NEW MEMBER ORIENTATION

WORKBOOK

TO DO PRIOR TO THE CONFERENCE:

Hotel Reservation Number

Reserve Expo Booth if needed

Visit ceospace.net/directory to enter information for the directory

Prepare One Page Business Summary

Order Business Cards

Prepare list of items you would like to accomplish during the conference

Create in room presentation card

Create contact information label for See Me cards (also available for purchase at the conference)

ITEMS TO BRING TO THE CONFERENCE:

One Page

Model, Prototype, Samples

Digital Recorder (if not available on your cell phone)

Digital Camera (if not available on your cell phone)

Keynote for in-room presentation (if applicable)

Personal Projector for in room presentation (if applicable)

Speaker System for in room presentation (if applicable)

Laptop & bag

Chargers

Medications/Vitamins

YOUR LIST

1

CHECKLIST

Business Description: Dog Groomer-Guy, Inc. has developed a revolutionary method for grooming and preparing show dogs for the show ring. This proprietary system, in use since 1998, repairs damaged fur, covers flaws and blemishes, enriches the existing coat and makes the dog ready to enter the show ring and compete. The company is a service business that provides on-site grooming and consulting services in show rings and homes.

Company Background: Dog Groomer-Guy, Inc. is a re-branded, reformulated and upgraded model of a company formerly created, owned and operated by the principle of this operation, John Smith. Dog Groomer-Guy, Inc. is incorporated in the State of Alabama and all plans and operational materials are prepared and in place for a launch targeted for early 2007. We project gross revenues of between $800,000 and $1.5M the first year of operation, based on a cash flow model proved consistently in the previous company.

Summary of Business Strategy: Dog Groomer-Guy, Inc. will use a mix of traditional and innovative marketing strategies to grow in a systematic and controlled way in the chosen pilot market (Tampa, FL). Long range plans are to Franchise the system nationally I-Franchise Group. I-Franchise has agreed to come in at month three to assist in the legal compliance and franchise optimization of existing materials in order to launch franchise sales at the end of the first year. This acceleration is possible because we have a proven model still in business with many years of successful operation, robust growth and an extremely high level of customer satisfaction.

Capital Deal Terms: Raising total $550K Acceleration Capital using convertible debentures. Please discuss with John Smith

SHORT TERM NEEDS - Investment capital <$550K- Alliances in Florida area with:

- Dog Groomers- Dog Owners- Dog Show people- Power Network Breeders- Home Service Companies- Speaking @ Networking Groups- Commercial site: Florida

SAMPLE ONE PAGE BUSINESS SUMMARY

Your Picture Here

(optional)

JOHN SMITH

Dog Groomer-Guy, Inc.

Cell Phone: 555-555-5555

E-Mail: JohnSmith@doggroomerguy.com | doggroomerguy.com

Room Number _______

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The parties listed below enter into an agreement to advance a team project and performance.

It is agreed will perform the following services in the time frame specified. The following written terms are to assure clarity as to the performance, time lines, or other actions are likely to occur: LIST SERVICES AND TIMELINES.

It is understood failure to perform the services listed above will cancel any participation, claim, right or . potential reward from the venture known as (print name of venture

All services are provided solely on a best-efforts basis. This agreement is executed on (date) in the city of in the state of at am/pm. It is understood any benefit to be construed as consideration under terms of this agreement shall be set at such time as the venture realizes two calendar quarters of surplus or profitable operations and not before, and such benefit will be defined by the Venture Founder (print name of venture founder)

, at their sole discretion and no claim or entitlement to any other amount or form of benefit may be made by the parties. If any earlier consideration in stock, fees overrides or other form of compensation exists, it shall be set forth here, in writing, and shall be vacated should the services set forth fail to materialize upon the defined time line: (Compensation if any)

