A backlog of our content that you can't find anywhere else -- previous questions, expert Q&As, Roundtables... Dozens of hours of content for you to dive deep on.
A recap of all Q&As with experts we brought in
Revisit our Live Roundtables where membees share challenges they're facing and get immediate feedback from the group.
12+ months of questions for you to revisit
Breaking down how your agency works and how it will evolve over time as it grows and scales.
How Anthony Tumbiolo's $4M/year agency evolved over the years.
How the various parts of a service business interact with each other (work in progress)
All recordings of past Q&As with experts covering all topics of running an agency
This is how Jakt used to run planning broken down weekly, monthly, quarterly, and yearly.
The actual templates we used to run all planning sessions
Video Recap we did after the 2019 yearly planning session about Jakt initiatives for that year
Setting a yearly company vision and how to get there
How to plan your business' year for success
Building processes to run a more systemized agency.
A detailed explainer on how to create workflows/document processes for your company
Snapshots of your performance when compared to your goals. PS. You can grab the most updated versions + templates + more detailed explainer videos at Financeforagencies.com.
Revenue generated on a cash-basis.
Profit and Loss statements + Video Explainer
Forecast PnL for upcoming months
How your marketing + sales initiatives are performing
In addition to scorecards, use this document to keep an accurate pulse on your agency's finances.
Play around with various revenue and expense numbers to see how they affect your profit
**[disclaimer] These are contract templates we use at Jakt. This is not legal advice. Please use at your own risk.**
Template | SOW (Time & Materials) -- (attach this to the MSA)
Template | SOW (Monthly Retainer) -- (attach this to the MSA)
Template | SOW (Fixed Price) -- (attach this to the MSA)
Master Services Agreement (MSA) Template
How and under what circumstances we used MSAa and SOWs
**[disclaimer] These are contract templates we use at Jakt. This is not legal advice. Please use at your own risk.**
Consultants sign this and Consulting Agreement
Consultants sign this and Exhibit C
Template _ Confidential Separation Agreement and General Release
Template _ Notice of Termination
Template | Jakt Offer Letter
NDIAA
Full Time Employee Agreement with signing bonus
No signing bonus: NDIAA
**[disclaimer] These are contract templates we use at Jakt. This is not legal advice. Please use at your own risk.**
Building a company that can stand the test of time.
Tools to help you bring in a great team.
To evaluate each candidate after each round of interviews
Process | Culture Interview + Article
Process | 2nd In Person Interview
Process | 1st In Person Interview
Process | Phone Screen Interview
Interview process we used to source new talent
To create a great job description that attracts the right talent.
A complete overview of the workflow from A-Z including stages, owners, and wait time
Tools to help you manage and evaluate your team.
Template for exit interview
List of tasks for employees that are laid off / exiting
Templates to be used during performance review meetings
Onboarding meetings outline (full time)
Email templates for onboarding full time and contractors
New employee onboarding tasks (for full time and contractors)
Make the most of your marketing efforts.
Manage your marketing budget and analyze its performance.
Keep your meeting organized and structured so your team and your clients are efficient and up to date.
Other templates, docs, and tools across a variety of topics.
Books, videos, and podcasts that can change limiting beliefs
This is what was used for Jakt ($4M/year), a NYC product design studio.
Books recommended by mentors and members in the community
Personal finance budgeting for entrepreneurs
