
resources
Workbooks •
Tools & Tech •
Free Resources •
Workbooks • Tools & Tech • Free Resources •
Streamline your business and leaders for success!
I have a number of FREEBIES available that are packed full of information to help walk you through various activities and strategies for streamlining and simplifying!
Free workbooks & Templates
CEO Self - Audit Workbook
Strategic Objectives Workbook
Meeting Agenda Template

The Art of Operations
Get ready for scalability and optimized business growth with my book.
Includes a supplemental workbook too!
RECOMMENDED TOOLS & TECH
Tools and tech are the secret to running a sustainable business. They allow us to systemize, automate, delegate, and save us time and energy!
Here are some tools that I can't live without.
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Click Up
This program allows you to create recurring tasks (it regenerates the task for the next due date once you hit complete). If you have a team, you can also assign a task to another person and see what others are working on. Once a task is done, simply click "completed" and it will either go to your "Completed" list, or will send it to the next due date. I would be lost without this amazing program!
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Canva
Oh my Canva! I've been on a pro account LONG before I started IA Consulting. My husband and I are both musicians/actors, so we use it to promote shows and create graphics. For my business, it is perfect for creating social media graphics, website graphics, even workbooks and journals. You can either use a pre-made template or create something from scratch. The options are endless. They have a free account, and a pro account option.
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Google Workspace
I live in the Google Workspace, and I love it. Everything is saved in the Cloud, so you can access from anywhere. I keep all my business documents in my Google Drive, because it is so easy to use and access. Within the workspace, you have email, documents, spreadsheets, presentations, forms, and more. You can create and share these files with whomever you like. Brand them. Collaborate in real-time. It's a one-size-fits-all kind of tool!
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Calendly
The perfect tool to make booking discovery calls and client calls easy! Clients can click on a link that will take them to my schedule where they can pick a day and time that works for them. If there are certain days you aren't available, no worries, simply put that into the program and those days/times won't be available to clients. It will even sync with your calendar so if you put something in your calendar, it won't have that time available to clients anymore.