Ditch the stacks of clutter and you too can be...

13 years in direct sales and counting, I had endless amounts of note books (half used), tracking forms, old goal sheets, calendars, brain books, diaries and todo lists. I was becoming a fire hazard with all this kindling.A cluttered room is a cluttered mind!
My mentor once said, "You can tell a lot about a women by their car, purse or their office." In my case, it said I have slightly controlled chaos!I was loosing important notes in the abyss of notebooks and calendar pages. I was constantly rewriting things in to the new calendar or notebook to share with someone else. God forbid I loose the calendar!
This needed to change.In 2017 I was devoted to going ALL DIGITAL! I wanted all my resources to be at the tip of my fingers, at any time, on any device. Here are all my digital tips and systems on how I run a successful business paper free! Join the club and ditch the clutter!xoxo, Rachel

Helpful tools!

Examples:

~ Put it on a business card to create that customized first impression!

~ Phone Wallpaper on your phone for leads to have quick access!

~Print it out and pass around.

What are QR Codes:

Thank you for helping your consultant with her training!
Can't wait to hear what possibilities you can create in your life with this Mary Kay opportunity?

Weekly Accomplishment Sheet:
Google Sheet. Type in the sales and the rest is automated! Last page of this document is an expense tracker and annual sales over view.

Organization for Taxes
Tip 1: Create a folder in your phone's notes. Labeled the folder by year. Add folders inside that folder labeled by Month.

Scan or take a photo of your business receipts throughout the month. (gas, office supplies, shipping, stamps, prints etc)

Skipio Support

WELCOME! If you are new to Skipio, or need any help, START HERE. Below is a link to live support and demo videos.
— We offer live group video support in our Zoom Room with Jenn (She is GREAT!) Monday thru Friday from 9 am to 12 pm (Mountain Time Zone). Click here to join:

— What are the Mary Kay exclusive plans and how are they different from our standard plans?

— How to sign up:

— How to upload contacts:

— How to write and send a message:

— How to use a keyword in a campaign:

— How to create an event:

— Feature overview of events:

—Converting a Downloaded Report to .CSV to Upload to Skipio:

Tags + Groups

Tags

  • Name of person that referred them as a referance for later.

Groups

  • Consultants

  • Customers

  • SkinCare Customers

They said YES! But have not set a date. I add them to any one of these groups below. I work on one group a

CUSTOMER BIRTHDAYS
A customized birthday message will send automatically for you via skipio BUT use these birthday groups to keep track of your customers birthday month so you can send a reminder message for their birthday special/sale.

  • January

  • February

  • March

  • April

  • May

  • June

  • July

  • August

  • September

  • October

  • November

  • Decemeber

They said YES! But have not set a date. I add them to any one of these groups below. I work on one group a

  • New Leads- Leads are put here until you're ready to text them.

They said YES! But have not set a date. I add them to any one of these groups below. I work on one group a

FOLLOW UP SYSTEM
They said YES! But have not set a date. I add them to any one of these groups below. I work on one group a day and rotate through. Therefore, I am following up every 3 days and not overwhelmed by too much follow up in one day.
Example:
Monday - Follow up 1 + Virtual Follow up 1 groups.
Tuesday - Follow up 2 + Virtual Follow up 2 groups.
Wednesday - Follow up 3 + Virtual Follow up 3 groups.
Thursday -Follow up 1 + Virtual Follow up 1 groups.
Friday - Follow up 2 + Virtual Follow up 2 groups.
...etc.These are NOT automated messages since the conversation is organic and relationship based.

  • Follow Up 1

  • Follow Up 2

  • Follow Up 3

  • Virtual Follow Up 1

  • Virtual Follow Up 2

  • Virtual Follow Up 3

They said YES! But have not set a date. I add them to any one of these groups below. I work on one group a

KEEP TRACK OF NEW FACES
At every appointment you could say "It was so great pampering you and getting to know you today! Please text me the word "Face" so I can keep track of all the beautful faces helping me this month towards my goal!"Keep track of the faces you have seen for the last 4 months. Top of every month manually select all leads and move them to the month prior, one group at a time.

  • FACE- (This is a Keyword, this group will be created automatically)

  • FACE- 1 Month Prior -

  • FACE- 2 Month Prior

  • FACE- 3 Month Prior

They said YES! But have not set a date. I add them to any one of these groups below. I work on one group a

MEETING A STRANGER
This is a Keyword, this group will be created automatically.When chatting with a stranger have them text you the word "Card" to receive an automated text back with your digital business card.

