Resources
These downloadable worksheets from the workbook are designed to support the practical work you began in The Set-Up. As you move through the workbook and begin applying these concepts within your firm, the downloads here will help you capture, clarify, and implement the systems that create a well-run practice.
Use the Mission and Core Values Capture Sheet to define the principles guiding your firm, the Value List to sharpen your client promise, and the Pipeline Capture Sheet to organize and track your opportunities. Print as many copies as you need to share with your teams.