Affiliate Resources

Starting your own consulting firm can be an overwhelming process.

  1. How do you find qualified prospects?
  2. Once you find business owners interested in your services, how do you convert them into paying clients?
  3. Once you begin servicing clients, what tools can help you grow your firm?

That is why we are here to help! Below is a list of helpful resources that we use within our own business. Some of the links below are public, so that anyone can benefit from the information. The others are password-protected and reserved only for our affiliates.

Affiliate Login

Marketing Tools

  • Sample 13 Week Marketing Plan (affiliate access only)
  • Grand Opening Promotional Campaign - Sample (affiliate access only)
  • Grand Opening Press Release - Sample (click to download)
  • Grand Opening Direct Mailer - Sample (affiliate access only)
  • DAS Diagnostic Focus Template (affiliate access only)
  • Diagnostic Report Sample (affiliate access only)
  • Time and Action Plan Sample (affiliate access only)
  • DAS Sample Introductory Letter (affiliate access only)
  • Building Your Profit Team - White Paper (click to download)
  • DAS Brochure (affiliate access only)
  • DAS Testimonials (affiliate access only)
  • Diagnostic Brochure (affiliate access only)
  • Brochure - Bank and COI (affiliate access only)
  • Special Lender Program Brochure (affiliate access only)
  • Bank Presentation - Power Point Presentation (affiliate access only)
  • Bank Presentation - 10 indicators of trouble (affiliate access only)
  • Chamber of Commerce Presentation - Building a Money Making Machine (affiliate access only)
  • Inventors Group Presentation - Raising Capital (affiliate access only)
  • Preparing for Financing Presentation (affiliate access only)
  • 16 Point Diagnostic Training Presentation (affiliate access only)
  • Employment vs. Outsource Analysis (affiliate access only)
  • Sales Email Scripts (affiliate access only)
  • Business Card Layout (affiliate access only)
  • Services Matrix (affiliate access only)
  • Pricing matrix (affiliate access only)
  • DAS Logo (affiliate access only)
 

Marketing Processes

  • DAS Cross-Pollination Strategy (affiliate access only)
  • COI Meeting Presentation (affiliate access only)
  • DAS Introductory Call - Director Process (affiliate access only)
  • DAS Introductory Call - Non-Director Process (affiliate access only)
  • DAS Introductory Meeting Process (affiliate access only)
  • DAS Introductory Meeting Process - Free Book (affiliate access only)
  • Public Relations Processes (affiliate access only)
 

Operations Tools

  • Diagnostic - Document Request List (affiliate access only)
  • Engagement Planning Form (affiliate access only)
  • Segregation of Duties Worksheet (affiliate access only)
  • Financial Management Team Analysis (affiliate access only)
  • Recommended Reporting Checklist (affiliate access only)
  • Cash Flash Report Template (affiliate access only)
  • Financing Checklist (affiliate access only)
  • Borrowing Base Calculation Worksheet (affiliate access only)
  • Bank Financing Summary Letter Template (affiliate access only)
  • Personal Net Worth Template (affiliate access only)
  • Financing Progress Report Template (affiliate access only)
  • Company Dashboard Template (affiliate access only)
  • Employee Scorecard Template (affiliate access only)
  • Accounting Software Conversion Checklist (affiliate access only)
  • Business Valuation Template (affiliate access only)
  • Strategic Diagnostic Document Request List (affiliate access only)
  • Strategy Session Agenda (affiliate access only)
  • Strategic Engagement Interview Form - Departmental (affiliate access only)
  • Strategic Engagement Interview Form - General (affiliate access only)
  • Sample Ideal Acquisition Target Profile (affiliate access only)
  • 13 Week Cash Projection Template (affiliate access only)
  • Liquidation Analysis Template (affiliate access only)
  • Amortization Schedule Template (click to download)
  • Financial Ratios Template (click to download)
 

Operations Processes

  • DAS Diagnostic Process (affiliate access only)
  • DAS CFO and Controller Services Process (affiliate access only)
  • Financial Statement Review Process (affiliate access only)
  • Budgeting Process (affiliate access only)
  • DAS Financing Process (affiliate access only)
  • Dashboard Process (affiliate access only)
  • Accounting Software Conversion Process (affiliate access only)
  • DAS Targeted Acquisition Process (affiliate access only)
  • DAS Targeted Sales Process (affiliate access only)
  • Cash Flash & Forecasting Process (affiliate access only)
  • Strategic Diagnostic Process (affiliate access only)
  • 13-Week Cash Flow Projection Process (affiliate access only)
 

Business Planning

  • Business Plan for a Startup Business (affiliate access only)
  • Strategic Plan (affiliate access only)
  • Firm Budgeting Templates (affiliate access only)
 

Franchise Administration

  • Sample Proposal - Fixed Fee (affiliate access only)
  • Sample Proposal - Fixed Fee - 2 (affiliate access only)
  • Sample Proposal - Blended (affiliate access only)
  • Sample Agreement - Hourly (affiliate access only)
  • Sample Agreement - Fixed fee (affiliate access only)
  • Sample Agreement - Blended (affiliate access only)
  • Sample New Employee Checklist (affiliate access only)
  • Sample Employment Agreement (affiliate access only)
  • Sample Unpaid Internship Agreement (affiliate access only)
  • Sample Employee Manual (affiliate access only)
  • Sample Independent Contractor Agreement (affiliate access only)
  • Sample Weekly Coaching Agenda (affiliate access only)
  • Commission Plan Template (affiliate access only)
  • Client Termination Process (affiliate access only)
 

Sample Job Descriptions and Job Posting Ads

  • Manager (click to download)
  • Director (affiliate access only)
  • Consultant (affiliate access only)
  • Junior Consultant (affiliate access only)
  • Marketing Assistant (affiliate access only)
  • Account Executive (affiliate access only)
  • Administrative Assistant (affiliate access only)
  • Assistant Controller (affiliate access only)
 

Take Control of Your Future Today!

  • Contact info
  • Contact us at 800.440.5266 (U.S.) or 248.283.8834 (Please note: Our operating hours are 8:00am - 5:00pm Eastern Standard Time. Outside of business hours please leave a detailed message and we will get back to you as soon as possible.)