--- title: Insights description: Discover insights on workplace trust and enhance your brand visibility with essential tools and resources tailored for medical practices and trade associations. --- [Skip to content](https://relaxitshandled.com/insights#main-content) [![Relax, It's Handled Logo](https://relaxitshandled.com/hs-fs/hubfs/RIH%20Logo%20Vertical.png?width=166&height=200&name=RIH%20Logo%20Vertical.png)](https://relaxitshandled.com?hsLang=en) - Solutions Show submenu for Solutions - Reputation (Marketing) - Relationships (Revenue) - Results (Accounting) - Relax (Operations) - Support Show submenu for Support - Dental Managers - Orthopedic Managers - Veterinarian Managers - HR Managers - [Resources](https://relaxitshandled.com/insights) - [Why Relax?](https://relaxitshandled.com/about) Open main navigation Close main navigation - Solutions Show submenu for Solutions - Reputation (Marketing) - Relationships (Revenue) - Results (Accounting) - Relax (Operations) - Support Show submenu for Support - Dental Managers - Orthopedic Managers - Veterinarian Managers - HR Managers - [Resources](https://relaxitshandled.com/insights) - [Why Relax?](https://relaxitshandled.com/about) - [Get Help](https://relaxitshandled.com/insights#contact) [Get Help](https://relaxitshandled.com/insights#contact) # Tools of the Trade *from our Strategic Partners* Help is On the Way! ![24TO](https://relaxitshandled.com/hs-fs/hubfs/24TO.png?width=2550&height=3300&name=24TO.png) ## 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](https://relaxitshandled.com/hubfs/2079160/24TO.pdf?hsLang=en) ![Customer Journey Map-1](https://relaxitshandled.com/hs-fs/hubfs/Customer%20Journey%20Map-1.png?width=1280&height=720&name=Customer%20Journey%20Map-1.png) ## 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](https://relaxitshandled.com/hubfs/2079160/Customer%20Journey%20Map.png?hsLang=en) ![CleanShot 2025-02-27 at 19.27.27@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2019.27.27@2x.png?width=1584&height=1250&name=CleanShot%202025-02-27%20at%2019.27.27@2x.png) ## 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](https://quickbooks.intuit.com/r/taxes/file-small-business-taxes/) ![GreatBoss](https://relaxitshandled.com/hs-fs/hubfs/GreatBoss.png?width=1200&height=1553&name=GreatBoss.png) ## 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](https://relaxitshandled.com/hubfs/2079160/GreatBoss.pdf?hsLang=en) ![iabrandanalyzer](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2015.51.05@2x.png?width=2000&height=951&name=CleanShot%202025-02-27%20at%2015.51.05@2x.png) ## 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](https://www.hubspot.com/ai-search-grader) ![CleanShot 2025-02-27 at 17.34.25@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2017.34.25@2x.png?width=1792&height=1060&name=CleanShot%202025-02-27%20at%2017.34.25@2x.png) ## 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](https://organizationalcheckup.com/) ![CleanShot 2025-02-27 at 19.25.41@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2019.25.41@2x.png?width=900&height=624&name=CleanShot%202025-02-27%20at%2019.25.41@2x.png) ## 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](https://quickbooks.intuit.com/learn-support/en-us/quickbooks-online/help-topic/taxes/tax-preparation?main_content=Article) ![CleanShot 2025-02-27 at 15.53.18@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2015.53.18@2x.png?width=2576&height=1472&name=CleanShot%202025-02-27%20at%2015.53.18@2x.png) ## Buyer Persona Generator A description of the resource being shared. Just a couple of sentences should be just right. [Make My Persona](https://www.hubspot.com/make-my-persona) ![AI Search Guide-1](https://relaxitshandled.com/hs-fs/hubfs/AI%20Search%20Guide-1.png?width=3300&height=4270&name=AI%20Search%20Guide-1.png) ## 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](https://relaxitshandled.com/hubfs/2079160/AI%20Search%20Guide.pdf?hsLang=en) ![CleanShot 2025-02-27 at 16.44.20@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2016.44.20@2x.png?width=1942&height=1328&name=CleanShot%202025-02-27%20at%2016.44.20@2x.png) ## Email Signature Generator Make your