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LTF Module 1 Workbook

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0% found this document useful (0 votes)
195 views64 pages

LTF Module 1 Workbook

Uploaded by

Vina
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 64

LAYING THE FOUNDATION MODULE ONE

Your Desired Sharing


Proposition Workbook
Welcome!
Welcome to your module one workbook. When brands get this right, it’s truly the
This, along with your Dream Client difference between an unforgettable
Journal, are the only two resources you’ll jewelry brand and one that never really
need to complete the exercises outlined in gets off the ground. We have the tools
module one. We’re about to dive into what ready for you, now it’s your turn to practice
sets you apart as a brand and how that using them!
impacts every part of your business from
how you price your collections to what you Don’t be afraid to take breaks. This is a
write on your website! very personal, emotional part of building
your business and we don’t want you to
There will be additional exercises and rush anything! The nice thing is nothing’s
guidance in this workbook not mentioned set in stone. Make decisions and go with
in the trainings. So pay close attention and it, you can always tweak things later if it’s
make sure you’re completing at least one not working.
exercise with each training!
Most importantly, have FUN! Follow your
Your brand’s desired sharing proposition is heart and make sure you’re building a
the most fundamental component of this business that’s going to serve you, not the
entire Laying the Foundation course. I other way around. You can do this, and
know you’re excited to get started, but take we’re here for you every step of the way!
a moment and understand exactly how
important this work you’re doing will be.

xo, Tracy & Robin and Team F&TA

Page 2

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 1

The Difference Between an Irresistible and


Ignored Brand
Exercise: Creating an Irresistible DSP

Creating your Desired Sharing Proposition or (DSP) is going to be a work in progress, so


don’t feel upset if you have trouble completing this exercise. You can always come back
to it! In the space below, you’ll walk through where your brand is now and how you can
uplevel from a unique selling proposition to a desired sharing proposition. Remember, this
will be done throughout the entire module. You don’t need to have it all figured out today,
just get started as best you can.

Let’s start with some brands, in general, you think really stand out in their industry. It
doesn’t have to be jewelry, but if you want to use a few you can.

List 5 iconic brands:

What words would you use to describe each of them?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 1

Why do you think they stand out in their industry or niche?

What types of things do they do in their branding or messaging to make you


believe this about their brand?

What kind of emotions do they evoke?

Now let’s come back to your brand. What are some of the things that make your
jewelry unique?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 1

How do you want your brand to be remembered 5 years from now?

How do you want your brand to stand out in the jewelry industry?

What part of your brand can you “build on” to make it stand out in this way?

What kind of emotions does your brand evoke?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 1

How do you want your clients feel when they see your brand and wear your jewelry?

How are you communicating this feeling to your clients right now?

What can you do to make these emotions even stronger or more prevalent in your
DREAM clients when they encounter your brand?

List 3 ways you can emphasize this feeling in your branding right now.

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 1

List 3 long term goals for emphasizing this distinction in your branding.

What tools can you use to communicate or share your distinct branding and
feeling better with your clients? (For example: website, videos, Instagram, your
packaging, logo, displays, your brand voice)

Notes:

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 2

Why Your DSP Attracts the Right People to Your


Brand
Exercise: Developing Your Market Position & Brand Values

Before you can start marketing or selling your jewelry, you have to know the type of
people you’re selling to. You’ll get the chance to go really deep into the specifics of your
DREAM client in another separate workbook. Right now, you just need to think in general
terms so you have an idea of where your brand will fall in the jewelry market and within
your niche. If you want to know where you’re going, you need to know where (and who)
you are.

Who is your brand for?

What type of people won’t want to buy your jewelry?

How do you want your brand to be positioned within the market?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING2

What sets you apart from other jewelry brands that sell similar looking jewelry?

Why would someone buy your jewelry over a competitor's?

Who are your competitors?

Why might someone buy from your competitor instead of from you?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 2

Before we jump into the rest of the exercise, I thought I’d list out some examples of
company core values to get your creative juices flowing!

