Getting Started

Welcome to Our “General Training” Department

About Our Company

Welcome to Our Company
Our History & Key Milestones
Our Company Vision
Our Mission Statement
Our Company Values
Our Organizational Chart

Meet the Team

Introduction to Meet the Team
Meet: Owner Name
Meet the Team TEMPLATE
Team Member Photos

Office & Facilities Tour

Office & Facilities Introduction
How to Use & Clean the Kitchen
How to Use the Coffee Machine

Our Brand, Voice & Style

An Overview of Our Brand
How to Write in Our Brand Voice
Our Process for Writing Copy

About Our Products/Services

Our Main Products/Services
Our USP / Why Choose Us
Terminology, Acronyms & Jargon

Office Internet

How to Connect to Internet (HQ)
How to Improve Internet Speed (HQ)

Building Systems (1Brain)

Why Knowledge Management Matters
What is 1Brain & Why We Use It
Understanding the 3 Types of Systems
How to find Knowledge in 1Brain
How to Create a Business System

Email Management

How to Setup an Email Signature (Gmail)
How to Setup an Email Signature (Office365)
How to Add a Photo to Your Email (Gmail)
How to Add a Photo to Your Email (Office365)
Our Guidelines for Writing Emails
How to Add an Out of Office Reply (Gmail)
How to Add an Out of Office Reply (Office365)
How to Apply the Principles of Inbox Zero

Meetings Management

Our Guidelines for Requesting a Meeting
How to Book a Zoom Meeting
How to Book a Meeting Room

Phone System (Add Tool Name)

Overview of Our Phone System
Phone System Directory
How to Answer the Phone
How to Improve Call Quality

Project Management (Add Tool Name)

Why We Use Project Management Tools
How to Add Projects & Tasks
How to Manage Projects & Tasks
How to Manage Project Communication

Password Manager (Add Tool Name)

Why We Use a Password Manager
Our Rules for Creating a Password
How to Request Access to a Login
How to Add/Save a New Password

CRM System (Add Tool Name)

Why We Use a CRM
An Overview of Our CRM
How to Add a Contact to Our CRM
How to Update Info in Our CRM
How to Add Notes to a Contact

Time Tracking (Time Doctor)

Why We Use Time Doctor
How to Check In/Out of Time Doctor
How to Manually Allocate Time

Other Software Tools We Use

Idea & Suggestions for Here

Cybersecurity & Scams

How to Avoid Scams in Email
How to Avoid Phone Scams
How to Protect Devices from Viruses
Tips for Minimizing Other Scams

Personal Social Media

Our Suggestions for Personal Social Media

Requests to Management

How to Request a Meeting with Management
How to File for Leave of Absence (Sick Leave)
How to Apply for Annual Leave

Expense Management

When Expenses Can/Can’t Be Reimbursed
How to Get Reimbursed for Personal Expenses
How to Request Approval for Capital Expenditure

Risks & Safety

Our Fire Safety Plan (HQ)
How to Manage a Workplace Injury

Introduction to Policies

Start Here: Introduction to Policies
Company Code of Conduct
Agreement of Policies Template
AI Prompt for Creating New Policies

General Policies

Attendance & Punctuality Policy
Work Focus & Productivity Policy
Dress Code Policy
Mobile Phone Use at Work Policy
Anti-Bullying & Discrimination Policy
Sexual Harassment Policy
Profanity at Work Policy
Work Environment Policy
Mental Health at Work Policy
Alcohol at Work & Events Policy
Smoking & Drugs Policy
Intellectual Property Policy
Conflicts of Interest Policy
Grievance Policy
Right to Search Policy
Workplace Surveillance Policy
Accepting Gifts Policy
Unapproved Kickbacks Policy

Human Resources Policies

Recruitment Policy
Induction Policy
Probation Policy
Training & Development Policy
Performance Management Policy
Performance Improvement Policy
Pregnancy at Work Policy
Flexible Working Arrangements Policy
Working From Home Policy
Leave Policy
Parental Leave Policy
Workplace Relationships Policy
Dismissal Policy

Customer Service Policies

Customer Interaction Policy
Service Standards Policy
Complaint Handling & Resolution Policy
Refunds & Returns Policy
Privacy & Data Protection Policy
Loyalty & Customer Retention Policy
Negative Review Management Policy
Feedback & Improvement Policy

