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First and foremost please remember – don’t start with the tech! You should always ensure you’re doing the right things first, and then use the tech as an enabler to create efficiency and organise your business.
That being said, below is a list of the tools I love and use daily in my business.
Acuity Scheduling is the online booking tool that I use for clients to book and pay for their sessions with me. I love Acuity because it is so simple and easy to use for both you and your clients, and very customisable to suit your business. You can integrate with tools like PayPal or Xero for collecting payment, add appointments to your calendar, and add clients to your mailing list.
Active Campaign is my recommendation for those who are ready to take their email marketing to the next step. Their basic plan starts at just $9 US/month if you have fewer than 500 subscribers. Active Campaign allows you to tag your subscribers, create sophisticated automation sequences, and manage client contacts. You can start sending follow-up that adapts to your customers’ behavior so you are sending the perfect message at the perfect time. You’ll have happier customers and higher conversions!
Insightly is a CRM tool that lets you manage and track your clients and related emails, files, projects all in one place. I love it because it integrates with Gmail and GSuite, so I can save client emails and manage client related tasks directly from my Gmail account. Best of all they have a FREE plan for those just getting started.
Most users these days know all about Google apps such as Gmail, Google Drive, Google Docs and Google Calendar just to name a few. G Suite is the name for the Google business apps. The best part is that you are able to configure G Suite to use your business domain name, and create shared work spaces for your team. There are also a range of business apps specifically for G Suite customers.
Sign up to G Suite using my referral link and you’ll receive 20% off your first year’s subscription.
Loom is an awesome tool that allows you to record quick videos and screen shares. And best of all it integrates with tools like Asana so it’s a great way to record ‘how to’ videos to document your procedures.
Zoom is my preferred online meeting tool. The free plan will allow you to have 1 on 1 calls, record, and share screens – perfect if you’re an online coach working with people from any location. If you’re wanting to host group calls or run small online workshops then you will need to upgrade to the paid plan which is just $14.99 US / month.
Asana is my go to task and project management tool. I use it to manage my to do list, projects, client work and much more. Asana is great if you are collaborating with someone on a project, or delegating tasks within your business to an assistant. You can easily keep track of who is doing what and when, if you’re on track for meeting a deadline.
Evernote is my go to tool for information management. I use it for drafting my blog posts, brainstorming ideas, and capturing and sharing client session notes. Evernote is a great tool for keeping all the information I need in one handy place, being able to organise like content into notebooks, add tags so I can search for specific notes, and share links with others.
Zapier is an incredibly useful too that allows you to build custom integration between different apps, and best of all you don’t need to be a developer to do it. Examples of Zaps that I have created include creating a new Trello card on my client sessions board for each new appointment booked in Acuity, automatically adding payments received to my payment tracking spreadsheet, and creating a new client file in Evernote. Using Zapier has allowed me to remove some of the manual steps in my processes that are triggered each time a client books a session with me.
Wave Accounting is a FREE online bookkeeping and accounting tool. It allows you to import and reconcile your bank statements, create and send invoices and track payments, upload receipts and generate financial reports. Way easier than doing it all manually in a spreadsheet!