  • Card- (This is a Keyword, this group will be created automatically)

GETTING STARTED
1. Create a Flodesk account
2. Use Canva template to create your email signature
3. Recreate email templates 1 - 5
4. Create a Flodesk segment (aka group or folder)
5. Create a Flodesk workflow (aka automating the emails to send)6. Scripts prepared
7. Facial packages prepared
8. Tracking sheet prepared9. Import bridal email list into Flodesk
10. Know how to check your email statistics
11. BONUS STEP: How to reenroll leads who never opened a single email from the workflow

Text

1. Create Flodesk Account
Flodesk is a new email marketing service provider. This service lets you create beautiful emails that send automatically to your email list based on the schedule you create.**Sign up and receive a 30 day free trial. After 30 days you will receive and email with a promo code to get 50% off your subscription! Making the service only $19 a month!

2. Recreate Email Templates 1 - 5

2. Create Your Email Signature
If you do not have a Canva account, make one! It's FREE. Best photo editing website ever! 🎉
Find this email signature template here along with the other templates you will need for making the facial packages.

2. Recreate Email Templates 1 - 5

3. Recreate Email Templates 1 - 5

Unfortunately there is not yet a way to transfer email templates. Click on each email below to view the lay out. You can recreate the email layout, wording and colors into your own account.

2. Recreate Email Templates 1 - 5

4 + 5. Create a Bridal Segment + Workflow

Segments = Think of Groups
Workflow= The campaign automatically sending all 5 of your emails every couple of days

2. Recreate Email Templates 1 - 5

6. Scripts

How to respond after they text you or email you back.

2. Recreate Email Templates 1 - 5

7. Facial Package Prepared

Here is everything you need to make your facial packages. Amazon links, printable templates and mailing tips.

2. Recreate Email Templates 1 - 5

8. Tracking Sheet Prepared
Keep track of what bridal emails have responded, how many booked, how many held their appointment, what friends where invited etc. Let this Google Sheet help you keep track of it all! Use it online or feel free to print it out.

2. Recreate Email Templates 1 - 5

9. Import bridal emails

2. Recreate Email Templates 1 - 5

10. Check your Flodesk email statistics

11. What about the Email Leads that NEVER open a single email in a worksflow? Can I put them in again? YES!

11. How to FIND and RE-ENTER leads

1.Download a copy of this blank formatted Google Sheet to be tracking all leads.

2. Use sheet 1 as a place to paste all leads every time you get a new leads list.3. Once ever 3-6 months check for leads who have NEVER opened a single email in a workflow (with directons below)

4. How to use sheet 2+3:
Sheet 2= "Lead Never Opened Emails"
There are 2 lists you need to COPY & PASTE from Flowdesk.
Flodesk>Workflows>find David's Bridal Workflow>Details>"At a Glance"> Completed AND Opened.Paste both these lists in the appropriate column in the Spreadsheet "Lead Never Opened Emails". Completed: paste in A3
Opened: paste in E3All emails that NEVER opened a single email in the workflow will populate in the 3rd column and last half of the sheet. (No need to touch!)

5 Sheet 3= "Import into new workflow"This Sheet will AUTOMATICALLY populate a clean list that can be downloaded as a CSV and uploaded into Flodesk as you normally would.

6. Create a NEW workflow.
- Adjust all the subject lines.
- Change the trigger Segment! (Mine is called "David's Bridal Round 2"
- No need to change the body of your emails.
- Use a NEW email sender! You can have up to 2 in Flodesk. I recommend a free email provider like gmail, yahoo, outlook AND a paid one I use :
FREE:
Sweneeymarykay@gmail.com
PAID $24year up to 10 emails.
RachelSweeney@BeautyStudio.blog

Extra Tools:

10. Check your Flodesk email statistics

1. Click "Workflow on the top center of the Flodesk homepage
2. Click on the workflow you want to check the stats for.
3. Mouse over the workflow without clicking, to view the general stats.

4. For a more detailed overview, click the three vertical lines.Keep an eye on the following:
Overall Open Rate
Bounces, Unsubscribed and Spam.

Tips
1. Keep track off all your bridal list on a separate Google Sheet.

5. Toggle the switch on the top to view the details of the individual emails.

9. Import Your Bridal Email List
+ Bonus Tip (at bottom) How to delete an email

Tips
Keep track off all your bridal list on a separate Google Sheet.

