I’ve had quite a few people reach out an ask me what my favorite business tools are, so I thought I’d bring them all together in one place.
Dubsado is my saving grace for everything from contracts to surveys to intake forms.
It’s also great for sending proposals, getting e-signatures, and invoicing.
They also recently added a scheduler that has allowed me to pare down the number of tools that I personally use in my business.
I personally use Drip for my CRM and love it – but there are lots of good options.
I adore Trello. I use it for lead tracking and even my social media post ideas. And, when you use my link, you get a month of Gold FREE.
I adore Slack – it allows me to quickly and efficiently communicate with my team, keep track of conversations, and avoid miscommunication. Get it here.
I am OBSESSED with productivity tools that actually make me more productive, and Shift had me hooked from the first day.
I know, I know. It’s old-school, but I can’t live without it.
I’ve tried a lot of planners over the years, and the Tools 4 Wisdom planners have my heart and have for the past 3 years.
Whether it’s a podcast, interview, or zoom meeting, I’d be lost without my Blue microphone.
I’ve had a few different options over the years, but my current Blue Yeti X is my hands-down favorite, and it isn’t terribly difficult to use.