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New Leaf Digital

resources

The tools and templates I actually use.

Free starting points for getting organized, plus the software I recommend to clients after hundreds of builds.

Start here, free

most popular

Free ClickUp Starter Kit

Short guides, a lingo cheat sheet, a planning worksheet, and bonus lessons on automations and AI. For new ClickUp users who want a calm, clear start.

Get the kit →

templates

ClickUp templates

Ready-made setups for client work, content and planning. Some free, some pay what you want.

Browse the shop →

tutorials

The blog

Step-by-step ClickUp how-tos and automation ideas you can copy.

Read the blog →

tools I recommend

The stack behind a business that runs itself.

Work management

ClickUp

Keep all your work in one place. Flexible enough for a team of one or fifty. Get 15% off.

Try ClickUp →

Automation

Zapier

The easiest way to connect your apps and stop copying data by hand.

Try Zapier →

Automation

Make

Visual and AI built automations for bigger, multi-step workflows. Get a free month.

Try Make →

Client & sales

Attio CRM

A simple, modern CRM with just the features you need, without the clutter. Get 10% off.

Try Attio →

Client & sales

Fillout

Forms, scheduling and payments in one tool, and they look good.

Try Fillout →

Apps & portals

Zite

Build simple client portals and internal apps with AI. Get 50% bonus daily messages.

Try Zite →

Everyday tools

Fireflies

Meeting notes and transcripts so you can stay present on calls. Get 10% off.

Try Fireflies →

Everyday tools

Fathom Analytics

Privacy-first website analytics without invasive tracking. Get $10 off.

Try Fathom →

Everyday tools

Gamma

AI-powered slides and documents, made in minutes.

Try Gamma →

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