It is agreed the service provider, (name of provider)seeks to contribute valuable intellectual property and service to the venture solely for the reward of personal satisfaction and no other consideration is agreed upon except in the terms of this agreement. Incentive to take place later will be set forth in terms of stock, stock options, fees, overrides and other compensations (unless otherwise noted in this agreement) solely at the discretion of the Venture Founder. The parties agree work will continue under the terms of this agreement unless a written cancellation notice has been provided by either party at any time. It is agreed should the parties seek to dispute any future aspect of the agreements such disputes will be settled by arbitration in the state of the Venture Founder and no substitute to form or forum of dispute settlement may be elected. Each party shall pay their own costs related to any dispute settlement arbitration without exception. This agreement supersedes any prior understanding or agreement. The term of the agreement shall continue for unless otherwise terminated by the parties. The venture founder will have no recourse upon the service provider in the event services are not provided in a timely manner as agreed to. The primary purpose of this one-page agreement is to clarify the oral understandings reached between the parties in forming their project team relationship. It is noted all fee and related compensation arrangements between venture founder and service provider will become legally binding only at such time that separate fee retainer letters are signed outside the scope of this document, and even then only when such agreements are bound by initial funding for such agreements. Any equity, profit sharing or related arrangements regarding the venture become binding as described as of the date this agreement is executed, noting that in such circumstances the parties warrant this agreement has been approved and initialed by a licensed attorney prior to execution, and that no obligation shall be recognized between the parties without such legal advice and counsel. This document represents the full and complete agreement between the parties and no modification of any kind may be made or suggested without the expressed written consent of the parties.

SAMPLE ONE PAGE AGREEMENT

Venture Founder

Signature

Address

Date

Service Provider

Signature

Address

Date 3

The following exercises have served as a great tool to prepare new and existing members for the business growth conference. The best way to utilize this section is to answer the questions with reflection and honesty. (Review your answers on your way home to reflect on the shift that took place during the conference.)

COOPERATION

Are you prepared to help others unconditionally when the project and the individual appeal to you?

How do you express your unconditional support?

Are you prepared to take more action and make more decisions than normal during the conference?

Are you ready to work with others, including paying them as required, to expedite developing a written plan for any business concept you select in a timely manner?

What ingredients must be present to assure you would trust others enough to move rapidly to complete project work?

WORKBOOK

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CONFERENCE NAVIGATION

What are the ingredients you require to consider the conference a success at a minimum?

What are the ingredients you require to consider the class a success at the maximum?

What is the attitude you desire to see in other members upon arriving?

How can you provide the best support and attitude to other members upon arrival?

List the contacts you would most like to make during the week.

List a few mental techniques you can apply to shift your attention into the training without drifting into old habits of thought that can limit taking new steps to achieve goals on time.

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INCOME

What is the income you earned last year from all sources?

What is the income you earned the prior year?

What is the income you most desire to earn in the next 12 months?

a.) Is the stated income jump achievable in your mind?

b.) If not, restate an income that is easy to believe for you.

Is a multiple income strategy a useful approach to develop the desired income?

a.) How much time can you invest each week to develop the new income?

Are you willing to ask others to invest in your future income project?

What are the areas of interest you’ve always wished to explore?

How much new quarterly income would you like to earn in 120 days from now?

every three months per month

Why are you entitled to this new income? In clear terms, why you deserve new income as a by-product

of serving others?

YES NO

YES NO

YES NO

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DREAM BUILDING

Take a few moments and create a mental inventory, a picture detailing in your mind, for each category. Then write a description for your dream life-style five years from now.

Describe your dream car in detail

Describe your dream office

Describe your dream family life

Describe your dream recreational habits

Describe your dream toys

Describe your ambitions yet to complete

Describe your dream career style

Describe your dream friendships and associations

Describe your dream spiritual happiness

What are the areas in your life that are out of balance and require alignment. (List in order of priority)

SITUATION NOW IDEAL SITUATION

YES NO

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DREAM BUILDING

What are some ways you can manage your life for better balance in the future?

What services do you wish to provide to society in exchange for the dream life you have outlined?

Describe the benefits society will receive from your life work.

How long are you willing to wait to begin manufacturing your dream life? Hours Days Weeks Years

How long are you willing to wait to expand the number of third parties who benefit from your life? Hours Days Weeks Years

Is there any baggage from the past that you are still dealing with? Describe it.

Is there anything holding you back that, if lifted, could make all the difference for your success?

Consider the above item is a symptom not a true cause. What is the cause that must change to impact your overall performance?

Are you prepared to tackle all leadership issues in your life to win the successful future you desire? Describe your attitude on this subject.

