Resources

 

Here’s some tools and software I can highly recommend. Some of these I’ve been using for years:

(Please note, some of these are affiliate links, so if you purchase the product, I will get a little commission.)

MailChimp

I can’t stress how powerful having a regular newsletter is as a way to communicate with your customers. I’ve been using MailChimp since 2007 and have watched it evolve and grow and it’s still a tried and true method for me to send out my newsletters!

 

Less Annoying CRM

This tool has changed my life, I now have a place where all of my contacts go and I can track how often I follow up with them, where leads are at in the sales process and more. I recommend this tool to most of my clients and it really is “Less Annoying” and easy to use.

 

Calendly

Calendly has changed how I do business. Now I can have a client pay for a service, book a time with me and fill out a questionnaire in one swing! A few years ago, I had to use 3 different pieces of software to do this. I LOVE Calendly and will share how it works with my clients.

 

Stripe

Stripe is an excellent way to receive payment, once I set up an account (it can take a few days) I can connect it to work with many of the apps I have listed here including Dubsado and Calendly. I love that I can create reports and see where my money is coming from. Stripe feels much safer and more modern than what Paypal offers!

Google Workspace

I’ve had many clients sign up with Google for their business email and more. I’ve been using Google for my biz email since 2007 and was grandfathered into it. It’s been a great way to go with their calendar, docs, and more.

 
 

MoonClerk

One of the easiest ways to do recurring payments or One time only payments. Moonclerk lets you set up templates and offers different payment types and so much more, I’ve been pleased to work with them for over 4 years now!

 

LastPass

LastPass has literally saved my life, helping me safely store over 200 passwords over the many years I’ve been using them. Only remembering one password is a godsend in the world we live in. I use the phone app daily and love how easy it is to operate.

 

Evernote

Evernote is my go-to place store for information. I've been a super user since 2012 and use it daily as a way to store and share information for my person and business life. I love the syncing ability between my laptop and phone.

Greetabl

Check out this site for fun small gifts to send to clients, referrals and other people in your community.

 
 
 
 
 

Dubsado

I’m a believer! Dubsado has changed how I send proposals, invoices, questionnaires with my clients. I’m even using the workflows and set up 2 brands through Dubsado. I used to use 17hats for my invoicing, etc but I like how Dubsado streamlines everything and makes it very efficient to use over and over!

 

FB Purity

I’m not on Facebook much these days, but I use this mighty chrome plugin to control how and what I see. You can turn off stories, ads, news and so much more. I really appreciate having that control!

 
 

Loom

Loom is a hero of mine. It’s easy to use software that does an amazing job of capturing short or long videos. I love how the company has supported the education world during the pandemic by making their software free for schools.