Acknowledgments |
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xiii | |
Introduction |
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xv | |
SECTION 1 Office and Practice Management |
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1 | (16) |
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Equipment Checklist and Commentary |
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1 | (3) |
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Client File Checklist and Commentary |
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4 | (2) |
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Insurance Checklist and Commentary |
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6 | (3) |
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Professional Assistance Checklist and Commentary |
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9 | (3) |
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Time and Space Allocation Checklist and Commentary |
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12 | (5) |
SECTION 2 Sales and Marketing |
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17 | (36) |
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Web Site Checklist and Commentary |
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17 | (3) |
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E-Mail Checklist and Commentary |
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20 | (2) |
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Press Kit Checklist and Commentary |
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22 | (4) |
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Sample Biographical Sketch |
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24 | (2) |
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Sample Character Reference |
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26 | (1) |
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Proposal Checklist and Commentary |
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26 | (9) |
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28 | (5) |
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Proposal Cancellation Clauses Templates |
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33 | (1) |
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Simple Letter of Agreement Template |
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34 | (1) |
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Cold Call Telephone Script Checklist and Commentary |
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35 | (3) |
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Cold Call Telephone Script |
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38 | (1) |
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Cold Call Letter Checklist and Commentary |
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39 | (1) |
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40 | (1) |
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Meeting Preparation Checklist and Commentary |
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41 | (2) |
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Networking Checklist and Commentary |
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43 | (1) |
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Networking Follow-Up Note |
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44 | (1) |
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Advertising and Listings Checklist and Commentary |
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45 | (1) |
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46 | (2) |
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Fee Setting Checklist and Commentary |
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48 | (1) |
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Closing the Sale Checklist and Commentary |
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49 | (4) |
SECTION 3 Self-Development |
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53 | (10) |
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Reading Materials Checklist and Commentary |
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53 | (2) |
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Associations Evaluation Checklist and Commentary |
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55 | (2) |
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Rebutting Objections Checklist and Commentary |
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57 | (3) |
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Learning from Setbacks Checklist and Commentary |
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60 | (3) |
SECTION 4 Travel |
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63 | (10) |
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Clubs Checklist and Commentary |
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63 | (3) |
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Transportation and Lodging Checklist and Commentary |
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66 | (3) |
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Road Warrior Support Checklist and Commentary |
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69 | (4) |
SECTION 5 Project Delivery |
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73 | (20) |
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Sponsor Checklist and Commentary |
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73 | (2) |
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Interview Checklist and Commentary |
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75 | (2) |
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Focus Group Checklist and Commentary |
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77 | (4) |
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Template for Focus Group Rules |
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80 | (1) |
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On-Site Observation Checklist and Commentary |
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81 | (3) |
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Coaching Checklist and Commentary |
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84 | (3) |
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Coaching Rules of Engagement Template |
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86 | (1) |
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Debriefings Checklist and Commentary |
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87 | (2) |
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Report Checklist and Commentary |
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89 | (4) |
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Client Satisfaction Survey Template |
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91 | (2) |
SECTION 6 Forms |
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93 | (14) |
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93 | (2) |
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94 | (1) |
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95 | (1) |
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Expense Reimbursement Template |
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95 | (1) |
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95 | (3) |
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Overdue Payments Template |
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97 | (1) |
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Writing an Article Checklist and Commentary |
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98 | (3) |
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100 | (1) |
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Letter to Magazine Editor Template |
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100 | (1) |
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101 | (3) |
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Subcontracting Contract Template |
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102 | (2) |
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104 | (3) |
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Follow-Up Template for New Prospects |
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104 | (1) |
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Follow-Up Template for Failure to Make Contact |
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105 | (2) |
SECTION 7 Financial |
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107 | (12) |
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Taxes Checklist and Commentary |
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107 | (2) |
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Investment Checklist and Commentary |
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109 | (2) |
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Retirement Checklist and Commentary |
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111 | (2) |
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Credit Line Checklist and Commentary |
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113 | (2) |
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Bookkeeping Checklist and Commentary |
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115 | (1) |
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Payroll Checklist and Commentary |
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116 | (3) |
SECTION 8 Legal |
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119 | (10) |
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Incorporation Checklist and Commentary |
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119 | (3) |
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Trademark, Service Mark, Registration Checklist and Commentary |
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122 | (2) |
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Copyright Checklist and Commentary |
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124 | (2) |
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Contracts Checklist and Commentary |
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126 | (3) |
SECTION 9 Advanced Marketing |
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129 | (64) |
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Publishing Articles and Columns Checklist and Commentary |
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129 | (5) |
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132 | (1) |
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133 | (1) |
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Book Publishing Checklist and Commentary |
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134 | (13) |
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Template for Book Preparation |
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136 | (2) |
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Template for a Book Proposal |
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138 | (8) |
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Letter to a Literary Agent Template |
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146 | (1) |
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Interview Checklist and Commentary |
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147 | (4) |
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Interview Response Template |
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150 | (1) |
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Radio Interview Request Template |
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151 | (1) |
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Professional Speaking Checklist and Commentary |
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151 | (18) |
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Speech Development Template |
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154 | (1) |
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Speech Evaluation Template |
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155 | (2) |
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Promoting Public Speaking Template |
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157 | (4) |
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Speakers Bureau Inquiry Letter Template |
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161 | (1) |
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Letter to Trade Association Director Template |
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162 | (1) |
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Letter to Visitors or Convention Bureau Template |
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163 | (2) |
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Speaking Contract Template |
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165 | (1) |
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Advance Speaking Requirements Template |
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166 | (1) |
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Speaking Requirements Sheet Template |
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167 | (1) |
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Speech Introduction Template |
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168 | (1) |
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Newsletter Checklist and Commentary |
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169 | (4) |
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Newsletter Format Template |
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171 | (1) |
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Newsletter Subscription Offer Template |
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172 | (1) |
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Forecasting Checklist and Commentary |
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173 | (4) |
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175 | (1) |
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Qualifying System Template |
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175 | (2) |
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Referrals Checklist and Commentary |
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177 | (3) |
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Referrals Request Template |
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179 | (1) |
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Repeat Business Checklist and Commentary |
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180 | (2) |
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Repeat Business Suggestion Template |
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181 | (1) |
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Passive Income Checklist and Commentary |
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182 | (4) |
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185 | (1) |
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International Business Checklist and Commentary |
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186 | (2) |
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Alliances Checklist and Commentary |
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188 | (3) |
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191 | (2) |
SECTION 10 Maximizing Success |
|
193 | (11) |
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Life Balance Checklist and Commentary |
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193 | (3) |
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Reinvention Checklist and Commentary |
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196 | (2) |
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Selling Your Firm Checklist and Commentary |
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|
198 | (6) |
APPENDIX |
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Example of Trademark Registration |
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|
204 | (2) |
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Example of Web Site Home Page |
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|
206 | (1) |
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207 | (4) |
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General Business and Consulting |
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|
207 | (2) |
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|
209 | (1) |
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210 | (1) |
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101 Questions for Any Sales Situation You'll Ever Face |
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|
211 | (11) |
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Sample Position Paper or White Paper |
|
|
222 | (5) |
Index |
|
227 | (10) |
About the Author |
|
237 | |