Your Entrepreneurial Happiness Plan - The Trusted Team

Home
About Us
Membership
Workshops & Events
Learn
Contact
- Work for Us

Money

Have you surveyed or discussed with your best clients their greatest concerns?

Yes

A Little

No

Money

Do you have a clearly documented referral generation process?

Yes

A Little

No

Money

Do you have 'intellectual products', like a book, blog or podcast that you can give away for free to attract new customers?

Yes

A Little

No

Money

Have you documented what makes your 'best-fit client'?

Yes

A Little

No

Money

Have you partnered with other businesses that can introduce their clients to your business?

Yes

A Little

No

Money

Do you keep track of all your key business data on a weekly basis?

Yes

A Little

No

Money

Do you know what your minimum fee is for a new client?

Yes

A Little

No

Money

Do you have a personal Lifetime Cashflow Forecast?

Yes

A Little

No

Money

Are you extracting profits tax efficiently?

Yes

A Little

No

Money

Do you keep much money in bank accounts, both personally and in the business?

Yes

A Little

No

Time

Do you deliver all of your client services on a 121 basis?

Yes

A Little

No

Time

Have you documented how you help your clients in a clear and unique system?

Yes

A Little

No

Time

Have you documented the key stories that best explain what you do?

Yes

A Little

No

Time

Have you refined your own story, as to why you are the expert in your field?

Yes

A Little

No

Time

Have you documented all of your business processes?

Yes

A Little

No

Time

Do you monitor and respond to your own email inbox?

Yes

A Little

No

Time

Do you delegate everything except the most profitable elements of your work?

Yes

A Little

No

Time

Do you take good care of your own health, sleep and wellbeing?

Yes

A Little

No

Time

Do you have clear goals written down for both your business and personal lives?

Yes

A Little

No

Fun

Do you have regular meetings where you are 'working on the business' rather than 'working in the business'?

Yes

A Little

No

Fun

Do you reward your team for self-improvement?

Yes

A Little

No

Fun

Have you clearly documented your company culture?

Yes

A Little

No

Fun

Do you have a leadership team that run some or all of the business for you?

Yes

A Little

No

By submitting your details, you will be sent your free, bespoke plan immediately via email. This plan will be your starting point in overhauling your business and will identify exactly what is working and what you need to change. By subscribing, you will also be sent some other free, useful content that will help you to remain committed and inspired to transform your business.

hello@thetrusted.team

About us

Company Information
The Team
FAQs
Contact Us

Membership

Packages
Testimonials
Learning Lunches
Tools & Planning

Workshops & Events

Online Courses
Virtual Workshops
Upcoming Workshops
Entertainment Events

Learn

Blog
Our Books
Podcasts
Friday Footnotes

© The Trusted Team 2025 | All rights reserved.

Privacy Policy
Terms & Conditions
Complaints Policy

Crafted by The Rutland Webdesigner

If you buy in the next 15 minutes, you can get it for £3.97, a massive 99% off!

Please answer the math question below to prove you are a human!
14-12=?

Once you have inputted your details here the tool will be available to download on the next screen. It may take up to 20 seconds.

Your Name

Your Email*

Please answer the math question below to prove you are a human!
14-12=?

Once you have inputted your details here the tool will be available to download on the next screen. It may take up to 20 seconds.

Your Name

Your Email*

Please answer the math question below to prove you are a human!
12-11=?

Once you have inputted your details here the tool will be available to download on the next screen. It may take up to 20 seconds.

Your Name

Your Email*

Please answer the math question below to prove you are a human!
5+5=?

Once you have inputted your details here the tool will be available to download on the next screen. It may take up to 20 seconds.

Your Name

Your Email*

Please answer the math question below to prove you are a human!
12-11=?