These are the resources I recommend again and again — from business systems and templates to books and lifestyle faves I genuinely love.
Resources
All the Good Stuff
🕒 Save Time – Automate form creation, updates, and outreach.
✨ Elevate Client Experience – Keep every client feeling seen and supported.
📁 Stay Organized – One beautiful spreadsheet. All your client info. No chaos.
🎯 Boost Accuracy – Clients update their own info = no more outdated details.
💻 Built on Tools You Already Use – Google Sheets + Forms = easy and familiar.
- Coaches & service-based businesses delivering personalized experiences
- Freelancers & consultants managing client relationships at scale
- Agencies juggling multiple clients and project timelines
- Small teams who want to feel organized and look like a million bucks
Let’s Make It Easy to Feel Seen
Perfect For:
Why You’ll Love It (and Why Your Clients Will Too):
✅ Dynamic Form Creation
No more building forms from scratch. ClientConnect Forms reads your spreadsheet and instantly generates a matching Google Form — perfectly synced, always up to date.
💌 Effortless Client Outreach
Need updated info? Select a client, send them a pre-filled Google Form via email (using your custom template!), and let them update their details in minutes.
🔄 Automatic Syncing
When your client submits their form, their record is updated in your spreadsheet — no copy-pasting, no extra steps. It even logs the date for easy tracking.
👀 Customizable Data View
Use the built-in checklist to control which columns you want to see — focus only on what matters today, while the rest stays tucked away until needed.
📧 Built-In Email Template Editor
Create polished, personalized emails with your brand voice using placeholders like [First Name] or [Business Name]. It’s all built in.
🎥 Setup Video Included
Clear “How to Use” and “Step-by-Step Setup” video included when you purchase — no tech struggle, just plug, play, and go.
How ClientConnect Forms Works:
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ClientConnect Forms is a smart Google Sheets add-on that turns your client tracking spreadsheet into a dynamic system for collecting and updating client data — without the tech headache.
It connects your “Client Preferences” sheet with a beautiful, auto-generated Google Form and lets you email clients personalized, pre-filled links they can use to update their info anytime. Their updates sync back into your spreadsheet like magic ✨
💡 What Is ClientConnect Forms?
The Smartest (and Most Stylish) Way to Keep Client Info Updated and Personal
Your business deserves better than messy spreadsheets, outdated info, and back-and-forth emails that get lost in the inbox.
ClientConnect Forms is the powerhouse behind the Customer Love System — a streamlined, Google-powered tool that lets you collect, organize, and update client preferences effortlessly… so you can create a client experience that feels intentional, personalized, and next-level.
✨ClientConnect Forms
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These are some of my favorite books that I've read multiple times, and that have made such an impact on my mindset and how I approach business and finance. I know you will love them too. Click on any of them to purchase.
Books to Expand
Your Mindset
Canva excels as an all-in-one design platform, perfect for entrepreneurs aiming to streamline graphic creation with its easy-to-use interface and cost-effective subscription options.
Canva
Thrivecart,, stands out with its user-friendly interface and versatile tools, making an excellent choice for those looking to sell and manage online courses
Thrivecart
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My go-to email platform with beautiful templates and easy-to-create forms and workflows. Get 50% off with my code JUNE321
Showit
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QuickBooks is my preferred financial system for entrepreneurs. QB offers intuitive tools that effortlessly manage finances, enabling business owners to focus on growth
Quickbooks
The best business tools I cannot live without.
These help me save both time and
therefore money.
Business Resources
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