the CEOffice

Designed for small business owners. Built for excellence in professional and personal life. ⚪ 
As a leadership + operations coach, I understand design and function are equally important. 🤍 
If you have any questions, please contact me.

The Simple Accounting Dashboard supports the processing of client invoices and vendor payment requests.

Simple Accounting Dashboard

Use the Idea Management template to collect ideas throughout the year. Then apply the filter to select and rank the ideas that align with your business. This keeps efforts in alignment to move forward, versus chasing shiny objects. 

Idea Management

Calculate the stated and hidden costs of leadership in your business. How much does it cost the business when you have someone underperforming on your team? Enter your estimated costs to determine the value of leadership in your business.

Leadership Cost Analysis

Track your monthly and annual subscriptions with this easy-to-use template. 

Subscription Tracker

Plan your next vacation, stateside or aboard, with this Travel Planner template. View your itinerary at a glance, preview reservations, plan your outfits, track loyalty numbers, and more.

Travel Planner

Use the Connections dashboard for tracking your business development and networking contacts. Reinforce your relationships with recurring touchpoints.  This mobile-friendly design supports quick access to contacts and upcoming events.

Connections Dashboard

To track inventory and profit with the My Boutique dashboard. Ideal for the fashion stylist or vintage goods curator. It is designed to supplement resale apps or local marketplace purchases.

My Resale Boutique 

The Brand Photoshoot dashboard was created to help you plan and execute your next photoshoot. The dashboard is a place where you can collaborate with your photographer, stylists, and/or brand agency.

Brand Photoshoot Dashboard

People Success was created to support founders in managing personnel details and team development. The dashboard includes contact cards, a calendar, timelines, charts, and more. Provides a central place of resources and tools.

People Success Dashboard

The Executive Support dashboard is ideal for the admin managing the personal details and business projects of a founder.
Use the dashboard to manage contacts, meetings, projects, tasks, travel, and more. Quick access to processes and templates supports execution.

Executive Support Dashboard 2.0

The Healthcare Dashboard helps you manage your individual or family medical expenses. The dashboard provides an overview of deductibles and coinsurance YTD for each individual, appointments, and prescription refills. 

Healthcare Dashboard

Ideal for the fashion-conscious individual, stylist, assistant, or fashion influencer. This dashboard shows your upcoming outfits for the week. Track coupon codes, outfits, items, and more.

Capsule Wardrobe

The Hiring Dashboard is for founders starting to grow their team and looking to hire the ideal team member. This dashboard gives visibility on your applicant pipeline, available positions, and upcoming interviews. 

Hiring Dashboard

The Job Description is designed for small businesses to attract great talent. It starts with sharing the vision of your business. Then begins to set expectations for success in the role. 

Job Description

The Director of Content Dashboard supports content planning, collaboration, production, distribution, and promotion. Providing a central place for reporting and tools including a brand guide, blog posts, newsletters, social posts, and videos.

Director of Content Dashboard and Tools

The Weekly Memo provides direction for the week, celebrates team members, and supports accountability.
Recommend publishing this as an internal newsletter on Monday mornings.

Team Weekly Memo

Use the Vendor Management database to support continuity between projects and team members. It provides a centralized place for vendor notes and updates vs remaining in individual inboxes.

BONUS Template: Includes a customizable pdf to welcome your vendor partners.

Vendor Management

Use the Simple Podcast Dashboard to manage episodes, guest interviews, and content promotion. Ideal for podcasters just getting started OR who want a simple framework to build upon and make their own.

Simple Podcast Dashboard

Sharing my handbook template with you. It's the first thing I create when setting up a small business OS for clients. The execution of your day-to-day work is supported by the quality of knowledge shared.

Small Business Handbook

The Client Success dashboard supports the oversight of clients, projects, and project tasks. The founder or project manager can quickly view the status of deliverables in relation to each client’s roadmap.  

Client Success Dashboard

Looking to refresh your furnishings or remodel rooms in your home? Use the Interior Design Project 2.0 dashboard for planning, execution, and styling your home.

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