YOUR SMALL BUSINESS TOOLKIT

Introducing the Small Business Toolkit

As a small business owner, wearing multiple hats is just part of the job. But managing your social media, creating content, tracking finances, and staying on top of client relationships can quickly become overwhelming.


What if you had a single, centralised hub designed to simplify your workflow and help you grow?

Welcome to the Small Business Toolkit, your all-in-one portal for running your social media and marketing. This powerful platform, built by Social Media Academy, is designed to save you time and help you focus on what you do best: growing your business.



The Toolkit is more than just a collection of tools; it's a comprehensive system that integrates every aspect of your business operations. It's the central nervous system for your success.

What's Inside the Small Business Toolkit?

Here's a look at the powerful features you'll get access to:

  • Training Hub: All your training materials, notes, and resources are in one central place.
  • Training Videos: Instantly access our full library of expert-led training videos on a wide range of social media topics.
  • My Lessons: Easily review personalized notes, summaries, and action items from your coaching sessions.
  • My Logins: Securely store and access your important login credentials for various platforms


Plan, Create, and Analyse Your Content

The Toolkit's robust content features help you streamline your creative process:

  • Marketing Plan: Create and track your strategic marketing plan to guide your efforts and achieve your goals.
  • Content Creation Hub: All the tools you need to plan, create, and analyze your content, all in one place.
  • Weekly Planner: Map out your weekly content schedule and ensure consistent posting across all your platforms.
  • Content Ideas: Never run out of ideas with a curated list of content suggestions and inspiration for your niche.
  • AI Content Creator: Generate video scripts, blog posts, and social media captions in minutes using artificial intelligence.
  • Email Marketing: Create and send professional email campaigns directly to your CRM contacts.


Manage Your Business with Confidence

The Toolkit provides essential business tools to help you manage, organize, and grow your social media presence:

  • My CRM: Manage customer relationships, track leads, and grow your business with our integrated CRM system.
  • My Goals: Set, track, and achieve your business objectives with structured goal setting and progress monitoring.
  • My Company: Manage your business profile, branding guidelines, and company information from one centralized location.
  • My Notes & To-Do Lists: Keep track of important ideas, meeting notes, and business tasks to stay organized and productive.
  • News & Updates: Stay ahead of the curve with the latest social media news and platform updates.


Finance and Client Management, Simplified

From proposals to payments, the Toolkit helps you manage your money and clients with ease:

  • Financial Dashboard: Your business finances at a glance, with tools to add revenue and expenses.
  • Proposals & Invoices: Create and send professional quotes and invoices to your clients.
  • Sales Pipeline: Easily track deals and manage your sales process from prospect to client.


Who Gets Access?

Full Access for Our Coaching Clients: All clients enrolled in our social media training programs get full, unlimited access to the Small Business Toolkit while they are on the program. It's your complete support system, included with your training.

Gain Forever Access: Want to keep the power of the Toolkit even after your training is complete? You can gain lifetime access to the portal for a subscription fee of just £39.

Ready to Simplify Your Business?

The Small Business Toolkit is the ultimate advantage for anyone serious about growing their business with social media. Explore our training programs today and see how the Toolkit can transform the way you work.

Frequently Asked Questions

Q: Who is the Small Business Toolkit for? A: The Toolkit is designed for small business owners, entrepreneurs, and freelancers who want to streamline their social media marketing and business operations.

Q: Is the Toolkit included with every training program? A: Yes, full access to the Small Business Toolkit is included as part of all of our social media training programs.

Q: Can I get access to the Toolkit without signing up for a training program? A: The Toolkit is primarily an exclusive benefit for our coaching clients. However, you can gain full access with our monthly subscription fee of £89.

Q: How do I access the Toolkit? A: Once you are a client of the Social Media Academy or have purchased permanent access, you will be provided with your secure login details to the portal.

TALK TO US ABOUT OUR SMALL BUSINESS TOOLKIT

Don’t take our word for it

Man in suit sitting at table in McDonald's, smiling, cup of coffee in front.

