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Helpful Tools to Build Your Business
Helpful Tools to Build Your Business
No matter what stage you're at in your business journey, you need the right tools! The trick is to know which tools you actually need and the ones you can skip. These are some of our favorites for creating a profitable business that you love
What can the right tools do?
What can the right tools do?
âś“ Save you tons of time and stress giving you more time to do what you love!
âś“ Automate your marketing including everything from list building and email marketing to social media and your funnels!
âś“ Save you money when you know which tools you absolutely need and which ones you can skip!
Many of these links are affiliate links, which means we may get a commission if you purchase.
STARTING PHASE
STARTING PHASE
Embarking on my online business venture
As you embark on your journey into the world of online business, it's crucial to establish a solid foundation. During this initial stage, your primary focus should be on building the necessary framework to support your business growth. Here are some essential elements to consider:
Website Hosting: Ensure your website remains accessible and functional by investing in reliable website hosting services. This will keep your online presence up and running smoothly, providing a seamless user experience for your visitors.
CRM (Customer Relationship Management): Effectively managing your client relationships is key to business success. Implement a robust CRM system that allows you to organize and track client interactions, nurture leads, and maintain strong connections with your audience.
Invoicing System: Getting paid for your products or services is a fundamental aspect of any business. Choose a reliable invoicing system that simplifies the billing process, enables you to generate professional invoices, and helps you stay on top of your financial transactions.
Password Management: With numerous online accounts and platforms to handle, it's crucial to maintain a secure and organized password system. Consider using a password management tool to store and protect your login credentials, ensuring easy access while safeguarding sensitive information.
Project Management and Document Storage: As your business grows, efficient project management becomes vital. Utilize project management tools to keep track of tasks, deadlines, and collaborations. Additionally, leverage document storage systems to securely store and access important files and resources.
Scheduling System: To streamline client appointments and meetings, implement a reliable scheduling system. This will enable clients to easily book time slots on your calendar, reducing the back-and-forth and enhancing your productivity.
By focusing on these foundational elements, you'll establish a solid base for your online business. As you progress, you can further enhance and optimize these systems to support your evolving needs. Remember, building a strong foundation sets the stage for future growth and success in your entrepreneurial journey.
EXPANSION PHASE
EXPANSION PHASE
Thriving and scaling my business
Congratulations on reaching the exciting phase of your business where success and growth are becoming evident. As you continue to flourish, it's time to shift gears and move away from solely trading hours for dollars. To propel your business to new heights, consider the following essential steps:
Online Course, Program, or Product: To scale your business efficiently, consider creating an online course, program, or product. This allows you to reach a broader audience and generate revenue beyond traditional service-based offerings. Integrate a user-friendly shopping cart functionality to streamline the purchase process and facilitate seamless transactions.
Captivating Landing Pages: Develop captivating landing pages to showcase your offerings and capture leads effectively. Craft compelling lead magnets and incorporate pop-ups to engage visitors and encourage them to take action. An enticing landing page serves as a valuable tool to convert website traffic into potential customers.
Robust Email Marketing System: Strengthen your communication and nurture customer relationships with a robust email marketing system. Implement automated email sequences, personalized campaigns, and targeted messaging to engage your audience, deliver valuable content, and drive conversions. Cultivating an engaged email list is key to sustainable business growth.
Social Media Scheduler: Expand your reach and amplify your message by leveraging social media platforms effectively. Utilize a social media scheduling tool to streamline your content creation and distribution process. Plan, schedule, and publish your posts across various channels, allowing you to consistently engage with your audience and attract new followers.
By focusing on these strategies, you can accelerate the growth of your business and establish a strong online presence. As you refine your offerings, optimize your marketing efforts, and leverage automation, you'll be well-positioned to scale your business and reach a larger audience. Embrace this promote stage as an opportunity to expand your impact and achieve long-term success.
Remember, continuous adaptation and innovation are crucial in the ever-evolving digital landscape. Stay informed about emerging trends, embrace new technologies, and maintain a customer-centric approach to ensure your business remains agile and resilient in the face of change.
ASCEND PHASE:
ASCEND PHASE:
Elevating your business to new heights
Congratulations on reaching the remarkable stage where your business is ready to soar to new heights. It's time to embrace the opportunity to scale and expand your reach. Here are some essential steps to take your business to the next level:
Evergreen Products and Programs: To ensure sustainable growth, consider incorporating evergreen products and programs into your offerings. These automated and self-paced offerings allow you to consistently fill your programs, generate recurring revenue, and provide value to your audience. Explore options such as evergreen webinars, podcasting, and other avenues that align with your expertise and target market.
Leveraging Evergreen Webinars: Webinars are powerful tools for generating leads, nurturing prospects, and converting them into paying customers. Create evergreen webinars that can be accessed at any time, allowing you to continuously engage and convert your audience. Craft compelling presentations and leverage automation to drive sales on autopilot.
