All my favorite tools - what I really use in my business
TOOLS I USE EVERYDAY
I use Canva more than any other tool on this page (I have the Pro account). Though some projects require Photoshop and Illustrator, Canva works best for 99% of the social media graphics I create for my business. If I could keep only one tool, it would be Canva.
I like showing clients how to do things on their own. I used to provide "training" calls. Now, we have strategy calls instead. In between calls, I use Dubb to create "how-to" videos that my clients can watch (over and over if necessary!).
ASANA Project Management
I start and stop my day with Asana. I learned that it doesn't matter which tool I use, it's more important that I stick with the tool I actually use it. I've tried others (Basecamp, Process Street, Trello...) and they have merits. If they work for you, great. For me, Asana was the easiest and I LOVE the smartphone app.
BOOK LIKE A BOSS Booking+Sales
I use Book Like a Boss to manage my online appointments. I also use it for selling lower-tiered services that don't require a proposal process. I often recommend it to clients who offer 1:1 coaching. It works well for selling sessions by the hour or even if you want to sell coaching packages.
THRIVECART Shopping Cart
I use ThriveCart to take monthly payments from all of my coaching clients, Website Care Plan clients, and those who enroll in a Support Retainer. I love how easy it is to set up. The only downside to ThriveCart is that it doesn't yet support Japanese yen.
BOBBY KLINCK Legal Templates
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