Systems Master Checklist
Download this free checklist, designed for entrepreneurs & service providers looking to incorporate & improve automations in their business. In the checklist you get access to the 2-part roadmap to your ultimate client onboarding experience, along with automation tips to update as you go.
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Aligning Your Business Ops & Systems to Your Bottom Line
In this free webinar, you will learn how you can make sure everything in your business (from your processes to your systems & integrations) is connected to benefit your bottom line to further your business success through the use and implementation of lean process improvement techniques.
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FREE RESOURCES
The exact tools we use & recommend for our clients to restore, elevate & optimize their behind-the-scenes operations.
OPERATIONS + INTEGRATION SPECIALISTS OPERATIONS + INTEGRATION SPECIALISTS OPERATIONS + INTEGRATION SPECIALISTS OPERATIONS + INTEGRATION SPECIALISTS OPERATIONS + INTEGRATION SPECIALISTS OPERATIONS + INTEGRATION SPECIALISTS OPERATIONS + INTEGRATION SPECIALISTS
PLATFORM REC'S
and resources
I get it. You're not sure what platforms are most beneficial (and won't cost you an arm & a leg) for your business to run smoothly.
From a systems & tech integration expert, I can confidently say, the platforms on this page are the go-to resources you need when operating in the online space. Of course there are others you could use that get the job done, and more that could be implemented along side these, but these are the top resources that helped me and my clients go from unorganized chaos behind-the-scenes to smooth swoon-worthy systems that work FOR you.
I'm here to help you get rid of the decision fatigue and to help you find the confidence in your systems foundation. It all starts right here.
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PLATFORM RECS
TOOLS FOR BIZ
Tired of searching the web for the best platforms & tools for online business owners?
ACTIVECAMPAIGN
ActiveCampaign (AC) is a robust email marketing platform that allows you to keep your contacts journey optimized through tagging, custom fields, automations, and more. If you’re wanting to filter, segment, & track, AC is the go-to.
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THRIVECART
For the digital products you offer, ThriveCart manages the checkout pages & affiliate processing while integrating smoothly with other platforms. ThriveCart is an affordable one time purchase making it a no-brainer in my book.
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DUBSADO
Dubsado is a CRM platform that helps you manage your leads, forms, contracts, scheduler, and invoicing while allowing you to automate everything with ease. Your entire client experience is covered from A to Z with Dubsado.
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CLICKUP
From simple to-do lists to elaborate project plans & dashboards, ClickUp keeps you organized. This project management tool serves as a next-level headquarters for your business. If you need one tool starting out, it’s ClickUp.
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FUNNELYTICS
Want to map out a process or workflow? Or start designing funnels for yourself or your clients? Funnelytics helps you visually plan & connect with ease.
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ZAPIER
The vital component with integrating platforms, is Zapier. If your platforms can’t natively integrate with each other, Zapier is able to make those connections for you. It acts as the glue for your biz platforms.
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SHOWIT
My #1 choice for websites & funnel builds is Showit. The user-friendly site helps you freely design without needing additional plug-ins, apps, or certifications. It’s the Canva of website design. PS - This website is built on Showit!
Get Your First Month Free
LOOM
From screen recording for team & client communication to creating tutorial videos and recording course material, Loom has you covered. In 2022 alone, I eliminated 544 meetings by using Loom.
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SLACK
Slack is the go-to for team & client communication. Introduce using this instant messaging platform and instantly speed up your communications without having to wait for an email.
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PLATFORM RECS
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LEGAL
TEMPLATES
These templates from Berkley Sweetapple are made for creative entrepreneurs who are looking to legally protect their online businesses. Each contract was drafted and reviewed by multiple licensed attorneys and a creative in the relevant field to account for industry-specific scenarios. Use code: AGENCYTWENTYTHREE for 20% off ANY template!
20% OFF Templates
PLATFORM MIGRATION TOOLKIT
Looking to switch platforms but are stuck in the overwhelm of what to document & how you can get it done efficiently? Grab this Toolkit for the spreadsheets, project plan, and walkthrough video to help you switch platforms in no time.
GRAB THE TOOLKIT FOR $47
TOOLS FOR BIZ
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If you're ready to jump into integrating these pieces in your business today and need guidance on the how-to's, my Systems Intensive Session is for you!
We will spend 90 minutes together breaking down the platform and get it up & running for your business so that you can start using the tool to improve your operations.
have questions?
Want to know more about how you can successfully & efficiently implement these platforms & tools in your business?
Fill out the form below & I'll get back to you within 2 business days with the answers that will help you get started asap!
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