales Process

Sales Meeting Agenda

Team Meeting Agenda

Goals, Plans & Operations

Action Steps Worksheet – Strategic Planning

Action Steps Worksheet – Individual

Broad Goal Setting Exercise

Generic KPM

Goal Sheet – General

Job Description CSE-RRE

Know Your Numbers

Leader Big Picture Questions – Goals

Operational Business Plan

Organizational to Positional Planning

Personal Goal Achievement Strategies

Prioritization Quadrant Method

Productivity Chart

Role Clarity Worksheet

Sales KPMs

Sales Manager Job Description RRe-CSE

Salesperson Job Description

Sales Plan Sample

Sample Values Vision Mission

SMART Goal Setting

Strategic Planning Agenda Sample

Strategic Planning Guide iWorks

Strategic Planning Template

Values List

Value Vision Mission Process


Work Flow Process Overview

Questionnaires & Assessments

12 Power Questions

Leadership Strengths Performance Evaluation

Associate Satisfaction Survey

Big Rocks Assessment

Business Diagnostic Checklist

Coaching Challenge Questions

Exit Interview Questions

General Interview Questions

Leader & Manager Interview Questions

Individual Leadership Self Assessment

Life Diagnostic Checklist

Observer Interview Questions

Peer Assessment

Reference Questions

Sales Diagnostic Checklist

Sales Experience Questionnaire

Salesperson Interview Questions

Recruiting & Hiring

General Manager Written Test Interview Questions

Hiring Process Overview

Recruiting Fax-Email Salesperson

Reference Check Questions

Sample Hiring Letter

Sample Salesperson Recruitment Ad

Values & Culture Impact

Sales & Marketing

5 Sales Skills & Processes

Approach Letter 1 Sample

Basic Telephone Skills

Closing Hit Ratios

Daily Success Model A Plus

Generic Sales Processes Considerations

How to Build a Referral Based Business

Letter Follow-up Phone Script

Maximizing Expo Results

Outsourced Sales Management Components

Referral Approach Sample

Referral COI Worksheet

Referral Meeting Guidelines

Referral Plan & Strategies

Referral Strategy

Sales Approach System Templates

Sales Approach System

Sales Day Call Sheet

Sales Management Considerations

Sales Management Elements & Responsibilities

Sales Plan Sample

Sales Plan Template

Sales Week Preparation Form

Types of Sales Questions

Unique Selling Propositions

Skill & Value Builders

5 Keys to Effective Communication

10 Commandments of Confrontation

10 Networking Questions

10 Things to do Today to Get Business

60 Second Interview

60 Second Interview – Why Me

Affirming Words for Letters & PHNs

Attitude Self Test

Characteristics of a Successful Business Developer

Customer Loyalty Self Evaluation

DiSC Skill Builder Self

Disciplines of a Good Salesperson

DiSC Likely Buyer Profile

Fifteen Ways to Build Company Morale

Five Keys to Effective Communication

Identifying Great Communicators

Power of Affirmation

Recommended Reading

Significance Principle

Steps to an Effective Letter

Successful People Attributes

Suggestions on How to Live

The 5 Whys – Root Cause

Tips on Answering Questions

Top Objections

Trust – Seven Essential Beliefs & Initiatives

Who I am – What I do

Time Management

Activity Inventory

Circular Schedule

Fast Track Time Management

Scheduling Fixed & Floating Priorities

Time Management Questions

Time Management Tips

Tracking & Financial

Cash Flow Management Tips

Key Performance Measures