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New Manager & Team Lead Basics (PDF book)

The companion book to the course New Manager & Team Lead Basics for Small Teams: all fifteen lessons as a 107-page PDF, each with its sources. Five parts: The Job Just Changed · Clarity · Getting Work Done Through Others · Growing Your People · Running the Team. You finish by building your own Team Lead Playbook.

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Customer Service & Client Communication (PDF book)

The companion book to the course Customer Service & Client Communication for Small Teams: all fifteen lessons as a 123-page PDF, each with its sources. Five parts: What Customers Actually Judge · Clear Before Kind · Policies, Limits and Saying No · When It Goes Wrong · Limits, Steadiness, and the Service Book. You finish by building your own Service Book.

Front Desk & Client Intake Excellence (PDF book)

The companion book to the course Front Desk & Client Intake Excellence for Small Teams: all fifteen lessons as a 133-page PDF, each with its sources. Five parts: First Impressions, at the Counter and on the Line · Intake, Forms, and the Client's Path Through the Desk · The Book · Messages, Handoffs, and Money · Privacy, Memory, and the Desk Guide. You finish by building your own Desk Guide. This book is not legal or financial advice. Where the law comes in, it points you to the owner, the payment processor and the business's attorney.