IT & Software Policies

Computer & Device Security Policy
Accounts, Passwords & 2FA Policy
Internet Access at Work Policy
Internet Access at Home Policy
Data Backup & Recovery Policy

Operations Policies

Quality Control & Assurance Policy
Inventory Management Policy
Health & Safety Policy
Supplier & Vendor Management Policy
Equipment & Facility Maintenance Policy
Logistics & Delivery Policy

Finance Policies

Payroll & Compensation Policy
Cash Handling Policy
Expense Management Policy
Competitive Quotes Policy
Subscription Audit Policy
Fraud Prevention Policy
Financial & Tax Compliance Policy
Lending Money to Coworkers Policy

Marketing Policies

Branding & Messaging Policy
Posting on Social Media Policy
Customer Data & Privacy Policy
Approval Before Publishing Policy
Partnerships & Influencer Policy
Crisis Communication Policy

Sales Policies

Sales Ethics & Conduct Policy
Speed to Lead Policy
Lead Management & Follow-Up Policy
Pricing & Discount Policy
CRM & Record Keeping Policy
Refund Requests Policy

International Team Policies

Remote Work Policy
Time Tracking Policy
Computer Provision Policy
English at Work Policy
Cultural Respect Policy
Personal Tax Policy

Management Policies

Notifying Business Owners Policy
Leadership & Decision-Making Policy
Workplace Conduct & Culture Policy
Performance Management Policy
Conflict Resolution Policy
Disciplinary Actions Policy
Crisis Management Policy

Getting Started

Welcome to Our “Marketing” Department
A List of Marketing Terminology We Use
Our Marketing Rules & Guidelines
AI Prompts for Marketing

Target Market

Our Primary Buyer Persona
Our Secondary Buyer Persona

Branding

An Introduction to Our Brand
Our Company Logo & How to Use It
Our Colors & How to Use Them
Our Fonts & How to Use Them
Our Current Company Bio
How to Update Our Company Bio
Our Presentation Slide Template

General Marketing

How to Prepare a Marketing Calendar
How to Prepare the Event Calendar
How to Conduct a Client Experience Survey

Copywriting

An Overview of Our Brand Voice
Words to Avoid Using When Writing
How to Write a Marketing Email
How to Write a Marketing SMS
How to Write Social Media Posts
How to Write a Blog Post
How to Write a Video Script

Graphic Design

How to Design a Graphic in Canva
How to Find Royalty Free Graphics & Images
How to Resize an Image for Social Media
How to Resize an Image for Our Website
How to Design Images for Social Media
How to Design an Email Header Graphic
How to Design Images for Blog Posts
How to Design a YouTube Thumbnail
How to Design New Email Signatures
How to Design Our Christmas Card

Website Management

How to Edit a Page on Our Website
How to Add a Page to Our Website
How to Add a Blog Post to Our Website
How to Add SEO to Any Webpage
How to Build a Landing Page with a Lead Magnet
How to Improve Website Load Speed
How to Stop People Hacking Our Website
How to Update WordPress Plugins
How to Engage a Website Developer

Email Marketing

Overview of Email Marketing
Tips to Improve Email Deliverability
How to Prepare a Marketing Email
How to Send an Email to the Database
How to Add an Email to Our CRM
How to Test & Send a Marketing Email
How to Manage People Who Unsubscribe
How to Manage Emails that Bounce
How to Use the 9-Word Email
Email Ideas for Significant Dates
How to Write a Series of Launch Emails
How to Write an Evergreen Email Campaign

SMS Marketing

How to Send a Marketing SMS
How to Manage SMS Replies

Social Media

How to Create a Social Media Plan
How to Set Up a Facebook Page
How to Use Facebook
How to Use Instagram
How to Use LinkedIn
How to Use Pinterest
How to Automate Post in META

LinkedIn

How to Create Your LinkedIn Profile
How to Search for Potential Connections On LinkedIn
How to Use LinkedIn to Generate Business

Video Marketing

How to Record a Promotional Video
How to Find Royalty Free Video Footage
How to Find Royalty Free Music
How to Edit & Upload a Promotional Video
How to Record a Live Event Video
How to Edit & Upload a Live Event Video

