Small Business Group Coaching – San Diego Group 1
Handouts and Templates
Click on the links below to access or download each resource
Session 1 – Client Communications Plan
- Group Coaching Questions (Word)
- Creating a Customer Communications Plan (PPT)
- Master Database Template (Excel)
- Marketing Budget Template (Excel)
- Action Plan (Word)
Session 2 – Your Marketing Plan
- Your Marketing Plan (PPT)
- The Marketing Plan – Part 1 (Word)
- The Marketing Plan – Part 2 (Word)
- The Marketing Plan – Part 3 (Word)
Session 3 – Your Business Plan
- Your Business Plan (PPT)
- Values List (PDF)
- Other Values Resources (PDF)
- Personal and Business Vision Exercise (Word)