7 Figure Society Retreat – March 2023
Modules:
- 7 Figure Society Coaching Call Link
- Important Message From Marquel
- 7-Figure Society CEO Camp 2024 Dates and Calendar Reminder Links
- The Anatomy Of A Healthy, Scaleable 7-Figure Business
- 7 Figure Society Training Module 1 – Intro to 7 Figure Society
- 7 Figure Society Training Module 2 – Building A Strong Foundation
- Video 2.1 – Building A Rock Solid Foundation
- Video 2.2 – Crash Course On Finances: How To Maximize Your Profits Through Strategic Tax Strategy
- Video 2.3 – Crash Course On Finances: How To Predictably & Sustainably Scale Your Company By The Numbers
- Video 2.4 – Simple Financial Frameworks I Highly Recommend
- Video 2.5 – Crash Course On Legal: Building Your Company’s Legal Foundation
- Video 2.6 – Crash Course On Legal: Protecting Your Company’s Intellectual Property
- Video 2.7 – Personal Finances: Building Your Personal Financial Foundation
- Video 2.8 – Making Strategic Lifestyle-Based Financial Decisions
- Video 2.9 – Making Strategic Future-Based Financial Decisions
- Video 2.10 – How To Grow Your Wealth Like The Wealthy & Create A Tax-Free Retirement & Legacy Plan
- Video 2.11 – How To Become Financially Unstoppable
- 7 Figure Society Training Module 3 – Building a World Class Team
- Video 3.1 – Building A World Class Team
- Video 3.2 – Creating A Rock Solid Culture
- Video 3.3 – Mission, Vision & Principles
- Video 3.4 – Identifying A-Players For Your Team
- Video 3.5 – Core Principles Of 7-Figure Leadership
- Video 3.6 – How To Communicate Like A 7-Figure Executive
- Video 3.7 – The Art & Science Of Lovingly Firing Staff
- Video 3.8 – BONUS: Virtual Assistant Training with Bianca
- 7 Figure Society Training Module 4 – Building Your 7-Figure Sales Department
- Video 4.1 – Assembling Your Sales Dream Team
- Video 4.2 – How To Find Quality Advisors & Specialist
- Video 4.3 – How To Interview Potential Enrollment Personnel
- Video 4.4 – Hiring Specialists & Advisors: When To Hire & What To Pay
- Video 4.5 – Bonus Structure To Drive Production
- Video 4.6 – Hiring Strategy for Advisors
- Video 4.7 – Hiring Strategy for Specialists
- Video 4.8 – The Archetype Of Top-Performing Specialists
- Video 4.9 – How To Onboard & Train Advisors
- Video 4.10 – How To Onboard & Train Specialists
- Video 4.11 – 7-Figure Enrollment Team Meeting Pulse
- Video 4.12 – How To Handle Dips In Production
- 7 Figure Society Training Module 5 – Building Your 7-Figure Marketing Department
- 7 Figure Society Training Module 6 – Building Your 7-Figure Operations Department
- Video 6.1 – Building Your 7-Figure Operations Team
- Video 6.2 – When To Hire & What To Pay
- Video 6.3 – Hiring Strategy
- Video 6.4 – How To Find High Quality Operations Personnel
- Video 6.5 – How To Interview Personnel
- Video 6.6 – How To On-Board & Train Operations Team Members
- Video 6.7 – How To Use The Operations Team Job Descriptions
- Video 6.8 – Meeting Pulse
- Video 6.9 – Team Member Reviews
- Video 6.10 – How To Handle Common Operational Problems
