Resources & Tools
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Dubsado
Every small business needs a CRM, and Dubsado is the one I use. I manage all of my leads, projects, contracts, invoices, forms, and call logs in Dubsado. It allows me to create client portals, take online payments through Stripe and PayPal, and track expenses and income. Super customizable and fun to set up with your own branding. They are constantly updating it with new features, so it gets better with time!
Check it out →
*this is an affiliate link -
Zapier
A fantastic automation tool with so many uses! I use this to automate pretty much everything. Email responses, notifications, analytics, content downloads — you name it, I’ve probably automated it. Set it up once and let it run. Time, saved!
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Calendly
Allow people to sign up for time on your calendar automatically! You set your parameters and your clients can schedule time with you that fits both schedules. You can also set up text and/or email reminders about upcoming calendar events, and ask for specific information when they are scheduling time with you. Super easy to set up. I use the free account.
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MailChimp
MailChimp is one of my favorite email marketing platforms. I’ve used MailChimp extensively. It’s a great email tool that allows for drag-and-drop campaign creation, automated customer journeys, sign up form building, and more. Use tags and segments to send to subscribers based on any number of factors, too!
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Squarespace
This website is built on Squarespace. It’s easy to maintain, with a friendly user interface and practical extensions, so it’s also a great platform for building websites for my clients. There are a lot of great customizations you can make on a Squarespace site that don’t necessarily require a lot of coding. All in all, I love Squarespace and highly recommend it!
I am part of Squarespace Circle, which means if you hire me to build your website, you get a 20% discount on the platform.
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Asana
Asana is my favorite project management tool. It’s free, easy to use, and versatile. It keeps me on track with all of the client projects I have going at the same time. I can set up projects, tasks, timelines, milestones, and collaborate with clients to ensure everything gets done on time.
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Moo
My first stop for printing collateral (business cards, flyers, postcards, etc.) is Moo. They offer high quality products at reasonable prices. Enough said!
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Trade (Coffee Subscription)
Every good business needs a coffee subscription to fuel their employees. It brings people together, boosts creativity and morale, and creates a cozy environment for that heads down work.
Get a coffee subscription →
If you use this link, you’ll get $20 off your first order! -
Later
This is one of the most powerful social media and content scheduling platforms on the market today. I have used it since its inception and absolutely love it. Later is user friendly, and quite honestly, such a fun brand. Make sure you also check out their blog! It is filled with practical and helpful articles about what's trending on social and how to keep up with it all.
Check it out →
*this is an affiliate link
Some of the links above may be affiliate links. If you purchase through my affiliate link, I will receive a benefit at no additional cost to you. In some cases, you may also receive a benefit!