Recommended
Business Tools
There are a handful of tools that I couldn’t imagine running my business without. Below is information on my favorite softwares and resources to support my everyday operations. While not sponsored, the links below may participate in an affiliate program.
TASK + PROJECT MANAGEMENT
I’ve fluttered between multiple task list applications and everything changed when I met ClickUp. With its extensive customizations and integrations, ClickUp can create an effective task and project management environment for literally any user. With templates and plenty of videos to help you get creative, ClickUp opens the door to organizing and checking off your tasks like a pro! Click here to get started!
CLIENT RELATIONSHIP MANAGER
When it comes to keeping proper records, automating workflows, scheduling appointments, and invoicing clients, Dubsado can’t be beat! I’m constantly in awe of all I can build in Dubsado and the functions they continue to add. Documenting meeting notes, building forms and questionnaires, tracking leads and prospects, sending contracts and invoices – this software does it all in an easy-to-use interface. Click here to get 20% off your first month or annual subscription.
EMAIL MARKETING
With all the email marketing systems out there, how do you know which one to use? Personally, I prefer ConvertKit. Here’s why:
- It’s easy to use.
- The integrations and email sequencing tools can’t be beaten!
- Their templates and tutorials are top-notch.
Within moments of creating a ConvertKit account, you can start building a mailing list and building a communication strategy that keeps you top of mind for your customers. And we all know what that means – $! Click here to start your free trial.
CONTRACTS + AGREEMENTS
Look… I don’t have time to stay up to date on all the laws across the country and world to ensure my contracts, privacy policies, and website terms and conditions are up to date. That’s why I use The Contract Shop. The Contract Shop offers a wide array of contract and disclaimer templates that are prepared by real lawyers so you don’t have to do the heavy lifting. It’s as simple as purchasing a template, following the prompts to customize, and getting back down to business. The best part is if the laws related to your template ever change, The Contract Shop will send you an updated version at no extra charge! Click here to protect your business in a matter of minutes.
PROCESSES + PROCEDURES
Creating thorough, usable documentation in your business can be a real pain. And then when it comes time to update, ugh! Trainual makes managing your processes, procedures and SOPs unbelievably easy. With an intuitive interface, you can use templates, built-in screen recording, learning tracks (perfect for onboarding!), departments, and more. Trainual ensures your documentation is an active, positive part of your operations. Learn more here.
PASSWORD MANAGER
With cybersecurity incidents on the rise and the number of online accounts we own growing exponentially, passwords are becoming a huge pain. We know we shouldn’t use the same password for everything and we struggle to find secure ways to share our sensitive information. What if I told you that LastPass makes all of this easier? Serving as a secure database for your passwords, credit/debit cards, addresses, and more, LastPass also allows you to share your information with others, even with an option to hide the full data. Even better, LastPass can create those crazy unique passwords for you! Sign up for your account here.
SOCIAL MEDIA PLANNING + SCHEDULING
If you want to visually plan your content, create a hashtag bank, collect all the data, not have to think about the best time to post, build a strategy and see how that strategy is doing, and work within a beautiful interface, you need to use Plann. No joke – Plann is the most user-friendly, low-maintenance social media tool I’ve come across and even better, the pricing plans are cheaper than their competitors. How does it get better? You can plan out your stories, create a content bank (for those repeat elements), and link it to Canva. What more could you ask for?! Click here to save cash on your paid plan!
STOCK PHOTOS + DESIGN TEMPLATES
What drew me to Styled Stock Society was their beautifully composed and edited stock photos that I use for everything from social media posts to website images. However, what has made me a loyal customer for life is the ever-growing library of Canva design templates. Instagram, Pinterest, Facebook, Workbooks, Checklists, Presentations. Styled Stock Society has it all and every month, new photos and templates are added. Click here to create beautiful brand materials with ease!
WORKSTATION
If you’re working in multiple email accounts and using the same online applications every day, Shift will streamline your work into a singular workstation. Allowing you to easily toggle between accounts and even keep browsing separated, you’ll have everything at your fingertips to quickly switch gears. The best part: Shift is a cloud-based application so settings carry seamlessly across devices. Click here to get started!
FINANCIAL HEALTH
You’re never going to build wealth if you don’t build a healthy relationship with money. For me, it’s all about foresight and control. I use You Need a Budget to ensure every dollar that comes into my accounts does exactly what I want it to do. If the cash envelope system sounds great to you in theory but you hate carrying cash, then this cloud budgeting software is ideal for you! Without having 80 different accounts or constantly moving around, you can arrange your funds into categories that allows you to ensure you always have enough set aside to cover your bills and plan for the future. Interested? YNAB offers a 34-day free trial and plenty of support to get you started. Click here to start your free trial and get 1 Month of subscription free!
STAYING CURRENT
Every morning for about ten years now, I have read theSkimm over breakfast. It’s a quick and dirty run down on current events that can be digested in 10 minutes or less with links that allow you to dig further if something interests you. Their coverage spans everything from politics, pop culture, and world news. It’s amazing. If you want to stay up to date but not get buried under all the noise, this is a great source. Check it out!
GRAPHIC DESIGN
No graphic design experience? No problem. If you’re overwhelmed by the idea of creating print or digital materials, look no further than Canva. Canva is a web-based graphic design tool with thousands of templates, fonts, and images to get you started – no experience required. Every asset you see in my business – from my logo to the digital downloads – was created in Canva. Having worked with other softwares, I can honestly say this is the easiest way to DIY graphic aspects of your business and look super professional in the process.
LUXURY CUSTOM BRANDING
Love my branding? The artistic geniuses over at Crème Brands can do the same for you! Specializing in luxury custom branding, Crème Brands provides full-service conceptualization and design. Learn more here.
ACCOUNTING + BOOKKEEPING
Managing the finances in your business just got easier. The Finance Agency supports your goals through bookkeeping, reporting, and strategy services. And getting this help is more affordable than you think. Learn more about The Finance Agency here.
HUMAN RESOURCES CONSULTING
If you’re scaling your business to include a team, you want to ensure you’re doing it legally. Enter – your HR partners at Paradigm Consulting. Offering customer consulting solutions, a support membership, and a template shop, Paradigm Consulting will have you set to scale. Learn more here.
The resources on this page have my whole-hearted recommendation and are actively used in my business.
However, this page does include affiliate links, which means, at no additional cost to you,
I will receive a form of compensation if you purchase through my link
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