Tips
1. Keep track off all your bridal list on a separate Google Sheet.

1. Click "Audience" on the top center- right of the Flodesk home page.2. Click "+ Add Subscriber"
3. Click "Upload CSV"

4. Use drop downs to assosiate the CSV data with the data you want in Flodesk. (First Name, Last Name, Email is all you can add). Do not worry about the rest since you do not need it in Flodesk.
5. Click "Continue"

6. Select the "Segment" that you want these emails to go into. (Should be called Bridal Leads)
7. Click "Continue"
8. A loading page will pop up next, click "Finish" when button pops up.

You will receive and email once you list is completely imported. As soon as they are imported to your segment, they will automatically trigger the first email in your workflow.
Great Job! 🎉Now, just wait for for your brides to text you that they want their prize!

You will receive and email once you list is completely imported. As soon

Bonus Tip
How to unsubscribe (or delete) an email from the workflow if they respond to you.

1. Click "Audience" on the top center- right of the Flodesk homepage.
2. Type in the search tab the email or full name (email is better) of the subscribe you want to remove.
3. Check the box to the right of the email once you have found it.
4. Click "Delete".
5. Type confirmation word in the pop up.

Done 👌🏻
Be sure to keep track of this lead on your tracking sheet after this.

7 Tips for Building your Emails

Tips
1. * Try to use no more than 3 fonts through out all your emails.
Font: Palatino, Size: 16 (Text Blocks)
Font: Gill Sans, Size 20 (Layout Locks)
Font: CaliforniaPalmScripts, Size 123 (Layout Block- Email 1 Signature)

2. * Click on the "+" to add elements.

3. Layout Blocks
Mouse over the different templates on the right hand of the screen to view the the ID number.

4. Spacers
Use the spacer element
between each other element to keep from over crowding.

5. Use Their Name, @...
Type "@" at anytime to be prompted with how you want to personal it.

6. How to create a blank email from scratch
From the selection on the top of the page, select the first option, "Emails".
Then select the black button "New Email" on the right.

7. How to save your emails after editing Your email saves automatically. Just click on the "F" (Flodesk logo) on the top left hand corner to go back to the home page. 😀

Recreate Emails 1 through 5Unfortunately there is not a way to transfer email templates from one account to another.
Click on each email button below to view the email layout
then copy and paste it to recreate in your own account.
*Use the steps provided below.

SUBJECT LINE:
In regards to your David's Bridal Registry 💫PREVIEW
Hi @Name, since you registered at your local David's BridalElements used in Email 1:
1. Text Box- "Hello"
2. Layout Block 026- "CONGRATULATIONS"
3. Layout Block 025 (Flipped) - "Your pampering pack includes"

4. Text Box- "DB Winner" (Phone Number Color: #E1C1C5)
5.(Optional) Layout Block 020 "Giveaway" + Image (Change image shape from circle to square by checking the image empty image box on the
left and chick circle)

6. Divider
7. Image Added (Crop image to your liking before uploading)
8. Social Block- Your Choice
9. Address Block - Legally have to have an address, otherwise emails go to junk inbox.
10. Footer- have to have an unsubscribe otherwise emails go to junk inbox.Photos for emails: Click to download

SUBJECT LINE:
@First Name, your bridal facial package is almost ready for the mail! 😉PREVIEW
My team tried to contact you earlier this week to let you know...Elements used in Email 2:
1. Divider
2.Text Block - Winner
3.Divider
4. Text Block - "Hello"
5. Layout Block 025- "For you"
6.Image Block- Signature
7. Social Block- Your Choice
8. Address Block
9. Footer Block- unsubscribe

SUBJECT LINE:
Trying to reach you @First Name...PREVIEW
As one of our winners from the David’s Bridal Store registry....Elements used in Email 3:
1. Divider
2.Text Block -"Congratulations!..."
3. Text - "I have been trying to reach you..."
4. Spacer
5.Divider
6 .Image Box - Giveaway (*Optional)
7. Divider
8.Spacer
9. Text- "DBwinner...."
10. Image Box- Selfie (Template in Canva link)
11 Social Block- Your Choice
12. Address Block
13. Footer Block- unsubscribe

SUBJECT LINE:
@First Name, friendly reminder I still have your facial package! 😍PREVIEW
You are one of the customers registered from David's Bridal selected for a ...Elements used in Email 4:
1. Text Block- "Hello @Name! You are..."
2.Layout Block 016- "What is included (Color #E1C1C5)....
3. Video- Insert your own
YouTube link.
4. Text- "All you need to do is ..."
5. Image- Giveaway (*Optional)
6. Image- Insert Signature
7 Social Block- Your Choice
8. Address Block
9. Footer Block- unsubscribe

