The Shortcut Shop
Organize your back office operations with our on-demand courses, trainings, and most gem-rick replays.
Time block your calendar with daily work plans that actually work so you can get more done, and recenter your focus when distractions arise.
Dropkick email overwhelm using an action-based filing structure and email routine so you can achieve inbox zero with a simple daily workflow.
Create tasks and projects in dedicated spaces, delegate with clarity, and complete to-dos faster.
Implement best practices for managing notifications and working pomodoro style so you can re-center your focus with ease.
Organize your files so you can spend more time getting things done and less time hunting for tools you need to work on your projects.
Elevate your service sales page with must have details so you can inspire website lurkers and prospective clients to connect and book a sales call with you!
"I no longer have inbox related anxiety. In fact I look FORWARD to doing my inbox work each day because it's so dang organized."
"New inbox, who dis?"
"I love that you don't just show us the basic setup but also the reasons for more detailed columns and why they would be important."
"OMG! You are amazing."
Take the shortcut to setting up systems and workflows using our customizable templates so you can get organized with our most recommended tools.
Your service offering could be sabotaging your automation efforts. Refine your services in a single source of truth so you can automate time-consuming aspects of your services.
Map out your workflows, plan out workflow assets needed, and develop your workflow strategy so you can setup systems with a solid plan.Canva workflow mapping template and workflow strategy doc included.
Set up a one-stop-shop for your brand messaging, brand assets, business templates, and SOPs so you have brand details for your business in one place.
Plan your project dates in advance so you can reach revenue goals, handle sales calls, & balance your workload.
Plan goals, launches, and set KPIs for team members in single source of truth so you can break down goals into actionable tasks.
Receive, manage, and respond to client support requests in one place so you can serve with less stress.
email templates included
Set up a special hub for planning marketing campaigns and content so you can attract more clients and intentionally make progress towards your revenue goals.
Learn how to create a Calls & Videos Hub so you can gather meeting details & call recordings in one place. Plus, we've included Zap templates so you can automate calls & video recordings as well.
Communicate with your clients, have them complete questionnaires, and complete tasks right inside one customizable Google Doc Project Portal so you can automate client onboarding & manage projects with ease.
Design redirect landing pages for your contact forms, appointment schedulers, sign up forms, and more so clients & prospect know what to expect.
Create a place for your team members to find FAQs, a guide on decision-making for their role, SOPs for step-by-step task directions and a place to locate key business data and business hubs.
Polish up the preview of your loom videos with 10 video thumbnail designs so you can brand client facing videos with a welcome mat that tells viewers what they can expect.
10 Designs included
18 Designs included
Create a white-glove project kick off experience for your clients so you can enforce boundaries, gather info, and prevent project delays from the start.
Present an inspiration board for your project so that your client can get an idea of the design ideas you have in mind for your project.
3 Designs included
Build a Zapier automation that does your client onboarding admin for you so you can instantly onboard your clients without manual labor.
As an affiliate of many resources mentioned below, I get a small commission whenever a purchase is made using the links provided. It doesn’t cost you anything extra to use our link and in some cases, it may even cost you less. Yay for savings!
ThriveCart is our checkout page tool for everything I sell, including our service offerings. With ThriveCart, we're also able to create a robust affiliate programs for each of our offers to generate revenue. Their integrated Thrivecart Learn feature allows us to deliver courses and resources in a learning platform. You pay for it once and never pay again.
SignNow is an online platform that lets you sign and manage documents electronically. In our personal opinion, SignNow is a great best in class contract option for those who want to standardize their contracts and automatically send a link for anyone to sign their contracts in kisok mode which means that once one client signs their contract on the link, the page will refresh for a new person to sign without any manual labor from you. So you can upload those pretty canva designed contract PDFs and make them signable with little effort. We use SignNow with Airtable and Zapier.
Bloom is the best Dubsado alternate we've ever seen! Aside from being able to manage clients, take payments, send questionnaires, create workflows, and track leads, Bloom even has an integrated website and embeddable website chat feature built into the software. While it's a new kid on the block, it's easily one of our favorite CRMs to recommend. Did we mention it's easy to setup? No. Like really.
Easily manage clients, send contracts, take payments, send questionnaires, create workflows and even track leads in this CRM. It’s super customizable and can be a TOTAL game changer if you prefer an all in one tool. Did we mention that the forms you can design with Dubsado are drop dead gorgeous?
Loom allows you to record quick videos of your screen and camera. Once you record your video, your videos are instantly ready to share and watch. It's a tool we use every single day and cuts down on the emails we have to write to clients. If a client asks a question, our team can just record a loom video instead.
Ready for chill mornings and easy work days? Start your journey to a streamlined back office when you drop your details below to grab The Get Organized Guide for free!
The Get Organized Guide