YES NO

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CAPITAL CONCEPTS

The following exercises help focus attention on new plans for expanded business or divisional hyper-growth capital. Apply the information as appropriate based upon expectations you anticipate during the conference.

Typically, investors want to know how safe the program is; when they can get their funds back; under what terms the pay back will occur; from what sources; and what could go wrong. By answering these items you will be able to discuss capital issues more effectively with the experts and providers attend-ing the conference.

Will you require capital to launch or expand your project?

How much capital do you anticipate would be required over the coming 120-day period?

Did this number come from a precise, detailed twenty-four month, budget? If not, why not?

How much time have you allocated to raise the capital you wrote down?

Is this time frame realistic? (Ask experts if you don’t know): And Why?

Do you have a written capital plan (different from a business plan) to present to capital teammates or will you need to develop such a plan?

Will you create the plan or will you have third parties help develop a professionally written capital plan?

YES NO

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CAPITAL CONCEPTS

Can you make the offer to solicit new capital or will you need professional teammates to help you make the offer?

List the main ingredients that would attract capital to a project you support:

Would you borrow money for your own project?

Would you sell stock to raise capital?

Do you want active financial partners who help manage your business in addition to invest money?

How long will it take to create a potential return for the capital raised?

How much money can the investor make in what time period?

What do you fear most about raising capital?

Do you have your legal compliance work, including a professional private placement memorandum and legal team, as part of what you offer the capital investor you approach completed, as you begin the conference?

What do you want to learn about raising capital at CEO Space (keeping in mind capital topics range from six figure to ten figure capitalization projects)?

YES NO

YES NO

YES NO

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SUPPORT

When you move into new plans for your future, make a list of who you can count on 100% to support your decisions.

What are the ways you select teams to support your positive life choices?

What steps can you take to secure positive support in your life for future decisions you may be making?

What value will you place on new team relationships you develop at the conference that will support you when you make future decisions?

If you agree to help other members win as a member of “their” team, are you willing to attend team meetings and invest some time and effort following the conference as you build future income as an active team member?

What would you anticipate (in time commitments) from teammates who support “you” after the conference?

How often would you schedule team meetings to support your progress after class?

Where would you hold regular team meetings? Phone/Email/Video Conference/In Person

How would you announce the team meetings? (mail, email, phone, fax, all, other, more? )

How would you communicate with teammates to maximize results in the least time tax to them? a) Phone

b) Physical Meetings

c) Printed materials

d) Conference calls

e) Other______________(email, face time, video conference)

YES NO

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Start up and Prestart upBusiness Owner Section

This exercise applies to new ideas in development areas and may be skipped for more mature enterprise managers. If you are a start-up or pre-start-up pretend your business is two years old, then answer the questions as honestly as possible. This exercise will help you see issues that will, when managed effectively, speed your plan to higher financial ground.

The information you provide will also help to convert the highest possible percentage of prospects for any agenda you set as a priority.

What type of business are you in? Professional Practice Retail Manufacturing Mail Order Service Business Distribution Wholesale Other

How long has this company been in business?

How long have you been in this business?

What are your objectives for the next year?

What Dollar or percentage increase in gross sales do you desire for the next year?

What Dollar or percentage increase in net profit do you desire for the next year?

How many new customers do you desire for the next year?

Do you have a written business plan?

What do you ultimately want out of your business? merger acquisition IPO Other

What are your plans to achieve that goal?

YES NO

WELCOME

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Describe what your business does, your primary product(s) and/or service(s).

What is the price range of your products/services?

What was your gross revenue for each of the last three years?

What is your average profit margin?

What is your fixed profit margin?

What is your variable (sales volume dependent) overhead?

How many employees do you have? Full time? Part time?

Can you handle a sudden increase in customers and sales?

What percent of business increase can you comfortably accommodate with your present staff?

How difficult is it to find, hire, and train additional staff members?

What kind of time frame would it require?

How big is the market you serve?

How many potential customers?

How much potential dollar volume?

Where do most of your customers come from (geographically)?

Easy Moderate Hard

YES NO

year year year

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Where you currently doing business? Locally Regionally Nationally Internationally

What percentage of the business in your market area do you currently capture?

Is location a major factor?

Briefly describe your past and current marketing programs. (Memory jogger: newspaper and magazine ads, yellow page ads, scripts, TV or radio commercials, posters, sales letters, postcards, co-op mailings, and other marketing materials used.)

