Tips + Tools
These are the resources and platforms I use to run my business. Some of these links are affiliate links granting you a discount on paid programs. I only share tools that I find to be helpful and use myself on a regular basis. I recommend these tools to clients day in and day out! Send me a note if you have any questions.
You no longer need to be a graphic designer to put together amazing content for your business. Canva offers thousands of pre-sized templates for you to create business cards, presentations, social graphics, and more! Check out Creative Market for free Canva templates in your industry.
Before finding Better Proposal I was creating proposals in Canva and sending contracts via Adobe Sign. Their program allows me to create proposal templates I can quickly customize for each client. Clients can view and accept their proposal all in one place. My favorite part is their pricing option which allows you to offer tiered pricing options.
The small business owner's social scheduler. I love Later because it allows you to easily preschedule out weeks worth of social media posts in a grid, collect photos from collaborators, and compare analytics. Their user friendly auto-publisher allows you to sit down and knock out weeks worth of planning in a few hours so all you have to worry about is making sales and responding to messages.
I have notoriously always had multiple email accounts over the years. Calendly cuts down on the back and forth over availability. It allows people to automatically book a spot on your calendar that works best for everyone.
Airtable is basically a super spreadsheet. I use it to track projects, create budgets, and gather information from clients. You can add collaborators and set reminders for due dates and more. Browse their templates for budgeting, project management, content calendars, simple customer management, and more.
If you are running your own business it can be intimidating to keep up with invoicing, logging expenses, and of course taxes. Quickbooks Self Employed makes this all easy. Send invoices, accept payments, categorize expenses with the swipe of a finger, log miles automatically, and more. My favorite part is their integration with Turbo Tax. Each tax season I simply hit send and my tax forms are automatically populated by Quickbooks!