Below is a list of financial templates and tools that I have personally built and use on a daily basis to stay on track and ahead.
Step into your financial power in your business. The Financial Planner will help you set annual financial goals for the year, and stay accountable each month. The template includes a video series to help you stay on track!
Create your annual budget and sales goals for your business. This template gives you a 12-month view of your sales, cost of sales, and operating budget. The template includes a video series to help you stay on track!
Below are some of the tools that I use from third parties to automate my business and stay on track.
One of the simplest tools for project management is Trello. You can create customizable boards, add your team, and stay on track!
There are a lot of tools out on the market for marketing automation. The one that I prefer the most is ConvertKit. It is affordable, allows you to build automated emails, and integrates into most websites.