- 7 Figure Society Training Module 7 – Scalable 7-Figure Systems, Processes & Operations
- Video 7.1 – Operating a Scalable 7-Figure Company
- Video 7.2 – Creating & Maintaining Your Organizational (Org) Chart
- Video 7.3 – How To Create An Org Chart
- Video 7.4 – Understanding & Creating Effective SOPS
- Video 7.5 – Understanding Key Performance Indicators (KPIS) and Metrics
- Video 7.6 – Taking Control Of Your Calendar & Scheduling
- Video 7.7 – Effective Team Communication
- Video 7.8 – How To Use Monday.com For Team Communication
- 7 Figure Society Training Module 8 – Scalable 7-Figure Systems, Processes & Operations – Sales Team
- Video 8.1 – How To Delegate Leads To Specialist
- Video 8.2 – 7-Figure Pipeline Management Strategies
- Video 8.3 – Diving Deeper Into Pipeline Management
- Video 8.4 – How To Navigate Pipedrive
- Video 8.5 – Scheduling & Calling Software
- Video 8.6 – Call Recording Software and Scheduling A Lead
- Video 8.7 – Commission & Escrow
- Video 8.8 – New Specialist Onboarding SOP
- Video 8.9 – New Advisor Onboarding SOP
- Video 8.10 – Lead Quality Info Sheet
- Video 8.11 – Sales Department Key Performance Indicators (KPIs) & Metrics
- Video 8.12 – Marketing Asset Library
- Video 8.13 – 7-Figure CRM Management
- Video 8.14 – How To Use Monday.com As A CRM
- Video 8.15 – Project Management
- Video 8.16 – How To Use Monday for Project Management
- Video 8.17 – How To Conduct Payroll
- Video 8.18 – How To Handle Delinquent Payments
- Video 8.19 – I.C.E Growth Idea Prioritization Strategy
- 7 Figure Society Training Module 9 – Scaling Your Client Acquisition
- Video 9.1 – [Sandwich Campaign] How To Modify Clickfunnel Pages
- Video 9.2 – [Sandwich Campaign] How To Set Up Your Custom Domain
- Video 9.3 – [Sandwich Campaign] How To Set Up The Typeform Questions
- Video 9.4 – [Sandwich Campaign] How To Connect Typeform To ActiveCampaign Using Zapier
- Video 9.5 – $1 Per Day Omnipresence Retargeting Strategy
- 7 Figure Society Training Module 10 – Wealthy Black CEO Operating System
- Video 10.1 – Value Engine Mapping
- Video 10.2 – Building Your Company Playbooks
- Video 10.3 – Creating The High Powered Team Canvas
- Video 10.4 – Building Your Company Scoreboard
- Video 10.5 – Establishing Meeting Rhythm And Strategic Planning (1)
- Video 10.6 – Establishing Meeting Rhythm And Strategic Planning (2)
- Video 10.7 – The “New Rich” Planning Process:
- Video 10.8 – Working On The “New Rich” Planning Process
- Video 10.9 – Creating Your Clarity GPS, Clarity Call + ONE Last Thing…
- 7 Figure Society Training Module 11 – Masterclass Mastery
- 7 Figure Society Training Module 12 – Big Profits With Simple Events
- Big PROFITS with Simple Events RESOURCES
- [7FS] Video 12.1 – SET AN INTENTION FOR SUCCESS, YOUR DREAM EVENT, YOUR IDEAL AUDIENCE & LIVE EVENT LESSON PLAN QUESTIONS
- [7FS] Video 12.2 – KEY MESSAGES
- [7FS] Video 12.3 – KEY MESSAGES PT 2
- [7FS] Video 12.4 – NAILING YOUR KEY MESSAGE, EVENT PLANNING & MARKETING TIMELINE
- [7FS] Video 12.5 – EVENT PLANNING & MARKETING TIMELINE PT 2
