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#1 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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![]() I have had a lot of requests over the past few months asking: "What forms do you use when dealing with prospects and clients?" This WSO/OC Module addresses this question. Here's what's included... Client Assessment Worksheets These are the questions I use to conduct consultation sessions. They are designed to extract information and data from the business owner that will help them and myself determine exactly what services they may require. These worksheets will help you gain the confidence you need to sit down with prospects, knowing that you are asking the right questions. ~ Baseline & Marketing Questions ~ Marketing Related Questions ~ Customer Related Questions Worksheet ~ Website Related Questions Worksheet UPDATE: Microsoft Word version of the worksheets included. Business Forms When I first started out, I could not afford to pay an attorney to create or review the forms and documents needed to set up, specify and close deals. I figured if a napkin with an agreement and two signatures would generally hold up in court as a binding contract, the forms I put together should protect my interests even better. ~ Marketing Service Agreement Form ~ Scope of Work Form ~ Confidentiality Between Companies ~ Employee Non-Compete Form ~ Media Survey Form ~ Video, Photo, Recording Release Form ![]() Satisfaction Guaranteed - Always! Legal Mumbo Please note that sharing these forms is NOT intended as legal advice, instruction or recommendation. They are presented to you for educational purposes only and you must take steps to ensure they will serve your interest. It is recommended that you have an attorney review any business forms you use in conducting your consulting business. |
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| The Following User Says Thank You to hotlinkz For This Useful Post: |
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#2 |
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HyperActive Warrior
War Room Member
Join Date: Dec 2006
Location: , , .
Posts: 145
Thanks: 1
Thanked 23 Times in 9 Posts
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Hey Calvin, once again and as always, great stuff! Excellent resource here and for an excellent price! Thanks again.
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#3 |
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Jeff the Web Guy
War Room Member
Join Date: Sep 2003
Location: Pottsboro, TX, USA
Posts: 1,880
Thanks: 45
Thanked 64 Times in 57 Posts
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Good package & value. I'd prefer the assessment worksheets in MS Word format in addition to, or instead of, the form software. I'm overburdened with learning new software as it is. I know the idea is to be able to design & change them as needed, but I can do that in Word just as easily.
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#4 |
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World's #1 Newbies Coach
War Room Member
Join Date: Dec 2003
Location: Pattaya, Thailand (Originally from Australia)
Posts: 709
Thanks: 8
Thanked 35 Times in 28 Posts
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Calvin,
I totally agree with Jeff! David |
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David Cavanagh - Internet Coach & Mentor to the Goo-roo's
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#5 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
It was actually the difficulty I had creating these forms in Word that led me to the simpler solution of the form design utility. There is really nothing much to learn in this form designer software Jeff, it's about as simple as using a text editor. I will however put together a simpler rendition using MS Word and try to have it available on or before Sunday 24th, 2009. Will notify everyone via the OC Newsletter upon completion. Ditto: David | |
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#6 |
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Jeff the Web Guy
War Room Member
Join Date: Sep 2003
Location: Pottsboro, TX, USA
Posts: 1,880
Thanks: 45
Thanked 64 Times in 57 Posts
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Thanks Calvin - If you could put just the assessment questions into Word or even a text file, that would be awesome. I can make my own client information form at the top. Thanks again, and yes, this is definitely an excellent value for offliners!
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#7 |
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HyperActive Warrior
Join Date: Dec 2005
Location: , , USA.
Posts: 476
Thanks: 0
Thanked 7 Times in 7 Posts
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Hey Calvin scratch my question. You answered it in one of the docs within the package.
![]() Thanks! J |
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#8 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
Thanks for the props CCoach! | |
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#9 |
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HyperActive Warrior
War Room Member
Join Date: Aug 2006
Location: Stettler, Alberta, Canada.
Posts: 165
Thanks: 5
Thanked 4 Times in 4 Posts
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Great Value. I was looking for something like this. Perfect timing.
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#10 |
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Active Warrior
War Room Member
Join Date: Sep 2006
Location: Melbourne, Vic, Australia.
