There are so many tools out there to help your run your business, and these are the ones that I use regularly and definitely wouldn’t want to live without!
HoneyBook is what I have used as my CRM (Client Relationship Management system) since day 1. This is the platform you used whenever you paid your deposit + signed your contract. I mainly use HoneyBook to embed an inquiry form on my website, and once someone fills out that form, they are entered into a pipeline. From there I will use HoneyBook to communicate with that prospective client through email (HoneyBook will sync up to your email account) and then once they book they can pay their deposit easily and agree to the auto-pay schedule (love this feature!). You can setup workflows and automations, access financial reports, and lots of other helpful information! If you want to try it out, you can get 50% off your first year by clicking this link!
Notion is my newest love. 🥰 I have tried MANY project management softwares and the thing that kept holding me back was not having everything I wanted in one platform. There were aspects I loved about Asana, Basecamp and Trello…but they still weren’t scratching the itch for me. Notion is often referred to as a “second brain”. It is incredible at organizing information that can be very custom, or very simple. There are templates available for things like to-do lists, a journal, creative briefs…etc. I use it for personal and business (but I keep those accounts separate). I like to say that Notion is like Evernote, Google Docs, and Asana had a baby. And the end of the day, choose a project management system that works for YOU. We are all unique and our brains all process information differently according to how we best learn. So if Trello or Asana is your jam…stick with it. If you want something that’s a bit more custom to fit your unique needs and are a bit of an organization + details-loving nerd…maybe try Notion! 🤓
I am a professional designer and I LOVE Canva so so much. Why? Because most of my clients are NOT professional designers. They do not know how to work Adobe Photoshop/Illustrator. So my goal is to create brand assets that are beautifully and impeccably designed in those professional tools, and then set you up for success so you can actually USE them with tools that work for you! I feel like I could do an entire seminar on why small businesses need to use Canva. You can create graphics for social, print, videos, AND there are pre-made templates to get you started if you really don’t have a vision for a design. We offer Canva templates in some of our packages so clients have all the tools and resources to continually show up and market their businesses with their fancy new branding. If that sounds like something you’d like (and we haven’t already discussed this in your current package) please let me know! If you end up getting a Canva subscription, visit their Design School to learn how you can get started using this amazing tool! P.S. I started my entire design career creating social media graphics in Canva. 🤫
I love Slack for instant messaging in the workplace! Goodbye endless emails. Goodbye searching through pages and pages just to find a file that was sent 3 months ago that you forgot to save. Slack allows you to organize conversations by channels, direct message, search for files within specific channels and across the whole workspace, and (this is a big one) AVOID clients/coworkers from texting you when you are unavailable! It allows you to be accessible for those conversations, but with boundaries. There’s a mobile and desktop app so you can keep everything synced up. 10/10 recommend for small businesses with teams!
Showit is where I build all of my websites (you’re on a Showit site now!). It’s a custom website builder loved by designers and non-designers alike. Showit sites stand out because they are completely unique and not subject to blocks like Wix, Squarespace, WordPress, and other website builders. There is TOTAL creative freedom, which I’m all about. 🤸🏻♀️ Showit even works with e-commerce platforms like Shopify so you can sell products online. It also uses WordPress as the engine to it’s blogging feature and the two go together like 🥜 and 🍇. They have templates galore (although all my designs for my clients are built from scratch), and their customer support is top notch. If you are a current website client and haven’t gotten your subscription to Showit yet, you can get a free month by clicking the link here!
Calendly was an actual lifesaver. I’m sad it took me so long to find it! Calendly is what I use to schedule calls with clients. The reason I use this platform is because I found myself having a lot of back and forth with clients when it came to setting up meeting times. Calendly allows you to send a link to a specific event (so say a consultation) and people can choose a time that works best for them based off of your calendar. The real beauty of Calendly is that it will sync up all your events across your different calendars and only show times that you are available when you send a booking link to someone. You can also add in buffers to time slots, customize video conferencing providers + meeting locations, and create different events and schedules. Super handy!