Tools and templates for entrepreneur success

Every one of these productivity tool recommendations and free templates support Damian’s proven 7-step model and approach to success. They are just some of the ways women entrepreneurs can transform the way they do business while making room for the other important things in their life.

Note: we may receive an affiliate fee for some of the tools represented.

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Templates

Mission Exercise

Craft a personal mission statement that articulates your why by helping you discover yourself and your purpose.

Values Exercise

Discover what’s important to you in the way you live and work and whether these values align with your actions.

10 Year Vision Exercise

Determine your future goals in each of the Entrepreneurs 12 Key Areas of Life™ and the path to achieving them.

Customer Avatar Questionnaire

Create a customer avatar to narrow your focus from ‘target market’ to ‘customer profile’ in order to market to the right person.

Start-Up Cost Calculator

Calculate the amount of money needed for your start-up business to stay accountable and avoid surprises.

Balance Sheet Template

Get a year-over-year review of current, fixed and other assets so you can understand your long-term liabilities and owner equity.

Breakeven Analysis Template

Calculate your projected monthly charge out hours to ensure the business is profitable enough to pay yourself first.

Cash Flow Forecast Template

Project incoming cash versus projected expenses to ensure there are always adequate funds available.

Delegation and Outsourcing Checklist

Decide on the tasks to delegate and outsource to keep you focused on growing the business.

Profit and Loss Template

Understand whether your business is functioning at a profit or a loss by reviewing revenues, costs and expenses during specific time periods.

SWOT Analysis Template

Explore your strengths, weaknesses, opportunities and threats, as well as those of your competitors, to learn your steps to business success.

Tools

Salesflare

Salesflare is an intelligent sales CRM for teams who thrive on technology. The system does the data input for you, automatically helps you follow up on every opportunity, brings everyone together and works seamlessly with other tools and systems.

Book Like a Boss

Book Like a Boss is an all-in-one scheduling platform that lets you take appointments, sell your services and better manage your business. Create a custom booking page and use a dashboard to manage your calendars and respond to messages.

Teamwork

Teamwork is the ultimate solution for every team. Take advantage of the project management software, a helpdesk and chat system. Each suite of products talks to each other so you can run your business in one place.

Liveplan

LivePlan is the world’s leading business plan software built for entrepreneurs. The toolset includes ways to help you pitch, plan and track your business, anywhere.

Quickbooks

Quickbooks Online is the #1 rated small business accounting software. Quickbooks Online keeps your business organized with an easy way to track income and expenses, invoice and accept payments, and track time.

People Per Hour

PeoplePerHour connects your business to an international community of freelancers who want nothing more than to help your business succeed. Discover rated and reviewed experts for every skill imaginable.

Sumo

Sumo is a suite of free tools to automate your site growth. With no coding required you can improve your website’s performance, build a following and track your success every step of the way.

Bookafy

Bookafy allows you to automate your business with an appointment booking experience that includes confirmations, reminders, integrations, payments and more.