Welcome to week 3 of The Entrepreneur’s Guide to Productivity where I will be diving into the tools I use to help me run my business efficiently.
If you’ve missed any of the previous week’s I recommend going back and reading them to ensure you have a solid understanding of how to be productive with your time and tasks and then use these tools to help you automate and systemize the way you run your business.
In today’s post, I’m going to be sharing my favorite tools for running my business productively and how I personally use them to save time and make money.
Tool #1: Asana
Price: I use the FREE option
Hands down, this is the #1 tool that helps me be productive in my business! I don’t know what I was doing before I had this tool but if you like to-do list’s, planning out projects OR if you don’t, this is the perfect tool to help you! If you like to plan, this tool will help you plan all of your tasks, and if you don’t, this tool will help you from having to do it over and over again!
I personally use Asana as my daily to-do list as well as a way to plan out bigger projects I am working on. Remember the article where I talked about managing your tasks and organizing them? This is where it will come in handy. With Asana, you can create projects, tasks within those projects, assign deadlines and even set the tasks on repeat. This is where you’ll want to leverage the functionality of this tool for those repetitive tasks. For any tasks I complete daily, weekly or monthly I have set them up to pop-up on my calendar accordingly.
Once I set up my tasks it’s made it so that I literally just sign-in to my computer in the morning and have a to-do list of tasks waiting for me.
Tool #2: Dubsado
I use Dubsado to send contracts and invoices to my clients. Dubsado has a TON of great functionality built in and will even send automated forms, emails, proposals, contracts etc. You can set-up a workflow in there so that when someone signs up to work with you they automatically receive everything they need to get started. You’ll only need to set-up your client onboarding once and then you’re good to go!
Tool #3: Planoly
Price: I use the FREE option
One of the things I’m always telling my clients when it comes to marketing is that consistency is key! The response I often hear is that they don’t always have the availability to be consistent. Listen, niether do I, but I still show up every single day without literally showing up. How? I schedule out all of my content ahead of time. When it comes to Instagram, I use Planoly. I plan out all of my content ahead of time every single month. It only takes me a few minutes to do it because I have killer strategies and it’s a life saver! If I’m busy, on vacation or sleeping in, my Instagram automatically posts for me. This tool is a no-brainer!
Tool #4: Post Planner
Price: Plans start at $3/month
I’ve used a lot of social media management tools and you get the best bang for your buck with this one! I use post planner to schedule out my content for Facebook and get this, I even have my content set to recycle! That means that no content is wasted under my watch. If I write a new blog article it goes into Post Planner and set to recycle. That means that it will automatically re-add it to my schedule and share it again in the future over and over again. It’s important to create content but it’s even more important to share it. All of my social media posts, blogs, videos, etc. are set on recycle in Post Planner so that am always showing up without having to do any additional work. Oh and did I mention all of my Facebook Group prompts are set to recycle in here too so there’s always engagement in there too? There’s that too.
Tool #5: Acuity
Price: Plans start at $15/month
I am OBSESSED with Acuity! To the point where I won’t move to platforms that have a scheduler because I won’t use anything but acuity. Seriously! (and no they aren’t paying me to say this). Acuity is the tools I use to schedule calls with clients. I love it because I can easily create different appointment types, easily set-up my availability and it integrates with Zoom automatically so that when someone books an appointment they receive a link for our call. Part of providing a good customer experience is making it easy for them to work with you. Not only does this tool make it easy for clients to book their calls with me, but it makes it easy for me to serve my clients without having to do a bunch of work. A free alternative to this is Calendly.
Tool #6: Zoom
Price: Plans start at $14.99
Zoom is what I use to host calls with my clients. I like the fact that I can host group calls, 1:1 calls and that it has video, recording, and screen sharing options available. They also offer webinar hosting options and generate customized links for your calls too. One of my favorite parts about it is that it integrates with Acuity so when someone books a call with me Acuity automatically sends them the Zoom link for our call! This means that when someone books a call it sends them everything they need, it shows up on my calendar, and all I have to do is show up for the call. It makes booking appointments easy for both me and my clients! Zoom has a ton more functionality that I’m not even mentioning here so make sure you check it out if you’re looking to up your call game.
Tool #7: Drip
To be honest, I was hesitant to list this tool simply because it is so expensive. When you are first starting out I personally recommend using Mailchimp for your email marketing. I used Mailchimp up until last year when I finally decided to make the transition and investment in a more sophisticated email platform. It’s important to have a tool to automate emails as you grow your list and Mailchimp can do exactly that. When you are ready to build out more funnels, tags and segmentation then you can use tools like Active Campaign or ConvertKit which are more affordable than Drip. The takeaway here is to have a tool for your email Marketing.
These are my favorite tools to use to help me stay productive in my business. What are some of your favorite tools?
*Note: This blog post contains affiliate links. If you sign-up for the tools listed using these links I will get a kickback as an affiliate.