Learn How to Use Points to Productize your Services

PointBook Business Bootcamp teaches companies how to implement a new project management method that utilizes a point system.

  • No more hourly rate, scope of work, or fixed project cost
  • Take money out of the conversation
  • Productize bespoke services
  • Create a 10 minute proposal process

Do all this while providing more transparency and flexibility to your clients.

Enroll today!

Sales end on 7/14/2018

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Escalate your hustle by getting rid of your hourly rate, scope of work and project cost.

What are productized services?
Productized services are services that are packaged, sold and delivered just like products.

Can you productize bespoke services?
Yes! You need to clearly define your services and amount of time spent on each. Have clear product offering, delivery, and follow through.

Is it right for me?
Life as an entrepreneur involves constant iteration. Using PointBook can help alleviate some of the day-to-day challenges of running a business, giving you more time to concentrate on other things that matter.

PointBook Business Bootcamp

Hi, My name is Katie Lord. I’ve worked with billion dollar companies and large national brands like the Tribune, to bootstrapped startups and individual freelance designers.

What’s the common ground? No matter where I went, there was always a lack in communication and projects weren’t running as smoothly as they should’ve been. When working with service providers of any nature, there was always lack of transparency and flexibility. I felt and knew that I could do better, so I became my own boss.

I previously worked as a marketing manager where I hired agencies to do work. It never failed, there’d be a point in the project where things slowed down, deadlines were missed and they started pushing back on their scope with us. Then, when I worked at an agency, project priorities constantly got shuffled around, we were forced to to work outside our agreements, and clients ended our projects on a mediocre note.

We are living in the age of the freelance economy.

By 2020, almost 43% of workers will be independent contractors. The scarier thing about this stat is the fact that workers only see themselves as “independent contractors” and nothing more. To gain a competitive advantage, and frankly do business in the 21st century you need to be a company.

When I started my own company, I was forced to make business decisions by myself, and figure out the best way to manage my projects. I had no way finder or mentor to help me. With each new client, I kept getting pulled into the rut of “what’s your hourly rate” or “do you have a project cost”? I hated having these conversations, and dreaded sending proposals. In the life as a bespoke service provider, I would spend hours putting together a customized proposal for a client that I had just a 10 minute conversation with. Only to send it and never hear from them again.

After spending years thinking, “there must be a better way to do this” I came up with using points instead to manage my projects.

I’ve spent the last few years iterating, testing, and validating this business model so that you can now implement and easily do it for your own company.

PointBook is for all service providers, whether you’re a solopreneur or SMB. I want to be able to teach and reach people who are going through the same struggle I went through, so that you can use points too.

PointBook has the answers for you.

What to expect in the PointBook Business Bootcamp

COURSE START DATE: 7/27/2018

Worksheets

Each lesson has accompanying worksheets to help you apply the content to real life.

Homework

Homework assignments are assigned as you progress through the course. Once you complete the course, you can hit the ground running.

Templates

Get access to templates, spreadsheets, sequences and more. These are designed for you to put to immediate use.

Client Role Plays

Practice the hard, real-life conversation before they happen. This way, you’re prepared for when clients start asking the hard questions.

Here’s what you’ll learn:

Module 1
You’ll learn to…

  • Get over the fear paradox of starting something new
  • Make Ideas Happen with a fool proof method that helps you get the clarity you need to hone in on an idea whether its for a client, or for yourself
  • Learn about the different types of solopreneurs and which one you should be
  • Check where you’re at with Branding 101
  • Start productizing your bespoke services with PointBook

Plus a 2 minute pitch worksheet to starting honing and differentiating your company, along with a brand guidelines checklist to start defining and honing in on your branding by defining your differentiation, positioning, and execution. 

Module 2
You’ll learn to…

  • Create your 10 minute proposal process
  • Incorporate points into a project management tool
  • Discover your client onboarding process and start automating
  • Create your internal process for managing projects using points

Plus, you’ll get a 10 minute proposal template that so your company can go from cold lead to paid client within 1 hour.

Module 3
You’ll learn to…

  • What marketing really means
  • How do define your audience so that your marketing efforts can be maximized
  • Skip the guess work and create your own marketing strategy that speaks to your audience
  • Understand how to run a campaign

Plus, you’ll receive a Define Your Audience worksheet and Marketing Calendar Template.

