ORGANIZING TAKES SYSTEMS AND TOOLS

Essential Resources for Life and Business Success.

Whether you're looking to streamline your business operations, improve your planning strategies, or find creative ways to focus, our curated selection will help you achieve balance and success in all areas.

Some links on this page are affiliate links, which means that by using them, you're helping support a small business owner—thank you!

EXPLORE

Digital Guides, eBooks, and Worksheets

Discover our collection of digital resources designed to help service providers streamline operations and enhance planning. Download actionable guides, insightful eBooks, and practical worksheets to optimize your business strategies.

  • Create a Vision Support Letter

    Transition smoothly from a full-time career to business ownership with a supportive vision letter for family and friends.

  • Ultimate Business Planner

    Plan and organize your business strategies with our all-in-one ultimate business planner.

  • Ultimate Notion Life Planner

    Manage your personal and professional life seamlessly with our ultimate Notion life planner.

  • Streamline Your Backend Software Worksheet

    This practical worksheet will help simplify your operations by identifying and optimizing your backend software.

  • Client Onboarding Checklist

    Client Onboarding Checklist

    Ensure a smooth client onboarding process with our detailed and easy-to-follow checklist.

  • Navigating Change: A Practical Guide for Women Ready to Redefine Their Professional Trajectory

    This practical guide equips female professionals to explore new career paths or business ownership.

  • Creating Your Company Case Study Portfolio

    Showcase your business success with a professionally crafted company case study portfolio.

  • 20 Life Systems I Targeted That Accelerated My Growth: How My 3-Yr Career Exit Plan Pivoted Into 3 Weeks

    Discover the life systems that fast-tracked my transition from career to business ownership in three weeks.

Planning Tools

Plan effectively with our curated selection of tools. From content planning software to goal-setting resources, set up your service-based business with tools that help you stay organized and achieve your objectives.

Plann

Strategize and organize your social media content effortlessly with Plann, a powerful visual planner.

Get Munch

Simplify content planning and creation by repurposing long-form videos into bite-sized social media clips with Get Munch.

FutureMe

Send future letters to yourself or others to set goals and stay motivated with FutureMe.


Operational Tools

Simplify your business operations with this curated list of specialized tools. Find solutions for project management, team collaboration, and process optimization to streamline workflows and drive growth.

  • HoneyBook CRM System

    Streamline client management and project workflows with HoneyBook, an all-in-one CRM system.

  • DestinationLegal

    Access essential legal templates tailored for coaches and online business owners, ensuring your business is protected and compliant.

  • QuickBooks

    Manage your finances, track expenses, and simplify accounting with QuickBooks.

  • Notion

    Organize your business operations and collaborate with your team using Notion's versatile workspace.

  • Flodesk

    Create and automate beautiful email marketing campaigns effortlessly with Flodesk.

  • Squarespace

    Build and easily manage a professional website using Squarespace's intuitive platform.

  • Grammarly

    Never send a proposal with a grammatical error. Improve your writing with Grammarly's real-time grammar and spell-checking tool.

  • ManyChat

    Enhance customer engagement and automate conversations with ManyChat's powerful chatbot platform. Long gone are the “Click the link in bio” days.

Plan to Focus™

Enhance your productivity with our curated selection of focus tools, innovative gadgets, and unique spaces that provide resourceful ways to create time and space for deep, uninterrupted focus in your service-based business.

Focus-To-Do Google Chrome Extension

Boost your productivity with the Focus-to-do Google Chrome Extension, combining the Pomodoro technique and task management to help you stay focused and organized.

Getaway House

Find tranquility and uninterrupted focus in a serene, distraction-free environment with Getaway House, perfect for a productive retreat.

Coming Soon!

Latest Reads

Stay informed with our agency's latest articles and recommended books to enhance your business. Explore expert insights, industry trends, and valuable tips to stay ahead in your service-based business.

This is a curated list of our favorite reads that help accelerate our business growth, and yours soon.