Free Guides
Let's Start with the Basics
Onboarding Checklist
Download the New Team Member Onboarding Checklist to help you make sure you don’t miss the important stuff.
Create Your Business Manual
How to create a Business Playbook that everyone will actually use. Simple steps to creating your own Workplace Manual.
MY FAVOURITE BUSINESS TOOLS
Here are some my favourite tools and programs that I highly recommend for all businesses with employees.
Canva
A free-to-use online graphic design tool for creating your in-house promotional and educational materials including social media posts, presentations, posters, signage, handouts and more.
Slack
A cloud-based cross-platform instant messaging service for all your internal team and individual communications.
Loom
Free online screen recording tool with video editing. Use to create quick screen share training tutorials for your team. Plus it plays nicely with Slack!
TRAINUAL
A Software program that host your business playbook (business processes and systems) as well as your onboarding and training programs.
Dropbox
Easily store, sync and share files in and outside of your company from your computer, mobile or any web browser.
Google WORKSPACE
A workspace for all your emails, document library where you can share and collaborate all in one place.
ASANA
For organising just about anything in your business – The ultimate teamwork project management tool.
Zoom
Online consultations with customers / clients and team training. Use the free plan to get you started
Miro: Visual Process Mapping Made Simple
If you’ve tried creating flowcharts in Word or PowerPoint and wanted to throw your computer out the window, Miro changes everything. It’s an online whiteboard tool that makes it incredibly easy to map out processes, workflows, and systems visually. Perfect for documenting how things actually work in your business – from client intake flows to service delivery processes – so new hires can see the big picture instead of just reading text-heavy manuals.
PLUS
ACTIVE CAMPAIGN
If you’re struggling to stay top-of-mind with your client base, ActiveCampaign makes sending professional newsletters simple. It’s an email marketing platform with drag-and-drop templates that look polished without needing design skills. Perfect for service businesses that want to send regular updates, tips, special offers, or seasonal reminders to their clients—keeping your business front-of-mind without the hassle of manually managing email lists
CHAT GPT
Save hours each week with ChatGPT – write emails, brainstorm content, draft procedures, and get instant support. It’s like having a virtual assistant who never sleeps (and never needs training)
GAMMA.APP
Gamma.app is a game-changer for creating employee training presentations. Unlike traditional tools where you’re fighting with layouts and fonts, Gamma uses AI to handle all the design work automatically – you just focus on content. Perfect for creating onboarding materials, service protocols, or product training when you need professional-looking presentations in minutes, not hours