- [7FS] Video 12.6 – BUTTS IN SEATS CHECKLIST
- [7FS] Video 12.7 – RUN OF SHOW SAMPLE & WHAT TO OFFER
- [7FS] Video 12.8 – WHAT MUST BE INCLUDED IN THE OFFER PACKET & MONETIZING YOUR EVENT
- [7FS] Video 12.9 – MUST HAVES FOR A PROFITABLE EVENT, STICK STRATEGIES, DAILY TEAM DEBRIEF, LOGISTICS
- [7FS] Video 12.10 – SAMPLE EMCEE CUE CARD
- 7 Figure Society Mastermind Recordings
- 7-Figure-Society-Mastermind-Coaching-Call-05-12-2020
- 7-Figure-Society-Mastermind-Coaching-Call-05-26-2020
- 7-Figure-Society-Mastermind-Coaching-Call-06-09-2020
- 7-Figure-Society-Mastermind-Coaching-Call-06-23-2020
- 7-Figure-Society-Mastermind-Coaching-Call-07-07-2020
- 7-Figure-Society-Mastermind-Coaching-Call-07-21-2020
- 7-Figure-Society-Mastermind-Coaching-Call-08-04-2020
- 7-Figure-Society-Mastermind-Coaching-Call-08-18-2020
- 7-Figure-Society-Mastermind-Coaching-Call-09-03-2020
- 7-Figure-Society-Mastermind-Coaching-Call-09-15-2020
- 7-Figure-Society-Mastermind-Coaching-Call-09-29-2020
- 7-Figure-Society-Mastermind-Coaching-Call-10-13-2020
- 7-Figure-Society-Mastermind-Coaching-Call-10-27-2020-Part-I
- 7-Figure-Society-Mastermind-Coaching-Call-10-27-2020-Part-II
- 7-Figure-Society-Mastermind-Coaching-Call-10-27-2020-Part-III
- 7-Figure-Society-Mastermind-Coaching-Call-06-06-2023
- 7-Figure-Society-Mastermind-Coaching-Call-06-20-2023
- 7-Figure-Society-Mastermind-Coaching-Call-07-05-2023
- 7-Figure-Society-Mastermind-Coaching-Call-07-18-2023
- 7-Figure-Society-Mastermind-Coaching-Call-07-25-2023
- 7-Figure-Society-Mastermind-Coaching-Call-08-15-2023
- 7-Figure-Society-Mastermind-Coaching-Call-08-28-2023
- 7-Figure-Society-Mastermind-Coaching-Call-09-12-2023
- 7-Figure-Society-Mastermind-Coaching-Call-09-26-2023
- 7-Figure-Society-Mastermind-Coaching-Call-10-18-2023
- 7-Figure-Society-Mastermind-Coaching-Call-10-31-2023
- 7-Figure-Society-Mastermind-Coaching-Call-11-14-2023
- 7-Figure-Society-Mastermind-Coaching-Call-11-28-2023
- 7-Figure-Society-Mastermind-Coaching-Call-12-12-2023
- 7-Figure-Society-Mastermind-Coaching-Call-01-02-2024
- 7-Figure-Society-Mastermind-Coaching-Call-01-16-2024
- 7-Figure-Society-Mastermind-Coaching-Call-01-30-2024
- 7-Figure-Society-Mastermind-Coaching-Call-02-13-2024
- 7-Figure-Society-Mastermind-Coaching-Call-02-27-2024
- 7-Figure-Society-Mastermind-Coaching-Call-03-12-2024
- 7-Figure-Society-Mastermind-Coaching-Call-03-26-2024
- 7-Figure-Society-Mastermind-Coaching-Call-04-09-2024
- 7-Figure-Society-Mastermind-Coaching-Call-05-07-2024
- 7-Figure-Society-Mastermind-Coaching-Call-05-21-2024
- 7-Figure-Society-Mastermind-Coaching-Call-06-04-2024
- 7-Figure-Society-Mastermind-Coaching-Call-06-18-2024
- 7-Figure-Society-Mastermind-Coaching-Call-07-15-2024
- 7-Figure-Society-Mastermind-Coaching-Call-07-30-2024
- 7-Figure-Society-Mastermind-Coaching-Call-08-13-2024
- 7-Figure-Society-Mastermind-Coaching-Call-08-27-2024
- 7-Figure-Society-Mastermind-Coaching-Call-09-10-2024
- 7-Figure-Society-Mastermind-Coaching-Call-09-24-2024
- 7 Figure Society Retreat – December 2020
- Section 1 – Welcome
