THE PLANNER'S NOTES

Having a proper business foundation is the first step in building a business.

Entrepreneurs and small businesses owners often ask me for resources and tools they can use to operate their business successfully. Therefore, I felt it necessary to provide these to you here. Below, you will find the business tools that I have vetted at length and with whom I have carried long relationships with. I will continue to update this list for future reference!

 
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business tools

Acuity

Online appointment scheduling software. Clients schedule appointments, pay, and complete intake forms online 24/7. You can start for free by using my link below!

Bench

An online bookkeeping service for small businesses, that pairs you with a bookkeeper! You can try them for free no credit card required and you can receive up to $400 in savings by using my link below!

17Hats

With 17hats, everything you need to run your business is in one place, such as; lead management, on boarding  workflows, invoices and more. You can 10% savings on their annual or higher subscription by using my link below.

Google Suite

An integrated suite of secure, cloud-native collaboration and productivity apps powered by Google AI. Includes Gmail, Docs, Drive, Calendar, Meet and more.

Sam Cart

SamCart helps you create a beautiful page that showcases your products and accepts the order all on the same page.

marketing tools

MailChimp

Email marketing, ads, landing pages, and automation tools to grow your business with email marketing.

Siteground

Web hosting services are crafted for top speed, unmatched security, 24/7 fast and expert support.

Canva

A graphic design platform that allows users to create social media graphics, presentations, posters and other visual content