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From the back of the book

Worksheets And Templates

A chapter argues for a decision. The agency worksheets and templates at the back of 7-Figure Agency Mindset A-Z are where you make it. One for every chapter, thirty in all, each carrying the quarter of the mastermind year it falls due in.

Written by Hamid Mahmood

See all thirtyRead the chapters

The set, by section of the book

  1. Worksheet 1, First Things First: Knowing Oneself, section 1, due in the fourth quarter.
  2. Worksheet 2, Calculated Markets To Work In, section 1, due in the first quarter.
  3. Worksheet 3, Choosing Your Agency Niche, section 1, due in the first quarter.
  4. Worksheet 4, Being In The Top 10: Success Formula, section 1, due in the fourth quarter.
  5. Worksheet 5, Deciding Your Agency Branding, section 1, due in the first quarter.
  6. Worksheet 6, Build Trust To Attract More Moneybags, section 1, due in the first quarter.
  7. Worksheet 7, Agency Site Unlocked On The Web, section 1, due in the first quarter.
  8. Worksheet 8, Engage Your Audience, section 1, due in the second quarter.
  9. Worksheet 9, Your Expectations Get Hurt When There Is No Hierarchy, section 2, due in the third quarter.
  10. Worksheet 10, Systems, Processes And Blueprints, section 2, due in the second quarter.
  11. Worksheet 11, System Of Rewards And Penalties, section 2, due in the third quarter.
  12. Worksheet 12, Accountability: Numbers For Everyone, section 2, due in the third quarter.
  13. Worksheet 13, Do Not Say SEO Does Not Work In The Agency, section 3, due in the second quarter.
  14. Worksheet 14, How To Be A Superhero In Agency Sales, section 3, due in the second quarter.
  15. Worksheet 15, Sales Funnels For Agencies, section 3, due in the first quarter.
  16. Worksheet 16, Pricing Transparency, No Different Rates, section 3, due in the fourth quarter.
  17. Worksheet 17, Reviews, Reviews And Reviews, section 3, due in the fourth quarter.
  18. Worksheet 18, Portfolio: Keep Building To Keep Thriving, section 3, due in the fourth quarter.
  19. Worksheet 19, In House Or Partners? Easy Implementation, section 3, due in the second quarter.
  20. Worksheet 20, Not Only Technical But Ethical, Too, section 4, due in the third quarter.
  21. Worksheet 21, Right Leadership Mindset In An Agency, section 4, due in the fourth quarter.
  22. Worksheet 22, Innovate Or You Stay Behind, section 4, due in the fourth quarter.
  23. Worksheet 23, Focus Or Otherwise Lose, section 4, due in the first quarter.
  24. Worksheet 24, Make Them Successful, Too, section 4, due in the third quarter.
  25. Worksheet 25, Have A Bigger Cause, Bigger Goals, section 4, due in the fourth quarter.
  26. Worksheet 26, Invest Money To Grow, section 4, due in the second quarter.
  27. Worksheet 27, Employee Retention, section 4, due in the third quarter.
  28. Worksheet 28, System For Scaling, section 5, due in the fourth quarter.
  29. Worksheet 29, Legal Protection, section 5, due in the third quarter.
  30. Worksheet 30, Planning The Next 10 Years Beforehand, section 5, due in the fourth quarter.
  • Section 1
  • Section 2
  • Section 3
  • Section 4
  • Section 5
Worksheets, one per chapter
30Worksheets, one per chapter
Sections of the book they follow
5Sections of the book they follow
Coaching tracks they feed
10Coaching tracks they feed
Quarters of the year they fall due across
4Quarters of the year they fall due across

What these worksheets are

Overview

They are the pages at the back of 7-Figure Agency Mindset A-Z, one for every chapter of the book. A chapter argues for a decision. The worksheet is where you make it against your own numbers, which is the part that most agency books leave to the reader and most readers never do.

Every one carries the quarter of the mastermind year it belongs to, which means a worksheet is not a thing you fill in when you find an afternoon. It has a place in the year, and in the programme somebody asks you for it.

Each one sits behind the chapter it comes from, so the answer you write has an argument under it. That is what makes a sheet defensible in a room of other owners rather than just complete.

They do not run in chapter order either. Chapter 1 asks who you actually are and what you are genuinely good at, and its worksheet falls due in the last quarter, because the honest version of that answer needs a year of evidence behind it. Chapter 23 sits in section four of the book and comes due in the first quarter. The book is written to be read straight through. The worksheets are scheduled in the order an agency can take them.

See all thirty

Thirty sheets is only useful if you can tell which one you need.

All thirty, and what each one fixes

What Is Inside

Grouped by the part of the agency they settle rather than by chapter order, because that is how you pick one. Each group links to the coaching track that goes deeper on the same ground, and every sheet carries the quarter it falls due in.