- Section 2 – 7-Figure CEO Mindset
- Section 3 – Building a 7-Figure Business That Runs With Little If Any Of Your Personal Effort
- Section 4 – Crafting a Rock Solid Company Culture
- Day 1 Wrap Up
- Section 5 – Crafting Your Companies Vivid Vision
- Section 6 – Continue Work on Vivid Vision Doc
- Section 7 – Designing 2021
- Section 7 – Plotting Your Calendar
- Section 8 – Hot Seats
- 7 Figure Society Retreat – March 2021
- Section 1 – Welcome
- Section 2 – Strategic Planning
- Section 3 – Identifying A-Players For Your World Class Team
- Section 4 – How To Build A World Class Fulfillment Team
- Day 1 Wrap Up
- Section 5 – 21 Core Principles Of 7-Figure Leadership
- Section 6 – How NOT To Lose Your Million Dollar Business
- Section 7 – 7-Figure Productivity Strategies
- Section 8 – Plotting Your Calendar & Reverse Engineering Your Goals
- Section 9 – Hot Seats
- Wrapping Up
- 7 Figure Society Retreat – June 2021
- Section 1 – Welcome
- Section 2 – Strategic Planning
- Section 3 – Client Attraction System 2.0 Walkthrough
- Section 4 – How To Pre-Qualify & Triage Apps
- Day 1 Wrap Up
- Section 5 – Hiring World Class Advisors & Specialist
- Section 6 – Creating The “Gold Standard” In Your Industry Of Client Success Systems
- Section 7 – Mental Wellness Strategies For High Performing CEOs
- Section 8 – Designing Q3 (Plotting Your Calendar)
- Section 9 – Hot Seats & Wrap Up Day 2
- 7 Figure Society Retreat – September 2021
- Section 1 – Welcome
- Section 2 – Strategic Planning
- Section 3 – Client Attraction System 2.0 Walkthrough
- Section 4 – How To Pre-Qualify & Triage Apps
- Day 1 Wrap Up
- Section 5 – Segment & Delegation For 7-Figure CEOs
- Section 6 – Creating The “Gold Standard” In Your Industry Of Client Success Systems
- Section 7 – Mental Wellness Strategies For High Performing CEOs
- Section 8 – Diving Into Your Numbers To Reverse Engineer Goals for Q3
- Section 9 – Teaching And Wrap Up Day 2
- 7 Figure Society Retreat – December 2021
- Section 1 – Welcome & Q2 End Business Assessment
- Section 2 – Q1 Strategic Planning & Coordinating Worksheet
- Section 3 – Q&A with Marquel & Drae
- Section 4 – Rise To A Billion – Marquel
- Section 5 – Day 1 Wrap Up
- Section 6 – Rules To The Game – Marquel
- Section 7 – Creating The “Gold Standard” In Your Industry Of Client Success Systems – Drae
- Section 8 – Mental Wellness Strategies For High Performing CEOs – Dr. Curt
- Section 9 – Diving Into Your Numbers To Reverse Engineer Goals for Q1 – Marquel
- Section 10 – Day 2 Teaching & Wrap Up
- 7 Figure Society Retreat – March 2022
- Section 1 – Welcome and Q1 End Business Assessment
- Section 2 – Q1 Strategic Planning & Coordinating Worksheets
- Section 3 – Q&A Segment with Marquel and Aundrae
- Section 4 – Level To The Game
- Section 5 – How To Delegate At Scale Without Sacrificing Service, Success & Your Sanity with Marquel
- Section 6 – Creating The “Gold Standard” In Your Industry Of Client Success Systems with Aundrae
- Section 7 – How To Grow & Manage A High Performing Enrollment Team with Richelle
