lanysullivan.com

Don’t you hate it when people try to sell you things you don’t really need?

I do.

Sometimes I only want one or two pieces rather than the whole package, so I either buy the whole package and feel like I’m wasting money, or I go find what I need somewhere else.

I want you to have access to the tools and resources you need when you need them. Wasting money doesn’t serve you or your business.

Hence Mix + Match!

You can choose to buy your bundles individually, buy the full package, OR buy templates as you need them.

From the early stages of your business, to the challenges & joys of automation, growth, and scaling – your needs are always changing. That’s why the Mix + Match options are so beneficial.

Choose your full bundles, mini bundles, or individual templates that best suit your needs below.

Full Bundles:

Includes any and every template, workflow, processes, procedures, spreadsheet, videos and extra bonus material.

Mini Bundles:

Includes applicable templates, workflows, processes, procedures, spreadsheets, videos and extra bonus material for mini bundle templates ONLY.

Team Management Templates & Worksheets

Buy the full bundle for $397 or purchase the individual templates or mini bundles.

Hiring, Onboarding & Termination Bundle – $197

Ready to bring on your first team member or set up a fresh onboarding process? This bundle will help you streamline your process, create consistency and build confidence for all new team members. This mini bundle includes:

  • Offer Letter
  • Onboarding Checklist
  • Termination Form
  • Constructive/Corrective Action Plan
  • Culture Building Best Practices
  • Payroll & Benefits Best Practices
  • At-Will Employment, Non-Disclosure, Intellectual Property, Non-Compete, Non-Interference, AND Non-Solicitation Agreement
team-management

Employee SOP Bundle – $197

Once you’ve hired your new team member, use this bundle to create a seamless onboarding process. Having a correct and effective onboarding process reduces overwhelm for your new team members and prevents problems later on. This mini bundle includes:

  • Comprehensive Employee Manual
  • Time-Off Policy
  • Expense Reimbursement
  • Constructive/Corrective Action Plan
  • Payroll & Benefits Best Practices
  • Culture Building Best Practices
  • And more…

Communication Templates – External to Audience/Community, Internal to Staff – $37

Communication at all levels of your business is vital. How do you communicate with clients, contractors, service providers, team members and employees? What is the energy that you want to put out? What kind of standards do you have around communication for your business? What do you want to be known for? This template will help you define that process for your business.

Client Management Templates & Worksheets

Buy the full bundle for $397 or purchase the individual templates or mini bundles.

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Screening Prospects – $37

Create a process that effectively screens clients, saves you time and eliminates tire kickers while making you more money.

Building a Referral Machine – $37

Tired of clients being one and done? Use this process to quickly and simply create a referral system that feeds new clients into your business every month.

Onboarding Clients – $37

Create a smooth onboarding process for your clients that builds confidence and loyalty, reduce churn, improve retention and maintain long lasting happy clients.

Template for Managing Expectations and Setting Boundaries – $37

Setting boundaries is vital to your sanity and success. Set your boundaries early and manage client expectations with this workflow that eliminates questions and concerns from the beginning.

Client Offboarding and Termination – $37

Every once in a while, regardless of how good our screening process is, we all get a client who is NOT our ideal client. Use this process to offboard clients smoothly and without massive legal issues. Say goodbye to the stress and frustration.

Team Management Templates & Worksheets

Buy the full bundle for $197 or purchase the individual templates or mini bundles.

Email Delegation & Workflow – $127

Tired of email? Implement this workflow and these email templates to help you finally step away from your inbox and fully delegate email management to your VA or EA. This mini bundle includes:

  • Email Delegation Workflow
    • Step-by-step action plan for auto filters and color coding
  • Email response templates
  • Video training

Personal Efficiency Workflow – $37

Are you ready to be efficient af and get things done and off your list? This process will help you eliminate distractions, stop procrastinating and become more productive overall while learning how to integrate MORE play into your life.

Social Media Plan & Content Library – $37

Social media is a thing that most of us don’t really enjoy, but know that it’s necessary for our business. Now, you can get a clear process for managing all of your social media content, assets and analytics. This template and workflow simplifies your process and allows you, at a glance, to see where you’re at in your content creation, as well as the impact you’ve had based on the data. This is built for your team to manage for you.

Podcast Management & Tracking Templates and Workflow – $37

With podcasting being on the rise over the last 5-6 years, it’s even more important than ever to track podcasts, whether you’re a host or guest. This process simplifies your tracking and is built to have your team manage it for you.

Sales & Business
Development Template and Workflow – $37

Business development means cash in hand, so how are you tracking all of your prospects and where they are in the pipeline? This template will allow you to track only what is necessary in your pipeline, along with follow up, notes, communications, etc. No longer will you lose leads or forget when you’re supposed to do your follow ups with clients.