Exploring Revenue Opportunities: Look beyond your existing offerings and identify additional revenue streams. This could involve diversifying your income through partnerships, collaborations, or exploring new markets and customer segments. Stay open to opportunities that align with your business goals and target audience.
Delegation and Team Building: As your business expands, delegating tasks and building a reliable team becomes crucial. Identify areas where you can delegate responsibilities, whether it's administrative tasks, customer support, or marketing efforts. Hiring skilled professionals or outsourcing certain functions can free up your time and energy, allowing you to focus on strategic decisions and growth-oriented activities.
Streamlining Launches: If you're engaged in multiple launches or specialized campaigns, streamline your processes to ensure efficiency and effectiveness. Develop a launch strategy that optimizes your resources, maximizes conversions, and minimizes stress. Establish clear timelines, leverage automation tools, and continuously refine your approach based on data and customer feedback.
As you embrace this scale stage, remember that adaptability and agility are key. Continuously assess market trends, seek feedback from your audience, and be willing to evolve your offerings based on changing needs. With a focus on providing value, leveraging automation, and building a strong team, you'll be well-equipped to achieve long-term success and make a lasting impact in your industry.
Celebrate how far you've come and embrace the exciting journey ahead. The possibilities for growth and expansion are endless as you navigate the scale stage with confidence and determination.
BUILD STAGE
BUILD STAGE
PROMOTE
PROMOTE
SCALE
SCALE
SITEGROUND
If you're starting from scratch or we're redesigning your website, we highly recommend hosting with SiteGround. It's an effective and affordable way to make sure your site is always up and running. They have fantastic customer support too!
ELEGANT THEMES
Elegant Themes are the creators behind Divi, one of the most popular WordPress themes in the world. Many of our clients love Divi because it opens up a world of possibilities to let us tailor their website exactly how they want it.
CLICK HERE TO TRY ELEGANT THEMES
VCITA CRM
You will definitely need a CRM (Client Relationship Management) system! vCita is our favorite since it is also the system we use for scheduling all of our calls! It's a simple interface which is exactly what we need in our busy business! We can set reminders to follow up with leads and keep all of our important notes at our fingertips!
COPPER CRM
With Copper CRM, you can customize pipelines, projects, and processes for all of your business needs! It integrates right inside Gmail - which is awesome, and has a beautiful interface that gives you all of the information you need at a glance!
HONEYBOOK
Honeybook offers everything you need to manage projects, book clients, send invoices, and get paid! They have beautifully branded templates, amazing tracking tools, and automation, and it can all be done from your phone too!
CLICK HERE TO TRY HONEYBOOK
LASTPASS
Oh my goodness! We have thousands of passwords that we need access to for our clients. LastPass allows our clients to securely share sensitive information with us in a safe way!
CLICK HERE TO TRY LASTPASS
HARVEST
We've used Harvest for over a decade and it's our favorite tool for keeping track of client retainers, tracking time, and invoicing! It's easy to use, integrates with tons of tools, and is pretty too!
TRANSFERWISE
If we need to send a payment internationally, Transferwise is the cheapest, fastest option we have found. It's easy to use and doesn't have any hidden fees.
CLICK HERE TO TRY TRANSFERWISE
TEAMWORK PROJECT MANAGEMENT
This is our go-to tool for project and team management. It has all of the essentials you need from creating projects and tasks, uploading files, and adding comments. It's a great way to stay on top of all of your projects in one system.
DUBSADO BUSINESS MANAGEMENT
Dubsado helps your business stay in motion. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish.
CLICK HERE TO TRY DUBSADO
GOOGLE DRIVE
Google Drive is our favorite collaborative tool for teams when you're working with content, files, images, and videos. We love Google Drive because multiple people can work in one file at a time and it updates in real time!
CLICK HERE TO TRY GOOGLE DRIVE
ADOBE SERVICES
Adobe has so many Creative Cloud services from Photoshop to Acrobat Reader and more! Any business can benefit from having a suite of Adobe products at their fingertips.
VCITA SCHEDULING
You will definitely need an appointment scheduling system that delivers automation capabilities without a huge price tag! You can manage clients, appointments, and payments all from one single app! We are a brand ambassador for vCita so we can hook you up with training too!
ACUITY SCHEDULING
Acuity Scheduling is your online assistant, working 24/7 to fill your schedule! It's simple, yet powerful and can adapt to any business!
Building a StoryBrand: Clarify Your Message So Customers Will Listen
More than half-a-million business leaders have discovered the power of the StoryBrand Framework, created by New York Times best-selling author and marketing expert Donald Miller.