SUBJECT LINE:
Friday is your deadline to respond!PREVIEW:
I just wanted to follow-up with you one last timeElements used in Email 5:
1. Video- Insert your own YouTube link
2Text Block- "Hello, I just wanted to follow-up with you one last time..."
3.Image Block- Giveaway (*Optional)
4.Image Block- Signature
5 Social Block- Facebook
6. Address Block
7. Footer Block- unsubscribe

7. Facial Package Prepared
Amazon Links, Canva Templates, Postage Tips

Contents

1. Laser Cut Envelopes These laser cut envelopes are for the bride specifically. They add a bit more glam and elegance to the gift. Recommend using the round stickers to seal the edges of your envelope. You can also put it in a poly mailer with a shipping label to ensure it does not open in the mail.
2. OR Regular Envelopes These matching navy blue envelopes are for guests of the bride. These are more cost effective while keeping the elegance of the bridal event. It also keeps the cohesiveness among all the packages.
3. Pretty Return Address Label For those unexpected packages that do not make it to the guest. These pretty return labels are much more glamorous than being handwritten.
4. Hello Beautiful Page - Canva Templates
5. Thank you letter from you - Canva Template
6. Gift Card**- Canva Template7. Skincare Set
8. Microdermabrasion
9. Charcoal Mask

Amazon Links

Amazon Links

Flyers

Here are the templates for your email signature as well as all the flyers. A few of the flyers/ photos you will not need.* If you use a Google Form for the appointment close, then include the "Today Only" closing sheet. If you do not use Google Forms, use the flyer with the survey on the top.

Amazon Links

Mailing Tips

1. Keep everything flat as possible. Tape them in place as needed. This will keep shipping cost down. Small letters normally mail for .55 cents. (additional .20 cents if over 1/4th thick and additional 20. cents I if over 1 ounce.) .95 cents to mail these pamper packages.

Amazon Links

2. When writing the guests name on the envelope, I try to make it as pretty as possible. Here is a website I am inspired by. Write the guest name in the "Try it out yourself" to view the lettering.

Amazon Links

3. On the flyers in the envelope, I like to handwrite their name on a few of the items.
- The giftcard
- The thank you letter

Text

4. Create a Segment
Create a "Segment" for your bridal email list, aka a group or folder.

1. Click "Audience" on the top center of the Flodesk page.
2. Click "Segments"
3. Click "+New Segment"
4. Name your new Segment "Bridal Leads"

Text

Text

5. Create Your Workflow
In other words, we are going to automate the emails to send on a schedule.
This is a series of triggers. Example: When this happens, that happens.
When a bridal email is added to a group "segment" we want them to receive an email every 3 days until they respond or until they receive all 5 emails.

1. Click "Workflow" found on the top center of the Flodesk home page.
2. Click "+ New Workflow"

1. Click "Workflow" found on the top center of the Flodesk home page.
2. Click "+ New Workflow"

3. Click "Or start from scratch" found on the left side of the templates.

4. A pop up will ask you to name your new workflow. "Bridal Leads"

5. Click "+ Add Trigger"-
6. In the pop up on the right under "Choose a Trigger" us the drop box to select "A subscriber is added to a segment".
7. Under "Choose a Segment" Select the name of the new segment you made in the previous step.

8. Click the "+" icon under the "Trigger" box. A drop down of four options will appear.
9. Select "Email"

10. On the right under "Send email" click "Duplicate an existing email".

11. A pop up will take you to all your email templates. Select Email 1.

12. The email will appear in your workflow. On the right you can edit the email at anytime. Scroll down on the right and you will see where you can enter the "Subject line". Enter :"In regards to your David's Bridal registry! 💫"

