Category: Business Frameworks

Blog post

Visionary and Integrator™ - how to get on the same page

EOS®

Visionary and Integrator™: How to Get on the Same Page with Process

What do you do when your Visionary and Integrator™ don’t see eye-to-eye? This simple guide will help you get back on the same page so you scale your Traction® business.

March 30, 2022

Templates

Employee Handbook Template: How to Get Your Team Aligned In 2025

Creating an effective employee handbook is a cornerstone for any thriving business. This guide is designed for entrepreneurs and growing businesses aiming to foster a positive workplace culture and ensure compliance with workplace laws.

Daily Standup Meeting Template: An Essential Tool in 2025

As entrepreneurs and leaders in dynamic environments, you know the importance of swift communication and quick decision-making. A well-structured daily standup meeting can be a game-changer, empowering your team to stay aligned, tackle obstacles efficiently, and maintain a high level of energy and focus.

The Ultimate Action Plan Template

An action plan is essential for any entrepreneur looking to streamline their strategy and accelerate business growth. Let’s explore what an action plan really involves and how you can craft one that unlocks your business’s full potential.

B2B Sales Process Template: Unlocking Growth for Scaling Businesses

By following the structured steps outlined in our B2B sales process template, you can streamline your sales efforts, improve customer interactions, and ultimately drive more growth.

Templates – Sales

Templates – Orientation

Checklist Templates

veterinary receptionist training

The Veterinary Receptionist Training Checklist ensures efficiency in client communication, scheduling, payments, and triage, preparing receptionists for seamless clinic operations and excellent customer service.

Veterinary Assistant Training Checklist

Focuses on intake, handling, clinic maintenance, and surgical support, ensuring workflow efficiency and patient safety.

Veterinary Technician Training Checklist

Hands-on training in patient care, anesthesia, surgical prep, and emergency response, leading to certification.

Audit and Compliance for Insurance

When it comes to Audit and Compliance in the Insurance world, keeping an eye on those important compliance metrics is super important to stay on top of things and keep risks low. Check out these key areas!

Audit and Compliance for Government and Public Sector

Audit and Compliance for Education

Your first step in getting everybody on the same page, and keeping them there.