Free Webinars:
- Onboarding Webinar: Crafting Your 5-Star Onboarding Process: Enhance Your Client Experience
- Lead Webinar: Crafting Your 5-Star Lead Workflow: Enhance Your Client Experience
Case Studies:
Recommended Software:
I’m sharing some programs I love, personally use, and recommend.
Administrative Software:
- Password management: Lastpass
- File storage: Dropbox
- Online file storage: Google Drive
- Time tracking + invoicing: Harvest
- Time tracking for the Construction industry: ClockShark
- Tracking mileage: Mile IQ
- Payroll: Gusto
- Meeting scheduling: Calendly
- Online Business Plan: LivePlan
- Automation of tasks: Zapier
- Social media scheduling: CoSchedule
- Newsletter: Convertkit
- Video conferencing: Zoom
- Spreadsheet templates: Paper + Spark
Project and Team Management Software:
- Team project management: Teamwork
- Team project management: Asana
- Team project management: Aero Workflow
- Client management: 17Hats
- Client management: Dubsado
- Relationship management: Cloze
Accounting and Payroll Software:
- Accounting software: QuickBooks Online
- Accounting software: Xero
- Accounting software: Freshbooks
- Accounting software: Wave
*This page contains some affiliate links, which means that I receive a small compensation if you choose to use some of these programs. I would never recommend a program that I do not fully support.*