Free Tools and Resources for Designers & Agency Owners
Some of the tools I’ve used in my business. Simple. But useful.
Project Notes Data Sheet
A4 Notesheet for Client Meetings & Calls
Back in the day… I had filing cabinets (shock) with client folders and FILES (gasp) I needed a way to record my notes from client meetings and calls. So I created this note sheet. A4, print double sided. Well, the filing cabinet is pretty empty now, but I still prefer to write down my notes so this sheet I still use. I now scan it on my phone and attach to the client record in my Zoho CRM.
Intentions & Tasks Planner
The Daily Done List (A4 printable)
Do you prefer to write down your tasks and checklists – the old fashioned way? I created The Daily Done List to plan my week, manage my days and keep on track (and to reduce the growing number of lost lists). The double sided A4 is a trifold flyer that contains one week (5 work days) of daily intentions, tasks and reminders. Write it. Do it. Check it. DONE!
Monthly Marketing Planner
A4 Marketing Calendar Printable
Planning out your monthly marketing schedule is a game changer. This marketing planner was created – again, because I’m just one of those people who needs to WRITE stuff down. Sadly though, getting on top of our own marketing is really hard, when your job is about delivering the digital marketing for your clients. This planner is about choosing one main marketing goal and breaking that goal down into 3 key tasks that will get it done!