Core Values Inspiration:

Core Values Public Relations Creativity


Inspiration: Pay-It-Forward Environmentalism
Accountability Mindset FUN
Pleasure Innovation for Positive
Artistic Positive Change Energy
Expression Loyalty Passion
Spirituality Diversity Sustainability
Inspiration Pursue Conflict-Free
Fame Learning & Connection
Recognition Growth Contribution to
Helping Support Society
Others Personal Authority
Scholarship Development Economic
Excitement Humility & Security
Achievement Graciousness Influence
Collaboration Intuitive Design Prestige
The Golden Work-Life Challenge
Rule Balance Balance
Family Trust Security
Team Unit Education Variety
Fashion Excellence Job
Trendy Originality Pleasure
Aesthetic Customer Travel
Charity Service Flexibility
Philanthropy Drive Independence
Passion Change Power
Love What Forward-Thinking Service
You Do Mindset Nature
Determination Innovation Nurture
Ambition Ethical Admiration
Consistency Problem Wisdom
Diversity Solving Faith
Kindness Traditions Tradition
Do-More-With-Less Community Community
Growth & Learning Respect Competence
Nurture Integrity Wealth
Relationships Safety Generosity

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING2

Now it’s your turn!

Select 5-8 of the MOST important values you want to be known for in your business.
List them now and describe what makes them so important to you and your jewelry
brand:

Consider each of your core values and list exactly how you will deliver this value
in your business.

For example: Excellence in Service

I respond to clients within 12 hours of inquiry in a friendly manner.


I believe communication is the key to building trust.
I create exceptional client experiences by listening to and addressing my
client’s needs..

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING2

This is a great starting point for your vision and mission!

What is your company’s mission?

What is your company's vision of upholding this mission?

Notes:

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 3

How to Build Desire Starting With “Why?”


Exercise: Finding your big “Why”
Identifying your “WHY” will help you create a desirable brand with strong brand
positioning. Your WHY is the entire reason you are in business in the first place.
Businesses that communicate from their WHY first make the biggest impact and
difference. They’re brands that get noticed! If you are serious about creating a brand that
is in demand and desired, this is a key step. Answer the following question and uncover
the WHY that is unique to you. Make sure you are specific and remember there are no
wrong answers.

What are the five things you value in your personal life?

1.
2.
3.
4.
5.

How do those values translate into your business life as a jewelry designer and
maker?

Why are you motivated to design and make jewelry? What is your purpose for
wanting to sell your creations? List 3 things/reasons that drive you keep creating
and selling your designs.

1.
2.
3.

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING3

WHY do you want a jewelry business? Brainstorm all of your reasons here.

When things get tough, what keeps you going in your business?

Why does your business make you wake up early and stay up late? What are your
favorite parts of your jewelry biz? Why are you inspired?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING3

Why do you want to show your jewelry to the world?

How have you been focusing on your “what” in your marketing efforts?

How can you shift to a “why” focused brand?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING3

Now it’s time to dial deep and write your WHY statement. Here’s Tracy’s WHY
Statement

My approach is unique. I believe that “personal connection” is the key to creativity and
the perfect design for my clients. Through personal connection, my inspiration flows.
And I am able to surprise and delight my clients by delivering beautifully designed
pieces reflective of their personality and personal style. I just happen to make amazing
jewelry!

Now it’s your turn. If you had to narrow down your reason for having a jewelry
business into 3-5 powerful sentences, what would they be? Write your WHY
Statement below:

Resources: Start With Why, by Simon Sinek (Read this Book)

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 5

Creating Desire by Sharing Your Brand Story


Exercise: Your Strategy for Showing up Consistently

Creating a consistent brand image is more than showing up frequently. It’s about showing up in
the same way to your clients no matter where they encounter your brand. To really nail this down,
you need to compile all the things that make you “you” as it relates to your jewelry brand. This is
no small task! You’re gonna dig deep here so get ready. Keep in mind who you are and what you
want to be known for, then, you can build a visual and emotional impression based on that.

Your Brand Story is different from your about page or your professional biography. Your Brand
Story is the feeling people get when they interact with your brand, it’s a culmination of who you
are, why you do what you do, and how that’s communicated to your Dream Clients!

What is your first memory of jewelry?

What is your origin story? How did you become who you are as a jewelry designer
today?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING5

When did you first start designing or making jewelry? Are you self-taught or
formally educated in the arts, design, or jewelry making?

Was there a life event that deeply affected you or your life that’s relevant to your
business?

Why did you decide to start a jewelry business? What was the catalyst for starting
your business?

Page 19

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING5

What are your three most notable memories involving a piece of jewelry?

1.

2.

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING5

3:

What are some fun facts about yourself?

What does your brand stand for? Think back to your core values.

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING5

What first impression do you want to have on clients?

How can this be represented visually?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING5

How can this be represented through words, messaging, and communication


style?

