Freebies, worksheets, checklists and more!


We’ve put together lots of great resources for small business owners, nonprofits and creative freelancers. From worksheets created by our own marketing experts to free trainings and even tools of the trade recommendations and more! Check out the sections below to find the perfect resource for your project!

Create a Marketing Plan that Generates Customers & Builds Revenue

We are opening up a NEW Zoom group coaching & Facebook group in October 2022! Enroll in the course and gain access to a group led by Crystal as we walk through the course together! But wait, there’s more! We don’t leave you hanging after you wrap up the course. Upon completion of the course, you will receive a 14 MONTH social media strategy prepared FOR YOU. That’s a $3,000 value on its own.

Take control of your marketing by creating a custom marketing plan that allows you to level-up your business.

A business woman performing BMDR Landing page Re-Design, focused on her laptop, in an office.
Sales Funnels, Marketing and More!

Video Trainings

5 Day Content Calendar

Day 1

Day 2

Day 3

Day 4

Day 5

Sales Funnel Challenge

What is a sales funnel?

Creating a One-Liner

Designing Your Landing Page

Creating a Lead Generator

Email Nurture Campaigns


Software, hardware and even discounted rates!

Tools of the Trade

Whether you are just starting to tackle your marketing as a small business owner or you are a creative freelancer looking to up your game. Here are the tools we use each and every day to maximize the work we do!

The asana logo displayed against a black background.


Asana is hands down the ONLY way we are able to manage deadlines, promised turnaround times and team collaboration here at Oakes Creative House. We love how easy it is to use and have all of our project workflows mapped out in one easy place.

A resources circle with the word canva on it.


While not every design is a good fit to create in Canva (yet!), we love using Canva for web based graphics such as social media graphics! Their extensive library of templates makes it easy for even inexperienced designers to create beautiful graphics. 

Adobe cs6 adobe cs6 Resources.

Creative Cloud

When you are ready to get serious about graphic design, video editing and more – it’s time to let some of those web based tools go. Use what the pros use! Yes, there is a learning curve with these Adobe programs, but their tutorial videos and help center are top notch and the possibilities are endless!

A logo with the word loomly and resources on it.


Loomly is our all time favorite social media management tool. It allows us to collaborate easily on client projects and features a comment workflow that is so helpful! More importantly on each individual calendar we can tie into every major social media site and yes – it even has direct publishing to Instagram!

Airtable logo with black background showcasing resources.


We don’t know anyone besides Steven (our money guy) who loves spreadsheets, but sometimes they are necessary for mapping out the details of a project! AirTable is spreadsheets with some pretty added in. We love not only the aesthetic but the various fields you can put in such as multiple choice, single choice, photos and more! We use AirTable for all of our social media strategies.

Dropbox Resources logo on a green background.


One of the most stressful parts of business and marketing is ALLLL the files! Its best to keep them in one place – AND in a place that doesn’t damage or compress your images. Dropbox is my file storage of choice!

The print place logo on a white background is easily accessible through available resources.


We get asked all the time where to get quality printing at a great price. While they may not be the printer for every job, we find that printplace.com delivers quality at a budget friendly price. Also, their turnaround time options are great and they always deliver (5+ years of experience with them!)

A colorful logo of slack on a black background representing a collaboration and communication platform.


Let’s face it, texting is not an efficient way to communicate with your team. And sometimes email isn’t the best fit either. Slack is the BEST instant messenger that works on all devices and all platforms. It saves us SO much time!

The logo for wp engine, a symbol of resources.

WP Engine

Deciding who to trust to host your WordPress website can be daunting! Don’t leave it to chance, use who we use – WP Engine. We trust them to host our own website as well as countless websites for clients. In 5+ years we haven’t had any major issues and the minor ones (comes with the tech territory) are resolved by their support team in a matter of minutes!

Looking to purchase a domain name? We recommend GoDaddy for that.

Mailchimp logo featuring a monkey in a hat, highlighting the company's creative resources.


There are lots of great email marketing platforms on the market who can honestly do some amazing things! But we recommend Mailchimp here because of its easy integration with your website, CRM system, online store, social media and more. Their pricing tiers are great for helping you move from one stage of business to the next.

Google workspace logo with a white background, showcasing the available resources.

Google Workspace

Google Workspace is our go-to for all things productivity and communication. From Docs to Calendar to Gmail, it has a program for nearly anything you need to make your business efficient. Save dates, share content edits, set up video chats – you can do it all!

A purple circle with the word tave on it, representing a valuable resource.


I am often asked which CRM system I use personally – well, this is it! This CRM system is made for photographers which is what I needed it for originally, however I’ve yet to find an aspect of my business that I can’t adapt it to. They were recently acquired by ShootProof (the system I use for online photo galleries) and I couldn’t be more excited for what is to come!

A red and gray logo with a white letter w representing Resources.


Writing great content can be SO hard sometimes! I often find myself hitting record on my phone and talking out what I want to write about. Then, I send that file to rev.com to have it transcribed and voila! I have a Word Doc full of text to get me started. Also great for adding captions to social media videos!

The Marketing Lounge

Struggling to make marketing a consistent priority? Guess what! You’re not alone. We’ve seen a lot of business owners and solopreneurs struggle with consistency in their marketing, unfortunately stripping them of immense growth and opportunity. Yikes! So, we decided to launch The Marketing Lounge, a monthly membership for entrepreneurs to continue their education and marketing with group accountability.

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