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

A man in a suit and tie is sitting at a table with a cup of mcdonald 's coffee

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.


A man in a suit and white shirt is smiling for 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


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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 August 13, 2025
The world of online search is changing, and you might have heard a lot of buzz about AI (Artificial Intelligence) and how it’s shaking things up. If terms like ‘SEO’ and ‘LLM’ sound like a foreign language, don’t worry! We’re here to break down what this all means for your business and how you can use these changes to your advantage. The days of simply stuffing your website with keywords are long gone. The new frontier is about ‘mutual information’ – a fancy way of saying how much information your brand supplies to the internet. The more a search engine knows about you, the more visible you will be. Here's how you can make sure your business stays ahead of the curve: 1. Pinpoint Your Niche and Position Your Brand With AI becoming the default for search, traffic is becoming more splintered. This is actually great news for smaller, more specialised businesses! Rather than trying to be everything to everyone, focus on what makes you unique. What specific problems do you solve? You can even use AI to see how it perceives your business. Try searching for your brand on a tool like SemRush's AI branding review, or simply ask a public Chat AI what they know about your business. This will give you a good starting point for identifying your strengths and how you are perceived online. 2. Provide Key Information to the Networks Think of your website and all your online content as a package of information about your business. This is where E-E-A-T comes in – Experience, Expertise, Authoritativeness, and Trustworthiness . AI models are looking for specific information that matches a user's search query. Including and excluding certain details will make a huge difference to your visibility. Think about all the places your business is mentioned online. This includes your Google and LinkedIn reviews, mentions in PR articles, podcasts, blogs, and local directories. All of this data helps build a picture of your brand's authority. Even your social media profiles are now indexed and contribute to this. If you serve a national audience, make sure this is consistent across all your listings. 3. Be Known, Be Mentioned, Be the Source In this new AI-driven landscape, it’s harder to cheat the system. The focus is on your brand’s reputation. AI search engines are looking for evidence that people are talking about you and that you are a credible source of information. The key is to: Be Mentioned: Get other websites to talk about you. Be the Source: Become a trusted provider of information in your field. Be Known: Have a clear and consistent brand identity. Be Talked About: Encourage people to share their experiences with your business. Be Famous: Build a reputation relative to your brand’s size and niche. 4. The Hidden Factors You Can Influence To quickly increase your visibility, here are a few things you can do: Be Consistent: Ensure your business information is the same everywhere. This includes your Name, Address, and Phone Number (NAP). Swap Mentions: Work with other businesses to get reciprocal links or mentions on each other's websites. Focus on Brand Positioning: The focus is no longer just on keywords, but on clearly defining what you do, who you do it for, and why you do it. Leverage Employee Personas: Your employees can be your biggest advocates. Encourage them to build their own professional brands through writing, podcasts, and social media. This builds authority and brings in leads for your business. 5. Writing Content for AI Discovery When creating content, write naturally and clearly. AI is intelligent and understands the nuances of language. Treat your web pages as 'information packages' . Provide all the vital information a customer might need, such as directions, parking details, or opening hours. Use 'attributes' . AI understands specific information, such as the materials you use for your products or the specific services you offer. The value of being at the top of a traditional search ranking page is decreasing as more people use AI and LLMs to find what they need.  However, by focusing on being a trusted, well-known, and informative brand, you can ensure your business remains visible and relevant in this exciting new era.
