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Voyageur U - Be your own guide™
Section 1: Trailhead (Start Your Journey Here)
Why are we so dissatisfied with our professional lives? (4:40)
Your path to a portfolio career - becoming a Voyageur (The E-X-P-L-O-R-E-R plan) (4:51)
Trail Guide - How to use the existing UFM lessons in this course (3:51)
Trail Companions - Getting started with the Voyageur U professional network (3:38)
Your 3-3-3 Voyageur U quick-start plan (6:05)
Section 2: EXPLORER Keystone Lessons
Engage Your Mind (E) - Keystone Lesson (2:33)
Extend Your Network (X) - Keystone Lesson (3:14)
Build Your Portfolio (P) - Keystone Lesson (2:40)
Learn Something New (L) - Keystone Lesson (3:30)
Operate Your Business (O) - Keystone Lesson (3:53)
Return the Favor (R) - Keystone Lesson (3:08)
Enjoy Yourself (E) - Keystone Lesson (4:43)
Reflect and Recommit (R) - Keystone Lesson (3:39)
(P) Build Your Portfolio
How to Sell Yourself as a "Fractional" Professional (6:51)
(O) Operate Your Business
Master Services Agreement (MSA) Template (14:14)
The Three-Step Proposal Process that Wins Every Time (18:50)
Pipeline System
Section 3: Your Career Transition Plan
How to Use This Course
Evaluating Your Situation and Your Options (2:55)
Special Situation: You're Still Employed (3:12)
Special Situation: You've Just Been Let Go / Downsized / Rightsized / Let Go ... or Let Yourself Go (3:35)
Special Situation: You've Given Up on Your Job Search (5:46)
Special Situation: You're Over 40 (or over 50 ... or over 60) (6:32)
Special Situation: You Have Young Children at Home (4:16)
Special Situation: You Have Children Going Into College (4:33)
Special Situation: You've Freelanced Before (3:23)
Special Situation: You Want to Enhance Your Current "Gig" Career (4:48)
Building Your Personalized Skills Inventory (3:11)
Building Your Personalized 90-Day Transition Plan (2:42)
Business Setup: State and Federal Taxes, New Business Basics (3:36)
Business Setup: Hiring an Accountant (4:07)
Business Setup: Hiring a Lawyer (3:38)
Business Setup: Insurance (Business Liability) (5:26)
Business Setup: Health Insurance (4:57)
Business Setup: Managing Cash Flow (3:59)
Mindset for Success: What Happens If You Don't Act Now? (4:41)
Mindset for Success: What's Holding You Back? (4:34)
Mindset for Success: Getting Past Self-Doubt (5:59)
Mindset for Success: Workload Expectations (5:30)
Mindset for Success: A Job vs. a Gig (7:53)
Mindset for Success: It's Time to Decide! (3:32)
Mindset for Success: Mental Health Through Your Transition (8:30)
Section 4: Your Sales and Marketing Plan
How to Use This Course
The First Priority: Set Goals for Your TIME (Not Your Revenue) (5:11)
Setting Revenue Targets (Only Once You've Prioritized Your TIME!) (8:24)
Types of Revenue, Part 1: Retainer, Incremental, and Project (8:50)
Types of Revenue, Part 2: Working Directly with a Client or Through a Partner (6:33)
You, but Better! Using UFM for Personal Branding (7:00)
How UFM Helps You Sell Your Services (11:56)
The Foundation of Your Personal Marketing Platform (3:05)
Understanding the Math Behind YOUR Sales Funnel (11:48)
Building Initial Awareness for Your UFM Business (7:15)
Building Deeper Interest in Your UFM Business (Using Your Network) (5:03)
Amplifying Interest In Your UFM Business By Expanding Your Personal Network (5:35)
How to Get Your Prospect to Ask for a Proposal (7:42)
Building a Customized UFM Proposal (6:44)
Handling Competition (12:22)
Overcoming Objections (14:02)
The UFM™ Sticky Note CRM (10:34)
Customer Turnover in Your Business (7:09)
The Pace of Your Marketing Efforts - Building vs. Maintaining (7:09)
The "One Big Client" Trap (Tracking Your Time) (4:28)
Know When To Say "No" (Even When The Prospect Wants To Say "Yes") (13:36)
Section 5: Managing Client Relationships
How to Use This Course
Introducing Your Client to the UFM Method (6:50)
Using the UFM Dashboard as a Client Management Tool (8:05)
Scheduling and Running an Effective UFM Client Meeting (12:41)
Starting Off a UFM Relationship on the Right Foot (6:26)
Preventing Data Analysis Paralysis (9:36)
Keeping Your Edge with a Retainer Client (8:41)
Managing HiPPOs and Sparkle Ponies (9:48)
Working Effectively with Outside Vendors (8:54)
Common Points of Resistance to Implementing UFM (9:56)
Handling Underperforming Client Staff Members (10:47)
Managing "Family" Businesses as Clients (6:10)
Handling Underperforming Vendors (5:51)
The Silo Trap (aka "Where are my leads?!") (10:54)
How to Overcome Budget Resistance (9:58)
"But We've Always Done It This Way..." (10:42)
Answering the ROI Question (9:25)
Critical Client Conversations (9:45)
When the Boss is the Problem (3:50)
When Sales and Marketing IS NOT the Problem (12:24)
What is Included in the UFM Retainer ... and What is Not (8:30)
Setting Clear Boundaries (aka Planning Your Time) (4:15)
Knowing When the Client Is About to Fire You (6:47)
When *You* Should Fire a Client (6:48)
Establishing a Predictable Invoice Schedule (9:00)
Earning Incremental Revenue through Work Outside of the UFM Retainer (10:06)
Recognizing Financial Danger Signs from Your Client (11:47)
Handling Late or Slow Payments from Clients (6:57)
Tracking Time on Client Work (3:05)
Creating a Budget for Yourself (8:22)
Section 6: Running Your Day-To-Day Business
How to Use This Course
Working With Your CPA (7:24)
Working With Your Lawyer (9:03)
Working With Designers (9:31)
Working With Writers (8:43)
Working With Web Developers (11:31)
Working With SEO/SEM/Social/Digital Marketers (8:24)
Working With Video Producers (Shooting Video Yourself) (4:34)
Managing Your Business Expenses (10:15)
Your "Technology Stack" as a Fractional Marketer (6:47)
Staying Productive in a Home Office (8:48)
Using the UFM Network of Professionals (9:13)
UFM Values and Ethics: Accountability, Flexibility, and Sticky-Note Simplicity (4:59)
Setting Appropriate Professional Boundaries (8:17)
Using UFM Overview Presentations (5:00)
Using UFM Social Media Badges and Icons (3:40)
Your 3-3-3 Voyageur U quick-start plan
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