Podcasting

How to Record an Interview
How to Prepare for a Podcast
How to Edit & Upload a Podcast

Content Marketing

How to Do Content Marketing
How to Write & Edit an Article
How to Add an Article to a Blog
How to Manage a Webinar in Zoom

Sponsorships

How to Sponsor an Event
How to Sponsor a Team

Testimonials & Reviews

Review Platforms
How to Gather Testimonials & Reviews
When & How to Ask for Reviews
How to Reply to Google Reviews
How to Reply to Trustpilot Reviews
How to Turn Reviews into Website Testimonials

Facebook Advertising

How to Setup the META Tracking Pixel
How to Setup a Facebook Ads Account
How to Create a Facebook Ad
How to Manage Facebook Ads Budgets

Public Relations

How to Prepare the Business for PR
How to Prepare a Media List
How to Identify a Media Angle/Hook
How to Write a Media Release
How to Send Out a Media Release
How to Follow Up a Media Release
How to Prepare for a Media Interview
How to Conduct a Media Interview
How to Do a Media Launch
How to Leverage Media Exposure

Partnership Marketing

How to Find Marketing Partners
How to Set Up & Manage a Strategic Alliance

Other Marketing Ideas

How to Organize a Direct Mail Campaign
How to Manage a Direct Mail Campaign
How to Do SEO Keyword Research

Getting Started

Welcome to Our “Sales” Department
A High Level Overview of Our Sales Process
AI Prompts for Sales

Sales Overview

The (Company Name) Way of Selling
Our Signature Selling System
Our Signature Follow Up System
Words to Avoid Using When Selling

Our Frequently Asked Questions (FAQs)

List of Our Top FAQs (Prospect Stage)
List of Other FAQs & Answers (Prospect Stage)
List of Our Top FAQs & Answers (Sales Stage)
List of Other FAQs & Answers (Sales Stage)

Replying to Enquiries

How to Reply to Email Enquiries
How to Reply to Website Live Chat
How to Reply to Facebook Page Messages

Phone Answering

How to Answer the Phone
How to Take a Message
How to Transfer a Call

Objection Handling

How to Handle Sales Objections
A List of the Most Common Sales Objections
A List of Less Common Sales Objections

Sales Presentations

How to Conduct a Triage Call
How to Conduct a 1-on-1 Sales Call
A List of Extra Tips When Selling on Zoom
How to Run a Sales Presentation to a Group

Sales Follow Up

How to Follow Up After a Sales Presentation
How to Manage a Lead That’s Gone Dark

Manage Quotes

How to Prepare a Quote for Products
How to Prepare a Quote for Services
How to Follow Up a Quote
How to Manage a Variation to Scope

Sales Management

How to Prepare to Hire a Salesperson
How to Hire & Train a Sales Person
How to Manage Underperformance
How to Build a Sales Team
How to Get the Best Out of Your Sales Team

Getting Started

Welcome to Our “Customer Service” Department
AI Prompts for Customer Service

Customer Enquiries

How to Respond to Email Enquiries
How to Respond to Social DMs

Customer Onboarding

How to Book a Meeting with a New Client
How to Reschedule an Appointment
How to Onboard a New Customer
How to Set Up Ongoing Meetings

Customer Service

How to Manage Incoming Calls
How to Make Follow Up Calls

Meetings at Our Location

How to Welcome Clients to Our Office/Store/Clinic
How to Conduct a Tour of Our Office/Store/Clinic

Customer Feedback

How to Conduct Customer Interviews
How to Manage Customer Feedback
How to Respond to Customer Complaint

Referral Management

How to Take & Manage a Referral

Customer Cancelation

Our (Suggested) Rules Around Cancellation
How to Manage a Cancellation

Past/Lapsed Clients

How to Reactivate a Lapsed Client

Getting Started

Welcome to Our “Operations” Department
AI Prompts for Operations

Open & Close

How to Open the Office/Store/Clinic
How to Close the Office/Store/Clinic

Event Management

How to Plan an Event
How to Prepare for an Event
How to Manage Printing for an Event
How to Run an Event
How to Follow Up After an Event

Product Development

How to Use the 4 Ds to Create a New Product
How to Discover a New Product
How to Design a New Product
How to Develop a New Product
How to Deploy a New Product