By Amelia Waller July 1, 2025
If you're a startup, you're juggling a million things, often with limited time and budget. You've probably heard about 'AI' and perhaps felt a bit overwhelmed by it all. Well, consider this your straightforward guide! We're not here to talk about sci-fi; we're here to show you how simple, everyday AI tools can genuinely streamline your marketing and business operations. Think of AI as your new, incredibly efficient assistant. While there are countless tools out there, we've picked 6 fantastic ones that can give any new business clear focus, make your life easier, and your workflow much smoother. Let's dive into how these tools can help you work smarter, not harder. Top 6 Tips for Using AI in Your Business AI might sound a bit daunting, but it's really just smart tools designed to make your life easier. Think of it as having a super-efficient assistant for your business. Here are our top tips, showing you how to get started with some fantastic tools: Tip 1: Use AI to Kickstart Your Ideas & Content. The Idea: AI is brilliant for beating writer's block or getting a fresh perspective. Don't know what to post on social media? Need a quick email draft? AI can give you a strong starting point in seconds. How it Helps (Tool: Gemini): Gemini is like your clever brainstorming partner. Just ask it a question or give it a topic, and it can whip up social media captions, blog ideas, or even short email drafts for you to adapt. It's super easy to use and a great way to get moving. Tip 2: Understand Exactly What Your Customers Are Asking. The Idea: Knowing what questions your potential customers are typing into Google gives you a massive advantage. It helps you create content that they're actively searching for, making your marketing much more effective. How it Helps (Tool: Answer The Public): Answer The Public is brilliant for this. Type in a keyword related to your business, and it shows you all the common questions people are asking around that topic. This gives you clear ideas for blog posts, FAQs, or social media content that truly resonates. Tip 3: Make Your Visuals Pop (Even Without a Designer!). The Idea: Great visuals grab attention, but not everyone's a graphic designer. AI can help you create stunning images and designs quickly, making your brand look professional without a huge budget. How it Helps (Tool: Canva): Canva uses AI features to help you design. You can use its "Magic Design" to create presentations or social graphics from a simple text prompt, or use its background remover for product photos. It helps you look like a pro, even if you're just starting out. Tip 4: Automate Your Social Media Posting. The Idea: Consistently posting on social media is key, but it takes time. AI-powered scheduling tools let you plan your content in advance, so your posts go out at the best times, even when you're busy with other things. How it Helps (Tool: Buffer): Buffer is a fantastic tool for this. You can schedule all your social media posts across different platforms in one go. Its AI features can even suggest the best times to post for your audience, ensuring your content gets seen without you needing to be online 24/7. Tip 5: Turn Information into Engaging Stories. The Idea: You've got great ideas and data, but how do you present them in a way that truly captures attention, whether it's for a pitch or an internal update? AI can help you create dynamic presentations and documents. How it Helps (Tool: Gamma / Venngage): Gamma and Venngage use AI to help you build presentations and infographics. You can give them your text or a topic, and they'll suggest layouts, designs, and even generate slides for you. This saves you loads of time making your information look professional and engaging, perfect for pitches or reports. Tip 6: Don't Just Use AI, Guide It! The Idea: AI tools are powerful, but they're not mind-readers. The better your instructions (we call these "prompts"), the better the results you'll get. Think of it as giving clear directions to your smart assistant. How it Helps (All Tools): This tip applies to all AI tools. When using Gemini , be specific about your desired tone and length. When using Canva or Gamma/Venngage , be clear about your design needs. The more detail you provide, the more tailored and effective the AI's output will be for your business. So, there you have it – six practical tips and six powerful AI tools that can genuinely transform how you run your startup. Remember, AI isn't about complexity; it's about making your life easier, freeing up your time, and giving your marketing efforts a real boost. You don't need to be a tech wizard to harness these benefits. If you're keen to explore how these tools, or others, can be specifically tailored to your business, we'd love to chat. Simply contact us for a free, no-obligation consultation. Let's get your business working smarter with AI!
By Phil Gee June 18, 2025
Have you ever walked into a sprawling, state-of-the-art gym for the very first time? You look around, and there it is: a dazzling array of equipment. Rows of treadmills, gleaming weight machines, complex resistance bands, and obscure apparatus you can't even name. You know these tools are designed to make you stronger, healthier, and more energetic. But without a clue where to start, which machine does what, or how to use them safely and effectively, it's not empowering – it's overwhelming . You might try a few things, feel awkward, and then just head home, perhaps never to return. This is exactly how many small business owners feel about Artificial Intelligence (AI) tools today. Just like that gym, the digital world is now packed with incredible AI apparatus. There are AI writing assistants (like the fancy new elliptical for your content), AI scheduling tools (your automated treadmill for social media), AI analytics dashboards (the smart scales that tell you what's really working), and countless others. Each one promises to make your business leaner, faster, and more effective. But without a plan, without guidance, and without someone to show you the ropes, these powerful AI tools can feel like a labyrinth of confusion. You know the potential is there to save time, boost your marketing, and streamline your operations, but how do you even begin? What's the right "workout" for your business goals? Which "machines" should you focus on first? That's where we come in!!! At Social Media Academy, we are your AI Trainers and Marketing Coaches. We don't just point you to the equipment and say "good luck." We understand the unique challenges of small business owners – limited time, stretched resources, and the need for clear, actionable steps. Just like a personal trainer builds a custom workout plan, and perhaps a comprehensive wellness and nutrition strategy, we will: Assess Your Business Needs: Help you identify the specific "muscles" (areas of your business) that need strengthening. Create Your Custom AI "Workout Plan": Guide you through the most relevant and user-friendly AI tools, showing you exactly how to use them for your social media and broader business operations. Provide Hands-On Coaching: Walk you through practical exercises, ensuring you build confidence and get real results. Develop Your AI "Wellness & Strategy Guide": Equip you with a clear roadmap to integrate AI into your daily workflow, helping you build a more efficient, productive, and ultimately, less stressful business life. You wouldn't expect to build your dream physique by randomly hopping on gym equipment. Don't expect to transform your business with AI without a guiding hand. Let us be your AI Personal Trainers.  Together, we'll build an AI strategy that gets your business in peak condition, saving you time, boosting your marketing, and helping you reclaim your valuable energy.
