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| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
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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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| | #2 |
| HyperActive Warrior War Room Member Join Date: Dec 2006 Location: Maryland, USA
Posts: 262
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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 |
| Best Coaching Program War Room Member Join Date: Dec 2003 Location: Pattaya, Thailand (Originally from Australia)
Posts: 871
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Calvin, I totally agree with Jeff! David |
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| | #4 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
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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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| | #5 |
| Advanced Warrior War Room Member Join Date: Dec 2005 Location: , , USA.
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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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| | #6 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| Quote: Thanks for the props CCoach! | |
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| | #7 |
| HyperActive Warrior War Room Member Join Date: Aug 2006 Location: Stettler, Alberta, Canada.
Posts: 208
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Great Value. I was looking for something like this. Perfect timing.
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| | #8 |
| Kerrie Mullins-Gunst War Room Member Join Date: Sep 2006 Location: Melbourne, Vic, Australia.
Posts: 112
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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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| | #9 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
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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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| | #10 |
| Senior Warrior Member War Room Member Join Date: Jan 2009 Location: Orangeville, Ontario
Posts: 2,906
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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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| | #11 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| 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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| | #12 |
| HyperActive Warrior War Room Member Join Date: Jul 2007 Location: Vancouver, BC
Posts: 286
Thanks: 33
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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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| | #13 |
| Advanced Warrior War Room Member Join Date: Dec 2008 Location: California
Posts: 672
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You the man Calvin! I have been looking for something EXACTLY like this! Thanks again! |
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| | #14 |
| Advanced Warrior War Room Member Join Date: Sep 2008
Posts: 555
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GOOD STUFF...AGAIN!
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| | #15 |
| Pure Insanity War Room Member Join Date: Mar 2006 Location: NY , USA.
Posts: 695
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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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| | #16 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| UPDATE - OC Forms Kit: Added Microsoft Word version of the Client Assessment Worksheets |
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| | #17 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
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| | #18 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
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| | #19 |
| Advanced Warrior War Room Member Join Date: Mar 2007 Location: , , .
Posts: 843
Thanks: 260
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I'm in! Looks like a really nice package and a great time-saver. |
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| | #20 |
| Active Warrior Join Date: Aug 2008 Location: Palmyra, Virginia
Posts: 70
Thanks: 22
Thanked 18 Times in 14 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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| | #21 |
| Kerrie Mullins-Gunst War Room Member Join Date: Sep 2006 Location: Melbourne, Vic, Australia.
Posts: 112
Thanks: 40
Thanked 14 Times in 13 Posts
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Thanks for being so responsive. Useful materials.
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| | #22 | ||
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| Glad I could be of assistance Kerrie. Quote:
Quote:
Calvin | ||
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| | #23 |
| Local Search Marketing War Room Member Join Date: Nov 2006 Location: , , United Kingdom.
Posts: 317
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Thanked 25 Times in 21 Posts
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Just purchase and looking forward to the read Regards Para |
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| | #24 |
| Senior Warrior Member War Room Member Join Date: Oct 2006 Location: , London , UK
Posts: 1,236
Thanks: 264
Thanked 137 Times in 117 Posts
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Calvin, Once again, an extraordinary product! Keep 'em coming :-) Adam |
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| | #25 |
| HyperActive Warrior War Room Member Join Date: Jul 2007 Location: Leesburg,Florida, USA. (Orlando)
Posts: 179
Thanks: 5
Thanked 57 Times in 43 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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| | #26 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| Quote:
Glad you find it helpful Larry. Thanks for Your support! Calvin | |
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| | #27 |
| HyperActive Warrior War Room Member Join Date: Jul 2007 Location: Vancouver, BC
Posts: 286
Thanks: 33
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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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| | #28 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
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| Quote:
DONE! Will send a PM also. | |
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| | #29 |
| HyperActive Warrior War Room Member Join Date: Apr 2006 Location: USA , .
Posts: 227
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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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| | #30 |
| HyperActive Warrior War Room Member Join Date: May 2009
Posts: 259
Thanks: 30
Thanked 11 Times in 11 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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| | #31 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 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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| | #32 |
| HyperActive Warrior War Room Member Join Date: Sep 2008 Location: Florida
Posts: 239
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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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| | #33 |
| Advanced Warrior War Room Member Join Date: Jul 2008 Location: Beautiful Brisbane - Australia - Ozzie Ozzie Ozzie Oi Oi Oi
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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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| | #34 | |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| 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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| | #35 |
| Advanced Warrior War Room Member Join Date: Sep 2008
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Is there a contract for a company to advertise on a local portal?
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| | #36 |
| HyperActive Warrior War Room Member Join Date: May 2009
Posts: 259
Thanks: 30
Thanked 11 Times in 11 Posts
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| | #37 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
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| | #38 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
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| | #39 |
| John & Melissa War Room Member Join Date: Dec 2008 Location: Tennessee
Posts: 126
Thanks: 4
Thanked 13 Times in 12 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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| | #40 |
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 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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| | #41 |
| Creative Catalyst™ War Room Member Join Date: Nov 2006 Location: Behind the Redwood Curtain - Pacific NorCal Coast
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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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| | #42 |
| Active Warrior Join Date: Feb 2009 Location: Michigan
Posts: 47
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nice selection and combination of forms, just what I needed. Thanks.
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| | #43 | ||
| Old Internet Relic War Room Member Join Date: Nov 2004 Location: Atlanta, Georgia, USA.
Posts: 811
Thanks: 31
Thanked 209 Times in 120 Posts
| Quote:
Quote:
Glad you find it useful. Thank You for Your support! Calvin | ||
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