Our Favorite Business Resources
I've done the trial and error so you don't have to! These are my must-have tools and software thatI love for wedding industry pros and nonprofit leaders alike.
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TOOLS & SOFTWARE
CRM
A CRM (Customer Relationship Management) system helps businesses and nonprofits stay organized by tracking interactions, contacts, and tasks in one place. It’s essential for building strong relationships, improving communication, and ensuring nothing falls through the crack
Aisle Planner - designed specifically with event planners in mind, but can be used by many different types of wedding and event pros since the user interface can be customized
Benevolate - designed for nonprofits to streamline EVERYTHING, from managing donors to your email list, this is the one stop shop you’ll want to use
Contract Templates
One of the most useful tools for my business has been the purchase of contract templates! This made my life so much easier from dealing with clients, vendors and even employees. I highly recommend investing in them!
Legally Set - Ready-Made Contract Templates, tailored to the event and wedding industry
Organizations
CNM - serving nonprofits through education
Marketing
Marketing tools are a must for any small business owner OR nonprofit! People have to know who and what your organization stands for or they’ll never work with you.
Enji - With too many tasks, too little time, and no idea where to begin—marketing your small business often means guessing at every turn or forgetting it altogether. Enji exists to change that because it’s time for marketing to make sense.
Flodesk - Beginners and experts use Flodesk to send emails people love to get, create high converting checkout pages, and grow their business—all in one place.
RECOMMENDED READS
I know, I know, who has time to read anymore? Reading is like meditation for me. I get to distract my mind and learn at the same time though! Also, do yourself a favor and find a local bookstore you love and can support. Or email me and I’ll tell you mine.
I learned from reading this book that burnout is most easily seen by those around you. Believe them when your loved ones insist you need a break. Believe me when I say everyone should read this book!
It’s amazing how our financial beliefs and the systems that are set up can work against us. Read this if you want to break some barriers for yourself and manage your money to make it work for you!
Ever tried to build a new habit and just never “took”? Atomic Habits gave me the power to understand how to make new habits stick!
Profit First saved my event planning business during COVID. Period. This book will help you understand how to make your business profitable where you can actually see and use that profit!
This book spoke to me with such real talk on how nonprofits operate and SHOULD NOT operate! If you are already in the nonprofit world, I bet it speaks volumes to you!
I purchased a copy for every new board member after reading this. It’s the best handbook hands down for them to understand their role and how to work with the team successfully.