
Posted on November 8, 2025
Bennett Disability & Consulting Group — “Clarity Creates Confidence.”
Who this helps:
SOP-Client-Intake-v1).A pixel is not a photo — it’s a tiny code that tracks who interacts with your content.
60-minute setup:
No paid collaboration — just proven performance by us and other entrepreneurs.
PurposeToolWhy It MattersSOP & Docs StorageGoogle DriveFree and shareable. Create Docs or Sheets for each SOP and link them directly to ClickUp, Beacon, or Mailchimp. Version control built in.Operations HubClickUpCombines project management + automation + documentation. Perfect for scaling your SOPs.Email Marketing + Landing PagesMailchimpAutomates lead capture and follow-up emails.Design + Brand TemplatesCanvaConsistent visuals for social and documents.Scheduling + BookingsCalendlyRemoves back-and-forth emails. Syncs with your calendar.Website + StorefrontBeacon.aiSimple hub for digital product sales and link management.Payments + InvoicesStripe / PayPalReliable checkout tools.App ConnectionsZapierLinks your apps together (Beacon → Mailchimp → ClickUp).
Optional add-ons: Later.com or Metricool for content scheduling, Notion for visual dashboards.
First five to build: Client Intake, Lead Nurture Email, Sales Call Booking, Digital Delivery & Refund, Monthly Finance Close.
Need help building SOPs and connecting your tools before 2026?
Book your Systems Review at bennettdisabilityconsulting.com
Because clarity creates confidence — and every system you document builds your freedom.