Stock Management

How to Manage Stock Inventory
How to Receive Goods Into Stock
How to Manage Customer Returns

Loaning Equipment

How to Loan Client Equipment
How to Manage the Return of Loan Equipment

Ordering Goods

How to Order Products
How to Order Consumables

Getting Started

Welcome to Our “Human Resources” Department
AI Prompts for Human Resources

Position (Job) Descriptions

Current Company Organization Chart
List of Current Position (Job) Description
How to Write a Position (Job) Description

Recruitment

How to Prepare to Recruit a Team Member
How to Write a New Job Description
How to Set a Salary for a New Role
How to Write a New Job Advertisement
How to Advertise a Position (Overview)
How to Post Our Job Ad on Social Media
How to Post Our Job Ad on Indeed

Interview Process

How to Set Up a Video Interview
How to Send Email & SMS to Video Interview
How to Organize a Phone Interview
How to Conduct a 1-on-1 Interview
How to Conduct a Group Interview
How to Qualify Applicants
How to Conduct a 2nd Interview
How to Decide on Who to Hire
How to Manage a “Non-Candidate”

References & Making Offers

How to Call Candidate References
How to Conduct Final Checks
How to Make a Formal Offer (Local)
How to Make a Formal Offer (Philippines)
How to Manage Offer Acceptance

Team Onboarding

How to Prepare for New Hire Arrival
How to Create a New Email Address
How to Add a New User to Tools We Use
Day 1: New Team Induction (Local)
Day 1: New Team Induction (Philippines)
Day 2 & 3: New Team Induction (Local)
Day 2 & 3: New Team Induction (Philippines)
How to Conduct an End of 1st Week Meeting

Virtual Assistants

How to Introduce Your Company to Virtual Teams
How to Prepare to Hire a Virtual Assistant
How to Hire a Virtual Assistant
How to Manage Your Virtual Assistant
How to Train Your Virtual Team
How to Reward/Recognize Your Virtual Team
How to Manage Your Virtual Performance
How to Share Your Password Securely

Outsourcing & Contractors

How to Outsource a Project
How to Outsource Part of Your Business
How to Work with a Contractor
How to Manage Problems with Contractors

Team Meetings

What are the Main Meetings We Run
How to Run a 1-on-1 Meeting
How to Run a Group Meeting

Team Training

How to Arrange Internal Training
How to Arrange External Training

Engaging Contractors

An Overview of Using Contractors
A List of Our Most Used Contractors
How to Create Case to Use Contractors
How to Find Qualified Contractors
How to Evaluate Multiple Contractors
How to Select a Contractor & Get Sign Off
How to Get & Sign a Contractor Agreement
How to Manage a Contractor Relationship
How to Manage Issues with a Contractor

Work From Home (WFH)

Our Work From Home Policy
How to Work from Home Safely

Charity Contributions & Donations

An Overview of How We Make Donation
An Overview of Buy 1 Give 1 (B1G1)
How to Measure Our B1G1 Giving
How to Make Our B1G1 Contributions

Our Standard Contracts

Introduction to Our Standard Contracts
Our Standard Employee Contract (Local)
Our Standard Employee Contract (Philippines)
Our Standard Contractor Agreement

Getting Started

Welcome to Our “Finance” Department
AI Prompts for Finance

Company Subscriptions

List of Active Subscriptions
List of Cancelled Subscriptions

Accounts Receivable

How to Prepare & Send an Invoice
How to Generate an Invoice (in Xero)
How to Request Payment (via PayPal)
How to Take a Payment (via Stripe)
How to Take a Payment (via Wise)
How to Allocate Payments Received
How to Process a Part Payment (in Xero)

Purchasing

Our (Suggested) Rules Around Purchase
How to Purchase Basic Goods
How to Purchase Office Equipment
How to Set-Up a Procurement Plan
How to Purchase via Procurement Plan

Debt Collection

How to Manage Late/Overdue Payments
How to Engage a Debt Collector
How to Write Off a Bad Debt

Accounts Payable

Our Process for Approving Payments
How to Enter Payable Invoices
How to Pay an Account / Invoice
How to Set Up Recurring Payments
How to Negotiate a Payment Plan
How to Reconcile Petty Cash

