Our Favorite Tools & Software to help you go
from overwhelmed to… Streamlined & Automated! 

Having the right tools is key to creating systems and workflows that create flow vs frustration.

Here are a few tools you might find useful in your business.

*Please note some of these are affiliate links. We only recommend tools we work with and love.

 Project
&  Team   Management

9

Asana

Asana is our absolute favorite project management system for ourselves, agency and clients.

 

 Client   Management 

9

17 Hats

Manage your client onboarding with ease. We use it to organize and automate our client onboarding. It’s feature-packed and saves us time and money. It also includes opt-in forms, agreements, invoicing, scheduling and so much more.

 

9

Dubsado

Another great client that makes client onboarding automated and streamlined. We’ve set this up for many clients and love it! It also includes opt-in forms, agreements, invoicing, scheduling and so much more.

 

 Website 

9

Siteground Hosting and Domain Names

Absolutely my favorite WordPress website hosting and domain name purchases!

 

9

Elegant Themes (Divi)

Upgrade your site with beautiful, easy-to-use themes that edit quickly with drag-and-drop technology.

 

 Video 

9

Loom Video

Record your screen and camera with one click, then share instantly with a link. Async video messaging allows you to communicate with your team quicky + efficiently.

 

9

Zoom Video Conferencing

Zoom has become a staple for video calling. It’s simple, straight-forward, and easily utilized across multiple platforms.

 

9

Wave.Video

Create, edit, trim, cut videos and add subtitles with this super-handy tool. It makes resizing and editing for multiple social media platforms a breeze.

 Graphics 

9

Canva

My go-to online graphic design tool for everything visual. Social media posts, presentations, posters, videos, logos and more!

 

9

Haute Stock

The best source for stunning stock photos and videos to elevate your content effortlessly. 

 

 Scheduling 

9

Acuity Scheduling

Clients can schedule appointments, pay and complete intake forms online, all in one place!

 

 Time  Tracking 

9

Harvest Time Tracking

Track time and expenses for you and your team. Harvest scales with your business, and makes invoicing a simple, straightforward process.

 

 Social Media  Scheduling 

9

Buffer

Perfect for scheduling out content on multiple platforms!

 

 Email   Marketing 

9

Convertkit

Great for growing your email list, managing subscribers, automating email sequences, landing pages etc.

 

9

Active Campaign

Great for growing your email list, managing subscribers, automating email sequences, etc.

 

 Payment   Processing 

9

Thrive Cart

Highly recommend and connects with so many different systems such as your course platform, email marketing platform, and so many more.

 

9

Stripe

Best used with another processor, such as the above, but can be used as a stand-alone.

 

 Accounting 

9

Quickbooks

When you outgrow spreadsheets, QuickBooks is a great option.

 

 Email &   Calendaring 

9

Gsuite

This is an important foundational piece that will set you up with a branded email, calendar and Gsuite Docs, Spreadsheets, and more! It’s a must!

 

Caffeine Infused Business Goodness

If you want to design a business that feels like savoring a good cup of coffee... you should be on this list!

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Copyright © 2022-23 Heart and Soul Essentials, LLC ~ DBA Heart Soul CEO ~ Located Bi-coastal in Beautiful Lake Tahoe, CA & Celebration, FL.  Business Coaching & Consulting, Strategy, Integrator and Techie Agency for Online Businesses and Service Professionals.