Your Practice
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Anchor back to the Vision & Goals you have set out for yourself this year
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Identify if there are any areas in the PSA 1 Foundations Training where you may have drifted off course due to any number of circumstances
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Map out your specific goals and action items to get you fully realigned with PSA 1
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Have up to date core marketing materials including your Introduction Kit and Website
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Implement consistent email signatures across your team
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Utilize standardized templates for Agendas, Letters, Emails, and more!
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Ensure all other aspects of your branding are consistent
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Define the master folders in your team shared drive, along with core sub-folders
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Provide instruction for consistent naming of files
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Identify the best ways for your team to use email effectively
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Understand how the CRM fits with shared drives and emails
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Determine the various individuals in your professional community who may be impacted by your social media
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Identify which social media approaches will work best for you and your target market
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Develop a proactive professional approach to managing your social media platforms
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Create a stream of consistent, impactful touches on your professional community