Bookkeeping

How to Choose a Bookkeeper
How to Give Accounts Access to a Bookkeeper
How to Identify Unrecorded Transactions
How to Conduct a Basic Reconciliation
How to Get the Most Out Of Our Bookkeeper

Refunds & Charge Backs

How to Manage a Disputed Payment
How to Issue a Credit Note
How to Issue a Cash Refund
How to Manage a Credit Card Charge Back
How to Issue a Refund (via Stripe)

Company Credit Cards (CC)

List of Our Company Credit Cards
How to Create a New Credit Card
How to Edit Credit Card Privileges
How to Manage Expense Reimbursement
How to Manage Personal Purchases on a Company Card
How to Cancel a Company Credit Card

Budgeting

How to Prepare a Financial Budget
How to Manage Budget Performance

Financial Due Diligence

How to Conduct Due Diligence on a New Client
How to Manage Credit Hold on a New Client

Payroll

How to Add a New Team Member to Payroll
How to Manage Staff Payroll
How to Manage Payroll Deductions

Cost Cutting

List of Ways to Reduce Our Costs
How to Ask for a Discount on Subscriptions
How to Ask for a Discount on Other Services

Financial Reports

How to Create Financial Reports
How to Create a Finance Dashboard

Cashflow Forecasting

How to Prepare a Cashflow Forecast
How to Respond to Cashflow Variations

Fraud Prevention

How to Create a Fraud Prevention Plan

Financial Auditing

How to Investigate a Financial Anomaly

Getting Started

Welcome to Out “Admin & IT” Department
AI Prompts for Admin & IT

Software We Use

List of Active Software We Use
List of Active Subscriptions

Asset Management

How to Set Up an Asset Register
How to Manage an Asset Register
How to Dispose of an Asset

Making Bookings

How to Book & Confirm a Meeting
How to Book a Restaurant for a Meeting
How to Book a Rental Car
How to Book Accommodation
How to Book Flights
How to Print Handouts for a Meeting

Purchasing

How to Purchase Equipment in General
How to Order & Send a Gift Basket
How to Order Coffee / Tea
How to Order Kitchen / Bathroom Supplies
How to Order Office Supplies

Posting & Couriers

How to Post & Check the Mail
How to Send Boxes via Main Post
How to Send Packages via Courier
How to Handle Return To Sender Mail (RTS)
How to Create Address Labels
How to Send Christmas Cards

Printing/Signage

How to Connect to the Office Printer
How to Organize High Volume Printing
How to Organize Signage or Banners

Maintenance

How to Organize a Handy Person Job
How to Inspect Equipment for Servicing

Office Cleaning

How to Manage Office Cleaner
How to Clean Out Our Storage Idea
How to Organize Removal of Waste

Facilities Management

How to Use the Coffee Machine
How to Use the Laminator

IT Support

What IT Support We Cover & What IT Support We Outsource
List of IT Equipment & Assigned Users
How to Troubleshoot Internet & Network Issues
How to Restore Cloud Backups
How to Handle a Server or System Failure
How to Set Up & Manage Multi-Factor Authentication (MFA)
How to Handle a Cybersecurity Breach
How to Track & Maintain IT Assets
How to Onboard & Offboard Employees from IT Systems

Miscellaneous Tasks

How to Lodge an IT Request
How to Manage a Repair
How to Scan & Save Documents

Getting Started

Welcome to Our “Management” Department
AI Prompts for Management

Business Planning

How to Create a Business Plan
How to Create a Marketing Plan

Entrepreneurial Operating System (EOS)

What is EOS® & Why We Use It?
The Level 10 Meeting® (L10)
The Accountability Chart®
The People Analyzer®

Strategic Planning

How to Create a 90 Day Action Plan
How to Roll Out 90 Day Action Plan

Performance Management

How to Manage Probation Period
How to Prepare for a Performance Review
How to Conduct a Performance Review
How to Deal with Performance Issues
How to Contact a Stay Interview

Annual (Pay) Reviews

How to Plan for an Annual (Pay) Review
How to Run an Annual (Pay) Review Meeting
How to Negotiate a Pay Review
How to Follow Up After an Annual (Pay) Review