TEACHABLE
Teachable allows you to create online courses and coaching services that will transform your experience and know-how into a thriving knowledge business! It's super customizable, so you can personalize your student's experience in a powerful, yet simple all-in-one platform!
KAJABI
Kajabi is our favorite course platform! It contains all of the features you need to sell, market, and deliver your content. It's a great platform for turning your knowledge into products you can sell. We use it for most of our clients to highlight and showcase all of their paid content.
THINKIFIC
Create and sell online courses and membership sites under your own brand, and see first-hand the impact teaching online with Thinkific will have for your business!
LEADPAGES
This is our go-to tool for building landing pages! It has saved us literally hundreds of hours. Leadpages is the perfect resource to help you scale your business because it allows you to confidently roll out lead-generating campaigns in record time with its customizable templates and analytics!
POPUPALLY
We LOVE PopupAlly and use it on our website! We are always building our email list in the background! It's the primary focus of our website. This pop-up tool is NOT spammy and improves the user experience. Its smart technology presents the type of content people want to see and only shows them relevant content as they browse your website!
LEADPAGES
This is our go-to tool for building landing pages! It has saved us literally hundreds of hours. Leadpages is the perfect resource to help you scale your business because it allows you to confidently roll out lead-generating campaigns in record time with their customizable templates and analytics!
ACTIVECAMPAIGN
More than just email marketing, ActiveCampaign is an automation platform for adding and strengthening your ties with your clients, with the tools you need to reach, nurture, convert, and grow your audience while AC does the heavy lifting for you.
CLICK HERE TO TRY ACTIVECAMPAIGN
MAILCHIMP
We love MailChimp! With its easy-to-use interface with amazing design capabilities, you will reach the right people, create better content, automate your marketing, and pave the way for your customers to easily make purchases! You can do it all with MailChimp.
CONVERTKIT
You will definitely need an email marketing provider that delivers automation capabilities without a huge price tag! You can start with their free plan to make unlimited landing pages, forms, and tons of templates that you can customize and personalize. It's perfect for nurturing your clients at every step of their journey.
AWEBER
Another great option for email marketing is AWeber. You can build opt-in and funnels right into the program. It's great for nurturing clients on several different lists and has great customer service.
SHOPIFY
We love Shopify! They offer some of the most beautiful themes that are responsive and customizable. They are very affordable and allow you to sell online, on social media, in your brick and mortar store, or from the trunk of your car! Shopify handles everything from marketing to payments!
SAMCART
If you're looking for a shopping cart that will seamlessly integrate with all of your tools, SamCart is the key! SamCart offers beautiful checkout pages that showcase your products and accept the order!
LATER
Later is our favorite social media scheduler! We use it to schedule Facebook, Twitter, and Instagram. Our favorite feature is the "Link in Bio" as it allows you to schedule your Instagram posts with a link. Hooray!
TAILWIND
Tailwind is our go-to social media scheduling app for Pinterest! You can create beautiful pins faster than ever and share them at the best times of engagement. It has tons of features that allow us to pin in a super-smart, time-saving way!
WAVVE
Share your audio on social media in a snap with Wavve. You can turn your podcast or musical audio into an engaging animated video to share everywhere on social media!
INTERACT QUIZ MAKER
Create an interactive quiz to generate leads and sell more product/services. You can use a quiz to grow your email list and increase sales! Interact is easy to use, and great for finding out where your audience is today and nurturing them.
TEAMWORK
Teamwork is our favorite project management software, and we've used them all! It's simple to use, powerful when you need it, manages multiple complex projects easily, and scales into a full platform!
CLICKFUNNELS
ClickFunnels is your "all-in-one" solution for bringing in more leads, more sales, more seats book, more impressions, and more revenue!
CLICK HERE TO TRY CLICKFUNNELS
EVERWEBINAR
Earn more without working more with EverWebinar. You can create pre-recorded webinars that look and feel live! Hooray!
DEMIO
Demio is our favorite system for automating your evergreen webinars! Demio offers a simple, no-download webinar experience for your audience with marketing tools built right in!
TRANSISTOR
Transistor provides podcast hosting and analytics and much more. Record your audio and upload it to Transistor. They'll help you distribute your podcast to Apple Podcasts, Spotify, and Google Podcasts. We use it for our podcast, and love it!
PODCASTING MICROPHONE & POP FILTER
This is the exact microphone and pop filter we use on our own podcast. We have recommended it to dozens of our clients and they love it too! It's affordable, plug and play, and has amazing sound quality!
CLICK HERE TO TRY OUR MICROPHONE & POP FILTER
RUBY RECEPTIONIST
Once your business is super busy, it's time for an answering service. Believe us, you won't have time to answer every call. Ruby Receptionist offers US-based virtual receptionists who can answer your calls 24 hours a day!
CLICK HERE TO TRY RUBY RECEPTIONIST
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