Posts: 87
Thanks: 6
Thanked 5 Times in 5 Posts
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Hi Calvin
I purchased, but the form software is not available for Mac. So I'll need the updated version in Word (or another portable form such as pdf). Thanks. |
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Kind regards, Kerrie
Recession-Proof Your Business - Free Report - - - - - Free Leadership Resources Pack - Get it now! |
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#11 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
I should have the Word version ready in a day or so. Actually hoping to finish it up tomorrow Fri 22nd. What's a Mac Just kidding!I appreciate your support! Calvin | |
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#12 |
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Senior Warrior Member
War Room Member
Join Date: Jan 2009
Location: Orangeville, Ontario
Posts: 1,186
Thanks: 157
Thanked 157 Times in 105 Posts
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I am waiting on the word version so I can use them on my Mac before purchasing. Please PM me when live
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#13 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
Will do Brad. Going to do a rush job and try to complete it by tomorrow (Friday 22nd). It won't be fancy like the form design version though. Thank You for Your support! Calvin | |
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#14 |
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Hyper Offline Warrior
War Room Member
Join Date: Jul 2007
Location: Vancouver BC, Canada
Posts: 118
Thanks: 7
Thanked 14 Times in 4 Posts
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Hi Calvin,
These are really quite good and the price is terrific! Looking forward to the Word version also : ) Cheers, Steven |
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#15 |
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HyperActive Warrior
War Room Member
Join Date: Dec 2008
Location: California
Posts: 217
Thanks: 63
Thanked 7 Times in 7 Posts
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You the man Calvin!
I have been looking for something EXACTLY like this! Thanks again! |
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#16 |
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HyperActive Warrior
War Room Member
Join Date: Sep 2008
Posts: 447
Thanks: 0
Thanked 8 Times in 7 Posts
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GOOD STUFF...AGAIN!
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YEAR END WSO EXCUSIVE OFFER - YOUR OWN COMPLETE PRODUCT CREATED FOR A FRACTION OF THE COST RED HOT OFFER - DON"T MISS IT
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#17 |
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Pure Insanity
War Room Member
Join Date: Mar 2006
Location: NY , USA.
Posts: 677
Thanks: 7
Thanked 1 Time in 1 Post
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Calvin,
something in Word with nice formatting would rock. that software you built these in is shareware and watermarks printed forms. Otherwise great stuff man!!! thanks a lot Mike |
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This Signature Is Available For Rent
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#18 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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UPDATE - OC Forms Kit: Added Microsoft Word version of the Client Assessment Worksheets |
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#19 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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| The Following User Says Thank You to hotlinkz For This Useful Post: |
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#20 |
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Jeff the Web Guy
War Room Member
Join Date: Sep 2003
Location: Pottsboro, TX, USA
Posts: 1,880
Thanks: 45
Thanked 64 Times in 57 Posts
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Calvin,
Thanks so much for the Word version - I really appreciate it! Jeff |
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#21 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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#22 |
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HyperActive Warrior
War Room Member
Join Date: Mar 2007
Location: , , .
Posts: 340
Thanks: 52
Thanked 39 Times in 32 Posts
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I'm in!
Looks like a really nice package and a great time-saver. |
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#23 |
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Active Warrior
Join Date: Aug 2008
Location: Palmyra, Virginia
Posts: 69
Thanks: 22
Thanked 19 Times in 15 Posts
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Calvin:
Great package & outstanding WSO! Easily worth 10X your WSO price. Thanks Again! Chuck Staff Palmyra, Virginia |
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#24 |
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Active Warrior
War Room Member
Join Date: Sep 2006
Location: Melbourne, Vic, Australia.
Posts: 87
Thanks: 6
Thanked 5 Times in 5 Posts
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Thanks for being so responsive. Useful materials.
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Kind regards, Kerrie
Recession-Proof Your Business - Free Report - - - - - Free Leadership Resources Pack - Get it now! |
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#25 | ||
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Glad I could be of assistance Kerrie.
Quote:
Quote:
Calvin | ||
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#26 |
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Small Business Marketing
War Room Member
Join Date: Nov 2006
Location: , , United Kingdom.
Posts: 169
Thanks: 28
Thanked 11 Times in 10 Posts
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Just purchase and looking forward to the read
Regards Para |
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Follow me on Twitter>>>http://twitter.com/marketingbuzz
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#27 |
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Advanced Warrior
War Room Member
Join Date: Oct 2006
Location: , London , UK
Posts: 920
Thanks: 96
Thanked 24 Times in 24 Posts
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Calvin,
Once again, an extraordinary product! Keep 'em coming :-) Adam |
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#28 |
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Active Warrior
War Room Member
Join Date: Jul 2007
Location: Leesburg,Florida, USA. (Orlando)
Posts: 68
Thanks: 0
Thanked 5 Times in 5 Posts
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Calvin:
Thanks for the great forms. What a steal at the price. I can't wait for your other offerings. Anyone who doesn't partake really isn't interested in doing things correctly. People, offline especially, like the comfort of a signed document between client and provider. You just made things VERY easy. |
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#29 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
Glad you find it helpful Larry. Thanks for Your support! Calvin | |
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#30 |
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Hyper Offline Warrior
War Room Member
Join Date: Jul 2007
Location: Vancouver BC, Canada
Posts: 118
Thanks: 7
Thanked 14 Times in 4 Posts
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Hi Calvin,
I cant find my original email when I downloaded my package. I'm trying to download the Word version. My details are: Transaction ID: 1YX84725C52159117 I would really appreciate you re-sending me the link.....please : ) Thanks, Steven |
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#31 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
DONE! Will send a PM also. | |
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#32 |
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Active Warrior
War Room Member
Join Date: Apr 2006
Location: NewJersey,USA , .