13. Under this finished email in your workflow, lets make the next trigger.
Select the "+" and select "Time delay"

14. On the right, use the drop down options to select "3" , "Days"

14. The rest of the steps is a bit of a repeat. Click the "+" and click "Send email."15. Click "Email 2" out of your templates.
16. Enter subject line "@(First Name option will pop up), Your bridal facial package is almost ready for the mail!"
17. Click "+" and select "Time delay"
18 Use the scroll down options and select "3", "Days".19. Click the "+" and click "Send email."
20. Click "Email 3" out of your templates.
21. Enter subject line "Trying to reach you @(First Name option will pop up)…"
22. Click "+" and select "Time delay"
23 Use the scroll down options and select "3", "Days".24. Click the "+" and click "Send email."
25. Click "Email 4" out of your templates.
26. Enter subject line "Friendly reminder that I still have your gift package, @(First Name option will pop up)…💌"
27. Click "+" and select "Time delay"
28 Use the scroll down options and select "3", "Days".29. Click the "+" and click "Send email."
30. Click "Email 5" out of your templates.
31. Enter subject line "Friday is Your Deadline to Respond!"Your workflow is done! 🎉

Often Ambitious Podcast

A podcast for the imperfectly daring woman -- the Often Ambitious. Join Erika and Lindsey as they share tangible stories, riveting interviews, and a behind-the-scenes look at what it is to be #oftenambitious. Our mission is to deliver a fresh, real, raw perspective from some of the most impactful women in entrepreneurship and modern society. We're covering topics like vulnerability, starting a movement, building a brand, creating a following on social, personal health, and so much more.

The Dave Ramsey Show

Take control of your money once and for all. The Dave Ramsey Show offers up straight talk on life and money. Millions listen in as callers from all walks of life learn how to get out of debt and start building for the future. Check out Apple's fourth most popular podcast!

Build Your Tribe

Whether you’re a seasoned entrepreneur or desperate to quit your day job, this show has you covered. Hosts Chalene and Brock Johnson bring both perspectives - whether your goal is to earn extra income on the side, or take the growth of your online business to the next level. Get top tips to build social media, grow your email list, develop digital marketing strategies, boost automated sales and create additional streams of income on a limited budget. Learn to share your story and convert followers into loyal customers with New York Times Best Selling Author, Business Coach & Serial Entrepreneur Chalene Johnson and her son Brock Johnson, Part-Time Entrepreneur, Speaker and Story-Telling Strategist. Enjoy expert guest interviews and quick episodes with actionable steps. Whether you’re a business owner, aspiring entrepreneur or someone who just wants to make extra money on the side, this is your show!

The Networking MindSet

Deb Erickson is a Business Mindset Coach who has been helping women in Direct Sales and Network Marketing transform their mindsets and catapult their businesses to new heights for over 20 years.

The INfluencer POdcast

The Influencer Podcast explores the secrets behind the ever-changing trends of business, marketing and social media. Hosted by marketing strategist, New York Times best-selling publicist and business coach Julie Solomon, Julie and guests join in the conversation to share how they engage, persuade and grow their unique influence, and how their work impacts their industry. Julie interviews some of the brightest minds in the industry (Rachel Hollis, Lauryn Evarts, Amy Porterfield, Marie Forleo, and more) who share their strategies, wisdom and answer some of your most pressing online business and marketing questions. Ready to start or uplevel and grow your influence to a newfound success? If so, you are in the right place!

Empower Her

"EmpowerHER" is all about cutting through the BS fluff to have honest, and entertaining real talk conversations about life, business and relationships. We're all about giving tangible tools, tips & tricks to give you the resources and perspective to take ACTION to build a life you really love.

Entre Leadership

Hosted by Alex Judd, the EntreLeadership Podcast features lively discussions and tips on leadership and business by some of the top minds in the business, like Mark Cuban, Seth Godin, Jim Collins and Simon Sinek. More at www.EntreLeadership.com.

Risen Motherhood

Christian Mother Podcast

"A weekly podcast for moms. A space to remember we are not alone in our experiences, be challenged to have joy among the chaos, remember grace covers guilt, and seek the truth of the gospel above all else. This is a podcast for the imperfect mother, still learning, still growing and still fully recognizing she doesn’t have it all together - but comes everyday, to the base of the cross, to seek the one who does.

Serial

True Crime (Makes for a fun mental break from work)

Serial is a podcast from the creators of This American Life, hosted by Sarah Koenig. Serial unfolds one story - a true story - over the course of a whole season. The show follows the plot and characters wherever they lead, through many surprising twists and turns. Sarah won't know what happens at the end of the story until she gets there, not long before you get there with her. Each week she'll bring you the latest chapter, so it's important to listen in, starting with Episode 1. New episodes are released on Thursday mornings.

