Vetted Bloom Presence members
Business Plan Generator
Free tool by Bloom Connections
- Sales & Business Growth
Best for: Turning your idea, goals and customers into a clear plan you can act on.
WHAT YOU GETA 10-section business planAnswer guided questions and AI drafts an editable Word document you can keep refining.
Referral Pitch Prompt
Copy-and-paste AI prompt
- Sales & Business Growth
Best for: Telling people exactly who to send your way, so they know the moment they meet someone who fits.
WHAT YOU GETThree introductions, in your voiceA 15-second opener, a full intro and a referral partner pitch. Works with Claude, ChatGPT or any AI assistant.
Referral Readiness Check
Self-assessment
- Sales & Business Growth
Best for: Seeing where you really stand on referrals before you start asking for them.
17hats
- Systems & Automation
Best for: Running your client experience: proposals, contracts, invoices and scheduling.
Why Bloom recommends it: Latifah runs the Elite Vivant client portal on 17hats, keeping proposals, contracts and payments in one place.
YOUR SAVINGS50% off your first year of 17hats
* a small commission is earned if you sign up through this link, at no extra cost to you. It’s here because we use it, not because of the commission.
QuickBooks
- Bookkeeping & Finances
Best for: Tracking income and expenses, sending invoices and running reports in one place.
Why Bloom recommends it: It keeps income, expenses and invoices organized in one place, so tax season isn’t a scramble.
YOUR SAVINGSSave 30% on QuickBooks for 6 months
* a small commission is earned if you sign up through this link, at no extra cost to you. It’s here because we use it, not because of the commission.