Your Toolkit for a More Organized Business

Practical resources designed to help you implement systems with ease.

Sometimes, the hardest part of creating a new system is just knowing where to begin. I've created this collection of my favorite free templates and resources to give you that simple, practical starting point.

These are tools designed to help you streamline your operations, get organized, and create a little more breathing room in your day. Please feel free to download and use anything here that feels helpful. I hope these resources support you as you build your business.

"I was 1000% overwhelmed with TJ to the point where it sat for 6 months and I just paid to have it. I am now completely utilizing TJ for all new inquiries and it feels so great to have everything organized in one place. If you are overwhelmed and don’t know where to start, Kathy has put together a great course!"

Natalie D.

Launchpad - An Introduction to TravelJoy

Is learning TravelJoy on your to-do list but you're not sure where to begin? This self-paced digital course is your friendly guide to setting up and using this helpful tool for your travel business. As your educator, I'll walk you through TravelJoy's most important features in simple, recorded sessions. You’ll learn how to create systems that reduce your daily stress and give you back valuable time. My goal is to help you build a more streamlined business, so you can focus on what you do best: planning incredible memories for your clients.

$100

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"I was brand new to Traveljoy and was completely overwhelmed. This was one of the best investments I've made in my business. It was the perfect jump start to using this program!"

Britany M.

The Business Efficiency Toolkit: Find Your Focus, Reclaim Your Time

Ready to trade business chaos for calm, genuine focus? This toolkit is your complete resource to get back in control. With my proven templates, you’ll create simple, clear systems for your daily operations, projects, and quarterly planning. This is more than just organization; it's about creating the space you need to lead your business effectively while being fully present for the life you love.

$27

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"Kathy is extremely knowledgeable and professional to work with. I attended a webinar that she led on SOP's, which provided value and shed a light on areas I need support within my business if I want to hire people to delegate tasks to."

Kim B.

Strategize Your Success - Monthly Membership

Template "My Business Success Plan" for your organization to use going forward. 1hr call to answer your questions and get you started. Private Community for business weekday Q&A. Ask your technology, strategy, project management questions. (48hr response, Rules & Restrictions apply). Renews monthly. 3 month minimum.

127.00 USD / month

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Standard Operating Procedure Template

Do you ever wish you could clone yourself just to make sure things are always done the right way? This template is the next best thing. It’s my personal, easy-to-use guide for creating the clear Standard Operating Procedures that will help calm the chaos in your business. I designed this template to be simple and customizable, helping you outline your critical workflows so anyone on your team can feel confident and aligned. Use it to make onboarding smoother, refine your daily operations, and create a consistent, high-quality experience for your clients. This isn't just about documentation; it's about building a business that can run smoothly, even when you decide to step away for a well-deserved break.

$10

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Clarity Call SOP Template

Your Guide to Confident Client Conversations Do you get a little nervous before a call with a potential new client? If you're ready to replace that uncertainty with calm confidence, this Standard Operating Procedure (SOP) is for you. This is my personal framework for guiding those important first conversations with grace and purpose. This isn't a rigid script, but rather a simple, repeatable process to help you build a genuine connection. I created this guide to ensure you ask the right questions and, most importantly, that your potential client feels truly heard and understood. It helps you clearly present your value and end every call with a clear, professional next step. Use this SOP to reduce the stress of sales and turn those initial chats into wonderful client relationships.

$15

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Cashflow Worksheet

Your go-to tool for simplifying and streamlining the flow of money in and out of your business. Designed with small business owners in mind, this easy-to-use template helps you track income and expenses in one clear, organized place. Say goodbye to financial guesswork and hello to peace of mind. Perfect for business owners who want to stay on top of their cash flow without being bogged down by complexity.

5.00 USD

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