Up and Vanished

True Crime (Makes for a fun mental break from work)

Up and Vanished is an investigative true crime podcast hosted by Atlanta filmmaker Payne Lindsey. In Season 1, Payne tackles his first cold case story, the unsolved disappearance of Georgia high school teacher and former pageant queen, Tara Grinstead. The 11-year-old case remains the largest case file in Georgia history and is still unfolding. Season 2 focuses on the disappearance of young mother Kristal Reisinger from a remote mountain town in Colorado. Up and Vanished aims to tell compelling, true stories and give these cases the exposure they deserve.

HOW TO USE GOOGLE CALENDAR TO ORGANIZE YOUR BUSINESS

These are just a few of the features that will help you to use Google Calendar to organize your home business!With GCal you save time and energy, keep track of appointments, tasks, and schedules for your business AND your family, and schedule your day all with this one versatile tool!

VIEW & MANAGE MULTIPLE CALENDARS

SHARE CALENDARS WITH FAMILY AND TEAM MEMBERS

USE YOUR GOOGLE CALENDAR ON THE GO

UTILIZE REMINDERS & TASKS

SAVE TIME WITH REPEATING EVENTS

TIME BLOCK DIGITALLY

CHOOSE THE START OF YOUR WEEK

AUTO ADD GMAIL EVENTS

TRacking

Track your customer service, pending orders, lead followup, booking confirmations, Income producing activities, goals and so much more with these project management tools:Trello is an online program to track an object through the stages to completion. Sales, Bookings, To-do etc.AmoCRM is a messenger based a program with the above features as well as automation like: tasks, text, emails and integrations with social media with rich analytics and monitoring tools.

Something awesome coming soon! 🎉

AMOcrm, What is it?

World's first messaging based CRM!
"AmoCRM’s Digital Pipeline fully automates your lead nurture and follow-up sequences, sending emails and text messages, chatting with leads automatically, setting tasks for sales reps and even displaying targeted digital ads. It engages prospects and keeps them moving forward, guiding them effortlessly through your work flow. That way, when they’re ready to be passed to your salespeople, it’s a slam dunk."

Have a question?

Password

AmoCRm Resources to Learn More

AMOcrm
Task Types

Customize your tasks based on topic. Filter your To-Do list by Task type.

Follow Up - Lead Follow upMeetingAppointmentNew Consultant Welcome- all tasks associated with onboarding.Team- Tasks for team memos, rallying or follow up on team members.Customer Service- 2x2x2, product returns, delivery confirmation etc.Social Media- Social Media Recognition, event reminders...Event - all tasks assosicated with prepping for an event.Prizes- Don't forget who earned prizes!IPA- Track your time with Income Producing Activities $$$.Create- New projects to look into, tracking sheets, goal boards etc.Personal life/family tasksMail- Facial packages, postcards, prizes, product. etc.Appointment Confirmation- Continual until time of appointment .

(Papge Still Under Construction)

Have a question?

(Papge Still Under Construction)

My Dashboard

Create a Dash Board that keeps you on task! Don't stare at the end goal, track the progress and enjoy the process!
Results can be filtered by month, week, day etc.- Create "widgets" to put on your dashboard by using the filters in your search tab. Once filters are selected and results are shown, mouse to the right of the search bar and hover over the results #Lead:$#. - a pop up will say "create dashboard widget".

Completed IPAs-Results for all completed tasks "IPAs".Prizes Owed- Results for all uncompleted tasks "Prizes".Reds, DIQ, CAR- Results for lead cards in in this specific stage of the pipeline "unit.New Consultants- All Results from this pipeline "unit"Personal Consultants- Results for lead cards in this pipeline with the TAG "personal".New Faces- Results for lead cards in "Held Appointment, Closed won, Close Lost".Tasks Results for all tasks as a mini preview.

How to Copy a Trello Board

Week at a Glace- All your TO-DOs

Track Due- Dates

AmoCRM Pipelines + Stages

Most popular

TIPS!
1. Customize
2. How do I find my Google Forms
3. Don't forget to make it public
4. What links to use?
5. Save your links!

⭐️ TIPS⭐️

1. ⭐️ CUSTOMIZE

Some of these Google Form are generic enough to send as-is. Some are NOT. Each form will explain where the customization is needed. Here are the forms that need customization;
-INVOICE
-APPOINTMENT CLOSING SHEET
-PRE PROFILE SKINCARE

2. ⭐️ HOW DO I FIND MY GOOGLE FORMS??

