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:

• Case Study: Solopreneur Jumpstarts Business with Workflow Templates

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
• Meeting scheduling: Calendly
• Online Business Plan: LivePlan
• Automation of tasks: Zapier
• Social media scheduling: CoSchedule
• Newsletter: Convertkit
• Video conferencing: Zoom

Project and Team Management Software:

• Team project management: Teamwork
• Client management: 17Hats
• Relationship management: Cloze

Accounting and Payroll Software:

• Accounting software: QuickBooks Online
• Payroll: Gusto

*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.*

Helpful podcast episodes:

• Do I Need an LLC or Corp. for my Business?
• All About Contracts, The Most Important Legal Protection for Creative and Online Businesses
• IP for Your Business, Copyrights, Trademarks, Patents, and More
• Trademark Infringement – How Close is Too Close?
• All About Hiring Employees and Contractors

Free Downloads:

• Weekly Workflow Template
• Biz & Books Planning Checklist
• Monthly Overhead Expenses
• Find Your Business Mentor
• End of Year Checklist
• Business 9-1-1 Planning
• Don’t Run Out of Cash