How can this be represented through actions your brand & business take?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 6

Turning Your Brand into a Lifelong Emotional


Experience
Exercise: Mapping the Evolution of Your Brand

What would your DREAM clients love to know about your brand’s journey? These are the
stories, evolutions, and transformations that will connect you to your dream clients and
keep the desire for your brand thriving. Your journey as a designer and brand can turn a
one time customer into a lifelong brand advocate!

This can include:


Your core values
Struggles you have overcome in business and in life
Changes you’ve made in your business to better serve your Dream Clients
Hard choices you’ve made to do what’s right for your clients and your business

Write down your core values again.

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING6

What struggles have you overcome in your business that prove you value those
things?

What examples in your personal life prove you value those things? (struggles
you’ve overcome, things you’ve done, other interests you have, etc)

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING6

What changes have you made in your business that reflect those core values? Or
what changes can you make in the future to better reflect those core values?

How are you serving your Dream Clients now? How will you grow and transition
your business to better serve your Dream Clients in the future?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING6

How have you grown and transitioned as a person to better serve your Dream
Clients? How will you continue to do so to improve?

What hard choices have you made in your business to “do the right thing” by your
clients?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING6

What hard choices have you have in your business to “do the right thing” for
yourself?

Brainstorm of all the ways your Dream Clients will “stick up for you” because of
these experiences you’ve had as a business and as a person:

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING6

Write a story about how one of your Dream Clients joins you on your Brand
Journey. Be as specific as possible including how they discover your brand, what
entices them about your jewelry, how and with whom they share their experience,
and the ways in which they become a lifelong advocate for your brand.

This may seem like a silly exercise, but this is very important to understand how your
Dream Clients experience your brand. Get inside their head and understand their journey
with your brand.

Brainstorm what steps need to be taken to get your Dream Clients on this desired
brand journey.

Page 29

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING6

What content, services, or products can you offer them in addition to your jewelry
when they join you on your desire brand journey? Here’s a few example, but get
creative…there’s no wrong answer if you think your Dream Client will love you for
it!

Motivation on Instagram
Facebook Live Videos
Awesome Pinterest Boards
Gorgeous Photography
Lifestyle pics
Packaging
Email design
Email content
Blog posts
Contests
Video
Website copy
Website design
Live events

Notes:

Page 30

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

Your About Page: The Ultimate Dream Client


Attraction Tool
Exercise: Writing an About Page that Sells

It’s the one you’ve been waiting for! I know this is usually a big headache for designers,
it’s hard to know what to write about yourself. You’re about to discover how to write an
about page that draws in your Dream Clients, increases your credibility as a designer,
and convinces people to get out their credit cards.

Before we begin, here are a few of our About Page guidelines and recommendations to
keep in mind:

Before we begin, here are a few of our About Page guidelines and recommendations to
keep in mind:

Length: 300-700 words (not too short or long)


Write in short, easy to read paragraphs (1-4 sentences each)
If you are your brand or are the sole proprietor of your brand, write your
about page directly to your Dream Clients using the 1st person
If you have a big team or are building a brand that isn’t super specific to
you, 3rd person is okay. Make sure you have a section “from the designer”
so you can speak directly to your Dream Clients there.


Your About Page structure should look a little something like this:

Opening Line: A compelling statement to draw the reader in. Make it about the
reader.
‣ Ex. Be the star of your own show! You like to stand out from the crowd, but
not because you want attention...you just don’t like being “like everyone
else”.
Paragraph #1: Why is your brand important to your dream client?
‣ Ex. I can totally relate… I’m Justine, designer and owner of Justine May
Jewelry. I understand what it’s like to feel “just like everyone else” and that’s
why I opened my business. I wanted to walk down memory lane and a
really FEEL my past; what makes me “me!” The inspirations for my designs
come from vintage everything - fabric patterns, vinyl records, old print and
TV ads from the 50’s & 60’s, accessories… you name it!

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

Paragraph #2: How did your journey or inspiration start? How does it benefit
your clients?
‣ My passion for jewelry started in my childhood while rummaging through
boxes upon boxes of costume jewelry my mother brought home from flea
markets. Those memories fuel my inspiration for design every day, but it
wasn’t until 2015 that I took a leap of faith and dove head first into jewelry
design!
Paragraphs 3+: What is your origin story? How does it benefit your clients?
‣ Bringing a modern touch to vintage nostalgia through materials, colors, and
jewelry techniques preserves part of the past while embracing the styles of
the present! You’ll never feel lost in the crowd again while wearing a Justine
May original.
Conclusion: Include and highlight a clear Call To Action that benefits your
clients
‣ Want more inspiration? Check out my new lookbook for more looks layered
with my bold, funky jewelry!