If you do not have a Google Email Account (It is free), you need to make one before you can copy or make a Google Form
Once you save your new Google Form ("COPY FOR ME" button) you can find it in your Google Drive.
1. Google.com
2. Click 9 dot square icon
3. Click "Drive"
4. You can search in the search tab for the name of your Google Form your looking for. You should also be able to locate it in your "Recommended" section just below "My Drive"
5. *Optional. It is very helpful to save this URL to your Google Drive in your bookmarks for quick access.

3. ⭐️ DON'T FORGET TO MAKE IT PUBLIC!

1. CUSTOMIZE Some of these

Most Google Forms will automatically save in your Google Drive as Restricted. Be sure to make it allowed to be viewed by "ANYONE". Otherwise your customer will not be able to open the link you just sent them. It will tell them to "Request access to view this form"1. Click triple dots
2. Click "Add Collaborators"
3. At the bottom, under "Get Link" you want to make sure it says "Anyone on the internet with this link can edit"

4. ⭐️WHAT LINKS TO USE?!

There are TWO types of links that are very very important to remember.#1 is the link to access the Google Form for Editing and viewing the Responses. Once you find the Google Form you want, open it. The URL to this page is very useful to save in your browser bookmarks for quick access to view the responses and editing any questions.

#2 is the link that you send to someone to complete the questions on your Google Form.1. Click the purple "SEND" button on the top right corner.
2. Click the link icon
3. Optional* shorten the big ugly link.
4.Click "COPY"This is the link you can send to anyone to one and complete your Google Form.

#3 OPTIONAL is the link that you save for yourself to view all the Google Form responses on a Google Sheet.2. Click "Responses"
1. Click the green button that looks like a "t"on the top right corner.
3. This will open Google Sheet in new window with all your answers. I LOVE how organized it looks!This Google Sheet will also automatically save to your Google Drive.

5. ⭐️ SAVE YOUR LINKS!

Make your life easy by SAVING these links mentioned above!
You can save them in your phone's notes, email, etc.
The BEST way to save them is to bookmark them! if you do not have your bookmarks organized, I would also recommend that.1. Right click the URL on the top.
2. Select where you want it to go. I recommend having organized folders. My Google Forms go to "Google Forms". Links for house bills goes to "Home", photo and video editing goes to "Editing" etc.
3. Find all your bookmarks by clicking the specific bookmark icon on your browser. This is what Safari on a MacBook looks like. Yours may also look like a star or an open book icon.

Invoice to Attach Payment

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

⭐️WHAT TO CUSTOMIZE BEFORE SENDING THE GOOGLE FORM! ⭐️

Once you have a copy of this Google Form in your Google Drive, here are a couple things you need to customize with the INVOICE TO RECEIVE PAYMENT Google Form before you make it public and start sending it out: (Step by Step Directions below + BONUS step on how to send a Pre-Filled link)1. Section 1 of 11- Your name
2. Section 4 of 11- Payment plans
3. Section 5 of 11- Payment option YOU offer
4. Section 7 of 11- Venmo handle + QR code
5. Section 8 of 11- Mailing address for accepting checks
6. Section 10 of 11- Paypal.me link

⭐️ 1. Section 1 of 11. Add your name. Keep things as personal, yet professional as possible. Example: "XOXO- Rach"

⭐️ 2. Section 4 of 11. Do you offer Payment Plan? If so, leave it or adjust the wording to however you exempt the payment plan. If you DO NOT offer payment plans, you can delete this section but clicking the triple dots and click DELETE.

⭐️ 3. Section 5 of 11. Adjust what payment options you accept.

⭐️ 4. Section 7 of 11. If you decided to keep Venmo as an option to receive payment, be sure to add your handle here so they can find you.

If you really want to make it easy for your customers to pay you, add the QR code from your Venmo.

⭐️ 5. Section 8 of 11. If you decided to keep Check as an option to receive payment, be sure to add your Full Name + Mailing Address if they have to ship it.

⭐️ 6. Section 10 of 11. If you decided to keep Paypal as an option to receive payment, be sure to add your Paypal.me link for them to find you. (Found on Paypal website)

DONE.Customization is complete.

⭐️ ⭐️ How to Send it? ⭐️ ⭐️

This "INVOICE" Google Form is treated differently than most Google Forms since you will be Pre-filling out some of the information for the customer before you send it to them like, their name, phone, email, order, total, tax, shipping cost, discounts, etc. Every time, for every customer since each invoice is different.Here is how to get the PRE-FILL Link:1. Click triple dots
2. Click Get Pre-filled link
3. *This will open the "INVOICE" Google Form where you can pre-fill some of the information and get a link you can send to your customer to complete what you have started.
4. Fill out the customer details.
5. Click "GET LINK" at the bottom of the page.
6. Click "COPY LINK" in the small pop up.
7. Send THAT link to your customers.

