Looking for something in particular? Here is a list of ALL the assets included in The Systems Society.


Discovery Call System

  • Flow Chart: Discovery Call System
  • Resource: List of Questions to Ask Prospective Clients on a Discovery Call
  • Template: Pre-Discovery Call Research Notes
  • Template: Discovery Call Notes
  • Email Template: Pre-Discovery Call
  • Email Template: Discovery Call Booking Confirmation
  • Email Template: Discovery Call Reminder
  • Email Template: Discovery Call “No Show” Reminder
  • Email Template: Discovery Call Reschedule 
  • Email Template: Discovery Call Follow Up (thinking)
  • Email Template: Discovery Call Follow Up (not booking)
  • Email Template: Discovery Call Follow Up (booking)
  • Tech Training: How to Set Up Acuity to Book Discovery Calls
  • Tech Training: How to Use Zapier to Create Asana Tasks for New Discovery Calls

Client Proposal System

  • Flow Chart: Client Proposal System
  • Template: Pricing Calculator
  • Template: Proposal Canva Template
  • Template: Proposal Outline
  • Email Template: Post-Discovery Call Follow Up
  • Email Template: Client Proposal Delivery
  • Email Template: Client Proposal Follow-Up

Instagram System

  • Flow Chart: Instagram System
  • Resource: Instagram Feed Content Bucket Ideas + Examples
  • Resource: Instagram Story Content Ideas + Examples
  • Resource: Instagram Feed Style Ideas + Posting Schedule Examples
  • Template: Hashtag Database Spreadsheet
  • Template: Instagram Metrics Tracker
  • Template: Content Library Spreadsheet
  • Template: Canva Feed Style Mockup
  • Asana Template: Instagram Service Delivery System Workflows
  • Template: Posting Schedule Spreadsheet
  • Tech Training: How to Do Hashtag Research

Blog Post System

  • Flow Chart: Blog Post System
  • Video Training: How to Repurpose One Piece of Content in Dozens of Different Ways
  • Asana Template: Standard Blog Post Workflow
  • Asana Template: Podcast + Blog Post Workflow
  • Asana Template: Video + Blog Post Workflow
  • Template: Blog Post Google Doc
  • Template: Editorial Calendar Spreadsheet
  • Template: Content Spreadsheet
  • SOP: Blog Post Writing
  • SOP: Blog Post Review

Client Onboarding System

  • Flow Chart: Client Onboarding System
  • Template: Independent Contractor Agreement
  • Template: Client Welcome Kit
  • Template: Client Intake Form
  • Email Template: New Client Welcome Email
  • Email Template: Intake Form Follow-Up
  • Email Template: Order Details
  • Asana Template: Client Onboarding Workflow
  • Tech Training: How to Automatically Add Your Client Intake Form Responses to Asana with Zapier
  • Tech Training: How I Set Up Automated Client Welcome Email in AC
  • Tech Training: How to Set Up a Client Project Task Prompt in Zapier

Team Member Onboarding System

  • Flow Chart: Team Member Onboarding System
  • Template: Subcontractor Agreement Contract
  • Template: Team Member Application Form
  • Template: Job Description
  • Template: Interview Notes
  • Email Template: We’re Hiring Broadcast
  • Email Template: Interview Invitation
  • Email Template: Not Hiring You
  • Email Template: You’re Hired
  • Email Template: New Team Member Welcome
  • Resource: Subcontractor Rates Chart
  • Video: Why I Decided to Grow My Team + Leave the Solopreneur Lifestyle Behind

Task Management

  • Task Management Mini-Course (7 lessons)
  • Spreadsheet Template: Daily Task Management System
  • Google Doc Template: Project Brief
  • Video Training: How to Use Toggl for Task Management

Goal Setting & Tracking

  • Spreadsheet Template: Revenue Planner & Tracker
  • Google Doc Template: Quarterly Goal Setting & Review
  • Video Training: How to Use Asana to Help You Achieve Your Goals
  • Canva Template: Goal Setting Desktop Backgrounds
  • Canva Template: Goal Setting Phone Lock Screen Backgrounds