Must-Have Business Resources That Will Save You Time
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Running a business online can be extremely overwhelming at times. There are tons of moving parts and day to day tasks that may seem small and easy by themselves, but when you add them up it’s like an unscalable mountain that literally never ends.
Whether you run your business by yourself or have a team behind you, it’s time consuming to manage every task manually. This can lead to overwhelm and burnout super quick so it’s crucial to be equipped with the proper systems to keep things running smoothly and efficiently.
Thanks to some amazing business resources our lives have gotten way easier; we’ve increased our productivity and saved more time for ourselves! Our schedule is now open to dedicate time to our clients, important business tasks, engage with our community, and more!
Today we’re sharing our favorite, must-have business resources that will save you time in hopes of making your life easier as well.
Cheers to a more productive business!
This is our absolute favorite CRM! It allows us to handle and automate all of our client processes in one place. From lead captures, invoicing and contracts, to questionnaires, time-tracking and workflows - Dubsado does it all! We’ve been able to streamline our client processes so that we can dedicate more love and care into both the client and the project itself, rather than the not-so-fun backend tasks (email reminders, contracts, payments, etc).
Dubsado is free to use for up to 3 clients and then $30/mo after. Plus, we literally can’t say enough awesome things about their customer service. They have a chat bubble right in the platform as well as a super helpful Facebook group that answers any and all questions you have.
When it comes to organizing, delegating, and completing projects, Asana is our go-to. We can plan and schedule out daily tasks, blog posts, social media content, product launches, and even handle our client projects all within this one easy platform. It integrates easily with apps like Google Calendar, Google Drive, Zapier, Dossier, TimeCamp and more. PLUS, IT'S FREE!
It’s time to love your inbox again! With the Google Chrome extension, Boomerang for Gmail, you can easily schedule out emails to send for you - any time you want! You can bulk write emails and schedule to send at a later time, request read receipts, & more. It’s free for up to 10 emails per month!
You and a client/customer want to schedule a day/time to chat so you bounce some emails back and forth to confirm a good appointment between the two of you:
“I’m free ___. Does that work for you?”
“_____ works better for me. Is that okay with you?“
…and on it continues until you finally settle, but not until you’ve sent countless exhausting emails to each other and checked your calendar only about 100 times. Sound familiar?
Take back your time and say goodbye to the back and forth emails! We use Acuity to schedule meetings with both leads and clients. This allows us to meet with them on a schedule that works for both of us, especially when we're both in different time zones. It integrates with your calendar so there’s no question as to when you’re available, it’s all right there and won’t let an appointment book during that time. Cool right?!
If ConvertKit and Mailchimp had a baby, it would be MailerLite! This platform is great for both beginner and advanced email marketers with its choice of drag & drop templates, or in-depth html editor mode. Unlike MailChimp, MailerLite keeps everyone on one subscriber list (no duplicates here!) but allows for you to arrange them by groupings and segmentations for targeted email purposes. They’ve also got awesome features like automation funnels, analytics, and more. Plus, it’s free for up to 1,000 subscribers!
Who doesn't love quizzes?! We use Interact to create and share super fun quizzes in order to engage with our audience and invite them to join our Collective Community newsletter. We love using Interact so much that we’ve even become Certified Partners with them! You can create an Interact quiz for free. And if you want to integrate email marketing for your business you can select a paid plan starting at $17/mo. which is super affordable and well worth it!
We use Tailwind to automatically schedule and curate content for our Pinterest account. By continuously pinning relevant content to our account, it boosts our reach which makes our content more visible. This allows for us to drive non-stop traffic from Pinterest to our website on auto-pilot so we can focus our time creating our own content and engaging with our community. As a Pinterest Partner they’re approved and safe to use, plus, it’s free to try for up to 100 pins!
This Instagram-approved feed planning app has amazing features like auto-posting, photo swapping, story planning, hashtag sets, placeholders, free stock photos, analytics, tips, tricks, & more! We love being able to view our feed in different stages; current feed, unscheduled, and scheduled - this way it’s never a guessing game as to what our feed looks like in any manner. You can start with a free plan that allows up to 30 posts per month, or you can upgrade to unlimited posting plans starting at $7/mo.
This web platform is by far the easiest, cleanest, and most user-friendly we’ve ever used. The interface is just amazing because there’s no coding or constant tweaking required, just drag, drop, update and go! You can prep and schedule blog posts or shop items to launch whenever you’d like, just set the date, time, and save. They also allow for integrations with many outside platforms, options for you to custom code, new feature rollouts on the regular, amazing 24/7 support, & more! We could go on (and on) about the reasons why we love using Squarespace, and we do in one of our earlier blog posts. Check out the link below!
Want to test them out? Every site automatically starts with a free 14 day trial!
Since we’re Squarespace Circle Members, our clients receive 20% off their annual Squarespace plans. Want to work with us?
Feeling the DIY route? That’s okay! We still want you to save, get 10% off any plan with code: GIMME10
What are your favorite business resources? Let us know in the comments below! We love trying out new platforms and apps to save time and make our lives easier.
Grab a glass of wine and get cozy in your favorite spot while you tackle my 9 Signature Brand Principles your business needs in order to be successful. This is the exact Brand Blueprint I use with my 1:1 coaching clients!