Must Haves for Business Owners: Systems & Products I Highly Recommend

Must Haves for Business Owners: Systems & Products I Highly Recommend

Starting and growing your own business requires tools and systems, especially so you can make it easier, automated, and even more profitable!

Here are some of my favorites!

 

17hats

All-in-One Client Management System

17hats has become my favorite system of organizing and automating my small business, and I swear by it!

I’ve saved so much time and money using this single platform to send all my invoices, contracts, emails & questionnaires, manage my clients, projects, and even my bookkeeping! 17hats does it all!

Get 50% off!
(Save even more if you sign up for longer!)

Use referral code: wxrffnthkr

 

The Contract Vault

Affordable Contract Templates for your Small Business

My clients struggle with is getting the contracts they need & legal support for their business. Which is why I’ve partnered with The Legalpreneur to give you the most affordable access to contracts & legal support!

Need Affordable Contract Templates?
Get attorney-drafted, industry-specific contract templates here!

Need to File a Trademark?
Get the Trademark Course here!

 

New Zenler

Course & Membership Platform

This is the Course platform I use and LOVE!

I was quickly impressed with how user-friendly it is on both the setup and user end and how beautifully branded my courses look and feel!

New Zenler is a new course platform currently in beta testing (offering low pricing you can get grandfathered into!!). Much like Kajabi at a fraction of the cost, New Zenler offers Course Builders, Marketing Funnels, Communities, Email Automations, Page Builder, etc.

 

Trello

Visual Project Management Tool

I use Trello to organize my business planning, clients, content, and launches! Plus, I can easily add my VA and team to boards to communicate all in one place.

I recommend Trello to my clients and help them set up processes and systems so they can work their systems and rinse-and-repeat for results!

 

ClickUp

My Favorite Project Management System

When it comes to Processes & Systems, ClickUp is the BEST!

Not only can you set it up to house your entire business operations, but you can create automations, client dashboards, and manage your team/ team’s tasks all in one place.

 

MailerLite

Email Marketing Platform

This is the Email platform I use and LOVE!

Over the years, I've used MailChimp, Aweber, Constant Contact, ActiveCampaign, and none of them have come close to what I love about Mailerlite!

The Drag & drop email editor makes it so easy to make your emails look amazing! Plus, they continue to add features like AI writing tools, custom block templates and tons of pre-built design blocks!

 

ShootProof

Online Gallery System for Photographers

For you photographers out there, I highly recommend ShootProof to deliver beautiful galleries to your clients. It includes client galleries, Mobile Apps, digital contracts and invoicing, email automations, and more.

 

Business Credit Card

Spark Business | CapitalOne

This is my favorite (and only) Business Credit Card.

CapitalOne is a credit card I have for personal and business (two separate cards) and it is my go-to card.

Plus, you accrue points from every purchase that you can use for many things, including travel and statement credit. It’s easy to manage and great to build your business credit.

 

Disclaimer: I am an affiliate of the above offers. I choose not to promote things unless I fully believe in them and their value to my audience. As a coach, I know my clients need support with other areas or systems I cannot offer, including the legal side of protecting their business, systems to run their business out of, and other tools to support them. So I've partnered up with the above companies and brands to better support you and your business needs!


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