free stuff

DISC Business Evaluation Worksheet

We tend to think of using the DISC Behavioral styles in our interactions with people, but you can also build stronger client relationships and create long-term recurring income by understanding which of your  products features and benefits best match your ideal customer’s behavioral style.  Use the DISC Business Evaluation Worksheet to help you determine the motivation of each buying type for the products you sell.

Click here to download DISC Business Evaluation Worksheet

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Simple Business Plan

You don’t have a business if you don’t have a business plan – you have an expensive, time-consuming hobby. Business plans don’t need to be complex to be effective.  In fact, there are a few key questions you need to ask yourself to get you on track with your goals. Use the Simple Business Plan to outline your year ahead.

Click here to download the fillable PDF Simple Business Plan worksheet.

Click here to download and print the Simple Business …

Ideal Employee Worksheet

We hire based on skill and fire based on attitude.  It’s important to remember when hiring that you are looking for a contributor to your culture, not an employee. Use the Ideal Employee worksheet to gain clarity on the characteristics of your ideal culture-mate.

Click here to download the Ideal Employee Worksheet.

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DISC Basics

A quick reference guide outlining basic DISC characteristics for each dimension.  Click here to download this chart, and then print this and put a copy on your desk to reference before meetings or while you are on the phone.  (This form is most helpful for individuals trained in the DISC Behavioral Assessment.)…

“Who” Inventory

It is said that we are the culmination of the 5 people we spend the most time with; so with that thought in mind, who do you allow in your world? Watch the video below and use this “Who” Inventory worksheet to better understand the energetic impact of those you spend time with.

Click here to download the fillable PDF The “Who” Inventory worksheet

Click here to download the print version PDF The “Who” Inventory worksheet…

Wheel of Life

When we are looking to grow personally and professionally, it’s important to know your starting point.  Use the Wheel of Life to rate your satisfaction in the following categories.  Note areas that are particularly low; what would it take to bring those categories to the next level?

Click here to download the Wheel of Life worksheet

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Growth Plan

Most people set personal and professional goals but neglect to consider how they want to grow in the year ahead.  Use the Growth Plan worksheet to be purposeful about your growth each year in four areas of your life and prepare to become your Best Self!

Click here to download the fillable PDF Growth Plan Worksheet

Click here to download the print version PDF Growth Plan Worksheet…

The Simple Plan

Since different systems work for different behavioral styles, here is different version of the Simple Business Plan that may work better for you.  Use this two-page business plan to connect your purpose with your goals, to consider obstacles and the mindset you need to overcome them.

Click here to download the Simple Business Plan.

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Expectations Inventory

A lack of fulfillment or a feeling of unhappiness results when our reality doesn’t match our expectations.  The challenge is often our expectations remain silent in our (sub)conscious mind.  Use the Expectations Inventory Worksheet to give a voice to the expectations holding you back from the joyful life you deserve.

Click here to download the fillable PDF Expectations Inventory Worksheet

Click here to download the print version PDF Expectations Inventory Worksheet…

Ideal Career Worksheet

With 67% of the working population disengaged at work, it’s clear people are taking a job instead of considering their ideal career.  Use the Ideal Career Worksheet to articulate the characteristics of your ideal career as well as your worst nightmare job, and most importantly to understand how you have to show up to be a candidate for your ideal career.

Click here to download the fillable PDF Ideal Career Worksheet

Click here to download the print version PDF …