I recommend saving that blank PRE-FILL link in your browser bookmarks for future use. It makes for faster invoice making.

Fabulous Friend Game

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

Product return/exchange

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

WHAT TO CUSTOMIZE BEFORE SENDING THE GOOGLE FORM! Well, this one is a bit subjective. Take a look and see if you like the sales and deals on this google form. Change accordingly.

PreProfile Skincare

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

⭐️ WHAT TO CUSTOMIZE BEFORE SENDING THE GOOGLE FORM! ⭐️

This Google Form does not need any customizations. There are a few option (yet highly recommended) customizations.⭐️ 1. Section 1 of 11. Add your name. Keep things as personal, yet professional as possible. Example: "XOXO- Rach"

⭐️ 2 Photo at the bottom! Put a face to the name. =)

PreProfile Color

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

Getting to know new consultant

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

New Consultant Training Recap

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

Shake Up Your Make Up

What is "VIEW FORM"?
Click "VIEW FORM" to see the layout and design of this Google Form before you make a copy for yourself.* You can customize it after you copy it for yourself.

What is "COPY FOR ME"?
Once you view the form and realize you love it and now you want it for yourself, GREAT! Click "COPY FOR ME"A new window will open asking if you are SURE you want to make a copy of this Google Form into your Google Drive. Click COPY.You now have a copy of the Google Form. It is all yours. Only you can edit it. Only you can view the responses when others complete the questions.

CARDkit is equipping professionals with confidence that they are prepared in ANY situation to display their customized first impression through the interactive digital business card with out sacrificing the personal touch.

Contact

Have a question or an idea of your own? Please reach out!

Book a consult so we can discover the best tools needed to fulfill your needs.

Complete this intake form ONLY IF you decide to hire out the labor of importing your personal information to the website template. This will help get all your basic unit information up and loaded.

Example:
▪️ Importing Links
▪️ Imbedding Unit Events Calendar,
▪️ Rebranding Colors,
▪️ Uploading photos etc.

MK Unit Website Template
$900
OR
4 payments of $225

Sign up for an account with Carrd. This is the platform that your site is built and hosted on.Once signed up you will need to upgrade to the PRO LITE ($9/ year). This will give us access to share the website template. Use K4P3W4WL at checkout.⭐️ Once your account is upgraded, let us know ASAP so we can give access you your new site!

ONLY IF you have chosen to customize the Website Template yourself, print & utilize this checklist to help keep track of importing links, updating photos, calendar events, promotional fliers etc.

Book your free one-hour recorded training. This will go over how to edit and manage your site and any questions you may have if you have been customizing it yourself.

Sneak Peek Coming Soon 🎉

Each button below will guide you to an intake form to gather the information needed for your website. Feel free to go out of order and please skip all questions that do not apply to you since we can always come back to those topics.Website build + customization will begin once all these intake forms are submitted. (3-5days for completion)

Commonly Asked Questions

What if I do not love the colors and theme of my website? If you want a more customized brand style to match you and your unit, then let me refer you to my friend Taylor Renee Consulting, A Brand Designer. She can create the most beautiful design, logo and fliers that can be easily uploaded to your unit site.

What if I want to edit my site myself?Please do! Your site is managed on a third party platform called Carrd.co. You will have log in access to your Carrd.co website. It may take you some time to learn the tools, but once you know them you can pop in there and sit anytime you want.
Some resources can be found on YouTube. You can always hire me to teach you and record the call.
*There will soon be some recorded content to learn from soon as well!Is there a monthly subscription? No. There is a $9 YEARLY subscription to carrd.co to host your site. This will give you full access anytime to edit and manage your site.
Rachel Sweeney does not charge monthly, only hourly based on project.Can I add new pages to my website? You can as many pages and idea to your site as you want when ever you want since the site is yours to edit and manage, Feel free to book a consult if you need help with an idea.Can my website replace using social media?In SOME ways. This can be a great resource to store all your training material , documents, recorded video trainings and fliers with out being lost in a social media thread. This does NOT replace the community sense in conversation and public live chat. It could possible be a place to store photos and past events to remember and cherish.

Thank you

Thanks for reaching out! I'll get back to you asap!