Free Resources
Getting your business organised starts here
Onboarding Checklist
Download the New Team Member Onboarding Checklist to help you make sure you don’t miss the important stuff.
Create Your Business Manual
How to create a Business Playbook that everyone will actually use with simple steps to creating your own Workplace Manual.
My favourite tools
Here are some my favourite tools and programs that I highly recommend for all businesses with employees.
Canva
A free-to-use online graphic design tool for creating your in-house promotional and educational materials including social media posts, presentations, posters, signage, handouts and more.
Slack
A cloud-based cross-platform instant messaging service for all your internal team and individual communications.
Loom
Free online screen recording tool with video editing. Use to create quick screen share training tutorials for your team. Plus it plays nicely with Slack!
TRAINUAL
A Software program that host your business playbook (business processes and systems) as well as your onboarding and training programs.
Dropbox
Easily store, sync and share files in and outside of your company from your computer, mobile or any web browser.
Google WORKSPACE
A workspace for all your emails, document library where you can share and collaborate all in one place.
Trello
For organising just about anything in your business – The ultimate teamwork project management tool.
Zoom
Online consultations with customers / clients and team training. Use the free plan to get you started
PLUS
ACTIVE CAMPAIGN
Email marketing, automation and CRM service provider to nurture your existing customers and gain new ones.
THRIVECART
If you want to add digital products to your local business offerings then Thrivecart is an excellent way to do this. Works for both Free and Paid offers and includes the necessary checkout functionality.
DESCRIPT
If you want to make video part of your team’s communication toolkit. Descript makes recording, editing and collaboration as easy as docs and slides.