By Amelia Waller June 16, 2025
Unleash Your Business's Smart Assistants: The Next Level of AI in Marketing As a small business owner, I know you wear countless hats. Juggling social media, email campaigns, website updates, and everything else can feel like a constant battle against time. You've heard about Artificial Intelligence helping with marketing, but what if it could do more than just write a quick post? What if it could actually think and manage entire sequences of tasks for you? This is where the idea of AI Smart Assistants comes in – it's the next big leap in making your business run smoother and more efficiently than ever before. Beyond Basic Automation: What Are AI Smart Assistants? You're probably familiar with automation that does one thing: "If this happens, then do that." But imagine having a digital team member who can understand a bigger goal and then figure out all the connected steps needed to achieve it, without you having to guide them through each tiny action. That's the power of these AI Smart Assistants. They're like new members of your team who can think, make decisions, and perform a series of linked tasks all on their own, across different parts of your online world. How These Smart Assistants Can Revolutionise Your Business Think about how much time you spend on repetitive, multi-step tasks. Here are just a few ways these clever AI assistants can transform your daily operations: Effortless Client Management: Imagine a new enquiry comes in through your social media. An AI Smart Assistant can automatically take that lead's details, create a new record in your client system, send them a personalised welcome email that sounds just like you, and even set a reminder for you to follow up later if needed. All done without you lifting a finger after the initial setup! Content That Works Harder: You create one great piece of content – say, a blog post. An AI Smart Assistant could then automatically adapt that content into several versions suitable for different social media channels, schedule them, and even suggest relevant images, ensuring your message reaches more people without extra effort. Streamlined Customer Service: For common questions, these assistants can not only provide instant, helpful answers but also take actions. For example, if a customer asks about booking, the assistant could check availability and even guide them through part of the booking process. Massive Time Savings: By handling these multi-step processes, AI Smart Assistants free you up from tedious admin work. This means fewer errors, less stress, and more time for you to focus on what you do best – running and growing your business. Level the Playing Field: For small businesses, this technology means you can operate with the efficiency and automation levels usually only seen in much larger companies, giving you a serious competitive advantage. Bringing Smart Assistants into Your Business The exciting part is that this isn't just a futuristic concept. Clever digital tools exist right now that can help you set up these multi-step, AI-powered workflows. In my coaching, especially in the Marketing Ecosystem Mastery course, I focus on guiding you through exactly how to build these smart systems. I'll show you how to connect different parts of your business's online presence, demonstrate real-world examples, and work with you to set up automations that genuinely transform your day-to-day. It’s about building a marketing engine that truly works for you, freeing up your time and driving consistent results. Ready to explore how AI Smart Assistants can transform your business? Let's chat about your unique challenges and how building a more efficient marketing ecosystem can help you achieve your goals. Book a Free Consultation Call with Phil
Why you need to embrace al to make your social media so much easier
By Amelia Waller April 30, 2025
Running your own business is a whirlwind, isn't it? You're juggling everything from serving your customers to balancing the books. And then there's social media… that never-ending to-do list of posts, updates, and trying to figure out what on earth to say.  If the thought of another week glued to your phone, trying to keep up with Facebook, Instagram, and all the rest makes you groan, you're definitely not on your own. Many small business owners in places like Southport (and all across the UK, to be honest!) feel exactly the same. It can feel like a massive time sink, and sometimes you wonder if it's even worth the effort. But what if there was a way to make social media less of a chore and more of a helpful tool – without needing a degree in rocket science or spending a fortune on fancy tech? Enter AI: Your New Social Media Mate Now, we know what you might be thinking. "AI? Isn't that all robots and complicated computer stuff?" Well, yes, some of it is. But the good news is that there are now some really clever (but surprisingly simple) AI tools out there that can take a big chunk of the social media burden off your shoulders. Think of AI in this context as your new, super-efficient assistant. It can help you with tasks that used to eat up your precious time, leaving you free