Tools

Always do your due diligence before making any purchases. You need to make sure the systems you are using, work best within your business. Each tool will have its own customer service department, ask questions, do the research.

Disclaimer: This page contains affiliate links. In the event of sale, we may make a commission off of your purchase. 

Tool LogoPassword Protection
You can likely get by with the free account (depending on your needs). Protect not only your passwords but your clients as well.Get LASTPASS
Tool LogoEmail
If you can get by with the basic account, it’s worth it. Business email, storage, calendar and so much more.Get G Suite
Tool Logo
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Storage
I prefer Drive over other storage systems, only because I use G-Suite and it makes it more seamless. It comes down to preference and needs. Depending on what other systems you’re using, Dropbox might be the better option for you.Get Drive Get Dropbox
Tool LogoDesign
Simple images. Fairly easy to learn, even if you’re not good at design. You can create a lot of great looking images. A lot of templates to choose from. Have fun in there!Get Canva
Tool LogoCalendar
Keep your schedule organized. Great for time blocking if you need some structure in your week. Share your calendar with others. It’s awesome.Get Google Calendar
Tool LogoScheduling
You can get pretty far with the free account. When you’re just starting out, maybe you’re still in a 9-5, this allows you to block off times in your schedule to take calls.Get 10to8
Tool LogoContracts
This one makes sense if you’re using all things google. There is a small monthly fee. Easy to set up. Takes care of the things you’ll need when you’re just starting out. If you need more than just contracts, check out the CRM below.Get SignNow
Tool LogoSocial Media Scheduling
Loomly makes social media scheduling SO MUCH EASIER! If you're posting to different social media accounts, whether it's the same content or slightly different, this tool is a must. They are working on adding new features too! Get Loomly
Tool LogoCRM
The best solution for online service providers. Some of the features: CRM, Leads, Questionnaires, Projects, Quotes, Contracts, Invoices, Online Payment, Bookkeeping, Time Tracking, Workflows, Calendar and so much more! Get 17hats
Tool LogoHosting
Customer service is always great. This is big for me. I have to know if something goes wrong, someone will be there to help and they have. Seems to run pretty well. Cost is low.Get Siteground
Tool LogoDomain
This is just my go to. I know there are likely better ones out there by now. I’m going with the “if it ain’t broke, don’t fix it”. Haven't had a problem. Knock on wood.Get GoDaddy
Tool LogoWebsite
Everyone is different. It depends on where you’re at in your business and what the purpose of the site is. If you’re thinking long term, this is usually the better way to go.Get WordPress
Tool LogoAutomation
This one is pretty cool if you’re needing an email automation solution. For the price, you really can’t beat it. Get ActiveCampaign
Tool LogoEmail Marketing
Great if you’re just starting out. You can collect client info and send out emails. When you’re ready, you can create automation sequences to keep in touch with clients.Get MailChimp
Tool LogoLanding Page / Opt-In -> Funnel
You can create pretty cool looking opt-ins, using the free account. You can also create forms to collect client info and you can even accept payments.Get JotForm
Tool LogoForms
Great if you need a way to collect info for your client intake form. Simple to set up. Get an email every time someone completes the form.Get Google Forms
Tool LogoIntegrating
I LOVE ZAPIER. I don’t know what I was using before I came across this system. It does take a little time to think through what you want it to do exactly but once you nail that down, it’s easy to set up. Customer support is awesome. Make your systems talk to each other. Workflow efficiencies. Automate some processes if you can, free up your time.Get Zapier
Tool LogoCommunication
This is used more when you have a team in place. You can have channels for different areas of your business. When you work on a project, you can add that team to the channel. Make the process easy by allowing for simple communication.Get Slack
Tool LogoProject Management
It’s just a simple system. Whether you have a team in place, client work or projects you’re working on, we need to organize our thoughts. This is a great place to break down those big visions into bite-sized pieces.Get Asana
