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small business resources & tools

01.

Notion

My favorite tool for housing and organizing my business operations since 2020. I migrated from Google and don’t use Dropbox, that’s how much I love it. All of my processes and templates are created and stored here making it easy to delegate. I create custom dashboards and tools to see information at a glance. I use the paid version. They have a free version, if you’re curious or just starting your business.

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02.

Canva

My favorite tool for creating any branded material or media for platforms. Canva has many capabilities that allow you to create images, sound clips, and video for almost any medium or platform. If you’re a novice, their selection of templates, color palettes, and curated font selections are very helpful. A built-in brand board makes it easy to create designs with consistency. I use the paid version; the ROI exceeds the cost. 🤫 They have a free version, if you’re curious or just starting your business.

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03.

Loom

Loom is my preferred choice when recording a process. It’s also great for showing remote clients and team members how I did something, explaining a process, or answering a question. I also use it to create short clips to embed on my website.

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join the challenge

Refresh Your Virtual Office

Clutter whether digital or physical creates stress, impedes productivity, and slows down our progress. Use the activities in this challenge to audit, filter, and refresh your virtual office.

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business tools

Client success

DesignerAdvantage — Preferred procurement service and bookkeeping for the interior design industry.

HelloSign — Easy and secure way to send contracts and gather signatures. Free and Paid versions.

Tally — Custom forms and surveys that integrate with Notion. Makes it easy to gather information from clients and podcast guests.

Zoom — Steadfast companion since 2015 for video conferencing. I’ve hosted masterminds sessions, coaching, FAQ sessions, and more.

Marketing

Mailchimp — Fan since 2015. Briefly tried ConvertKit and Substack, and came back to Mailchimp for the design and metrics. I need both.

Elevae Visuals — Gorgeous editorial stock images +video. Subscription service.

HauteStock — Beautiful stock images + video for creative entrepreneurs. Subscription service. I love the marketing guides and tools created by Rachel and her team.

Saffron Avenue — The quality of Angela’s design work is excellent! She understands small business needs and guides her clients in a direction that most benefits them.

Website

17th Avenue — Feminine easy to use affordable WordPress themes. I manage my website by myself and have purchased multiple 17th Avenue themes over the years. The instructions are detailed and user-friendly. If you need service, it’s quick and friendly. A++

Microsoft Clarity — Free heatmaps and session recordings. I love this tool because it lets me know where website visitors click and how far down they scroll. This helps me know what I’m getting right or wrong when creating web pages, landing pages, and sales pages, etc.

This page contains affiliate links, which means I may receive a small commission if you purchase through our links (at no extra cost to you). I only recommend companies I have personally used, love, and trust. I run a very lean business and when I first started in 2015 I couldn’t afford much. I was very resourceful in using what I had to make the most of it.

_the Journal vol 01 - the CEOffice

first issue

Journal for Leaders

Explore the practices necessary to set your team up for success. Whether you’re starting to add your first team member, recognizing some cracks in the foundation, or wanting to be proactive, this guide is for you.

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my favorite brands

office

Cloth & Paper

Elegant office supplies, planners, and planner accessories. Proceed with caution or a budget. 😉

Day Designer

I love checking off tasks and making notes. My planner is my professional diary.

Moo

High-quality paper and printing. Love the thickness of the luxe postcard for displaying company values on desks.

the CEOffice ®

Helping founders of small businesses better lead their teams and serve clients through leadership coaching and small business OS.

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