FREE RESOURCES
Practical tools to help you lead, grow, and run your agency with confidence.
Agency ownership comes with a lot of moving pieces. These free guides, worksheets, and tools are here to help you cut through the noise, make smarter decisions, and move forward with clarity.
The 90-day ceo focus worksheet
Cut through the noise, clarify your priorities, and focus your energy on what will move your agency forward.
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My fellow agency owners, if you're constantly juggling families, nannies, and a million ideas for your agency, then this 90-day CEO Focus Worksheet is just for you.
Shift from a reactive state where 'everything is important'
Use our 'focus filter' to make sure you're spending your time on the areas that will impact your agency and your bottom line the most
Sign up for this FREE worksheet and video guide to help set you and your agency up for success!
Inside, you'll find:
✓ 7 steps to help you focus on what’s really important in your business
✓ A 6-minute video where I’ll explain how it works - It’s not a productivity hack, but a proven method that actually works
THE OFFICIAL 2025 AGENCY CRM TECH GUIDE
Compare today’s top agency CRM platforms and find the system that fits the way your business actually works.
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Sign up for this FREE 12-page guide to learn which CRM system best fits you. What's inside:
Pricing + features for 12 CRM companies, including:
Service Owl
Book Lilli
Care Captain
Enginehire
Aaniie Kids
✓ An overview of multiple CRM platforms that are popular across various industries
✓ My advice on how to pick the best system for you and your agency
How to build trust within your team
Strengthen communication, build trust, and create a team that works better together.
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If you have a large team, small team, or even one assistant, how do you know they’re doing their work effectively, and are contributing to growing your agency?
What benchmarks do you have place to track success?
How do you show your appreciation for their hard work?
What opportunities are available for their development?
What motivates your team?
If you wanted to take some time off, could you trust your team to manage things without being glued to your phone, tablet or laptop?
How is your agency really doing?
Take a quick pulse check on your agency and uncover the areas that may need more of your attention.
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What an agency owner often thinks is the problem may actually be a symptom of the real problem. When I work one-on-one with my clients, I want to ask them the right questions, to help them see see where the true problem(s) lie.
Learn more about my proprietary 12-Point Agency Health Check to focus on what’s truly important and relevant to each agency owner’s needs.
The MMC Complete Corporate Care Guide & Assessment
Evaluate how your brand sounds, feels, and shows up across every stage of the client experience.
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This is a complete guide to help set you and your agency up for success and preparing you for offering Corporate Care services.
What's inside:
Complete collection of our 12 recommended strategic questions
Two pricing directions to customize and prepare
Strategies for closing the deal
Ready to learn more?
DIGITAL MARKETING GUIDE
Get clear on the digital marketing fundamentals that matter most so you can focus your time and energy where it counts.
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10 Things You Didn’t Know You Needed to Know about Funnels, Lead Magnets and Email Marketing
Our industry is unique and our target market is always evolving. However, there are some AMAZING digital marketing strategies for funnels and email marketing that continue to work despite the constant changes.
This list will help you eliminate the distractions and allow you to focus your time and energy on the marketing concepts that matter and convert.
Invest in your staff without spending a dime.
Explore how self-worth can quietly shape the way you lead, make decisions, and grow your agency.
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I have a NEW resource thanks to my incredible business coach, Candice Cartner (CMC Coaching), that I AM LOVING! It is a support staff/office team member check-in questionnaire.
Skip the dreaded performance reviews and use my system to really get to the heart of issues efficiently and meaningfully without the fluff.
This tool is a must-have to maximize your employees’ stake, motivation, loyalty, and skills in your agency. It's also a perfect resource to grow your business from within.
building your business checklist
Turn the overwhelm of starting a business into clear, manageable next steps you can actually take.
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Please grab my FREE checklist and video guide where I'll walk you through everything you need to organize in order to start your new business on the right foot.
Here's what's included:
✓ 10 steps to complete
✓ A video of me going into more detail about some of the key steps
✓ Tax considerations for the business structure you choose
✓ How to protect yourself from liability
✓ How to set up a professional business address and phone number easily
✓ The #1 thing you shouldn't do as a business owner
5 Surprisingly Tricky Words I Wish I Knew
Get a fresh perspective on five deceptively simple words that can have a big impact on how you think and lead.
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Honestly, if I could click my heels and go back in time to dodge some of my biggest agency-owner mistakes, I’d probably need a physical therapist on speed dial.
But here’s the thing: those hard lessons? They became the blueprint for the strategies I now teach. The bloopers, the burnout, the missteps, I’ve laid them all out for you in this guide so you don’t have to learn the hard way.
No fluff, no sugar-coating. Just real stories and real solutions from someone who’s been in the trenches.
Go ahead. Steal my lessons. Save yourself the headache (and the money). That’s why I made this for you.
Are your nannies co-employed?
Understand the risks of co-employment and what agency owners need to know to protect their business and team.
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My incredible Adam Griggs (with JA Knapp Insurance) has mentioned that the insurance companies have had multiple cases where the agency was charged with co-employment with their nannies.
So, he amazingly put together the following agreement for us! This is to be signed between the agency and nanny candidates so they know they are not co-employed! I am thankful for him and you all!
Disclaimer: As with any contract, make sure you consult with your lawyer and insurance broker before implementing this sample.
Every Great Business Needs Someone in Their Corner.
If you are looking for practical guidance, honest conversations, and a trusted advisor who understands the weight of leadership, I would love to connect.