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Business Tools I Couldn’t Live Without

I’m all about streamlining and making my life (and the lives of my clients) simpler. When it comes to business there are certain tools I couldn’t imagine living without.

Below is a list of my favorite resources, tools, and recommendations I personally use to run my business and websites.

business tools

Client Management: Dubsado

Dubsado is a business management suite for entrepreneurs. From lead forms, proposals, invoices, contracts, bookkeeping, time tracking, canned emails and even online scheduling, Dubsado rocks them all.

Email Marketing: ConvertKit

ConvertKit is simple yet robust. From simple to embed subscribe forms to custom nurture sequences for new subscribers, it’s a new favorite. Their interface is super user-friendly and their support is top-notch.

Click here to learn why I chose ConvertKit over Mailchimp.

Video Conferencing: Zoom

Zoom has been proven to be the most reliable and clearest connection for video conferences and calls with clients all over the globe. Even here in a rural area, the connection is crystal clear.

Project Management: Asana

Any and all projects are strategically managed via Asana. It’s my virtual to-do list that keeps myself (and my clients) on task and on schedule. I love the ability to create templates for frequent projects and easily cloning them for each new project. Seriously couldn’t imagine doing business without them!

Password Keeper: LastPass

I couldn’t live without LastPass! You have a gazillion passwords to a gazillion accounts. Keep them all secure and organized with LastPass. The best part is it syncs across all of my devices so I’m never far from my login credentials.

website tools

Hosting: Siteground

Siteground is a long-time reliable host for WordPress websites. Superb support and even better performance keeping your site speedy. Plus their security is top-notch. They even have budget-friendly host plans that don’t compromise any of the must-haves for your site.

Click here to learn the top 5 reasons I choose Siteground.

WordPress Theme: Beaver Builder

Beaver Builder is a framework that’s lightweight, easy to use and grants you the freedom to build virtually any site you desire. No cookie-cutter, out-of-the-box styles here!

Click here for a simple overview on Beaver Builder.

Page Builder: Beaver Builder Pro

The Beaver Builder Pro plugin transforms the backend of your site into a drag and drop page builder making it easy to quickly build professional pages + landing pages yourself.

Cookie Consent Plugin: UK Cookie Consent

The UK Cookie Consent plugin is one of the simplest and most popular cookie notification plugins out there. Easily customizable + simple to install.

Backup Plugin: UpdraftPlus

UpdraftPlus is an easy-to-use interface that allows you to backup and restore your site with a single click on a schedule that suits you.

Click here to learn how to back up your WordPress website.

Spam Management Plugin: AntiSpam Bee

Problem with spammy comments and fake form submissions? AntiSpam Bee is a lightweight plugin that blocks spam comments and trackbacks effectively. It is free of charge, ad-free and 100% GDPR compliant.

Stock Photos: Creative Market

Creative Market is usually known for custom fonts, graphics + more creative goodies but they’re my secret weapon when it comes to stock photos. Original and budget-friendly. Sign up for a free account and receive 6 free products every Monday.

Please note, I’m an affiliate for many of the resources mentioned above. This means I get a small financial reward if you choose to sign up via the shared link. With that said, I only recommend those I fully trust and love, while having personal experience using them in my own business.

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Hi! I'm Katie. I'm a web designer and brand strategist who specializes in blending clean + crisp design alongside smart strategy for professional coaches + consultants.

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