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!
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!
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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.
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Zoom... We all know it! All meetings are hosted on Zoom (but scheduled via Dubsado).
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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.
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All client communication happens in Gmail, Dubsado forms, or our shared docs., so nothing gets missed.
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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.
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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..
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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.
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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.
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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.
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Canva makes it so easy to create branded visuals, presentations, record videos, and more.
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