BOD™ BOSS | Member Update

 

BEFORE YOU BEGIN | Please note that in order to complete your member update, you will be asked to upload the following items: 3 photos of 2 projects, your Boss Financials spreadsheet, and a copy of your contract (Meeting #1 only). Have these items ready before you begin.
  • BUSINESS UPDATE

    Complete the following by sharing the number of projects you started, currently have active, in pursuit (actively marketing), and completed during the last 6-month period specified for your next meeting.
  • StartedActiveIn PursuitCompleted
  • StartedActiveIn PursuitCompleted
  • StartedActiveIn PursuitCompleted
  • StartedActiveIn PursuitCompleted
  • Please enter a number from 0 to 100.
  • Please enter a number from 0 to 100.
  • PROJECTS UPDATE

    Show off your work. Share insights and photographs from two recently completed projects.
  • Name of Project
  • Upload 3 photos of this project.
    Drop files here or
    Accepted file types: jpg, png, Max. file size: 5 MB, Max. files: 3.
    • Name of Project
    • Upload 3 photos of this project.
      Drop files here or
      Accepted file types: jpg, png, Max. file size: 5 MB, Max. files: 3.
      • FINANCIAL UPDATE

      • Please enter a number from 0 to 50.
      • Click the (+) icon to add additional rows.
        RoleHours per weekContractor/Employee 
      • Check all that apply.
      • Use the last 6-month period specified for your next meeting. If you do not accurately track your time, please estimate the number of hours.
        Design TasksBillable AdminProfessional DevelopmentNon-Billable Tasks 
      • Upload your completed Boss Financials spreadsheet for the 6-month period(s) specified for your meeting. You must use the template provided and upload in excel format. If you have trouble uploading, please email file directly to [email protected]
        Max. file size: 5 MB.
      • Upload the most recent version of your contract or contracts if you use both hourly and flat fee methods. Both word and PDF are accepted. For Team BOD™ review purposes only. If you have trouble uploading, please email file directly to [email protected]
        Max. file size: 5 MB.
      • GOALS UPDATE

        Complete the following by sharing past goals from the last 6 months and their current status, as well as future goals.
      • Share a goal you set during the past 6 months and its current status.
      • Share a goal you set during the past 6 months and its current status.
      • Share a goal you set during the past 6 months and its current status.
      • Share a goal you would like to accomplish during the next 6 months and your first action step towards it.
      • Share a goal you would like to accomplish during the next 6 months and your first action step towards it.
      • Share a goal you would like to accomplish during the next year and your first action step towards it.
      • Share a goal you would like to accomplish during the next 3 years and your first action step towards it.
      • RESOURCE UPDATE

        Complete the following by sharing information about the tools and resources you use in your office.
      • Provide the name, description, and link for one new software program or app that you've relied on in the last 6 months.
      • Provide the name, description, and link for one product that has enhanced your business or projects in the last 6 months.
      • Provide one business tip that you've learned from experience that has improved your business in the last 6 months.
      • What is your best resource for marketing or lead generation in the last 6 months.
      • PERSONAL UPDATE

        Complete the following by sharing information about other aspects of your life over the last 6-month period specified for your next meeting.
      X