- Section 8 – Diving Into Your Numbers To Reverse Engineer Goals with Marquel
- Section 9 – Mental Wellness Strategies For High Performing CEOs with Dr. Curt
- Section 10 – Hot Seat with Marquel & Aundrae
- 7 Figure Society Retreat – June 2022
- Section 1 – Welcome and Q2 End Business Assessment
- Section 2 – Strategic Planning & Coordinating (Marquel)
- Section 3 – Q&A Segment w/ Drae & Marquel
- Section 4 – Mental Wellness Strategies For High Performing CEOs – Dr. Curt
- Section 5 – 20-Hour Workweek Blueprint with Marquel – Part 1
- Section 6 – 20-Hour Workweek Blueprint with Marquel – Part 2
- Section 7 – Creating The “Gold Standard” In Your Industry Of Client Success Systems with Aundrae
- Section 8 – Cash Flow Management Strategies for 7-Figure CEOs with Dr. Rosché Brown
- Section 9 – Diving Into Your Numbers To Reverse Engineer Goals for Q3 with Marquel
- Section 10 – Teaching and Wrap Up
- 7 Figure Society Retreat – September 2022
- Day 1 – Welcome and Q3 End Business Assessment
- Day 1 – Strategic Planning & Coordinating (Marquel)
- Day 1 – Q&A Segment w/ Drae & Marquel
- Day 1 – The Anatomy Of A Healthy, Scalable 7-Figure Business (Marquel) and Wrap Up
- Day 2 – Hunter Vs. Farmer (Marquel)
- Day 2 – Mental Wellness Strategies For High Performing CEOs (Dr. Curt)
- Day 2 – Creating The “Gold Standard” In Your Industry Of Client Success Systems
- Day 2 – Teaching, Q&A and Wrap Up
- 7 Figure Society Retreat – December 2022
- Day 1 – Welcome and Q4 End Business Assessment
- Day 1 – Q&A Segment w/ Drae & Marquel
- Day 1 – 8 Reasons Businesses FAIL To Scale with Marquel
- Day 2 – The “New Rich” Planning Process with Marquel
- Day 2 – Executive Burnout with Dr. RJ
- Day 2 – Creating The “Gold Standard” In Your Industry Of Client Success Systems with Drae
- Day 2 – Working On The “New Rich” Planning Process
- Day 2 – Teaching, Q&A and Wrap Up
- 7 Figure Society Retreat – March 2023
- Day 1 – Coach Christal Segment
- Day 1 – Welcome and Q4 End Business Assessment
- Day 1 – Q1 Strategic Planning & Coordinating Worksheets
- Day 1 – Review 12Q Planning Grid – Refine & Amplify
- Day 1 – Q&A Segment
- Day 2 – Review Day One And Q&A Segment with Marquel and Aundrae
- Day 2 – Coach Christy Segment
- Day 2 – Coach Drae Segment – Creating The “Gold Standard” In Your Industry Of Client Success Systems
- Day 2 – Diving Into Your Numbers To Reverse Engineer Goals for Q1 & Designing Q1
- Day 2 – Hot Seats & Wrap Up
- 7 Figure Society Retreat – June 2023
- Day 1 – Coach Christal Segment
- Day 1 – Welcome and Q1 End Business Assessment
- Day 1 – Q3 Strategic Planning & Coordinating Worksheets
- Day 1 – Q&A Segment 1
- Day 1 – Q&A Segment 2
- Day 2 – Review Day One And Q&A Segment with Marquel and Aundrae
- Day 2 – Kantis Segment
- Day 2 – Coach Drae Segment – Creating The “Gold Standard” In Your Industry Of Client Success Systems
- Day 2 – Diving Into Your Numbers To Reverse Engineer Goals for Q3 & Designing Q3
- Day 2 – Hot Seats & Wrap Up
- 7 Figure Society Retreat – December 2023
- 7 Figure Society Retreat – March 2024