Tools and resources

Business development & client management

Invoicing

Honeybook

Accounting

QuickBooks

Newsletters

Mailchimp

ConstantContact

ActiveCampaign

Funnels:

Samcart

GetResponse

Clickfunnels

Analytics Tools

SEO & Keyword Tools

Browser Add-Ons

Keywords Everywhere >

Tag Assist By Google >

Project Management Recommendations

Google Folder Copying Tool

Recommended Hosting Provider

Flywheel Agency Account

Procedure & QA Checklist Sheet

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Letter & Announcement Templates

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Phase I:  Discovery Tools

Lean Canvas Template

The Lean Canvas Business Plan, created by Ash Maurya

Time to complete:  1.5-2 hours with client + 1 hour for editing

Walking your client through the creation of a Lean Canvas Business Plan helps you get clarity on their goals, target customer, resources, and more.  It also helps you and your client learn each other’s language, and to identify their passion and the tone and culture of their business.    These all will be reflected in what ever you create for them.

The Golden Touchpoints

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Phase II:  Design & Content Development

The Hero’s Journey

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Ad Copy / Headline Generator

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Social Header Template – Photoshop

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Social Ad Size Template – Photoshop

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