Important notes:

Notice how pretty much everything is geared towards how your brand can benefit your
clients? That’s because if you want your Dream Clients to buy from you, you need to
make everything about them: What they get, and why they need it, how it helps them
solve a problem or satisfies a need, etc.

When writing your About Page, remember your Dream Client’s deepest desires and
YOUR why. Okay! Now it’s your turn!

What are you inspirations?

Page 32

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

How would you describe your jewelry passion?

What’s unique about your jewelry, brand, or design process that increases the
perceived value of your jewelry to your Dream Clients?

What does your brand promise to your Dream Clients? (status, nostalgia,
peace, joy?)

Page 33

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

How does your journey as a designer help you deliver this promise to your Dream
clients?

What’s the main thing you want your Dream Client to do when they visit your
website?

Page 34

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

In the space below, or on a separate piece of paper or word document, write your
origin story, adapted for your “About” page:

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

With all this in mind, what new ways of marketing and selling your jewelry can you
begin to integrate that might cater specifically to your DREAM customers?

What are your core values and how can they be further reflected into your
messaging?

Page 36

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING7

Now, let’s use what you just wrote above to craft your About Page!

Opening Line: A compelling statement to draw the reader in. Make it about the reader.
Paragraph #1: Why is your brand important to your dream client?
Paragraph #2: How did your journey or inspiration start? How does it benefit your clients?
Paragraphs 3+: What is your origin story? How does it benefit your clients?
Conclusion: Include and highlight a clear Call To Action that benefits your clients

Page 37

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 8

5 Questions to Save Yourself from Your Business


Exercise: Understand what YOUR Business is All About

Creating a business that serves your lifestyle goals (aka your DREAM business!) requires
a combination of desire, intention, goal setting evaluation and action.

Planning for your DREAM business is easier than you think! All you have to do is get
really clear on what you want to happen in your business so you can create a roadmap to
get there. Creating your DREAM business also doesn’t require anything tedious or totally
long and drawn out either. The more concise you can be and the more you can dial down
your objectives, the easier it will be to create your DREAM business. For now, let’s
answer the same 5 questions Tracy’s consultant asked her when she was struggling in
her first business.

How much are you paying yourself?

How much profit is your company earning?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 8

What is your vision for the future?

What do you love to do?

What kind of lifestyle do you want to have? Get specific!

How will you need to set up your business in order to have this kind of lifestyle?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 8

Does your current business support the kind of lifestyle you want? Why or why
not?

What kind of changes do you need to make so that your business does support
your lifestyle?

Let’s get really honest, based on the definition in the training, do you currently
have a business or a hobby?

Notes:

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 9

Choosing the Right Business Model Part 1


Direct to Consumer, 3rd Party, and Bespoke
Exercise: Understanding Your Business Goals and
Capabilities

Before we get into the nitty gritty details of business models, let’s take a step back.
Answering the questions below will help you align your lifestyle goals with your
business model. You might be surprised which one ends up sounding like a good fit!

How do you envision your Dream business? What do you do each day?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 9

How big of a business do you want? Do you want to keep it small or do you have
visions of grandeur? What does that look like to you?

Do you eventually want employees or contractors working with you? Why or why
not?

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 9

How well known do you want to be? Do you want to be famous or be the name
behind a famous brand? Describe your ideal level of “fame.”

Is being in the press important to you? Local press, national, or international?


How about specific niche publications?

How do you prefer to interact with your DREAM clients? In person, email, phone,
Instagram?

Page 43

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 9

Would you rather fill lots of small orders or a handful of very large orders? Why?

What area of your business do you want to focus your attention on the most?

Are you prepared to meet the demand of a large retailer?

Page 44

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 9

What are your current production limitations?

Where do you dream your business will be in 5 years?

Page 45

© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 10

Choosing the Right Business Model Part 2


Direct to Consumer, 3rd Party, and Bespoke
Exercise: Understanding Your Business Goals and
Capabilities

Now you understand what it’s like to design and sell jewelry in each of these business
models! It’s time for you to tally up which activities you’d like to do the most, then see
which business model fits best! Think of all the ways you would, ideally, like to sell your
jewelry. “Check” the box next to each sales activity that you’d enjoy!