Communications Plan
Template and Workflow – $37

Communication at all levels of your business is vital. How do you communicate with clients, contractors, service providers, team members and employees? What is the energy that you want to put out? What kind of standards do you have around communication for your business? What do you want to be known for? This template will help you define that process for your business.

Event Planning
Templates & Workflow

Buy this bundle for $197 or purchase the individual templates or mini bundles.
Event Starter Bundle – $67

You want to plan an event. That’s great, but where do you start? The key to a successful event is building a solid foundation. Do this before you invest thousands of dollars and hundreds of hours of your time. This mini bundle includes:

  • Event Purpose & Goals
  • Timeline
  • Budget
  • Creating an Experience
  • Target Audience
Event Vendor & Sponsor Bundle- $67

There are SO many details to manage and secure for your event. Use these templates to source your advertising, marketing, entertainment, sponsors and guest speaker needs. These templates simplify the process of efficiently finding and securing every event need. This mini bundle includes:

  • Advertising & Promotion
  • Event Entertainment
  • Exhibitors & Sponsors
  • Guest Speakers
  • Marketing Collateral & Event Branding
  • Photography & Videography
  • Vendors & Suppliers
  • Rentals and Shipping
Event Venue Bundle – $67

What kind of venue do you want for your event? Do you want or need a hotel venue or a retreat venue? Are you taking care of the transportation for your team, speakers or guests? Having the ability to compare your options and know what questions to ask your vendors will help you secure your final venue and transportation needs. This mini bundle includes:

  • Venue Selection
  • Hotel Accommodations
  • Catering
  • Electrical & WiFi
  • Audio Visual / Staging & Lighting
  • Rentals
  • Insurance & Licensing
  • Ground Transportation

Event Purpose & Goals – $17

Too many times I see clients who want to do an event because “it’s what I should do”, but they are in no way prepared with a plan. Define your purpose and goals clearly, so you can confidently move forward with a successful event.

Event Purpose & Goals – $17

Too many times I see clients who want to do an event because “it’s what I should do”, but they are in no way prepared with a plan. Define your purpose and goals clearly, so you can confidently move forward with a successful event.

Event Budget – $17

Where’s the money coming and going? You need to know how to track your profit and your losses.

Create an Experience – $17

You’ll hear this from me over and over people are here for the experience. Events are an experience. This template will help you navigate and dream about the experience you want to create for your attendees.

Target Audience – $17

Sorry Charlie, your event is not going to be for everyone. Define your target demographics so your marketing and advertising team can drill down easily and efficiently without wasting ad spend.

Complete Bundle – $67

Buy all four $67 and save $1.

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Audio Visual / Tech / Staging & Lighting – $17

This is one of the most complicated pieces for most event creators because they don’t know all the technical lingo. This worksheet makes it easy to navigate your questions with the A/V company. You may not know what you need, but figuring out the basics makes a huge difference.

Catering – $17

Better known as F&B in the industry (Food & Beverage). You need to know the lingo sooner than later. This worksheet helps you navigate all your F&B needs and negotiations.

Event Entertainment – $17

What kind of entertainment are you going to hire? What is appropriate? How do you find the right entertainment? How much will it cost? This template will help you navigate hiring entertainers that are in alignment with your event and budget.

Exhibitors & Sponsors – $17

With this template you will be able to differentiate between an Exhibitor and a Sponsor, learn how to attract them to your event, and discover how to build out your benefits and best communicate with them.

Ground Transportation – $17

Decide on who you are providing ground transportation for and what kind of transportation you are providing. These worksheets will help you compare transportation service providers while also tracking who you are providing transportation for once you pick your provider.

Hotel Accommodations & Venue Selection – $27

Your venue may or may not have hotel accommodations. Does your event need hotel accommodations? Most venues will have better deals when they are attached to a hotel. That doesn’t mean that you HAVE to go to a hotel for your event. These two worksheets will help you navigate what you are looking for and compare each venue selection.

Photography & Videography – $17

Capture all the moments with photographers and videographers. This worksheet helps you cover all of your questions, and compiles the major things you need to know to capture your event.

Guest Speakers – $17

Track your guest speaker options, honorariums, issues, concerns and more with this template. Because guest speakers can bring so much value to your event, so it’s vital that you invite the right energy into the room.

Media Release – $17

Unless you have express permission from your attendees, you CANNOT use their image or voice or any video of them. This is an easy fix. Use this release form for every event.

**It is always recommended you have your own attorney review any legal document, such as a waiver, prior to use.

Vendors/Suppliers – $17

You have to hire and pay companies to do all the work and provide all the services necessary for your event, from the venue to the A/V company to the transportation company and more. Keep track of all of your vendors with these worksheets.

** Please consult with an attorney or legal representative to determine use and applicability for your
business in the state or country in which you live.