Tool LogoWorkflow
A little overwhelming for some. If you need a digital whiteboard to organize your thoughts, this is a pretty cool option. The free account gives you enough to determine whether or not it’s right for you.Get RealTimeBoard
Tool LogoScreen Recording
Need to just record your screen for a some simple videotrainings? This works. Great for using within a team setting.Get Loom
Tool LogoPassword Protection
You can likely get by with the free account (depending on your needs). Protect not only your passwords but your clients as well.Get LastPass
Tool LogoEmail
If you can get by with the basic account, it’s worth it. Business email, storage, calendar and so much more.Get G Suite
Tool Logo
Tool Logo
Storage
I prefer Drive over other storage systems, only because I use G-Suite and it makes it more seamless. It comes down to preference and needs. Depending on what other systems you’re using, Dropbox might be the better option for you.Get Drive Get Dropbox
Tool LogoDesign
Simple images. Fairly easy to learn, even if you’re not good at design. You can create a lot of great looking images. A lot of templates to choose from. Have fun in there!Get Canva
Tool LogoCalendar
Keep your schedule organized. Great for time blocking if you need some structure in your week. Share your calendar with others. It’s awesome.Get Google Calendar
Tool LogoScheduling
You can get pretty far with the free account. When you’re just starting out, maybe you’re in a 9-5 still, this allows you to block off times in your schedule to take calls.Get 10to8
Tool LogoContracts
This one makes sense if you’re using all things Google. There is a small monthly fee. Easy to set up. Takes care of the things you’ll need when you’re just starting out. If you need more than contracts, see CRM below.Get SignNow
Tool LogoSOCIAL MEDIA SCHEDULING
Loomly makes social media scheduling SO MUCH EASIER! If you're posting to different social media accounts, whether it's the same content or slightly different, this tool is a must. They are working on adding new features too! Get Loomly
Tool LogoCRM
The best solution for online service providers. Some of the features: CRM, Leads, Questionnaires, Projects, Quotes, Contracts, Invoices, Online Payment, Bookkeeping, Time Tracking, Workflows, Calendar and so much more! Get 17hats
Tool LogoHosting
Customer service is always great. This is big for me. I have to know if something goes wrong, someone will be there to help and they have. Seems to run pretty well. Cost is low.Get Siteground
Tool LogoDomain
This is just my go to. I know there are likely better ones out there by now. I’m going with the “if it ain’t broke, don’t fix it”. Haven't had a problem. Knock on wood.Get GoDaddy
Tool LogoWebsite
Everyone is different. It depends on where you’re at in your business and what the purpose of the site is. If you’re thinking long term, this is usually the better way to go.Get WordPress
Tool LogoAutomation / List Building
This one is pretty cool, if you’re needing an email automation solution. For the price, you really can’t beat it. Get ActiveCampaign
Tool LogoForms
You can create pretty cool looking opt-ins, using the free account. You can also create forms to collect client info and you can even accept payments.Get JotForm
Tool LogoLanding Page / Opt-In -> Funnel
Opt-ins, Sales Pages, Funnels, upsells...You name it, ClickFunnels, likely does it. This is an all-in-one tool that we recommend to all our clients. You can even build your website using this! Get ClickFunnels
Tool LogoIntegrating
I LOVE ZAPIER. I don’t know what I was using before I came across this system. It does take a little time to think through what you want it to do exactly but once you nail that down, it’s easy to set up. Customer support is awesome. Make your systems talk to each other. Workflow efficiencies. Automate some processes if you can, free up your time.Get Zapier
Tool LogoCommunication
This is used more when you have a team in place. You can have channels for different areas of your business. When you work on a project, you can add that team to the channel. Make the process easy by allowing for simple communication.Get Slack
Tool LogoProject Management
It’s just a simple system. Whether you have a team in place, client work or projects you’re working on, we need to organize our thoughts. This is a great place to break down those big visions into bite-sized pieces.Get Asana
Tool LogoWorkflow
A little overwhelming for some. If you need a digital whiteboard to organize your thoughts, this is a pretty cool option. The free account gives you enough to determine whether or not it’s right for you.Get RealTimeBoard
