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Resources & Tools
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People directory
Total Savings
Income
Expenses
Digital Tools & System Integrations
Notion – Central Business HQ
- Primary Use: Entire HQ, SOPs, project management, CRM.
- Department: All
- Integration Type: Workspace Management
- Monthly Cost: $16/user/month (Team Plan)
- Renewal Date: 2025-09-15
- Internal Owner: Admin Team
- Linked Systems: Zapier, Slack
- Notes: Core of all internal operations.
Canva Pro – Creative Design Tool
- Primary Use: Social media content, flyers, pitch decks.
- Department: Marketing
- Integration Type: Design
- Monthly Cost: $13/month
- Renewal Date: 2025-12-01
- Internal Owner: Marketing Lead
- Linked Systems: None
- Notes: Templates for IG Reels and Newsletter Designs stored in brand folders.
Make.com – Workflow Automation
- Primary Use: Automates form inputs, email triggers, and CRM updates.
- Department: Admin / Ops
- Integration Type: Automation
- Monthly Cost: $69/month
- Renewal Date: 2025-08-30
- Internal Owner: Operations Admin
- Linked Systems: Notion, Slack, Typeform
- Notes: Example use: auto-generate new CRM card when a Typeform is submitted.
Dropbox – File Storage & Archives
- Primary Use: File backup for design mockups, invoices, media kits.
- Department: All
- Integration Type: Storage
- Monthly Cost: $12/month
- Renewal Date: 2025-06-10
- Internal Owner: Admin
- Linked Systems: Canva, Notion
- Notes: Each client has a dedicated Dropbox folder for assets and archives.
Financial Records (OLD)