Quiz results:

Booked Out Hero!

You need some client communication support

You’ve got more badass client work than you know what to do with! Congratulations on that major milestone.

But now you’re finding that onboarding clients (invoicing, contracts, collecting necessary info, etc.) is a total pain and is taking ages! Create some consistency for your clients and a load more time for yourself by starting with a great CRM (or Client Relationship Management software) — my fav is Dubsado*. I use it in my business to create onboarding automation dreams and you can too 🙌

A young woman with red hair, glasses, and a black top, sitting cross-legged on a brown couch, holding a glass of red wine, smiling at the camera.

I'm Ellie, your new systems obsessed friend & here’s my recommended next steps for your business:

  1. Pick a CRM and create an account

  2. Put together a folder that contains all your onboarding and offboarding content (contracts, invoice templates, questionnaires, standard emails you send out, feedback forms, etc.)

  3. Start transferring each of these pieces into your CRM.

  4. Create automated workflows in your new CRM that help you to free up time by automating when and how your clients receive each of the onboarding and offboarding pieces.

  5. Relax knowing that you and your clients are set up for success working together!

*Affiliate disclaimer* Some of my recommended tools are affiliate links, meaning I will make a small commission if you sign up for a paid plan, but I promise I only recommend tools I know and love and that I know you will too!

the Asana Essentials Tool Kit
$47.00

Are you ready to supercharge your productivity and bring order to your business chaos? Meet The Asana Essentials Tool Kit, your new best friend in project management! This comprehensive bundle of Asana project templates is designed to streamline your operations and keep your business running like a well-oiled machine.

What’s Inside?

  • Video Tutorial: walking you through everything you need to know to download, install and use the Asana project templates

  • Client Project Template: Easily gather and communicate all the details you need for your client projects. This template ensures you never miss a deadline and always deliver top-notch client experiences.

  • Business Blueprint Template: Keep all your frequently referenced documents and essential information at your fingertips. From strategic plans to important contacts, this template has you covered.

  • Content Creation Template: Struggling to stay consistent with your content? Plan, draft, and schedule your social media posts, blogs, newsletters, and more with this handy template.

  • Offers & Strategy Template: Gain a clear overview of your business strategy. Map out your offers, set strategic goals, and track your progress to stay focused and make informed decisions.

  • SOPs & Admin Template: Simplify your recurring tasks and document your standard operating procedures (SOPs) to ensure consistency and efficiency in your business operations.

Why You’ll Love It:

  • Boost Your Efficiency: With these pre-designed templates, set up and manage your projects faster and more effectively.

  • Stay Organized: Keep all your important information and tasks in one place, making it easy to stay on top of everything.

  • Consistency is Key: Ensure that your content and client interactions are consistent and high-quality.

  • Strategic Clarity: Get a bird's eye view of your business strategy and stay focused on your goals.

  • Streamlined Processes: Simplify your recurring tasks and SOPs, saving time and reducing errors.

Transform your business operations with The Asana Essentials Tool Kit. Whether you’re a solo entrepreneur or managing a team, these templates will help you achieve more with less stress. Get started today and experience the magic of simplicity and efficiency in your work!

Want some help?

I offer bite sized and hella impactful Tool Kits in the online shop to help you learn to simplify your business.

Get 25% off with the code ‘NEWFRIEND

the Marketing Communication Tool Kit
$47.00

Your one-stop solution for mastering the art of business communication.

This digital download offers an extensive collection of templates and guides that cater to every aspect of professional interaction. Whether you're scheduling discovery calls, crafting compelling newsletters, designing impactful email signatures, or seeking glowing testimonials, our toolkit has you covered.

What's Inside?

  • Discovery Call Template: Streamline your initial consultations with a structured approach to gather all the essential business info, capture notes efficiently, and prepare pertinent questions to understand your client's needs deeply.

  • Newsletter Template: Keep your audience engaged with newsletters that matter. From upcoming events to exciting announcements, and insightful blog posts, our template helps you communicate with clarity and charisma.

  • Email Signature Templates: Elevate your email game with our five uniquely designed email signatures. Personalize your digital footprint and make every email a chance to impress.

  • Testimonial Request Templates: Leverage our crafted templates to request testimonials that resonate with your prospects, showcasing the real value you bring to the table.

AND, this tool kit isn't just a bunch oftemplates. It includes a treasure trove of suggestions, tips, and insider knowledge neatly tucked in the margins, ready to elevate your communication.

Benefits for You:

  • Enhance your professional presence across multiple channels

  • Save time with ready-to-use, customizable templates

  • Access invaluable additional tips & suggestions

  • Build and maintain stronger relationships with your clients & community

Perfect for entrepreneurs, small business owners, freelancers, and anyone looking to make their mark in the business world with polished, professional communication. Calibrated Concepts Marketing Communication Tool Kit is more than a product—it's your pathway to impactful, effective, and memorable business interactions.

