4 Tools to Organize and Streamline Your Business

Investing in a new website is just one part of elevating your online presence as a creative business owner. And being a website developer is just one of the ways I help clients like you create an elevated experience for your clients. On top of being really good at developing websites quickly, I’m also a Certified Dubsado Specialist and my background is in luxury client experience and systems setup.

All of that to say, I know that a website alone isn’t enough to create a boutique experience for your clients, which is why I want to share 5 tools you need to know about to organize and streamline your business for growth and success.

The Best Tools to Organize and Streamline Your Business

Dubsado – Client Relationship Management

Obviously I’m a little biased, because Dubsado isn’t just a system I know intimately, but one that I chose to become certified in, in order to better serve clients like you in creating a holistic foundation for your business. At it’s core, Dubsado is a client relationship management tool (CRM) that you can use to organize your client information and streamline the way you interact with clients in your business.

Dubsado is great for automating touch points in your business, so that you don’t have to keep track of each client and each project within your own brain.

Dubsado is a robust software that includes scheduling functionality, time-tracking, e-signatures, forms + questionnaires, invoicing, automations (workflows) and so much more that will help save you time and keep your clients and projects organized.

Dubsado isn’t *perfect*, and could be easier to get started with, but the company has worked hard on their documentation so that anyone with enough time can figure out exactly what they need to inside the CRM.

Dubsado does cost $20-$30/month, but that investment is easily recouped in time saved.

Asana – Project Management

Asana is my project management tool of choice. I use the free version in my business, and one of the main reasons that I chose it is because it was extremely simple to get started.

Sure, there are lots of features that make Asana stand out from the crowd, but first and foremost all you need to do to get started is create an account and start adding tasks to accomplish.

There’s no steep learning curve, and when you’re a new business owner I know how important it is to find tools that you can dive right into, without having to worry about how long it will take to learn.

Plus, as you grow, Asana has lots of tools you can use to monitor growth, projects, tasks and keep your finger on the beat of your business.

Flodesk – Email Marketing

On the subject of tools that are easy to use, Flodesk takes the cake when it comes to email marketing. Priced reasonably at $39, this email marketing software makes it quick and easy to set up an account and start sending on-brand emails within minutes.

Sure, Flodesk lacks robust analytics, but when you’re just getting started it’s more important to be able to send emails than it is to have access to in-depth analytics.

As your business grows you may find you need something that has more information available on the back end, but as far as easy email marketing for beginners, Flodesk is the right tool for the job.

Loom – Screen Recording Software

My business couldn’t be half as successful as it is without Loom. That may sound dramatic, but Loom has made the transfer of information between myself and clients 2x as efficient and 2x as effective.

Loom is a video and screen recording software that can be used to share just about anything you need to with clients, including feedback, instructions, tutorials, walkthroughs of their systems, and so much.

Loom bridges the gap between getting stuck in an endless cycle of emails, and having to hop on a call for every little thing.

I regularly send videos to my clients with more information about whatever subject we’re currently working on, as well as to record video tutorials that clients like you can follow along with.

Struggling to organize and streamline your business?

Each of the tools listed above is one that I use in my own business, so I have first hand experience in how useful they are, and can help you navigate choosing the right ones to implement in your business. If you’re struggling to get started it may be time to schedule a strategy session where we can work through your biggest obstacles together.


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