I’ve had quite a few people reach out and 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.
Ready to get your service-based business off the ground?
You need to protect yourself – that’s why I’ve partnered with Coaches & Co who have the best contract templates around.
Get your contract templates now.
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.

Headliner is an app that turns soundbites (think Lives, Podcasts, and more) into GORGEOUS images – you can include sound waves, media, images…and you get 10 FREE creations each month when you use my link!
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.