What media have you used? (Memory jogger: Direct mail, inbound or outbound telemarketing, space ads, radio, TV, etc.)

What has seemed to work in the past? Why?

What didn’t work? Why?

YES NO

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Are there any outside restrictions on your marketing efforts? I.E. - unusual laws, regulations, trade association rules, etc.

What was your advertising budget last year?

How much business (gross dollars) do you get for each $100 spent on marketing?

How much could you invest in marketing in the next 90 days?

How much printed background information is out about you, your business, products, industry, services, etc.? (In other words, what’s your story; how was your product, service, or industry developed? Any interesting facts, etc.?)

What specific benefits or advantages do you offer to your customers?

Why should they buy from you instead of your competitors?

What do you do that’s different, unique, better or special?

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What problem does your product or service solve for the customer?

Describe the results your customer will get by using your product or service?

Do you know what your customer really wants?What?

How do you know?

Are your prices higher or lower than your competition?

What is the standard or typical guarantee in your industry?

What is your guarantee?

Can you improve it? How?

Who is your real competition?

What advantages do they offer that you don’t?

What advantages do you offer over them?

YES NO

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What is their biggest failing?

How do you fill that void?

How do they get customers?

How many customers or clients do you serve per week?

How many customers have you served since you began?

Do you have your customers’ names, addresses, and phone numbers?

How many new customers do you get per week?

What incentives are offered for multiple or bigger volume purchases?

What are your follow-up procedures after a customer’s first purchase?

How and how often do you communicate with your customer? (phone calls, email, newsletters, private offers, etc.)

Do you regularly solicit your current customers to come back?

What is the “lifetime sales value” of an average customer to your business? (average sale x number of sales per year x by the number of years)

What is the average sale?

How many times in a year does the average customer make this purchase?

How many years will the average customer trade with you?

YES NO

YES NO

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After the first sale to a new customer, do you sell additional products or services?(either your own or someone else’s)

Do you or have you ever given away free samples of your product or service?

Can you get a list (by name and address) of your most viable prospects?

What professional, fraternal, social, business, etc., organizations do you belong to?

Do you have a file of testimonials from happy customers?

What is your method of soliciting testimonials, and how do you use them?

What percentage of your business comes from referrals?

Who could refer business to you?

Have you ever done any joint ventures? If so, describe them.

Have you ever tried to sell or license your marketing materials, systems, customer names, non-converted leads, etc. to anyone else, including your competitors?

Explain anything significant about your business, marketing plan, or problems that was not asked.

YES NO

YES NO

YES NO

YES NO

YES NO

YES NO

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WHO’S YOUR TARGET?

Who are your prospects?

What age range?

What ethnic groups?

What geographic areas?

What income range?

Are they renters, home owners, or both?

What kind of neighborhoods do they live in?

Are they single, married, divorced, etc.?

Do they have children? How many? What ages? What sexes?

What are their professions or occupations?

What types of companies do they work for?

What kind of car do they drive?

Do they have boats, airplanes, RVs, etc.?

What schools did (or do) they attend? Education level?

What are their favorite charities or social issues?

What hobbies or special activities do they have?

What special events do they attend (sports, concerts, theater, conferences, etc.)?

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What organizations do they belong to?Such as religious, clubs, hobbies, business or social organizations, fraternal groups, civic groups, political groups, nonprofit organizations, etc.

What do they want out of life?

What makes them happy?

Who do they want to be like?

What do they aspire to?

What irritates them or makes them angry, sad or frustrated?

What problems do they have?

By what method do they decide where, when, and how to buy your product or service?

Who makes the buying decision (husband, wife, kid, mother, secretary, committee, etc.)

In an average day (or week or month) who do they come into contact with (people, businesses, media, institutions, etc.)

What other businesses do they patronize?

Where would they most likely hear about, read, or see your product or service?

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What books, newspapers, magazines, or other publications do they read (even better, subscribe to)?

What mailing lists would they be on?

What TV and radio stations and shows do they watch or listen to?

Who do they trust (people, businesses, media)?

Who do they go to for advice?

If in business, who are their vendors, suppliers, distributors, clients advisors, peers, competitors, etc.?

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