to focus on what you do best – running your business and serving your lovely customers right here in Southport (or wherever you are!). How Can AI Actually Help My Social Media? You might be surprised at just how many ways AI can lend a hand: Coming Up with Ideas: Staring at a blank screen wondering what to post? Some AI tools can help you brainstorm ideas based on your business, what's popular, and what your audience might like. No more creative block! Writing Your Posts: Not a natural wordsmith? AI can help you draft social media posts, making sure they sound engaging and get your message across clearly. You can then tweak them to sound just like you. Finding the Best Times to Post: Ever wondered when most of your customers are actually online? AI can analyse your audience and suggest the best times to share your content, meaning more people will actually see it. Scheduling Your Posts: Instead of having to manually post every single day, AI-powered tools can schedule your content in advance. You can sit down once a week, plan your posts, and let the AI take care of the rest. Imagine those extra hours! Keeping an Eye on Things: Some AI can even help you monitor what people are saying about your business online, so you can quickly respond to comments or questions. No Tech Head Required! The best part is that you don't need to be a tech whizz to use these tools. Most of them are designed to be really user-friendly, with clear instructions and simple interfaces. It's often as easy as typing in a few details about your business and letting the AI do its magic. Reclaim Your Time and Focus on What Matters Social media doesn't have to be a constant drain on your time and energy. By embracing some of these clever AI tools, you can: Save hours every week: Think about what you could do with that extra time – maybe focus on a new product, chat with more customers, or even just have a proper tea break! Be more consistent: Regularly posting engaging content helps you stay top-of-mind with your customers. Potentially reach more people: By posting at the right times and with engaging content, you're more likely to get noticed. Reduce stress: Take the pressure off trying to come up with content on the fly. Ready to Dip Your Toe in the AI Water? If you're a small business owner in Southport (or anywhere else in the UK!) who's feeling overwhelmed by social media, now might be the perfect time to explore how AI can help. It's not about robots taking over your business; it's about using smart tools to make your life a little bit easier and your marketing more effective. At Social Media Academy, we're passionate about helping small businesses understand and use these tools without the jargon. Keep an eye out for our upcoming resources and training on how to harness the power of AI for your social media – you might just be surprised at how much time you can save!
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By Amelia Waller April 28, 2025
It seems like every business is talking about their AI strategy these days. But let's be honest, a lot of it is just fancy talk. They buy a shiny new AI tool, cross their fingers, and hope it magically transforms their social media. The truth is, AI on its own won't fix your marketing. What will make a difference is having a solid system in place, with AI working as a powerful tool within that system. The Problem with "Vibes-Based" AI We're seeing it all the time: businesses investing in AI writing tools, or AI analytics platforms, without any real idea how to use them effectively. There's no proper training for staff, no integration into their existing workflow, and no clear goals. They end up wasting money on software they don't understand, and their social media results stay stubbornly the same. AI Needs a System to Shine Think of AI as a turbocharger for your car. It can give you a massive boost, but it's useless without an engine, wheels, and a driver who knows where they're going. In social media, your engine is your overall marketing plan. This includes things like: Knowing your target audience inside out Having clear goals for your social media activity Creating a consistent flow of valuable content Engaging with your followers regularly Our Social Media Training: AI Integrated That's why our social media training course is different. We don't just throw AI tools at you and wish you luck. We provide a comprehensive framework – a 3-month marketing plan – that puts AI in its proper place. You'll learn: How to build a robust social media strategy from the ground up Which AI tools are genuinely useful for specific tasks How to integrate those tools seamlessly into your daily workflow How to measure your results and refine your approach over time Get Real Results, Not Just Hype We're focused on getting you tangible results: more engagement, a bigger following, and ultimately, more customers. It's about using AI strategically, not just for the sake of it. #MemeingfulMarketing What next?: Want to see how AI can really transform your social media? Book a free consultation to see how AI can change the way you work forever
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