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The Pillar Code Intranet
THE PILLAR CODE
Company Overview - Vision & Mission
TPC 12 Step Schedule
TEXP 12 Step Schedule
ONBOARDING
Confidentiality Agreement
Onboarding & Offboarding Check List
TIPS & TRICKS TO MAKE YOUR WORK EFFICIENT & EFFECTIVE
How to Create a Sales Pipeline in Keap
How to Set Up Check Out Form & Payment Options in Keap
How to Add Bleed in Canva for Optimised Printing
How to Remove Leads from Campaign in Keap (1:33)
How to Remove Contacts from Active Automations in Keap
How to Re-Opt Contacts who Opted Out from Emails
How to Organise Emails in Outlook Inbox
12 Tips to Get More Done Using Microsoft Outlook
DOCUMENTS & TEMPLATES
Version Control Masterfile
Marketing Calendar
TPC Printing List
Master Practitioner Contact List
TPC Project Plan Masterfile
TPC Events Files
How to Edit for Review and Release
TPC Certification Table
MARKETING
Marketing Daily Process
Branding Guidelines
PJ's Personal Appointments Menu of Services
THE CREATORS CLUB
The Creators Club Process
TCClub Schedule
ADMIN PACKAGE
TPC Admin Package Flyer
TPC Admin Package Email Templates
TPC Admin Package Check List
TEXP Admin Package Flyer
TEXP Admin Package Email Templates
TEXP Admin Check List
TCC Admin Package Flyer
TCC Admin Package Email Templates
TCC Admin Package Check List
TCC TEXP Admin Package Flyer
TCC TEXP Admin Package Email Templates
TCC TEXP Admin Package Check List
LICENCING
TPC Rubric for Licensors
TPC Licencing Review Guide for Practitioners
TPC Initial Licencing Process Table / Check List
TPC Continuing Professional Development (CPD) Document
TPC Re-Licencing Process Table / Check List
TPC Program Client File Template
PROCESS FLOWCHARTS
TPC Process Flowcharts (Visio Template)
New Practitioner Journey Flowchart
Re-Licencing Flowchart
TPC Program Flowchart
TPC Onboarding Process Image Flowchart
RESEARCH
100 Research Report 2023
Video Tutorials
Admin Package: Setting up Client & Invoicing (5:39)
Admin Package: Onboarding 1 (25:03)
Admin Package: Onboarding 2 (15:32)
Admin Package: Sending Zoom Recordings & Tools (12:29)
Admin Package: Conclusion (16:36)
How to Add Students in Teachable (6:36)
How to Use the Version Control Masterfile (8:05)
How to Create a PDF Fillable Document (15:12)
How to Create a Microsoft Word Fillable Document (9:21)
12 Tips to Get More Done Using Microsoft Outlook
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