Use this link to view how to duplicate our Templates to Customize them for your Team
Assorted Agent and Company Planning docs:
Goals, Agent Reviews and Business Planning Guides
Personality Test Links:
Strengths Finder 2.0 (paid)
16 Personalities (Myers-Briggs)
DISC Assessment (paid account allows you to send DISC and receive results automatically inside your account)
Other Assorted Resources and links:
Lee's Recommended Reading List
Lee's podcast on Operations and Growth