professional email signature, then easily add it to Gmail, Outlook, Apple Mail, or any other provider. [Email Signature Generator](https://www.hubspot.com/email-signature-generator) ![CleanShot 2025-02-27 at 16.47.12@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2016.47.12@2x.png?width=880&height=870&name=CleanShot%202025-02-27%20at%2016.47.12@2x.png) ## Website Grader® Grade your website in seconds. Then learn how to improve it for free. [Website Grader®](https://website.grader.com/) ![CleanShot 2025-02-27 at 16.49.23@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2016.49.23@2x.png?width=1184&height=748&name=CleanShot%202025-02-27%20at%2016.49.23@2x.png) ## 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](https://chromewebstore.google.com/detail/guide-creator-by-hubspot/ehpooiiliclnhifgkngbeghbkcllolko?__hstc=20629287.c8095997b779efa620c708a48d04af14.1738620579467.1740692830315.1740695412715.40&__hssc=20629287.5.1740695412715&__hsfp=2133262656&hubs_content=www.hubspot.com%252F&hubs_signup-url=www.hubspot.com%2Fguide-creator&hubs_signup-cta=cta_button&hubs_content-cta=See%252520All%252520Free%252520Business%252520Tools%252520&hsCtaTracking=e5160469-2a96-4bbb-b120-173e2c1779a5%7Cef6fa92a-f63e-4076-af39-ea68f8b18820) ![People Analyzer](https://relaxitshandled.com/hs-fs/hubfs/People%20Analyzer.png?width=2550&height=3300&name=People%20Analyzer.png) ## 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. [Download](https://relaxitshandled.com/hubfs/2079160/People%20Analyzer.pdf?hsLang=en) ![Right Seat](https://relaxitshandled.com/hs-fs/hubfs/Right%20Seat.png?width=2550&height=3300&name=Right%20Seat.png) ## 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. [Download Tool](https://relaxitshandled.com/hubfs/2079160/Right%20Seat.pdf?hsLang=en) ![VTO](https://relaxitshandled.com/hs-fs/hubfs/VTO.png?width=3300&height=2550&name=VTO.png) ## 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](https://relaxitshandled.com/hubfs/2079160/VTO.docx?hsLang=en) ![CleanShot 2025-02-27 at 17.15.35@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2017.15.35@2x.png?width=2492&height=1464&name=CleanShot%202025-02-27%20at%2017.15.35@2x.png) ## 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](https://www.kolbe.com/) ![Delegate and Elevate-1](https://relaxitshandled.com/hs-fs/hubfs/Delegate%20and%20Elevate-1.png?width=2550&height=3300&name=Delegate%20and%20Elevate-1.png) ## 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. [Download Tool](https://relaxitshandled.com/hubfs/2079160/Delegate%20and%20Elevate.png?hsLang=en) ![Issues Solving](https://relaxitshandled.com/hs-fs/hubfs/Issues%20Solving.png?width=2550&height=3300&name=Issues%20Solving.png) ## 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](https://relaxitshandled.com/hubfs/2079160/Issues%20Solving.pdf?hsLang=en) ![CleanShot 2025-02-27 at 17.38.05@2x](https://relaxitshandled.com/hs-fs/hubfs/CleanShot%202025-02-27%20at%2017.38.05@2x.png?width=2332&height=674&name=CleanShot%202025-02-27%20at%2017.38.05@2x.png) ## Business Plan Template Follow this template to construct a business plan that’s tailored to your goals, objectives, and needs. [Download Template](https://relaxitshandled.com/hubfs/2079160/businessplan.pdf?hsLang=en) ![paycheck](https://relaxitshandled.com/hubfs/paycheck.avif) ## Paycheck Calculator This free hourly and salary paycheck calculator can estimate an employee’s net pay, based on their taxes and withholdings. [Paycheck Calculator](https://quickbooks.intuit.com/payroll/paycheck-calculator/) [![RIH Logo Horizontal-1](https://relaxitshandled.com/hs-fs/hubfs/RIH%20Logo%20Horizontal-1.png?width=275&height=150&name=RIH%20Logo%20Horizontal-1.png "RIH Logo Horizontal-1")](https://relaxitshandled.com?hsLang=en)   **Administration | Accounting | Advancement**     facebook-f icon linkedin-in icon Relax, It's Handled provides this content as a service to its readers and clients. It does not offer legal advice, and cannot guarantee the accuracy or suitability of its content for a particular purpose. [**Privacy**](https://relaxitshandled.hubspotpagebuilder.com/privacy?hsLang=en) **Copyright © 2025, Relax, It's Handled. All rights reserved.**