FREEBIES for Streamlining Your Business

Guides, templates, and tools to simplify your systems, boost productivity, & keep your business running with ease

* Disclaimer – Some links on this page are affiliate links, which means I may receive a commission or credit when you make a purchase using my link. There is never an additional cost to you. Plus, know that I only recommend companies that I use myself.

MY GIFT TO YOU

Holistic CEO Day Planner & 90-Day Roadmap

The Holistic CEO Day Planner & 90-Day Roadmap will help you map out your big goals, align them with your vision and values, and break them down into monthly milestones and manageable tasks. Inside, you’ll find:

⟶ Embodied Vision Alignment Exercises to ground your planning in your values and long-term vision.

⟶ A 90-Day Planning Guide to break down your goals into achievable, meaningful actions.

⟶ Reflection Prompts to ensure your strategy supports your well-being while driving your business forward.

If you’re ready to feel grounded, focused, and in control, pop your details in below and let’s get started.

MASTER YOUR

Signature Client Experience Checklist

Inside, I’ll walk you through my personal onboarding and offboarding steps, plus my favourite tools to transform your client journey from “just okay” to “absolutely unforgettable.” Whether you’re just starting out or a seasoned pro, this checklist will help you wow your clients and elevate your brand with ease.
Download it now and get started!

Brand Mastery Blueprint

This workbook is your guide to aligning your brand with your values and purpose, helping you create meaningful impact and build genuine connections with your dream clients.

FLODESK

Flodesk is like Canva for email marketing. It’s super easy to use with drag and drop functionality and has a ton of stunning templates to get you started. Unlike many other email marketing tools, your branding, imagery and offers can be showcased so easily, without needing custom code. It’s an affordable option and you can jump in and get started right away without a credit card.

SAVE 50% ON FLODESK

DUBSADO

Dubsado is so much more than a CRM (Customer Relationship Manager) and a gamechanger for automating your leads and entire client experience process. Dubsado allows you to capture leads on your website, automate workflows, schedule calls, send questionnaires, proposals, contracts, emails, and invoice clients (+ you can automate reminders for late payments). If that’s not enough, everything is stored in a central branded portal for both you and the client to access at any time.

GET 20% OFF DUBSADO TODAY

CLICKUP

ClickUp is easily my new favourite project management + productivity tool. This cloud-based solution allows businesses and solopreneurs to organise, communicate, collaborate and manage multiple tasks and projects and is THE backbone for my business. ClickUp is highly integrated and connects to many of the platforms that you likely already use. I’ve used many PM tools over the past few years, and ClickUp is by far a step up from the rest. Get started right away with the free version.

GET STARTED NOW

BLUEHOST

BlueHost is hands down my recommendation for WordPress website hosting. They offer lightening-fast page load times, 24/7 expert support, easy 1-click WordPress installation and enhanced security. I’ve opted for the upgraded plan so I can host multiple websites because… #multipassionate over here. Want to know more?

YES I DO

CALENDLY

Calendly is the ultimate timesaver when it comes to scheduling one-on-one or even group appointments. No more old school back-and-forth emails or phone tag. It’s easy to use, and the free version integrates with other calendars. I’m now using Dubsado to schedule my appointments but if you’re not ready to use a CRM, Calendly is a great place to start.

I'M READY TO SAVE TIME

CANVA

Canva is any non-designers dream and rivals the like of Adobe Illustrator. Its drag-and-drop functionality allows you to create social graphics, presentations, and posters easily, plus so much more, then quickly save or share to your socials. You can get away with their free version, but the premium version offers plenty of upgrades to take your visuals to the next level.

START DESIGNING

GOOGLE WORKSPACE

Is there anything Google can’t do? If you’re starting a business and ready to get organised and look professional, you’ll need Google Workspace. This platform combines all your favourite apps such as Gmail for business (info@yourdomain.com), Google docs, Google calendar, cloud storage, security, and tech support. As Google Workspace is cloud-based, you can access these apps from anywhere and easily collaborate and share information with your team.

GET 10% OFF YOUR FIRST YEAR

CREATIVE MARKET

Creative Market is your one-stop marketplace for fonts, graphics, stock photography, templated workbooks (my favourite!) and a array of other digital delights. Streamline your creative process, whether you’re designing, illustrating, or crafting marketing materials. With Creative Market, you not only gain access to top-quality resources but also reclaim the time to focus on what truly matters – bringing your ideas to life.

I NEED CREATIVE ASSETS

LOOM

Loom is a tool that allows you to record and share audio, video, a specific browser window or your entire desktop. This is super helpful when training your virtual team as you can show them the exact process and steps for the tasks you need them to complete. You can add Loom videos to your SOPs so your team can refer back to the training without coming back to you with all the questions. It’s also a great way to give feedback on creative projects without writing lengthy emails.

START RECORDING TODAY