Module 4
You learn to…

  • How to get in front of clients and start selling points
  • Find your blue chip clients and get out of the project by project rut
  • Understand and create your own client journey to blue chips
  • Create your sales funnel and start generating leads
  • Define your profitable sales process

Plus, you’ll get 6 email templates that are crucial to your sales process.

Module 5
You’ll learn to…

  • Discover new ways to get in front of clients
  • Automate your processes so that you can save time and start making more money
  • Put it all together so that you can start scaling
  • Practice selling points

Not ready for Bootcamp? Learn how to use PointBook.

COURSE START DATE: 7/27/2018

PointBook is a new project management method that utilizes a point system for companies to productize their bespoke services. It takes money out of the conversation by using points instead. Using points also allows you to have a flexible scope so there’s no going back and negotiating terms and conditions in the middle of a project. Everyone involved in the project is able to focus on tasks and priorities, rather than technical details of the agreement.

This course on teaches you how to package your services, automate processes, create a 10 minute proposal and much more. Take this course to start using points today. 

Module 1
You’ll learn to…

  • How to productize bespoke services using points
  • Create your project management process with clients
  • Integrate points internally with projects

Plus, you’ll get a 10 minute proposal template that so your company can go from cold lead to paid client within 1 hour.

Module 2
You’ll learn to…

  • Start the PointBooking process
    • Defining services
    • Setting points
    • Service mapping
    • Allocating points
    • Generating task lists
    • Define Terms

Plus, a worksheet on how to convert hours to points and define what points mean.

Module 3
You learn to…

  • How to get in front of clients and start selling points
  • Create your sales funnel and start generating leads
  • Define your profitable sales process

Plus, you’ll get 6 email templates that are crucial to your sales process.

Want to be your own boss? Learn the Business of Solopreneurship

COURSE START DATE: 7/27/2018

We are living in the age of the freelance economy. By 2020, almost 50% of workers will be independent contractors. The scarier thing about this stat is the fact that workers only see themselves as “independent contractors” and nothing more. To gain a competitive advantage, and frankly do business in the 21st century you need to be a company. Or, in Pointbook terms, a Solopreneur.

This course teaches you the Business 101s, when to incorporate and why, surprising independent contractor rights and more. Get over the fear paradox of starting your own company and take this course to give you a running start.

Module 1
You’ll learn to…

  • Soloprenurship Business 101s
  • When to incorporate and how to manage invoicing
  • Learn surprising independent contractor rights and what they mean for you
Module 2
You’ll learn to…

  • The different types of solopreneurs and which one you should be
  • How to find your blue chip clients
  • Learn how to price your services and scale
Module 3
You learn to…

  • What marketing actually means and how to define your audience
  • The 4 P’s of Marketing and defining what they mean for your company
  • Create your marketing strategy and maximize it’s impact
  • List of solopreneurship tools to help automate your day-to-day business processes

Plus, you’ll receive a Define Your Audience worksheet and Marketing Calendar Template.

“It’s so easy to send proposals and onboard new clients now. This course taught me the missing peices I needed.”

Tammy Roberts
Freelancer since 2017

“I’m so happy with using points, you have no idea.”

Dimitry Braznichenko
Freelancer since 2016

“Before I even finished the course, I was able to secure 3 new clients using the point system.”

Kassie Koll
Freelancer since 2017

“It’s so easy to send proposals and onboard new clients now. This course taught me the missing peices I needed.”

 

Tammy Roberts
Freelancer since 2017

“I’m so happy with using points, you have no idea.”

Dimitry Braznichenko
Freelancer since 2016

“Before I even finished the course, I was able to secure 3 new clients using the point system.”

Kassie Koll
Freelancer since 2017

“It’s so easy to send proposals and onboard new clients now. This course taught me the missing peices I needed.”

Tammy Roberts
Freelancer since 2017

“I’m so happy with using points, you have no idea.”

Dimitry Braznichenko
Freelancer since 2016

“Before I even finished the course, I was able to secure 3 new clients using the point system.”

Kassie Koll
Freelancer since 2017

There’s nothing more rewarding than being your own boss.

All time spent on yourself, productivity, and experience is an investment. The most important thing you can do for yourself is invest wisely. PointBook is designed so that you can work less, and make more money, because your financial freedom is key to living a life of wealth. 

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