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

Asana

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

 

 Client   Management 

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.

 

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 

Siteground Hosting and Domain Names

Absolutely my favorite WordPress website hosting and domain name purchases!

 

Elegant Themes (Divi)

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

 

 Video 

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.

 

Zoom Video Conferencing

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

 

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 

Canva

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

 

Haute Stock

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

 

 Scheduling 

Acuity Scheduling

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

 

 Time  Tracking 

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 

Buffer

Perfect for scheduling out content on multiple platforms!

 

 Email   Marketing 

Convertkit

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

 

Active Campaign

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

 

 Payment   Processing 

Thrive Cart

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

 

Stripe

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

 

 Accounting 

Quickbooks

When you outgrow spreadsheets, QuickBooks is a great option.

 

 Email &   Calendaring 

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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