The Life Mastery
Toolkit
A Practical Guide to Purpose,
Brand, Legacy, and Exchange
By Bill Conley – America’s
Favorite Life Coach
Worksheet 1: Finding Your Purpose
Step 1: What Brings You Life?
List 5 activities that make you feel most alive.
Step 2: What Are You Good At?
Write 3 talents or strengths others notice in you.
Step 3: What Breaks Your Heart?
Identify 2 problems in the world that stir deep emotion.
Step 4: Drafting a Mission
Statement: My purpose is to use my gift of ________ to serve ________ so
that ________.
Step 5: Align Your Daily Life:
One step I can take this week to live closer to my purpose.
Worksheet 2: Becoming Your Brand
Step 1: Desired Brand: List 5
words you’d like to be known for.
Step 2: Current Brand: Ask 3
people how they see you. Write their words.
Step 3: The Gap: What’s missing
between your desired and current brand?
Step 4: Strengthening Your Brand:
For each word, write a daily action to live it out.
Step 5: The Brand Compass: Will
this strengthen my brand or weaken it?
Worksheet 3: Defining Your Legacy
Step 1: Fast Forward: At the end
of your life, what do you want people to say about you?
Step 2: The 3 Buckets of Legacy:
Relationships, Contribution, Faith & Values.
Step 3: Legacy Audit: Today’s
choices that build my legacy / undermine it.
Step 4: Legacy Roadmap: Three
actions to begin now.
Step 5: Daily Legacy Check: Did
my actions today reflect the legacy I want to leave?
Worksheet 4: Evaluating Your Exchanges
Step 1: Awareness: List how you
spent your last 24 hours.
Step 2: Meaningful vs. Empty
Exchanges: Fill out the activity table.
Step 3: What Are You Exchanging
Life For?
Step 4: Designing Better
Exchanges: List 5 trades you want to improve.
Step 5: Purpose and Direction:
What is the ultimate purpose I want my life to serve?
Step 6: Daily Check-In: What did I exchange my life
for today, and was it worth it?
Worksheet: Finding Your Purpose
Based on “Finding Your Purpose” by
Bill Conley
Step
1: What Brings You Life?
- List 5 activities that make you feel most alive:
-
-
-
-
Step
2: What Are You Good At?
- Write 3 talents or strengths others often notice in
you:
-
-
Step
3: What Breaks Your Heart?
- Identify problems in the world that stir deep emotion
in you:
-
Step
4: Drafting a Mission Statement
- “My purpose is to use my gift of _______________ to
serve _______________ so that _______________.”
Step
5: Align Your Daily Life
- What’s one small step you can take this week to live
closer to your purpose?
Worksheet: Becoming Your Brand
Based on “Becoming Your Brand” by
Bill Conley
Step
1: What Do You Want to Be Known For?
- Write 5 words you’d like people to use when they
describe you:
-
-
-
-
Step
2: What Is Your Current Brand?
- Ask 3 people how they see you. List their words:
-
-
Step
3: The Gap
- Compare your desired brand vs. the current brand. What’s
missing?
Step
4: Strengthening Your Brand
- For each of your 5 words, write one daily action to
live it out.
Example: Reliable → Be on time for every meeting.
Step
5: Brand Compass Question
- Before each decision, ask: “Will this strengthen my
brand or weaken it?”
Write down 3 recent choices and whether they enhanced or harmed your brand:
Worksheet: Defining Your Legacy
Based on “Defining Your Legacy” by
Bill Conley
Step
1: Fast Forward
- Imagine you are at the end of your life. What do you
want people to say about you?
Step
2: The 3 Buckets of Legacy
- Relationships: What kind of family/friends do you want
to leave behind?
- Contribution: What difference do you want to have made
in your community/world?
- Faith & Values: What principles do you want people
to remember you for?
Step
3: Legacy Audit
- What choices today are building that legacy?
- What choices today are undermining it?
Step
4: Legacy Roadmap
- List 3 actions you will begin now to align your life
with your desired legacy:
-
-
Step
5: Daily Legacy Check
- At the end of each day, ask: “Did my actions today
reflect the legacy I want to leave?”
The Life Mastery Toolkit
A Practical Guide to Purpose, Brand,
Legacy, and Exchange
By Bill Conley – America’s Favorite Life Coach
Worksheet
1: Finding Your Purpose
Step 1: What Brings You Life?
List 5 activities that make you feel most alive:
Step 2: What Are You Good At?
Write 3 talents or strengths others notice in you:
Step 3: What Breaks Your Heart?
Identify 2 problems in the world that stir deep emotion:
Step 4: Drafting a Mission Statement
“My purpose is to use my gift of _______________ to serve _______________ so
that _______________.”
Step 5: Align Your Daily Life
One step I can take this week to live closer to my purpose:
Worksheet 2: Becoming Your Brand
Step 1: Desired Brand
List 5 words you’d like to be known for:
Step 2: Current Brand
Ask 3 people how they see you. Write their words:
Step 3: The Gap
What’s missing between your desired and current brand?
Step 4: Strengthening Your Brand
For each word, write a daily action to live it out.
Example: Reliable → Be on time every day.
Step 5: The Brand Compass
Ask daily: “Will this strengthen my brand or weaken it?”
Recent choices:
- _____________________ (strengthened/weakened)
- _____________________ (strengthened/weakened)
- _____________________ (strengthened/weakened)
Worksheet
3: Defining Your Legacy
Step 1: Fast Forward
At the end of your life, what do you want people to say about you?
Step 2: The 3 Buckets of Legacy
- Relationships: _____________________
- Contribution: _____________________
- Faith & Values: _____________________
Step 3: Legacy Audit
Today’s choices that build my legacy: _____________________
Today’s choices that undermine it: _____________________
Step 4: Legacy Roadmap
Three actions to begin now:
Step 5: Daily Legacy Check
“Did my actions today reflect the legacy I want to leave?”
Worksheet
4: Evaluating Your Exchanges
Step 1: Awareness
List how you spent your last 24 hours:
- Morning: _____________________
- Afternoon: _____________________
- Evening: _____________________
Step 2: Meaningful vs. Empty
Exchanges
|
Activity |
What
I Gave |
What
I Got |
Peace/Joy/Purpose? |
Notes |
|
Example: Scrolling phone |
1 hour |
Distraction |
No |
Left me restless |
|
Example: Dinner with family |
2 hours |
Connection |
Yes |
Laughter and bonding |
Step 3: What Are You Exchanging Life
For?
“I often trade _______________ for _______________ and it leaves me feeling
_______________.”
Step 4: Designing Better Exchanges
Step 5: Purpose and Direction
- What is the ultimate purpose I want my life to serve?
- Which exchanges bring me closer? What pulls me away?
“What did I exchange my life for today, and was it wo

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