DEAN FITZMAURICE -
MAVAS T/A MCDONALD'S

Phil and the team have managed our social media channels for just over a year now. The service is very personalised, professional and targeted to our business needs. I would recommend them for any social media management requirements.


Man with short grey hair, wearing a white shirt and navy blazer, smiling at the camera.

MARK BRYAN -

F&B FRANCHISEE DIRECTOR

Was a pleasure working with Phil on retail F&B brand projects like Costa Coffee and Kaspas Desserts from new concept launching new brands, products, new store openings to Group website design. He's a good guy to know and will help to build great awareness. Thank you Phil


Man in a black coat and beanie sitting at a bar, looking at the camera.

SHANE SESAY -
CEO, SESAYS BAR & GRILL

It's 5 years since I was introduced to Phil who has been helping me ever since to grow my business by knowing how to use my website properly and my social media. Plus the importance of having client data or email marketing which has really helped Sesay's Restaurant/Bar to grow here in Liverpool.

LATEST ai BLOGS

By Phil Gee May 14, 2026
If you're running a small business, you already know the feeling. You know you should be posting. You've got things to say. But by the time you've dealt with everything else in the day, sitting down to write a Facebook post feels like the last thing you've got energy for. So you either rush something out that doesn't really represent you — or you don't post at all. And then you feel guilty about it for the rest of the week. I've heard this from almost every client I've worked with over the past 17 years. And the good news is, AI has genuinely changed this. AI won't replace your voice — it'll help you use it more This is the thing I always say first, because people worry about it. AI doesn't write your content for you in a robotic, copy-paste way. Used properly, it helps you get your ideas out of your head and into posts — in your voice, for your audience, consistently. Think of it like having a very patient assistant who never gets tired of helping you write captions, come up with ideas, or turn a one-line thought into a proper post. What AI can actually do for your social media Here's what my clients use it for every week: 📝 Writing captions from bullet points you've scribbled down 💡 Generating 10 post ideas from a single topic 🔄 Turning one piece of content into posts for different platforms 📅 Planning a month's worth of content in one sitting ✏️ Rewriting a post that felt flat into something you'd actually want to share None of this requires any technical knowledge. It just requires knowing how to ask. Which AI tool should you use? I teach two tools, and which one I'd point you to depends on where you're at. If you're already using Google for your business — Gmail, Google Docs, Drive — then Gemini is the natural starting point. It's built into the tools you use every day, it's easy to get going with, and it's brilliant for quick content tasks. If you want to go further — building a consistent content strategy, setting up templates that work every time, getting AI that really understands your business — then Claude is the next step. It's what I use for the heavier work, and it's what I teach to clients who want AI genuinely embedded in how they run things. Most people start with one and naturally move to both. What about the time it takes to learn? This is where I come in. You could watch YouTube videos for weeks and still not know what's right for your specific business, your audience, or your area. What I do is cut straight to what's relevant for you — and show you how to use it in a way that fits around your day, not takes it over. Whether that's a workshop, a one-to-one programme, or having me set everything up for you — there's an option that suits how you work. Ready to stop dreading the posting? Start with a free discovery call. We'll talk about where you're at, what's getting in the way, and exactly what would help. No jargon. No commitment. Just a conversation.
By Phil Gee April 14, 2026
It’s easy to spot a crack in someone else’s window, but we often miss the damp in our own front room. When you’re running a business, you’re too close to it.  You look at your website and see "your baby." A potential customer looks at it and might just see a mess they can’t navigate. We all know we should audit our own stuff. We should check if our links work, if our message is clear, or if our social media actually makes sense to a stranger. But we don’t. We’re too busy. AI is like that honest friend who tells you when you’ve got spinach in your teeth!! I use it to take an objective look at my own work. It can scan your website and find the "flaws" you’ve become blind to. It can tell you if your writing is too complicated or if you’ve stopped answering the questions your customers are actually asking. For me, building a legacy for my daughter means making sure the business is "turnkey"—that it works perfectly even when I’m not staring at it. AI helps me find the "time-leaks" and the errors in my own systems so I can fix them before they cost me a lead. Stop guessing if your marketing is working. Let AI show you where the holes are, so you can get back to filling them.
