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Freebies & products

useful resources for your business

elevate your business

01

This template has everything you need to create an effective SOP for your business! Includes ClickUp SOP Template.

SOP template

freebies

02

This document provides useful Tips & Tricks on how to effectively utilise ClickUp for your business!

clickup tips & tricks

products

clickup template

These Plug-In ready to use templates are a fully integrated and automated end-to-end process covering recruiting new team members, to offboarding them if they leave.
This is great for all types of business owners, or for those who help to manage and execute these activities for their clients, such as recruiters and OBMs.
This template will, reduce ClickUp overwhelm, save you time and energy, and improve your team processes and communication.
This template is suitable for those on ClickUp's Unlimited Plan or higher.

team recruitment & management

CLICKUP TEMPLATE

These are Plug-in ready to use templates to help you manage all aspects of your marketing and operations activities.
This is great for all types of business owners, and perfect for Social Media Managers.
With this template you get an integrated and automated approach to manage your marketing and business operations across all platforms and marketing methods, from idea through to posted and repurposing at a later date.
This template is suitable for those on ClickUp's Unlimited Plan or higher.

marketing & operations

clickup template

These are Plug-in ready to use templates to help you manage all aspects of your internal business activities.
This would be great for all types of business owners, or for those who help to manage and execute these activities for their clients, such as OBMs and VAs.
With this template you get an integrated and automated approach to manage all of your internal business activities, such as To Dos, SOPs, Goals, Projects, Finances, Resources, and more!
This template is suitable for those on ClickUp's Unlimited Plan or higher.

Business & Resource Management

CLICKUP TEMPLATE

These are Plug-in ready to use templates to help you manage all aspects of your home and family life.
This template will, reduce ClickUp overwhelm, save you time and energy, and improve your life processes
With this template you get one place to manage your daily, weekly, monthly routines and to dos and everything else in-between.
This is for those who want control over their life by having everything in one place.
This template is suitable for those on ClickUp's Unlimited Plan or higher.

life management

Stripe

Stripe is my payment processor. I have it linked to Dubsado (which sends out the invoices) and ThriveCart so that I can receive payments from my clients.

flodesk (get 50% off)

Flodesk is my email marketing tool. I find it really simple to use, and you can create really beautiful emails. You can also create email automations.

lastPass

I use LastPass to receive passwords from my clients. This is a really simple and easy way to manage sharing access between myself and my clients.

Make

Make is another integration tool that links all my tools together. It is more advanced than Zapier and so helps streamline my business even more.

Canva

Canva is my graphic design tool. I use it to ensure I keep on brand with all my different platforms, including website, social media, printed designs and more!

ThriveCart

ThriveCart is a checkout tool. I use this to sell my products on my website. I can create discount codes for special occasions, as well as funnels and more!

ClickUp

ClickUp is my Project Management tool, but it does so much more than that. It helps me manage my entire business, client work and personal life!

Dubsado (get 20% off)

Dubsado is my CRM and manages my leads and clients. It schedules calls, sends proposals, contracts, invoices, and emails, which can be done  automatically.

Zapier

Zapier is an integration tool. It helps to integrate all of my tools, so that they all talk to each other, and send specific data between them, as I need.

tools

tools I can't live without

Below details the tools I utilise in my business and cannot live without! Some of the links below are affiliate links which means I may receive commission when you purchase them using my links and codes.

my tool stack

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