Posts: 76
Thanks: 18
Thanked 3 Times in 3 Posts
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Great to have this package. I had a need to use some of the forms last week on a project I am doing. I managed to get documents in place but this package makes the job a lot easier and better.
Thanks! |
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#33 |
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HyperActive Warrior
War Room Member
Join Date: May 2009
Posts: 196
Thanks: 21
Thanked 8 Times in 8 Posts
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Hi Calvin,
This is a great package. Only one thing, do you have sample of letter that you send to businesses? Regards, Maco |
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#34 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Hi Maco,
This package focuses on forms. A letter would be more along the line of direct mail. Only thing I have done in the way of direct mail is oversized postcards. Still testing effectiveness before I release anything. Kind regards, Calvin |
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#35 |
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HyperActive Warrior
War Room Member
Join Date: Sep 2008
Location: Florida
Posts: 140
Thanks: 181
Thanked 19 Times in 17 Posts
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Hello Calvin,
Your information looks very good! Does your COMPLETE GGOCPA package that is shown in your Special Offer include both of your WSO's? Thanks, Judy |
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#36 |
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Not Rich Yet -Gimme A Sec
War Room Member
Join Date: Jul 2008
Location: Beautiful Brisbane - Australia - Ozzie Ozzie Ozzie Oi Oi Oi
Posts: 703
Thanks: 27
Thanked 77 Times in 44 Posts
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I'm a little confused - is this software to create the forms or the actual forms to be altered to suit my needs?
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#37 | |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
Both! You can edit the Client Assessment Worksheets .gdt version using the form maker software or just use the MS Word .doc version of the Worksheets. The legal-type forms are in plain text. You will need to review and possibly change these to satisfy any local or geographical legal requirements. Kind regards, Calvin | |
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#38 |
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HyperActive Warrior
War Room Member
Join Date: Sep 2008
Posts: 447
Thanks: 0
Thanked 8 Times in 7 Posts
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Is there a contract for a company to advertise on a local portal?
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YEAR END WSO EXCUSIVE OFFER - YOUR OWN COMPLETE PRODUCT CREATED FOR A FRACTION OF THE COST RED HOT OFFER - DON"T MISS IT
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#39 |
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HyperActive Warrior
War Room Member
Join Date: May 2009
Posts: 196
Thanks: 21
Thanked 8 Times in 8 Posts
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#40 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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#41 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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#42 |
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John & Melissa
War Room Member
Join Date: Dec 2008
Location: Tennessee
Posts: 88
Thanks: 3
Thanked 7 Times in 7 Posts
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Hi Calvin
Thanks a bunch for the forms they are what we needed to keep us looking good, the price is great. I truly believe that there is a lot of money offline right now with everything the way it is. Many Thanks John & Brandon |
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ATTENTION: Beginners And Newcomers....
Yes,Anyone Can Make Money Online: GET FREE INFORMATION Plus * TWO FREE GIFTS * |
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#43 |
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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John and Brandon,
Glad you find value in the forms kit. You are right, there is a lot of money. The field is poised to grow as more and more consumers begin using the search engines to find and research local resources. It's also a smarter and less expensive way for local business owners to market and advertise their businesses. Calvin |
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#44 |
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Active Warrior
War Room Member
Join Date: Nov 2006
Location: Behind the Redwood Curtain - Pacific NorCal Coast
Posts: 94
Thanks: 6
Thanked 1 Time in 1 Post
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Great Idea - I'm firmly in favor of not re-inventing the wheel!! Thanks for making my life easier, too!
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#45 |
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Active Warrior
Join Date: Feb 2009
Location: Michigan
Posts: 34
Thanks: 5
Thanked 1 Time in 1 Post
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nice selection and combination of forms, just what I needed. Thanks.
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#46 | ||
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HyperActive Warrior
War Room Member
Join Date: Nov 2004
Location: Atlanta, Georgia, USA.
Posts: 441
Thanks: 15
Thanked 60 Times in 43 Posts
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Quote:
Quote:
Glad you find it useful. Thank You for Your support! Calvin | ||
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