Chart Your Path with tools and automation
Developing a plan for your project based on best practices and refined tools is the key to successful launches.
Let our team support you on making admin a thing of the past and marketing integration the easiest part of your business.
CRM Setup with Honeybook
Juggling your spreadsheets and wondering who is on your lead list? What about calendar links that have automation and lead funnels built in? Setting up a CRM for your coffee meetings, for scheduled follow-ups, email templates and managing invoicing and payments can make coffee meetings an income source rather than an expense line with lost leads outreach.
AI Notetaker with Otter
Balancing high call volumes online (Zoom or Google) and in person? Why not have your notetaker join you and help make notetaking a thing of the past? This tool integrates with your email, provides notes and tasks to help you be more efficient and increase. your client productivity.
USE OUR PROMO CODE FOR 1 MONTH FOR FREE WITH YOUR SUBSCRIPTION
Automated systems tools with Zapier
Looking to connect the dots between your platforms? This tool is the workhorse behind automation. With new AI integration, you can now make data entry on multiple platforms a thing of the past. Want assistance setting up your automations? Reach out to our team with a Digital Audit, and let’s get you firing on all platforms.
Remote team Best practices
Struggling to get your team working together to meet your deadlines? Here are a few tips that have kept our team on track and have worked for many.
Content Calendar worksheet
Content is king and planning is needed. Here is our quick planning guide for your next scrum session to start flushing out those little nuggets and big ideas.
Website Planning Worksheet
Websites are your mobile billboard. The link you share when sharing what you do, your portfolio and where you share your elevator pitch. Let’s leverage your assets and get you the referrals you are looking for.
Download PDF Worksheet