Tool LogoScreen Recording
Easier video editing system if you’re not experienced. If you’re looking for a system that can record your face in the corner, in the same frame, YES, this one does.Get ScreenFlow
Tool LogoPassword Protection
You can likely get by with the free account (depending on your needs). Protect not only your passwords but your clients as well.Get LastPass
Tool LogoEmail
If you can get by with the basic account, it’s worth it. Business email, storage, calendar and so much more.Get G Suite
Tool Logo
Tool Logo
Storage
I prefer Drive over other storage systems, only because I use G-Suite and it makes it more seamless. It comes down to preference and needs. Depending on what other systems you’re using, Dropbox might be the better option for you.Get Drive Get Dropbox
Tool LogoDesign
Advanced design. Challenging for some. A lot of resources out there to learn from if design is something you’re wanting to learn.Get Adobe
Tool LogoCalendar
Keep your schedule organized. Great for time blocking if you need some structure in your week. Share your calendar with others. It’s awesome.Get Google Calendar
Tool LogoScheduling
For a small amount, you can take care of calendar bookings. Great if you’re booking a lot of appointments. For an upgraded plan you can even accept payments.Get Acuity
Tool LogoSOCIAL MEDIA SCHEDULING
Loomly makes social media scheduling SO MUCH EASIER! If you're posting to different social media accounts, whether it's the same content or slightly different, this tool is needed. They are working on adding new features too! Get Loomly
Tool LogoCRM
Best solution for online services providers. Some of the features: CRM, Leads, Questionnaires, Projects, Quotes, Contracts, Invoices, Online Payment, Bookkeeping, Time Tracking, Workflows, Calendar and so much more! Get 17hats
Tool LogoHosting
Customer service is always great. This is big for me. I have to know if something goes wrong, someone will be there to help and they have. Seems to run pretty well. Cost is low.Get Siteground
Tool LogoDomain
This is just my go to. I know there are likely better ones out there by now. I’m going with the “if it ain’t broke, don’t fix it”. Haven't had a problem. Knock on wood.Get GoDaddy
Tool LogoWebsite
Everyone is different. It depends on where you’re at in your business and what the purpose of the site is. If you’re thinking long term, this is usually the better way to go.Get WordPress
Tool LogoAutomation / List Building
It’s too pricey for some. If you’re thinking about taking this system on for the first time, it is a commitment of time. It’s very robust. I had trouble learning my way around. There are trainings to guide you through.Get Infusionsoft
Tool LogoForms
You can create pretty cool looking opt-ins, using the free account. You can also create forms to collect client info and you can even accept payments.Get JotForm
Tool LogoLanding Page / Opt-In -> Funnel
Opt-ins, Sales Pages, Funnels, upsells...You name it, ClickFunnels, likely does it. This is an all-in-one tool that we recommend to all our clients. You can even build your website using this! Get ClickFunnels
Tool LogoIntegrating
I LOVE ZAPIER. I don’t know what I was using before I came across this system. It does take a little time to think through what you want it to do exactly but once you nail that down, it’s easy to set up. Customer support is awesome. Make your systems talk to each other. Workflow efficiencies. Automate some processes if you can, free up your time.Get Zapier
Tool LogoCommunication
This is used more when you have a team in place. You can have channels for different areas of your business. When you work on a project, you can add that team to the channel. Make the process easy by allowing for simple communication.Get Slack
Tool LogoProject Management
It’s just a simple system. Whether you have a team in place, client work or projects you’re working on, we need to organize our thoughts. This is a great place to breakdown those big visions into bite sized pieces.Get Asana
Tool LogoWorkflow
A little overwhelming for some. If you need a digital whiteboard to organize your thoughts, this is a pretty cool option. Free account gives you enough to determine whether or not it’s right for you.Get RealTimeBoard
Tool LogoScreen Recording
Easier video editing system if you’re not experienced. If you’re looking for a system that can record your face in the corner, in the same frame, YES, this one does.Get ScreenFlow