
Looking for something in particular? Here is a list of ALL the assets included in The Systems Society.
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THE SYSTEMS SOCIETY ASSET LIST

Discovery Call System
- Flow Chart: Discovery Call System
- Resource: List of Questions to Ask Prospective Clients on a Discovery Call
- Template: Pre-Discovery Call Research Notes
- Template: Discovery Call Notes
- Email Template: Pre-Discovery Call
- Email Template: Discovery Call Booking Confirmation
- Email Template: Discovery Call Reminder
- Email Template: Discovery Call “No Show” Reminder
- Email Template: Discovery Call Reschedule
- Email Template: Discovery Call Follow Up (thinking)
- Email Template: Discovery Call Follow Up (not booking)
- Email Template: Discovery Call Follow Up (booking)
- Tech Training: How to Set Up Acuity to Book Discovery Calls
- Tech Training: How to Use Zapier to Create Asana Tasks for New Discovery Calls
Client Proposal System
- Flow Chart: Client Proposal System
- Template: Pricing Calculator
- Template: Proposal Canva Template
- Template: Proposal Outline
- Email Template: Post-Discovery Call Follow Up
- Email Template: Client Proposal Delivery
- Email Template: Client Proposal Follow-Up
Instagram System
- Flow Chart: Instagram System
- Resource: Instagram Feed Content Bucket Ideas + Examples
- Resource: Instagram Story Content Ideas + Examples
- Resource: Instagram Feed Style Ideas + Posting Schedule Examples
- Template: Hashtag Database Spreadsheet
- Template: Instagram Metrics Tracker
- Template: Content Library Spreadsheet
- Template: Canva Feed Style Mockup
- Asana Template: Instagram Service Delivery System Workflows
- Template: Posting Schedule Spreadsheet
- Tech Training: How to Do Hashtag Research
Blog Post System
- Flow Chart: Blog Post System
- Video Training: How to Repurpose One Piece of Content in Dozens of Different Ways
- Asana Template: Standard Blog Post Workflow
- Asana Template: Podcast + Blog Post Workflow
- Asana Template: Video + Blog Post Workflow
- Template: Blog Post Google Doc
- Template: Editorial Calendar Spreadsheet
- Template: Content Spreadsheet
- SOP: Blog Post Writing
- SOP: Blog Post Review

Client Onboarding System
- Flow Chart: Client Onboarding System
- Template: Independent Contractor Agreement
- Template: Client Welcome Kit
- Template: Client Intake Form
- Email Template: New Client Welcome Email
- Email Template: Intake Form Follow-Up
- Email Template: Order Details
- Asana Template: Client Onboarding Workflow
- Tech Training: How to Automatically Add Your Client Intake Form Responses to Asana with Zapier
- Tech Training: How I Set Up Automated Client Welcome Email in AC
- Tech Training: How to Set Up a Client Project Task Prompt in Zapier

Team Member Onboarding System
- Flow Chart: Team Member Onboarding System
- Template: Subcontractor Agreement Contract
- Template: Team Member Application Form
- Template: Job Description
- Template: Interview Notes
- Email Template: We’re Hiring Broadcast
- Email Template: Interview Invitation
- Email Template: Not Hiring You
- Email Template: You’re Hired
- Email Template: New Team Member Welcome
- Resource: Subcontractor Rates Chart
- Video: Why I Decided to Grow My Team + Leave the Solopreneur Lifestyle Behind
Task Management
- Task Management Mini-Course (7 lessons)
- Spreadsheet Template: Daily Task Management System
- Google Doc Template: Project Brief
- Video Training: How to Use Toggl for Task Management
Goal Setting & Tracking
- Spreadsheet Template: Revenue Planner & Tracker
- Google Doc Template: Quarterly Goal Setting & Review
- Video Training: How to Use Asana to Help You Achieve Your Goals
- Canva Template: Goal Setting Desktop Backgrounds
- Canva Template: Goal Setting Phone Lock Screen Backgrounds