A Few of my Favorite Things
Dubsado, Kajabi, Trello, OH MY! The amount of systems available to online business owners is staggering. It can be overwhelming to compare tools, decide which is right for you, and then implement said tool. I’ve been working in a lot of systems over the course of the last year I’ve been in business, and I decided to round up all of my favorites just for YOU! This list is not exhaustive, and I’m sure I’ll update as things change, but it’s at least enough to get you started!
Disclosure: This post may contain affiliate links, meaning I get a commission if you decide to make a purchase through my links, at no cost to you.
Dubsado is at the top of this list, because honestly, I couldn’t run my business without it. It has taken the place of so many other tools in my systems toolkit, and is ultimately saving me money and time each and every day! Dubsado is a CRM (customer relationship management) tool. It houses all of my leads, clients, contracts, questionnaires, invoices, etc. It also allows me to automate so much of my onboarding and offboarding processes! Imagine a world where invoices are sent (and paid!) automatically, personalized emails are sent to nurture your relationships with incoming leads, contracts are signed and stored – all without you needing to lift a finger. Dubsado makes that world a reality for so many business owners. And, with their 3 client free trial, you can really get a taste for what all it can do for you before committing to purchasing!
ClickUp is a project management tool that allows you the ability to customize virtually anything from the way you view your tasks, to the kind of information you want to store. Think of it as Trello and Asana giving birth to a sweet little ClickUp baby.I love having a central place for all of my clients, projects, business info, and more saved. You can use it to work from daily, or you can just use it to manage the projects you’re working on for clients! There’s SO much you can do on the free version, and the paid tiers are reasonably inexpensive!!
The business world’s best-kept secret. Sunsama is the best to-do list app you’ll ever use. It syncs with your Google Calendar, as well as with several other apps, including Asana and Trello (and hopefully ClickUp soon!!). You can easily build out your to-do list for the day and/or week by manually adding tasks or by pulling in from your project management tool. Each task can be assigned an amount of time, be set to recur, be assigned to a channel to see where you spend most of your day, and more. It’s currently only open by invitation, so if you’d like access, comment below and I’ll send you an invite that will grant you immediate access to a 14 day trial.
Are you plagued by having 548,294 tabs open in your internet browser? If you’re anything like me, you know exactly what I’m talking about. Shift allows you to keep all of your most-frequently accessed apps and websites in ONE window! ClickUp, Dubsado, Voxer, FB Messenger and my Gmail accounts are just a few of the apps I have included in mine. Easily switch between different accounts of the SAME APP (any social media managers singing a hallelujah yet?!), access your email, and keep all of your communication apps right at your fingertips. You can also add extensions (LastPass, anyone?!) that work across all of your apps. All of their plans are payed yearly, and even the top tier comes to less than $8/mo!! WELL. WORTH. IT.
If you’ve spent any time in any entrepreneurial Facebook groups recently, you’ve likely see the buzz around Flodesk. Let me assure you that it’s not just hype. Flodesk really is as awesome (and beautiful!) as they say. Flodesk is an email marketing system that allows you to capture emails with an opt-in page (or pop up on your website) and build out automated email workflows. It’s still in beta, but it still functions great! While they’re in beta, you can lock in a price of $19/mo FOREVER for an unlimited # of subscribers, emails, etc. With all of the features they’re coming out with, there’s no way the price will stay that low. The only way to access that discounted price is by using a referral link (otherwise it’s $38/mo). Don’t worry, I have one right here for you 😉
If you’re not ready to pay for an email marketing system, MailerLite is a great alternative. You can get up to 1,000 subscribers and 12,000 emails per month for free. The service is much more ‘white glove’ if you’re paying, but if you’re just needing a free way to communicate with your email list, it’s a great place to start!
Slack is the best way to communicate if you have any kind of team that you need to keep up with. Slack allows you to have different channels for different topics, private messages with individuals, and integrates with thousands of apps. The automation that can happen within slack is amazing! One could *hypothetically* get lost for hours within Slack integrations!
I tend to see questions about social media schedulers pretty often, especially when it comes to Instagram. Fortunately, there are several options out there! Later is, by far, my favorite scheduler I’ve found. The visual planner allows you to plan out your feed aesthetic, and the notes feature allows you to craft captions before turning your picture into a post. Easily find content to repost, and plan out all of your Instagram stories. Later also comes out with fantastic content on how to be successful on Instagram!
If you’re in any kind of role where you’re needing to access login information for your client, LastPass is your saving grace. LastPass allows you to share and accept passwords without actually being able to see the password. Your clients can rest assured that you’re keeping their information confidential!