a behind-the-scenes look at my tech stack
BIZ TOOLS
steal my biz tools
HERE'S SOME TOOLS THAT Me + Team Wise use to streamline, automate, and keep things chugging along.
Some of the following are affiliate links, which means I may receive a small commission or credit at no additional cost to you. Some may include discounts for you as well!
Make your work (and life) a little easier...
I always recommend Dubsado to service providers. This platform alone has saved me hours per week by eliminating busy work. Please tak advantage of the automation features... It's totally worth the potential learning curve!
Click here to sign up and save.
for Private consulting clients + DFY services.
CLIENT MANAGEMENT
ClickUp is the brains of the entire operation. It tracks every single to-do in all projects, including task details, assignees, due dates, and communications about each task.
Click here to sign up and save.
To coordinate + track team to-dos for internal + client projects.
project MANAGEMENT
Zoom... We all know it! All meetings are hosted on Zoom (but scheduled via Dubsado).
Click here to sign up.
We save on meetings and email stress by sending Looms for all the things: Client consulting, team to-dos/SOPs, and more. We also use Loom to record videos for The Biz Bar and our marketing as needed.
Click here to sign up.
All client communication happens in Gmail, Dubsado forms, or our shared docs., so nothing gets missed.
Click here to sign up.
Voxer is a walkie-talkie style voice app that the team uses to chat about things that are more urgent or in-depth than can be discussed via ClickUp comments on a specific task.
Click here to sign up.
To streamline chats with clients + the team.
communication
Learning management
The Biz Bar is hosted on Thinkific, so every customer who makes a purchase gets access to a private dashboard filled with all of the courses or templates they have purchased in 1 place..
Click here to get 1 month free.
To host a Private customer dashboard.
Dubsado collects invoices, but my bookkeeper manages all the numbers inside QBO, so she can access everything remotely. My accountant also pops in here to file year-end.
Click here to sign up.
Dubsado and The Biz Bar are integrated with Stripe, so payments are sent directly to my business account when clients and customers pay via credit or debit.
Click here to sign up.
For DFY clients + the Biz Bar.
payments + bookkeeping
My number 1 recommended platform for email automation if you have big plans to grow. ActiveCampaign is super robust and can help you create an awesome customer experience for digital products.
Click here to sign up.
Canva makes it so easy to create branded visuals, presentations, record videos, and more.
Click here to sign up.
For creating + sending all things public facing.
marketing + more
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Take the free 4-day video course to learn the foundations to position yourself to stand out online, attract dream clients consistently, and build a sustainable business.
learn with 4 steps to profit
You’re a driven AF entrepreneur // Full of attitude and not afraid to be yourself // Dreaming so big it sometimes scares you // Motivated to work hard // Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that you never could. You’re a driven AF entrepreneur // Full of attitude and not afraid to be yourself // Dreaming so big it sometimes scares you // Motivated to work hard // Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that you never could. You’re a driven AF entrepreneur // Full of attitude and not afraid to be yourself // Dreaming so big it sometimes scares you // Motivated to work hard // Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that
You’re a driven AF entrepreneur // Full of attitude and not afraid to be yourself // Dreaming so big it sometimes scares you // Motivated to work hard // Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that you never could. You’re a driven AF entrepreneur // Full of attitude and not afraid to be yourself // Dreaming so big it sometimes scares you // Motivated to work hard // Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that you never could. You’re a driven AF entrepreneur // Full of attitude and not afraid to be yourself // Dreaming so big it sometimes scares you // Motivated to work hard // Always seeking something more // Desperate to grow into your best self // Inspired to think bigger // Ready to live the life that others told you that
Check out The Biz Bar for no BS guidance to build and grow.
Implement user-friendly templates, take action with easy tools, and dig into mini courses you can crush in a day… Everything is designed to give you straight up answers that tell you exactly what you need to do.
the biz bar
