Here you will find all resources for live online presentations, Always-On Webinars, in-person presentations, and community speaking opportunities to educate your ideal client avatar, build trust, and drive action toward booking Planning Sessions.
Planning Your Webinar or Presentation
Here you will find all resources for live online presentations, Always-On Webinars, in-person presentations, and community speaking opportunities to educate your ideal client avatar, build trust, and drive action toward booking Planning Sessions.
Team & Hiring
Staff recruitment, training programs, and team management systems
Process & Data Management
Workflow efficiency, client data organization, and business process improvement
Client Preparation & Communication Systems
Pre-meeting preparation, client education, and session setup processes
Your PFL Website
Website creation, content, design, online presence building
Office Setup
Physical and virtual office setup, equipment, workspace organization
Business Materials & Stationery
Business cards, letterhead, and professional print materials design
Brand & Identity
Logo, style guides, brand, and visual identity development
Paid Marketing & Advertising
Investment strategies, implementation paid marketing