Direct to Consumer

▢ Writing blog posts


▢ Setting up email sequences
▢ Filling orders every day
▢ Keeping items in stock
▢ Creating collections whenever you’d like
▢ Designing jewelry in your own style/design language
▢ Building a personal brand
▢ Maintaining and promoting your website
▢ Social Media
▢ Attending craft shows, markets, and street fairs
▢ Hosting trunk shows or house parties
▢ Pop Up Shops
▢ Curating a store experience
▢ Having your own retail store
▢ Working directly with clients online and in person
▢ Other: ____________________________

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 10

Bespoke / Custom / One of a Kind

▢ Working with Private Clients


▢ Having an intimate understanding of your client’s needs
▢ Working with a handful of clients each year
▢ Creating designs to fulfill your clients vision
▢ Producing singular jewelry pieces (made by you or outsourced)
▢ Designing new things every week, or everyday
▢ Selling to Stores Who Purchase OOAK
▢ Selling on Your Website
▢ Promoting yourself as an independent jewelry designer
▢ Asking for client referrals
▢ Networking to spread awareness of your work
▢ Other: ____________________________

Third Party Website

▢ Updating an Etsy shop


▢ Having limited influence on user experience and web design
▢ Limited capability to capture email addresses
▢ Simple tech set up
▢ Direct competition in your market
▢ Instant access to lots of potential shoppers
▢ Short startup time
▢ Etsy
▢ Amazon Handmade
▢ Artfire
▢ Other Online Portal: _________________

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 10

Wholesale

▢ Direct to Retail Stores


▢ Working with buyers
▢ Understanding seasonality of your retail stores
▢ Designing at least 4 collections a year
▢ Keeping up with retailer expectations
▢ Selling in bulk
▢ Online via Retail Websites
▢ Like Greenwich Jewelers, Esqueleto, ylang23 or Twist Online
▢ Going to trade shows
▢ Having desk side meetings with buyers
▢ Seeing your work in well known stores
▢ Wholesale Websites and Portals
▢ Like Wholesale Matchmaker by Lucky Break Consulting, IndieMe.com and Pop-
Market.com
▢ Other:

Private Label

▢ Partnering with Retail Stores, Brands or other Entrepreneurs


▢ Designing for a Brand
▢ Your designs belong to the Private Label
▢ Getting a behind the scenes look at big brands
▢ Large audience for your designs
▢ Reaching lots of people without needing to be the face of a brand
▢ Working behind the scenes instead of in front of an audience
▢ Getting approval from others for your designs
▢ Working on the Label’s schedule (not your own)
▢ Setting your own labor or contract rate
▢ Accepting contracts to meet your needs
▢ Working with Large Corporations
▢ Designing jewelry but not producing it (usually, but this depends on the contract)
▢ Other:

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 10

Add up how many checks you got in each section and write these numbers
below:

Direct To Consumer:
Third Party Website:
Wholesale:
Private Label:
Bespoke / Custom:

Does the highest number above reflect the business model you think you want to
take? Does it match your current business model? Remember, this isn’t “one size
fits all”... You might like a business that is a combo of two business models that
complement each other. Use this information to guide your decision and build a
business that you LOVE!

Notes

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com


MODULE 1
TRAINING 11

Setting & Achieving Goals that Support


Your Vision
Exercise: Defining Your Vision for Your Life &
Business

Before you start planning, let’s do a brain dump session. Set a timer for 20 minutes and
in the space below, write everything you have on your mind.

It doesn’t need to be in paragraph form or even complete thoughts. Write all the words
you have bouncing around in your mind.

Get the out on the page so you can decide what’s worth thinking about and what you
can let go.

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MODULE 1
TRAINING 11

What do you value in your life?

What can you create in your business to bring you more of what you value?

List 3 areas of your personal life you enjoy (travel, time with family, etc) then rate
1-10 how you’re doing in this area (do you do this a lot, a little, never, etc), and
your excitement level 1-10 about each one.

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Which goals did you hit this year? (in business or in your personal life)

What worked well?

What didn’t work well?

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Brainstorm your goals, everything you want to achieve this year. (financial goals,
business goals, personal goals, etc)

In a perfect scenario, if at the end of the year if you achieved everything you
wanted, what would that look like? (think personally, financially, professionally, socially,
etc.)

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Circle the 6 most important goals you wrote down. Then write down your top 3
you’ll focus on.

Turn them into SMART Goals. Make sure they’re specific, measurable, and achievable.
But remember...think big!!

