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Service Operations + Project Management Consulting

TOOLS, TEMPLATES, & RESOURCES

The STANDARD Toolkit

Managing a business hard work, but GREAT NEWS: as always, I am here to help and be a resource, and so are some of my favorite industry friends. So I've curated a list of my go-to tools to make running your business a little bit easier and help you set yourself up for success. 

For anyone who needs to create professional looking visuals without a design degree. I use it for content, presentations, and client materials. Fast, intuitive, and endlessly useful.

Canva

My AI thought partner for strategy, copy, and content. It thinks fast, writes in my voice, and helps me move through business decisions and creative work without slowing down.

Claude

My client management platform for proposals, contracts, and invoicing. It keeps the business side of client relationships organized and professional from first inquiry to final payment.

Indy

Simple, reliable, and everyone already has it. I use it for every discovery call, client check in, and team session. No friction, no excuses, just show up and get to work.

Zoom

Where this website lives. Showit gives you complete design freedom without needing to know how to code. Perfect for service businesses that want a polished, professional online presence. Get one month free on me.

Showit

The most beautiful email marketing platform out there, and actually easy to use. I use it to stay connected with my audience without spending hours building campaigns.

Flodesk

Email, docs, drive, and calendar all in one place. It's the operational backbone of my business and the easiest way to keep everything organized and accessible from anywhere.

Google Workspace

The project management tool I run my entire business on. If you need one place to manage tasks, projects, and priorities without things falling through the cracks, this is it.

ClickUp

I USE every SINGLE DAY.

business essentials

Get 1 Month FreeGet Google

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Some of the links on this page are affiliate, partner, or refer-a-friend links. if you find something that you like and you would like to use too I may earn a small commission.  They are at no extra cost to you, most of the time you will save money. I only share things I use myself and believe in. Thanks for supporting my business by shopping with my favorite partners and brands.  

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