Note: you’ll receive an email with a digital download. Use the link in the PDF to access the file!

the How to Hire Help Tool Kit
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the How to Hire Help Tool Kit
$47.00

Ready to create some space and ease in your business by outsourcing?

Dive into my actionable video where I spill the beans on hiring tips and tricks, alongside a treasure trove of templates and resources.

Say goodbye to hiring hiccups and hello to building your dream team.

You get immediate access to the goodness this Tool Kit includes:

  • A 20+ minute actionable video sharing the hiring tips and tricks we’ve picked up along the way + how to use the rest of the resources included

  • Contractor onboarding guidebook

  • Template application form

  • Position/Job Description Template

  • Interview Questions

  • Applicant Test Template x2

  • Email Templates for the whole process

  • Contractor Onboarding Forms

  • 14 days of email support you’ll have me in your corner, if you get hung up or have a question. We’re in this together and I definitely won’t leave you hanging 🙌

Note: you’ll receive an email with a digital download. Use the link in the PDF to access the video & resources!

the Simplified Business Systems Tool Kit
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the Simplified Business Systems Tool Kit
$47.00

Making time for everything you want to is tough for entrepreneurs!

The juggle is so. damn. real.

I’ve spent years teaching over 100 entrepreneurs how to simplify their business to save time and sanity.

This is a combo package! In order to set you up for a business of ease, you get:

  1. A 60 minute workshop loaded with practical tips around how to make more space in your day to day business.

    • Think about the things that suck up the most of your time like admin, content creation, training and onboarding, and more — I’m going to show you how to either systemetize them or automate them.

  2. 14 days of email support you’ll have me in your corner, if you get hung up or have a question. We’re in this together and I definitely won’t leave you hanging 🙌

Note: you’ll receive an email with a digital download. Use the link on the PDF to pop your email into the form (which will trigger the automatic emails!)

the Client Connection Tool Kit (add-on)
$15.00

Introducing the Client Connection Tool Kit, your go-to resource for streamlining client communication and enhancing customer relationships.

This comprehensive 20 page document includes a curated collection of professionally crafted email templates designed to cover every stage of your client interactions.

With easy-to-use templates that can be customized to suit your brand voice and style, you'll save time, maintain consistency, and ensure a seamless client experience every step of the way.

While it can be used with any email system, I recommend that you use this with a CRM (we love Dubsado)

I’ve included templates for the following:

  1. Inquiry Response - General w/ Form Link

  2. Inquiry Response - Not Available

  3. Inquiry Response - Not a Good Fit

  4. Potential New Client - Follow Up 1

  5. Potential New Client - Follow Up 2

  6. Welcome + Contract & Invoice

  7. Payment Reminder - Upcoming Payment

  8. Payment Reminder - Due Today

  9. Payment Reminder - Past Due

  10. Payment — Overdue Invoice (End of Month)

  11. Scheduler - Appointment Confirmation

  12. Scheduler - Appointment Reminder

  13. Interview Reminder (for podcasts & more)

  14. Thank You / Project Wrap

  15. Power Hour Follow-up

  16. Testimonial Request

the ChatGPT Prompt Cheat Sheet
$47.00

Whether you're a seasoned content creator or just dipping your toes into the world of AI-powered writing, this handy guide is your go-to companion for crafting compelling and engaging content in a breeze.

Inside, you'll find a treasure trove of prompt ideas tailored to suit every occasion.

What's Included:

  1. Prompt Advice: Expert tips and tricks for making the most of each prompt category.

  2. General Prompts: Versatile prompts suitable for various content types and platforms.

  3. Newsletter & Email Prompts: Ready-to-use ideas to kickstart your email marketing campaigns.

  4. Social Media Prompts: Engaging prompts crafted to captivate your audience on social platforms.

  5. Press Release Prompts: Professionally crafted prompts to help you announce your latest news and updates.

  6. Image Creation Prompts: Creative prompts to inspire stunning visuals for your content.

  7. Technical Documentation: Detailed prompts tailored for technical writing and documentation.

  8. Long-form Content Prompts: Insightful prompts for creating in-depth articles, blog posts, and reports.

  9. Bonus: Canva Prompts: Additional prompts to fuel your creativity and enhance your designs with Canva.

Benefits:

  • Streamlined Content Creation: Say goodbye to writer's block with a wealth of prompt ideas at your fingertips.

  • Increased Productivity: Save time and effort by leveraging pre-designed prompts for various content types.

  • Improved Engagement: Craft compelling content that resonates with your audience and keeps them coming back for more.

  • Enhanced Creativity: Spark new ideas and explore different angles for your content with our diverse range of prompts.

  • Professional Results: Elevate your content quality with expertly curated prompts designed to meet your specific needs.

So, what are you waiting for? Elevate your content game today with our ChatGPT Cheat Sheet and free up headspace in your writing!

Don’t forget to tweak the results to really make the content your own 🙌

Note: you’ll receive an email with a digital download. Use the link in the PDF to access the video & resources!