Simple Business Plan

In White Collar Warrior, Bill Hart recommends the Simple Business Plan Tool. This simple tool outlines what you will accomplish, where you need to make improvements and what you will do to reach your goals. Each quarter, use the Simple Business Plan Tool to guide you and your team to hone in on your priorities and do more of the work you love.

Life Plan Tool

Throughout White Collar Warrior you heard about sales professionals who reviewed their Life Plans each morning. A Life Plan will help you discover how to clarify what’s most important to you, envision a clear and compelling future you’re your life, and take action to close the gap between where you are and where you want to be.

Team Assessment

This Team Assessment Tool is a great resource to help you evaluate each team member, identify areas of strength and develop a plan to help each one grow.

Road to Referrals

Specifically for sales professionals in the mortgage industry, Coach Bill Hart created the Road to Referrals process, a journey that will help you build value-based relationships with key referral partners.

Mission Debrief Guide

Use this tool to unpack and debrief key projects and initiatives with your team so that you can learn where things went well and what you can improve for future deployments.