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“Winning Clients in a Wired World is an antidote to computer frustration, spelling out simple, practical ideas for using the technology you own together with the Internet to find more time and more business.” —Myles Morin, Vice President, Wealth Management Sales
Manulife Financial Forms & Worksheets
The tools on this page will save you time, money, and energy in mapping
out and executing improvements in your business. The first four are yours free.
Be sure to take advantage of them!
* - Available shortly
Learning to keep critical information at your fingertips is the key to improving
productivity. Here's an example of what your knowledge journal might look like,
complete with table of contents, sections, subsections, and hyperlinks. For more
information on knowledge journaling, click here.
(page 10)
This free form helps clarify your goals, strengths, weaknesses, and opportunities
for improvement by evaluating five key components of your current business structure.
(page 47)
You face an array of business-building issues. This checklist will help you identify
and prioritize which areas you want to focus on in moving your business to the
next level.
(page 37)
Consisting of more than 200 programs highlighted in Winning Clients in a Wired
World, organized by product category, this free list deciding which tools
to incorporate into your business a snap. Includes the Web site address for each
resource mentioned.
(page 230)
The templates in this package will save you hours of time in organizing your business
improvement efforts, from mapping out what you do to taking inventory of what
you own to collecting information on the audiences you're targeting, and more.
Guaranteed! Here's what's included:
1. Software Inventory Summary
2. Program Feature Worksheet
3. Workflow Worksheet
4. Online Research Checklist
5. Communication Planning Worksheets
6. Macro Writing Worksheet
7. Task Delegation Worksheet
8. Top Client Profile
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