Branding

Niche, positioning, trust, the website and the proof that sits behind it.

  1. 03Choosing Your Agency NicheQuarter 1
  2. 04Being In The Top 10: Success FormulaQuarter 4
  3. 05Deciding Your Agency BrandingQuarter 1
  4. 06Build Trust To Attract More MoneybagsQuarter 1
  5. 07Agency Site Unlocked On The WebQuarter 1
  6. 17Reviews, Reviews And ReviewsQuarter 4
  7. 18Portfolio: Keep Building To Keep ThrivingQuarter 4
  8. 20Not Only Technical But Ethical, TooQuarter 3
  9. 23Focus Or Otherwise LoseQuarter 1
Branding coaching

Systems

Process, accountability, delivery and what has to exist before you can double.

  1. 10Systems, Processes And BlueprintsQuarter 2
  2. 12Accountability: Numbers For EveryoneQuarter 3
  3. 19In House Or Partners? Easy ImplementationQuarter 2
  4. 24Make Them Successful, TooQuarter 3
  5. 28System For ScalingQuarter 4
Systems coaching

Team & HR

Hierarchy, consequences, leadership and keeping the people you trained.

  1. 09Your Expectations Get Hurt When There Is No HierarchyQuarter 3
  2. 11System Of Rewards And PenaltiesQuarter 3
  3. 21Right Leadership Mindset In An AgencyQuarter 4
  4. 27Employee RetentionQuarter 3
Team & HR coaching

Exit & Legacy

Purpose, legal protection and the ten year picture you work back from.

  1. 25Have A Bigger Cause, Bigger GoalsQuarter 4
  2. 29Legal ProtectionQuarter 3
  3. 30Planning The Next 10 Years BeforehandQuarter 4
Exit & Legacy coaching

Finance

One rate card, and where profit goes at each stage.

  1. 16Pricing Transparency, No Different RatesQuarter 4
  2. 26Invest Money To GrowQuarter 2
Finance coaching

Lead Generation

Staying present with buyers who are not ready, and your own SEO.

  1. 08Engage Your AudienceQuarter 2
  2. 13Do Not Say SEO Does Not Work In The AgencyQuarter 2
Lead Generation coaching

Sales

The agency sales playbook and the funnels underneath it.

  1. 14How To Be A Superhero In Agency SalesQuarter 2
  2. 15Sales Funnels For AgenciesQuarter 1
Sales coaching

AI & Automation

Building innovation into the operating rhythm instead of the wish list.

  1. 22Innovate Or You Stay BehindQuarter 4
AI & Automation coaching

International

Choosing markets on evidence rather than on who replied.

  1. 02Calculated Markets To Work InQuarter 1
International coaching

Who We Coach

The self assessment the whole book starts from.

  1. 01First Things First: Knowing OneselfQuarter 4
Who We Coach coaching

Ten tracks, and every one of them has a coaching silo behind it, so a worksheet is never the end of the subject.

Knowing which one you need is not the same as doing it.

How to actually use them

How To Use It

Three steps, and the order carries most of the value.

  1. 01

    Read the chapter first

    Every sheet sits behind an argument, and the argument is what makes your answer defensible later. Filled in cold, a worksheet returns a tidy answer to a question nobody has asked you yet.

  2. 02

    Answer it with your own numbers

    Your figures, your clients, your team. Two agencies can complete the same sheet honestly and reach opposite conclusions, which is the point of doing it rather than reading about it.

  3. 03

    Bring it to the quarter it falls due in

    In the mastermind every sheet has a Friday. That is when it gets read back to you by owners running a business the same size as yours, and it is the difference between a filled sheet and a decision.

The programme asks for the same thing in return: turn up live, do the work, bring it back. Attendance is the first thing it measures, and that is what makes it a cohort rather than a shelf of recordings.

Where they connect

Related Resources

The worksheets are one part of the book silo. These are the rest of it.

  1. The book itselfAll thirty chapters across five sections, with the quarter each one is implemented in and the coaching track behind it.
  2. The 52 week curriculumWhat each quarter of the mastermind year covers. It is where the quarter on each worksheet comes from.
  3. The lead generation bootcampFourteen live sessions of three hours, one lead generation channel each. The fastest way to see how the coaching runs before committing to a year.

How to get them

Get Access

The whole set is printed at the back of 7-Figure Agency Mindset A-Z, which costs $19.99. The mastermind is where it gets worked: each sheet in the quarter it falls due, in front of the other owners in your cohort who did theirs.

Join the mastermindRead the chapters first

The book is $19.99. The room where it gets done is capped at twenty agencies.