Choosing the right tool for the job can be tough!

I’ve put together a list to help you decide so you don’t waste your valuable time doing days, and weeks, of research. I’ve only included resources that I’ve loved and used for my business or for a client.

*This page contains affiliate links to things I’ve used and love.




Zapier helps you connect all your systems and automate your processes. It can save you a TON of time and money.

Client Management

dubsado logo

Dubsado is a business management system that helps you schedule appointments, onboard clients, send invoices, and automate all of your processes. (Get 20% off with my link!)

honeybook logo

HoneyBook is similar to Dubsado, but I believe it’s much simpler to set up and use. The layouts are user friendly and make it easy to find what you need.

I even became a HoneyBook educator because I love their system! (Get 50% off with my link!)

LastPass is an incredible organization tool. It stores all your passwords securely and allows you to share them (without showing them!) with team members, contractors, and clients.

Just download the browser extension and let LastPass take care of the rest.


slack logo

Slack is the best chat tool for teams. Even with their free version, you can create different “channels” for each topic within your business to keep your chats organized.

voxer logo

Voxer is a fun, walkie-talkie style app that allows you to communicate through texts or voice messages. I use their Pro plan for my Day of Voxer coaching, but the free plan is enough for most folks.

zoom logo

Zoom is the go-to video conferencing tool for online entrepreneurs. They have everything from free meetings to paid webinars. It also allows you to share your screen, which is one of my favorite features.


ConvertKit is the Queen of email marketing. It’s intuitive and has excellent metrics to help you along. Also, it offers the most features for sales funnels and automations. This is what I use for my own email marketing.

Flodesk is the new kid on the block in email marketing… they’re still adding some basic features, but it’s already amazing. It’s easy to use, inexpensive, and comes loaded with some gorgeous templates.


FreshBooks caters to small businesses, which is always nice. It’s also user friendly and covers everything you need for invoicing and accounting.

QuickBooks is the leader in accounting software. It’s used by the pros because of it’s robust features and capabilities.

Wave is the perfect accounting software for beginners. It’s free to use and pretty easy to learn. It doesn’t offer as many features as it’s paid competitors, but you still get a lot of bang for your buck.


Canva is the only graphics tool I use. I’ve made everything from my logo, to Pinterest posts with it.

The pro version makes organization easy with the ability to save your branding elements and keep everything stored in folders.

Creative Market is the place to shop for fonts, graphics, and icons of all varieties. I’ve used them many times and keep going back. I could, and do, spend hours at a time browsing through their selection.

Pixistock logo

Pixistock is fantastic for stock photos, but they also have a TON of Canva templates and one of the best social media calendars I’ve ever seen. I couldn’t manage my social media without their membership!


Trello is a visual organization tool. Think of it like index cards.

You can write stuff on the front, write more on the back, organize them, move them around, etc. Luckily for us all, Trello is much easier to keep up with than index cards.

airtable logo

Airtable is like spreadsheets on steroids, and I can’t get enough! I use it to plan social media content, track metrics, and organize my entire business!

Project Management

Asana is what I use for my own business. I searched high and low for an amazing looking calendar that would allow me to create recurring tasks and drag-and-drop things as my schedule changed. 

clickup logo

ClickUp is quickly becoming the most popular project management tool with their Free Forever plan. It is PACKED full of incredible features and integrates with many other programs.

Teamwork is a great project management tool if you have a large team. Teamwork gives you absolutely everything you need to organize your projects. There are sections for tasks, messages, notebooks, files, links… you name it. They’ve thought of everything!


Buffer logo

Buffer allows you to post on Facebook, Instagram, Twitter, Pinterest, AND LinkedIn, which is pretty impressive. You can also collaborate with your team through their platform.

later logo

Later is my favorite scheduling tool, and it’s what I use for my own business. Their free plan has everything you need to get started! Or you can upgrade and get some handy features like hashtag suggestions and story scheduling.

Tailwind is an official partner with both Pinterest and Instagram so you never have to worry about using it. It helps you schedule content, increase traffic, and automate your social media. (Get $15 off with my link!)


Google Drive is the brain of my business. I store everything here. Documents, spreadsheets, downloads, backup files… you name it. And yes, I do back up my GDrive just in case.

I also use Google Office Suite for creating documents and spreadsheets which is included for free.

OneDrive is the go-to cloud storage system for Windows users. It boasts the most options for sharing files including password protection and expiry dates.

Their paid plans include the Microsoft Office Suite and start at very reasonable rates.

Dropbox is a great all-around cloud storage system for everyone. There aren’t any bells and whistles (like the office suites available with Google Drive and OneDrive), but I love using it to store pictures and videos that I want to share.

It’s easy to sign in to your account on any device, and they offer a great app for your smartphone which makes it easy to share and store on the go.

Time Tracking

harvest logo

Harvest is a feature-heavy time tracker. You can send invoices through PayPal right from your Harvest dashboard, which is a huge time saver. 

toggl logo

Toggl is a simpler time tracker but still one of my favorites. It’s very visually appealing and easy to use. Their free plan is all you really need to get started.


SiteGround is the best website hosting with stellar customer support! I solemnly swear that I will never recommend BlueHost to you.

If you can afford it, sign up for 3 years at a time. It’s MUCH less expensive when you first join. I’ve been using them since 2017 and couldn’t be happier.

WordPress. Period. Do I even need to talk about this one? 

Build your website on WordPress. Everyone who starts with something else eventually moves over. Save yourself a lot of heartburn and just start here.

Divi is a drag and drop builder for creating custom websites. It makes it easier for non-developers to build websites from scratch to meet their needs. In fact, I use it for all my sites!

If you have Divi, then adding Divi Booster is a MUST! 

Beaver Builder is another drag-and-drop website builder. I find it a little less intuitive than Divi, although most people say the reverse. Overall, it’s a powerful builder with a ton of options.

You can add on Ultimate Beaver Builder to get even more features if you need them.

Namecheap is my favorite place to buy domain names! They’re usually less than $10, which is great if you are a collector of domain names like me.

Subscribe to the Weekly Take Action Newsletter!