Tools of the Trade
These are all tools I use pretty much on the daily. I plan to switch some of these up in the coming year, so do check back on occasion.
Affiliate Compensation Disclosure
From time to time, I promote, endorse, or suggest products or services of others. In some cases, I will be compensated – either as an affiliate with a commission based on sales, or with a free product or service to review or use.
My recommendations are always based on (i) my personal belief in the high quality and value of the product or service, and (ii) my review of the product or service, or a prior relationship or positive experience with the sponsoring person or organization.
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This is one of my favorite and most used business tools. Not only for my own business, but for several clients as well. It’s a web and mobile application designed to help teams organize, track, and manage their work. I used the free version for over a year before I opted to pay for the extra features.
I use Cinchshare to schedule my social media posts and manage my Facebook groups. It’s a user-friendly software that was created to help direct sellers save time and have a hassle-free workflow for social media marketing. You plan and schedule your posts to Facebook, Instagram, Twitter, Pinterest, and LinkedIn.
Dubsado is a business management solution designed to cut out the busywork. Build relationships, schedule appointments, and create workflows to streamline your projects from start to finish. Click to get 20% off!
Become a Virtual Expert® (like me)! First and foremost, Kathy Goughenour is one of my heroes. I met Kathy in 2019 and that meeting has forever changed my life. I admire her so much; her mission and values really resonate with me and she is an awesome business coach and trainer. If you are ready to ditch the 9-to-5, be sure to check out Kathy’s coaching and training programs. She is the real deal.
I use Harvest to track my time when working on projects. I love that it integrates with many of the other platforms I use, like Slack and Asana. The best part? Billing is so easy. It integrates with PayPal and makes sending invoices and getting paid a breeze. No, really. A few clicks and your invoices are sent with a link to pay.
With Loom, you can record your camera, microphone, and desktop simultaneously. Your video is then instantly available to share through Loom’s platform. As soon as you are done recording, the shareable link is sent to your clipboard for you to share. Great for sharing a quick tip or walking a client through a new process.
Take Smarter Notes with Otter
I love Otter and it has especially been helpful as I’ve been traveling more. I’m able to transcribe via my phone and edit later on my laptop. It’s been a game-changer for being as productive as possible during my travel time. Use this link to get 1-month Pro Lite for free to generate rich notes for meetings, interviews, lectures, and other important voice conversations.
Remember back in the day when AOL brought the internet to the mainstream and everyone was in a chat room? That is what Slack kind of reminds me of. Only it is a private chat room for business; to collaborate with your clients and/or with others on your team. You can also direct message individuals on the team. You can share and pin files, important links, etc. It also integrates with Google Drive. I use slack with several clients and I also have the app on my phone.
Trello was one of the first tools I used to collaborate on online projects when I started working virtually in 2019. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in the process. It’s like the office white board; lists of sticky notes, with tasks on each note for you and your team.
I’ve been using Zoom since 2018 and most people are familiar with it by now, but if you aren’t, it’s a cloud platform for video, voice, content sharing, and chat that runs across mobile devices, desktops, and telephones. You can record your calls to share later, which can be beneficial to team members unable to make a meeting at the scheduled time.