TOOLS & RESOURCES
This page contains a library of all of the free products I have produced as resources, along with details about what I personally consider to be some of the best business products around for all of the service provider and creative entrepreneurs out there! Most of those resources do include an affiliate link, which just means that I may earn a small reward (at no extra cost to you) with a click and a purchase–as according to my Disclosure Policy. The integrity of my expressions is NOT influenced by these types of relationships though. I personally use–and love–ALL of these products and services myself, and offer them all to you with great reviews!
THIS IS WHAT IT TAKES TO RUN THE SHOW
My top business tools that have helped me grow my business
Moxie
CRM
Moxie is my CRM & Business Management tool. It has automated workflows, project management, invoicing, contracts, and everything I need to function as an organized business owner. My clients especially appreciate its Client Portal. It saves tons of time. Use my link for a FREE month of the Pro version!
*affiliate link
ClickUp
PROJECT MANAGER TOOL
ClickUp is my Project Management tool and I literally can’t sing its praises enough. ClickUp holds *every* bit of information that I need in order to operate and to perform all of my client work. It really is “one app to replace them all”. I literally cannot go a day without using it–working, or not.
*affiliate link
Confidence in ClickUp
THE COURSE
I’ll be the first to admit that my Project Management tool of choice (ClickUp) comes with a certain… learning curve. Kaci Ackerman does an excellent job here of taking every topic needing to be learned and explaining it–easy-style. She makes it more-than possible.
*affiliate link
Systeme.io
COURSE CREATION
I host my entire line of educational offerings on this single platform. The features are beyond generous–even at the freemium tier–and the modest fees are literally unbelievable when you compare them to some of the competitors out there for the exact same services.
*affiliate link
Novo
BUSINESS BANKING
I’ve been with this financial institution for a long time now for a reason. And as you can imagine, it has every required integration, ready to go. It was simple to be issued my business banking card, and I love the powerful features, like automatic savings for tax time. Have $40, on me!
*affiliate link
Note: This page contains affiliate links. I only recommend the products that I love and have used myself.
GRAB MY FREEBIES
Check out these Free Resources
Find the Perfect VA Guide
The Beginner's Guide to Finding the Perfect Virtual Assistant! My guide is full of every piece of material that you'll need to find your perfect match in a VA!
Outsourcing to an OBM Guide
Outsourcing to an OBM contains the guidelines for outsourcing your assistance. Read up on how to achieve the best results when outsourcing to an OBM!
Operations Starter Kit
The included workbook is now fillable for your immediate use in your own business! My kit here includes a workbook and even a ClickUp template to implement today!
SOLIDIFY YOUR DIGITAL INFRASTRUCTURE
ARE YOU READY TO REVOLUTIONIZE HOW YOUR BUSINESS OPERATES?
ON THE BLOG
The Latest From The Blog
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