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Recommended resources for each action step on the path to a Thriving Family Business.

Action Step 1: Evaluate Your Business

Our custom assessment is a fillable PDF designed to help you quickly evaluate your family business so you can move on to the next steps fast! $27 or provided FREE with every consultation (schedule here).

Action Step 2: Build a Website that Actually Sells

Create a way for customers to easily book an appointment.

We used to have a love-hate relationship with WordPress. Now we just love it thanks to Flywheel! 

Highly recommended ADA Web Compliance.

Privacy Policies, Terms & Conditions, Cookie Policies.

Action Step 3: Create Sustainable Remarketing

Email marketing, marketing automation, and CRM tools.

A small piece of code that helps you remarket to your audience.

Neil Patel explains how to use a Facebook Group in your marketing. You can do similar with different platforms (online or off) depending on where your target audience is located. 

Action Step 4: Direct Traffic to Your Business

SEO (Search Engine Optimization) expert advice for free on YouTube.

Target ads to the demographic you want to reach. 

Search ads show up when people are looking for what you offer.

Action Step 5: Build Profitable Accounting

Action Step 6: Create a Healthy Work Environment

Action Step 7: Build Influence & Profits

*Please note: This page includes affiliate links which means we make a commission when you purchase (all Amazon links plus some of the others).