Templates & Workshops for Service Providers
From your business schedule and email inbox to your filing system and your notifications, you've got to create a solid structure first so you know where to start your day, how to take action, and where to find your files as you work each day. Creating structure will give you more space in your week for internal projects like setting up systems. Use the resources below to create a foundational structure.
Start your day and stay focused on your tasks without distractions or constant meetings.
Organize your email Inbox so you can manage emails and get to inbox zero with less stress.
Create tasks and projects in dedicated spaces, delegate with clarity, and complete to-dos faster.
Implement best practices for managing notifications and working pomodoro style so you can re-center your focus with ease.
Organize your files so you can spend more time getting things done and less time hunting for tools you need to work on your projects.
"I no longer have inbox related anxiety. In fact I look FORWARD to doing my inbox work each day because it's so dang organized."
"New inbox, who dis?"
"I love that you don't just show us the basic setup but also the reasons for more detailed columns and why they would be important."
"OMG! You are amazing."
With a clear plan of action, we'll take the guess work out of what workflows you need, how your process should flow, what templates to create, and what software to use . With this part of the framework, we'll simplify your offers and create your workflow strategy. Use the resources below to create your systems strategy.
Your service offering could be sabotaging your automation efforts. Refine your services in a single source of truth so you can automate time-consuming aspects of your services.
Elevate your service sales page with must have details so you can inspire website lurkers and prospective clients to connect and book a sales call with you!
Map out your workflows, plan out workflow assets needed, and develop your workflow strategy so you can setup systems with ease. Canva workflow mapping template and workflow strategy doc included.
Imagine life with time-saving email templates, branded client-facing materials, SOPs, and internal business hubs that help you serve clients, manage internal projects, and delegate with more ease. You'll love having dedicated spaces for your business projects & data. Use the resources below to create hubs and workflow assets for your business. We'll be adding more resources here regularly!
Design redirect landing pages for your contact forms, appointment schedulers, sign up forms, and more.
Set up a one-stop-shop for your brand messaging, brand assets, business templates, and SOPs so you have brand details for your business in one place.
Set up a special hub for planning marketing campaigns and content so you can attract more clients and intentionally make progress towards your revenue goals.
18 templates included
Plan your project dates in advance so you can reach revenue goals, handle sales calls, & balance your workload.
Plan goals, launches, and set KPIs for team members in single source of truth so you can break down goals into actionable tasks.
Receive, manage, and respond to client support requests in one place so you can serve with less stress.
email templates included
Create a place for your team members to find FAQs, a guide on decision-making for their role, SOPs for step-by-step task directions and a place to locate key business data and business hubs.
Learn how to create a Calls & Videos Hub so you can gather meeting details & call recordings in one place. Plus, we've included Zap templates so you can automate calls & video recordings as well.
Communicate with your clients, have them complete questionnaires, and complete tasks right inside one customizable Google Doc Project Portal so you can automate client onboarding & manage projects with ease.
Polish up the preview of your loom videos with 10 video thumbnail designs so you can brand client facing videos with a welcome mat that tells viewers what they can expect.
Present an inspiration board for your project so that your client can get an idea of the design ideas you have in mind for your project.
3 Designs included
10 Designs included
Need help with installation, design customization or strategy?
Whether you need done-for-you template installation, customization of a design template or asset with your branding, or strategy guidance, I'm here to help. Simply book a session based on your needs and we'll strategize or design and install templates and automations you've purchased in the shop.
Set up rinse-and-repeat workflows from scratch or refine your existing ones so you can do less admin work, finish projects faster, and focus more on getting results for your clients (and yourself). Use the resources below to set up tech and workflows for your business. This section looks a little light but that's because we included so many automation templates with our asset templates in step 3. We'll be adding more resources here soon!
I use Airtable as my CRM, content planner, sales log, project date planner, support ticketing system, membership data hub, and so much more.
From apps like Google Calendar to Google Docs, and an email address that bears my brand domain, Google Workspace has a suite of tools I use daily.
Calendly is my meeting appointment scheduler. It has made meeting scheduling a breeze and their Google Chrome extension makes accessing my meeting links super easy.
Zapier is the glue that holds all of my systems together. It makes all of my systems talk to each other so that I can automate tasks across different systems at once. -- even if they don't natively integrate together.
I use Circle to manage my membership community. I can host live online events, share my membership trainings, and have a facebook like community interactions without Facebook!
Flodesk is my favorite tool for email marketing. It's easy to use and the emails I create in Flodesk are always so beautiful and on brand. It's the only email marketing tool I've used that actually makes me enjoy writing emails.
I use Canva to design social media graphics, client facing materials I create for my clients' systems setups, and more. With Canva, you can also create websites, landing pages, and schedule social media posts to social media and Facebook groups too!
ThriveCart is my checkout page tool for selling my membership and service offerings. With ThriveCart, I'm also able to create a robust affiliate programs for each of my offers to generate revenue.
Loom allows you to record quick videos of your screen and camera. Once you record your video, your videos are instantly ready to share and watch. It's a tool I use every single day and cuts down on the emails I have to write to clients. If a client asks a question, I can just record a loom video instead.
Easily manage clients, send contracts, take payments, send questionnaires, create workflows and even track leads in this easy-to-navigate program. It’s super customizable and can be a TOTAL game changer if you prefer an all in one tool. Did I mention that the forms you can design with Dubsado are drop dead gorgeous?
Dub-ins creates stunning and premium Dubsado form templates for a seamless client experience. Dub-ins code snippets are so easy to implement, you’ll wish you hadn’t spent hours trying to figuring it out yourself. Stop wasting your time on courses and focus on what you do best.
Design your website on the Canva of website platforms... Showit! Showit is a drag-and-drop website platform that provides total creative freedom over the layout and design of your website, all without a single line of code.
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