Team Resignation

How to Prevent a Staff Resignation
How to Manage a Team Resignation

Team Terminations

How to Prevent a Staff Termination
How to Manage a Staff Termination
How to Conduct an Exit Interview

Off-boarding

List of Tools to Remove Access To
How to Decommission an Email Address

References & Certificates

How to Write a Certificate of Employment
How to Write a Reference for a Past Team

International Visit to HQ

Our Policy to Consider Visit to HQ
How to Organize a Trip to HQ
How to Manage a Local Stay

Work From Home

How to Plan for Your Staff to Work from Home
How to Transition Staff to Working Remotely
How to Conduct Virtual Meetings with Your Team
How to Manage Culture While Working Remotely
How to Ensure Remote Staff Are Safe and Healthy
How to Conduct a Risk Assessment

Workplace Health & Safety

How to Deliver a Safety Talk
How to Investigate an Accident
How to Manage a Workplace Injury

Conflict Resolution

How to Resolve a Workplace Dispute

Key Performance Indicators (KPIs)

How to Set Up KPIs for the Business
How to Set KPIs for Team Members

Management Reporting

How to Set Up a Management Report
How to Monitor Our Management Report
How to Add to Our Management Report

Time Tracking (Time Doctor)

How to Set Up a User in Time Doctor
How to Check Performance in Time Doctor
How to Add a Sick/Half Day in Time Doctor
How to Generate a Monthly Report
How to Manage Issues from Time Doctor

Intellectual Property

How to Register a Trademark
How to Respond to a Notice of Trademark Infringement
How to Respond to Copyright Infringement
How to Respond to Infringement of YOUR Copyright
How to Respond to Infringement of Your IP

Risk Management

How to Identify Our Business Risks
How to Assess the Impact of Identified Risks
How to Implement Risk Management Controls
How to Monitor Risk Management Performance

Business Continuity

How to Develop a Business Continuity Plan

Fire Safety

How to Conduct a Fire Risk Assessment
How to Conduct a Fire Safety Inspection
How to Prepare a Fire Safety Maintenance Plan
How to Set Up a Fire Safety Plan

Policy Development

How to Create a New Company Policy

Facilities Management (HQ)

How to Give/Revoke HQ Office Access
How to View HQ Office Cameras
How to Audit Security Cameras

Insurances

List of All Our Insurance Policies

Raising Capital

How to Prepare Your Pitch Deck
How to Run the Fundraising Process
How to Negotiate Terms
How to Finalize the Investment

Leasing

How to Find an Office/Retail Location
How to Negotiate a Commercial Lease
How to Prepare for a Lease Expiry or Option
How to Manage a Lease Dispute

Legal

How to Engage a Lawyer
How to Set Up a Partnership
How to Manage a Partnership Buy-Out

Leadership & Culture

How to Define Your Company Culture
How to Maximize Your Team Productivity
How to Repair Your Company Culture

Business Governance

How to Take on a Mentor
How to Define Board Duties
How to Set Up a Board of Advisors
How to Set Up a Board of Directors

Corporate Responsibility

How to Set Up Charities Policy
How to Run a Fundraiser
How to Set Up Environmental Policy

Franchising

How to Prepare to Franchise Your Business
How to Ready the Business to Franchise
How to Attract Potential Franchisees
How to Induct & Train New Franchisees
How to Maintain Your Successful Franchise

Growth Through Acquisition

Our Position on Growing Through Acquisition
How to Inform Someone of Our Intent to Acquire
How to Respond to Chance to Acquire Another Business
How to Discuss & Move to Heads of Agreement (HOA)
How to Conduct Business Due Diligence
How to Move to a Business Sale Agreement
How to Negotiate & Manage Final Terms
How to Prepare for a Business Handover
How to Manage Handover & Integration
How to Announce a Business Acquisition

Exit Strategy

How to Prepare for the Sale
How to Gather Information for Your Sale
How to Prepare an Information Memorandum
How to Choose a Broker to Sell Your Business
How to Market Your Business for Sale
How to Present Your Business for Sale
How to Close the Sale of Your Business
How to Manage the Handover of Your Business

New Business Set Up

How to Set Up an Office
How to Find a Bookkeeper or Accountant
How to Set Up Your Business
How to Set up an Office Phone System
How to Relocate an Office