small business checklist

Small Business Checklist: My Resources

People are always asking me, “How do you have the time to do so much? You seem to be everywhere doing everything!” 

My Small Business Checklist

I’m not going to lie. I am busy and I do have my hand in just about everything, but I have learned to make it easy on myself. How? With my small business checklist that is full of systems and automation. 

Some of the links in this small business checklist are affiliate links.

[Tweet theme=”tweet-box-shadow”]I make it easy. How? With my small business checklist that is full of systems and automation.[/Tweet]


No, I’m not really tweeting dozens of times a day all day, every day. That is all scheduled – on Twitter, Facebook, LinkedIn, etc.

What I love about Smarterqueue is that scheduled social media posts are recycled. I don’t need to spend time scheduling daily posts to last the entire month, then do it again. Everything I share is evergreen and recycles. I can also set posts to expire and stop posting after a certain date.  

It’s amazing because I do this once and it posts over and over again. To try Smarterqueue, click here.


I use this tool a lot. It allows me to record my screen. I can either record the audio of what I’m watching on my computer, like a video, or I can flip through slides while explaining what’s on each one – like creating a presentation or proposal.

You can do so much more with this tool, like improve the audio, animate text, play videos in reverse, and more.

To try Screenflow, click here.


When I started working with business owners to earn them visibility, I found that lots of people didn’t have the budget for the done for you services I provided. So, I started coaching or consulting them and sharing everything I would do for them, step-by-step, if they were my client so they could do it on their own.

Then, I created a mentoring program. On Teachable, you can go through video trainings and start implementing what you learn on your own time.

I offer bi-weekly mentoring calls to answer specific questions and I also receive emails from people in the course, but the majority of the work is already done and running – regardless of where I am or what I’m doing.

Thinking of earning passive income? Check out Teachable here.


Whenever people tell me, “I got your email today” …I have no idea what email they are talking about. Those are all automated – sometimes months in advance, depending on when you enter my funnel

With ConvertKit, I send emails to my list every other week in what is called a nurture sequence. Every once in awhile I update the content or create a new email, but for the most part, I never write an email and send it.

I plan for in advance so I can focus on other things… to email about later! Bonus: It comes with landing pages to help you build your email list!

If you want to schedule emails for later, click here to see how I do it with ConvertKit.



Don’t blog for the sake of blogging. I used to do that and no one read my stuff… because they couldn’t find it!

When I started using SEMRush to conduct SEO keyword research, I discovered what people were searching (word for word), how many people were searching for it, and how many results there were. Based on that information, I do this fun little math equation Brandon Gaille taught me and BOOM! More people were finding my content.

This is the only resource on my list that isn’t a time-saving tip, but it is a business saving tip if you do anything in the online world.

You can see what keywords you should be using online, what keywords you rank for, and what keywords your competition ranks for too!

Click here to try SEMRush FREE for seven days.


Now that you know all about how to optimize your website and blog, you need to put it somewhere. For this, I suggest Bluehost. Bluehost makes it possible for you to find a domain, build a website, host a website, and so much more. It’s really like one-stop shopping for all of your online needs.

Plus, support is available 24/7. This is important because, well… technology.

Click here to visit the Bluehost website.


Coming from TV news, you’d think YouTube would be my jam. Well, I was a little late to the game. Now, I post a video each week… but I don’t shoot one each week.

When I plan my blog content, I try to shoot for three months ahead of schedule. I also try to theme each month. For example, April was email marketing. May was SEO. When I have an outline of what each week’s blog post will be about, I create a YouTube video to go along with it.

I shoot all of the videos in one sitting. I also don’t change my clothes, so it may look like I wear the same outfit and rock the exact same hair and makeup in the same spot. Shooting everything at once saves me so much time.

I do it once and I don’t need to think about it again for another month. Click here to visit my YouTube channel.

That’s how I’m saving time, automating work, appear to be on social media 24/7, and just running parts of my business in general. What systems do you have in place?

Some of the links in this small business checklist are affiliate links.