By Phil Gee April 14, 2026
In 18 years of marketing, I’ve seen it a thousand times: a business owner works their socks off, only to find a new starter down the road has nipped in and taken their spot on Google. Why? Because they had the time to look at what was working, and you didn't. Checking out the competition is one of those tasks we always put off. Who has the time to sit there for hours clicking through every page of a rival’s website? Who’s got the headspace to track how often they’re posting or what their customers are actually buzzing about? This is where AI is a game-changer for the "time-poor" boss: The Content Gap: AI can look at a competitor’s site and tell you exactly what they’re talking about that you aren't. No more guessing. The Popularity Contest: It can spot which of their posts are actually getting people talking, so you don't waste time shouting into the void with content nobody wants. The "How Do They Do It?" Factor: It can help you understand why they might be showing up higher in searches than you, without you needing a degree in computer science. It’s about working smarter. You don’t need to spend a week being a private detective. You just need a helper that can read and sort information faster than any human ever could.
By Phil Gee April 14, 2026
We’ve all got one. That whiteboard in the office, or that dog-eared notebook, filled with tasks that have been sat there since last Christmas. We call them "important," but because they don’t keep the lights on today, they get pushed to next week. And the week after. I’ve been self-employed for 30 years. I know the weight of that list. You’re trying to keep the wolf from the door, keep the customers happy, and maybe—if you’re lucky—get home in time to see your family. The problem is, the world doesn’t stop moving while we’re busy "doing the do." Our competitors are evolving, and the way people find us is changing. People think AI is about replacing humans. For a massive firm with a thousand juniors, maybe. But for us? For the one-man bands and small teams in Southport and beyond? AI is simply the tool that finally clears the whiteboard. It’s not about "tech." It’s about taking those things you’ve been putting off for years—the research, the planning, the "big picture" stuff—and getting them done in the time it takes to brew a tea. It’s not a robot taking your job; it’s a helper making sure you actually have a business to wake up to in five years.
By Phil Gee March 20, 2026
Why the future of small business isn’t just AI—it’s an AI that actually knows you. For 18 years, I’ve told my clients that "Success Leaves Clues." Right now, the biggest clue on the planet is AI. But I know that for many small business owners, tools like ChatGPT still feel a bit... generic. They’re clever, but they don't know your customers, your pricing, or your brand voice. What if you could build a digital version of your business’s brain? That is exactly what a "Digital Twin" is. Forget the sci-fi terms; it’s simply a secure, private document or system that holds all the "DNA" of your company. It’s your history, your goals, your customer feedback, and how you like to talk to people. When you pair a master AI (like the "tractor" analogies we use) with your Digital Twin , you stop getting generic answers and start getting specialized solutions. How a Digital Twin Works in the Real World (Jargon-Free!) Here are three short "Success Clues" showing how local UK businesses are using Digital Twins to buy their freedom back. Case Study 1: The "Hassle-Free" Holiday Let (Ambleside, Lake District) Sarah runs a popular holiday cottage. She was spending 5 hours a week answering the exact same WhatsApp messages: "Where is the keybox?" "How does the heating work?" "What time is checkout?" Sarah built a simple "Digital Twin" of her cottage—a document containing every detail, rule, and local recommendation. Before: Sarah manually typed every reply, even when she was out for dinner. With the Twin: Sarah connected her Digital Twin to an AI assistant. Now, when a guest messages, the AI accesses the "Twin’s" brain and gives the perfect, instant, friendly reply. Sarah now only steps in for emergencies. The Win: 5 hours back a week and happier guests who get instant answers. Case Study 2: The "Always-On" Consultant (Chiswick, London) Mark is a marketing consultant. He’s brilliant, but he can only be in one place at a time. He noticed he was "too busy" doing admin to actually find new clients. Mark created a Digital Twin of his own professional