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Tools of the Trade

from our Strategic Partners

24TO

2024 Trust Outlook

American Workforce Edition The 2024 Trust Outlook® shows that trust in the workplace is more important— and more easily destroyed—than ever before.

Download Outlook
Customer Journey Map-1

Customer Journey Map

Buyer's Journey Template Current State Template Lead Nurturing Mapping Template Future State Template A Day in the Customer's Life Template Customer Churn Mapping Template Customer Support Blueprint Template

Download Map
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Small Business Taxes

Filing business taxes can be intimidating. You might have questions like: “Am I using the correct IRS forms?” “How do I prepare my financial statements for tax season?” or “What deductions can I take?” You aren't alone.

ProAdvisor Link
GreatBoss

How To Be a Great Boss

These tools are tried and proven. They are being successfully used by thousands of bosses to get more of what they want from their businesses and from their personal lives. We encourage you to learn and master each of them.

Download Tool
iabrandanalyzer

AI Brand Analyzer

Uncover your brand visibility in generative AI search tools like ChatGPT, Perplexity, and Gemini. Identify strengths and pinpoint opportunities to boost brand awareness and sentiment.

Grade My Brand
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Organizational Checkup

The Organizational Checkup begins with a series of 20 questions that you rate your organization on a scale of 1-5. If you answer honestly, you can clearly identify what components are lacking and holding you back from breaking through the ceiling.

Start Your Checkup
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Tax Preparation Checklist

List of in-depth articles to walk you through a thorough checklist of things to help you prepare for the filing of small business and personal tax returns.

ProAdvisor Link
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Buyer Persona Generator

A description of the resource being shared. Just a couple of sentences should be just right.

Make My Persona
AI Search Guide-1

AI Search Guide

Optimizing Your Brand for AI Search Engines. AI-powered search engines are reshaping how users find answers, reducing reliance on traditional keyword-based searches. With Gartner predicting a 25% decline in traditional search volume by 2026, businesses must rethink their approach to online visibility.

Download the Guide
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Email Signature Generator

Make your professional email signature, then easily add it to Gmail, Outlook, Apple Mail, or any other provider.

Email Signature Generator
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Website Grader®

Grade your website in seconds. Then learn how to improve it for free.

Website Grader®
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Guide Creator

Capture your processes via screenshots and turn them into helpful step-by-step guides for customers, prospects, and colleagues.

Guide Creator Free Extension
People Analyzer

People Analyzer

Evaluating people is a difficult and subjective task. With the People Analyzer, you will be able to cut through the complexity and clearly identify if someone fits in your culture and is filling the right seat.

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Right Seat

Right Seat?

Having every person in the right seat is essential to being a great organization. GWC enables you to make those proper placements. GWC stands for “gets it”, “wants it,” and “capacity to do it,” the only three criteria in determining if a person is operating within his or her true skill set.

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VTO

Vision/Traction Organizer

Strategic planning is often too complex, and an organization‘s vision is seldom clear and concise. This is a powerful tool to help you simplify the strategic planning process, getting your vision out of your head and onto paper by answering eight questions to crystallize where your organization is going and how you will get there.

Download Tool
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Kolbe A Index

Knowing what makes you tick is vital in always staying energized and avoiding burnout. Kolbe is a powerful tool that helps you understand your conative, instinct-based, natural abilities.

Paid Assessment
Delegate and Elevate-1

Delegate and Elevate

In a growing organization, more and more comes at you, and your plate starts to overflow. The only way to stay ahead of the workload, continue to grow, and stay balanced is to continually delegate the right tasks and elevate yourself to your true skill set. The Delegate and Elevate tool will help you clearly define which tasks are in your sweet spot and which are not.

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Issues Solving

Issues Solving

In a growing organization, more and more comes at you, and your plate starts to overflow. The only way to stay ahead of the workload, continue to grow, and stay balanced is to delegate the right tasks continually and elevate yourself to your true skill set. The Delegate and Elevate tool will help you clearly define which tasks are in your sweet spot and which are not.

Download
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Business Plan Template

Follow this template to construct a business plan that’s tailored to your goals, objectives, and needs.

Download Template
paycheck

Paycheck Calculator

This free hourly and salary paycheck calculator can estimate an employee’s net pay, based on their taxes and withholdings.

Paycheck Calculator