Resource Library

Leadership Development

SMART Day / SMART Week Task Management Matrix Activity Inventory Worksheet Technology Success 1 on 1 Coaching Form Personal Professional Financial (PPF) Template Email Management Sheet Executive Assistant Template Impact / Effort Analyzer Responsibility Matrix Template

People & Culture

Job Description Example: Executive Assistant Custom ChatGPT Job Description Generator 10 Culture Interview Questions Interview Scoring Calculator Blank External Job Description Template Internal JD & 30/60/90 Example: Sales Director Job Offer Template Onboarding Checklist Offboarding Checklist Employee Compensation Guide Performance Improvement Plan Template

Operations

Business Operating Systems Meeting & Communication Resources Weekly Meeting Template KPI Examples Scorecard Annual Plan Preparation Annual Plan Template Standard Operating Procedure (SOP) Template How to Create an SOP SOP Flowchart Example Process Library Change Management Template Sales CRM Pipeline

Sales

Sample Sales Manager Schedule Sales Team CRM Pipeline SOPs Contact Simply CRM ChatGPT Prompt Sign Up for Contact Simply CRM Sales Interview Questions Sales Interview Scorecard Sales Manager Job Description Sales Specialist Job Description

It / Tech

Website Blueprint Contact Simply CRM

Finance

Accounting Proficiency Test Why is Accounting Important? 6 Essential Reports What Goes Into Each Account? Terms To Know Back Office Support Back Office Compensation Plans Reading Financial Data Financial Calculators What to Check Daily Accounting Key Metrics Budgeting & Forecasting