expertise. He fed it his past blog posts, his unique frameworks, his pricing, and transcripts of his best client sessions. Before: Mark had to manually draft every proposal and basic marketing plan. With the Twin: Mark can now ask his AI Assistant, "Based on my framework in the Digital Twin, please draft a proposal for a new retail client." The AI produces a draft that sounds exactly like Mark wrote it, using his core principles. The Win: Mark now spends his time on high-value strategy, while the AI/Twin combo handles the initial drafting and logic. Case Study 3: The Proactive Plumber (Southport, Merseyside) A local plumbing firm was fed up with emergency calls for problems that could have been prevented. They built a simple Digital Twin of their 100 most common client jobs (boiler service, leaky tap, power flush). They recorded exactly what parts were needed, how long it took, and what the common warning signs were. Before: The team was always reactive, rushing from one burst pipe to another. With the Twin: The AI now reviews their client database against the "Digital Twin" data. It might ping the team: "Mrs. Smith’s boiler is 10 years old and has the 'warning signs' listed in the Twin. Shall we send her a friendly maintenance offer?" The Win: The plumber moves from reactive "fire-fighting" to planned, profitable maintenance work. They are "proactive," not "reactive." The Social Media Academy Approach A Digital Twin isn’t about replacing your intuition or your connection with your customers. It’s about documenting that intuition so the technology can support you. It’s about moving from a "Wall of Text" manual that no one reads to a "Living System" that acts on your behalf.  I'm now building these kinds of specialized "workflow twins" for my training and solutions clients at our new HQ at The Arch in Crossens. If you are ready to stop typing the same thing 50 times a week and start building a business that actually knows what it’s doing, let's talk. Is 2026 the year you build your Digital Twin?
By Phil Gee March 20, 2026
How automating 12 core processes is giving me 17 hours back to focus on YOU. For 18 years, I’ve told my clients that "Success Leaves Clues." Well, a few months ago, I decided to look at the "clues" inside my own business. I sat down with a pen and paper and mapped out every single thing I do from the moment a new enquiry hits my inbox to the moment a project is finished. What I found was shocking. I was juggling nearly a dozen different manual processes. Chasing proposals, sending reminder messages, moving data from one spreadsheet to another, and manually qualifying leads. I was "busy," but I wasn't being productive . I was spending more time managing my software than I was managing my relationships. The Breakthrough Last night, after a lot of coffee and some deep focus, I finally finished rebuilding our internal "Engine." I’ve moved away from the "one-size-fits-all" platforms that most people use. Instead, I’ve built a custom, automated workflow that handles the heavy lifting for me. What does this actually mean? It means that today, about 12 of my most time-consuming tasks now happen automatically in the background.  When someone reaches out, they get a personal response immediately. When a meeting is booked, the reminders are sent exactly when they need to be. When a proposal is requested, it’s generated and sent in seconds, not days. Why this matters to you You might be thinking, "That’s great for you, Phil, but how does it help my business?" It helps because of the "17-Hour Rule." By automating my own "busy work," I’ve cleared nearly two full workdays every single week. That is time I can now spend in our offices , sat across from clients, focusing 100% on their strategy, growth, and confidence. But more importantly, it proves that it can be done. Most small business owners I talk to feel like they are "chained to the desk." They feel like they can't grow because they don't have the time to handle more clients. I’m here to tell you that the ceiling has been removed. You don't need more staff. You don't need to work 80-hour weeks. You just need a better "Engine." I’m now at the stage where I can take the logic I’ve built for the Academy and apply it to your business. Whether you’re a plumber, a coach, or a retailer—if you’re doing it manually, you’re losing money. What’s next? We are moving into our new HQ at The Arch in Crossens in April. We’ve built a dedicated space there specifically to show local business owners how this works. I’m not going to show you complicated code or confusing diagrams. I’m going to show you how to get your life back. Are you ready to stop running your business and start leading it? I’m opening up a few "Show & Tell" sessions in May. If you want to see how an automated business actually feels, let’s have a chat.
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