A CRM to help you automate the boring admin stuff when onboarding and managing your clients. It offers a client portal so your clients can see everything they need to know in one place (stops your clients from searching or missing important information).
Save the trees!!! Okay, yes it does but it also saves money and the cluttered pile of notes all over your desk. If you’re like me you just can’t let go of the pen and paper 100% but you love to use online tools. Rocketbook notebooks are reusable (think of a whiteboard but with a pen) and upload right to your favorite cloud services for safekeeping, organization, and collaboration. Trello, Google Drive, Dropbox, Email, Slack, and more… You can thank me later!
If you’re running an online business you NEED to have marketing materials. Pixistock gives you unlimited access to download from a digital library of thousands of (super pretty) styled stock photos, graphics, templates, and more. With content creation training & design tutorials, you'll also learn exactly how to build a brand that ATTRACTS.
Everyone needs to have a project management tool to organize all the moving parts in your business and to collaborate with a virtual team. Clickup has become my favorite because of the cost and customization. You aren’t required to pay for five or ten team members when you only have three. It can be overwhelming at first but when set up correctly and starting simple and it will grow with you!
Tools for Your Business
Voxer combines the best of voice, text, photo, and video messages for a powerful and personal messaging tool. Just because your team is virtual doesn’t mean communication is limited to email and text messages. Sometimes it’s better to say it than type it.
Slack allows for team communication within one central place but it’s channel-based. Okay so what does that mean? The VA doing admin work doesn’t need to be in the conversation about sales or marketing, by creating separate channels you can keep conversations well organized.
The best online banking and fee-free business checking for small businesses. It also features invoicing, payments, instant transfers, envelopes (kind of like a savings account), and unlimited transactions.
Visionaries have groundbreaking ideas. Integrators make those ideas a reality. -- Have you ever felt like you’re running in circles because you have so many great ideas? You’ve set big goals but struggle to achieve them? I highly recommend reading Rocket Fuel to learn more about how I can help you.
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