Here are a few examples of SMART Goals:

Achieve $100k in Sales this year


End work by 3 pm every day
Get my product places in 12 Media outlets this year
Improve profitability by decreasing expenses and increasing profit margins to
50%

Annual Goals

Choose your Word of the Year:

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Quarterly Goals and Action Steps

Set quarterly action steps as they relate to each of the annual goals you set on the
previous page.

Annual Goals

Q1 Action Steps

Q2 Action Steps

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Top Projects for Q1

Top Projects for Q2

Top Projects for Q3

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Top Projects for Q4

Plan for the Week


Top Goals

What Must Get Done

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What Would be Nice to Get Done

What Can Wait to Get Done

Time Block

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Weekly Recap Week:

What did I accomplish this week?

What did I accomplish this week? Yes No

1.

2.

3.

What needs to be carried over to next week?

What can I ditch or release from my priorities?

What am I excited about?

What’s bumming me out?

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Daily Planner
Daily Gratitude What do I need to Complete?

1.

2.

3.

Quarterly Review
On Track?
Top Projects this Quarter Yes No

1.

2.

3.

Weekly Commitments
Commitment #1
What needs to happen for this to accomplish this?

Commitment #2

What needs to happen for this to accomplish this?

Commitment #3

What needs to happen for this to accomplish this?

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Committing to Yourself & What You Desire


Exercise: Writing Affirmations to Commit to Your Desires
I totally get it, it can be tough believing your big dreams are actually possible.
Developing an affirmation practice is what broke down the limiting beliefs I once had
about my life and business. When used in conjunction with inspired action, your wildest
dreams will come true! It happened for me!

Below is an example of one of my first affirmations I used when I was rebuilding my


business. Notice the specific languaging that incorporated not only my goals, but also
how I wanted to feel and more importantly, how I wanted my clients to feel.

Affirmation Example

Here is my affirmation that I crafted to truly inspire my daily actions:

“I earn a profit of 15K dollars a month from my jewelry business because I attract my
ideal clients who have unlimited budgets who are more than happy to pay for the
amazing value, unsurpassed creativity and service I provide to them. I am free from any
feelings of lack of self worth or financial fear. I love to give and I make the world a better
place with my artistic contribution to it.”

Remember, my affirmation didn’t always start out this way. When writing affirmations,
many people make the mistake of writing down their goals in life and business, versus
envisioning them happening.

Here is a perfect example of what NOT to do:

“I want to earn a five figure profit each month and have clients who appreciate my work.
I will become more confident and I will make a difference in my client’s lives through my
designs.”

So, what makes this affirmation a no-go? It isn’t specific, it isn’t actionable, and it isn’t
focused on the reality of your goals. Instead of using phrases like “I want to earn” or “I
will earn,” simply change the language and say “I earn.” See the difference?

Let’s Get Started!

In order for these to work, they need to be specific. Precision will help you clearly
envision your path, not just your destination. It’s okay if you don’t have all the answers
just yet. Don’t stress! These exercises are here to work through that with you!

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Step #1:

In the space below, brainstorm any negative beliefs or preconceptions that you have
about your business and life. What seems to be missing in your business or life? What is
your biggest struggle? Time? Finances? Lifestyle? Workload? All of the above? Write it
all, below!

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Step #2:

Circle your top 3 negative beliefs and struggles that you brainstormed above. Using the
space below, turn each one of those negatives into a positive.

Example: If you’re negative belief sounds something like:

“I will never have enough hours in the day”

Try writing something like:

“I have a great work life balance because I am surrounded by support.”

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Step #3:

Take a look at your positive goals above and think about what you would need to shift or
change in your life to achieve them. This can be anything from a shift in your personal
mindset to a change in the types of clients you are attracting. Write down 3 actions
inspired by each of your 3 positive goals above:

Goal #1’s Inspired Actions:

Goal #2’s Inspired Actions:

Goal #3’s Inspired Actions:

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Step #4:

Take a look at your positive goals again, keeping those inspired actions in mind. Does it
feel realistic and achievable, yet still requires a stretch to get there? If not, how can you
push that goal even further? Write down a more refined positive version of your goals
below:

Step #5:

Now it’s time to write your affirmation based on your goal. Remember to use phrases
that envision your future becoming a reality, and use the word “I!” Here are a few tips to
help you along the way.

Start first with your specific goal


Add in your action that will support your goal
Add in WHY you are doing this
Add in how you want to feel when you achieve it
Add in anything else that is important to you

In the space below, write FIVE potential affirmations.

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© 2018 Tracy Matthews & Robin Kramer flourishthriveacademy.com

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