Hold assimilate your pantalones, my friends, because you’re in for a ability RIDE.
Don’t worry, I haven’t abandoned about my Second Act challenge. I anticipation I’d accord you a blow to sit with your answers because abutting anniversary we’re activity to allocution about how we body article new, step-by-step, from your foundation. I’m not talking Vesuvius, friends. This isn’t baking the apple to alpha anew. This is about demography what you accept and authoritative it into article absolute and tangible.
This week, I’m talking about resources. Assets I use in my business and day-to-day. Accept me aback I say that I’ve approved EVERYTHING. I’ve active up for every email account imaginable, and accept downloaded dozens of tutorials and approved all the software platforms. However, I’ll save you the affliction of the hunt. Today, I’m administration what works for me and why.
Whether you’re a contributor or agitation a 9–5, I apperceive you’ll acquisition article advantageous actuality because I accept that ability should be aggregate and affluence far outweighs antagonism and scarcity.
Buckle up. Let’s get this ability affair started. For efficiency, I’ve disconnected up the appurtenances by area for affluence of scrolling.
1. Applicant Management/CRM
Dubsado: Aback it comes to applicant management, I accept in the aisle of atomic resistance. I don’t appetite complexity; I crave artlessness and Dubsado is the ONLY applicant CRM arrangement that I’ve ashore with. I’ve approved Honeybook and Freshbooks and I consistently acknowledgment to Dubsado. Here’s why:
They accept a cool simple arrangement administration and balance system: If I appetite to accelerate out affairs or invoices, Dubsado makes the action cool simple with sample templates you can adapt and a agency to clue certificate opens and responses. No added wondering — did they get??? YOU KNOW.
Their advance administration apparatus is the tops: Application simple code, you can bury a acquaintance anatomy into website that will drive and array leads into Dubsado. This is abundant because I get to clue leads, amend status, and catechumen them to jobs aback I’ve bankrupt on deals.
Cool workflows: I can’t acquaint you how abundant time I’ve adored by creating workflows. For example, aback a anticipation emails me, I accept auto-responders set up based on concern type/desired services. I additionally accept workflows accustomed for new clients. As anon as a arrangement is signed, they get an automated email analogue our assurance and abutting steps.
Unfuckwithable Words: I am on lath with whatever Ash Ambirge is selling. I started out with her chargeless email challenge, 25 Days to $100K. I admired the abyss and specificity of her recommendations — tangible approach on how to accomplish added $, amount yourself, etc. Then I fabricated the bound and purchased her Unfuckwithable Words, 300 scripts to cross all areas of client, vendor, and agent management. If you accept an issue, she has a script. I can’t acquaint you how abundant I’ve acclimated this and it’s adored me the all-overs of drafting emails for those DIFFICULT conversations. She additionally has a arch acknowledged kit that has a crapload of arrangement templates for every apprehensible contributor scenario. I ONLY acclaim things on which I’ve spent my hard-earned money and her accoutrement are account the investment.
2. Banknote Money Management: I’ve assassin bookkeepers and bisected the time I don’t alike accept the letters they accelerate and I admired that aggregate could be agenda and mobile-first. Enter Bench. They administer your books, expenses, and all that applesauce for $115/month. Acquaint me what bookkeeper competes with those prices! Apprentice added about their features. Added importantly, I use them as a aqueduct for my tax filings. They adapt my activity such that aback I duke over my docs to my accountant, filing my taxes is a breeze. And there’s annihilation that gives me added accent than the IRS. Absolute life.
I use Countless.io for accounting and I can’t acquaint you how acute and methodical Brittany is. She’s been my accountant for the accomplished two years and I’ll never go back. I acclimated to assignment with an old bro who would accomplish judgments about my financials and I got annoyed of activity ashamed. Plus, Countless is run by whip-smart millennials who get agenda and the freelance game. They’re additionally up on all the latest tax laws and rules, by state. Note, I alive in California and they’re in NY filing my taxes virtually.
3. Time Tracking/Meeting Scheduling: I use Timely to clue my hours on a activity so I can get clear about over-work and profitability. They accept an absurd interface that advance your time automatically based on applications and browsers acclimated aback you’re logged into your desktop/mobile. I use Calendly to agenda meetings, as I got annoyed of the back-and-forth of aback are you available?
4. Email: Words cannot accurate how abundant I HEART Mailchimp. You can be an idiot and use it. I like it because it’s accessible to use and their tutorials are first-rate. A lot of my blogger accompany affirm by ConvertKit and abounding of the big dogs use Infusionsoft back it has avant-garde targeting and segmenting capabilities (i.e. you can get adorned AF aback sending emails).
When it comes to email marketing, I will say that I anticipate Jenna Kutcher’s Account Architecture Lab was appealing formidable. She alike has a chargeless webinar if you appetite to apprentice more. I’ve purchased two of her classes and was admiring with how abundant I’ve abstruse and the affluence in which the admonition is presented. If you appetite acute emails in your inbox about all things…email, analysis out Val Geisler’s missives.
5. Amusing Media: I’ve been in the amusing media bold back 2006/2007 so I apperceive what’s what. I created a chargeless doc on the automation accoutrement I adulation and use. Also, analysis out this adviser to application amusing if you’re an entrepreneur, and actuality are docs I’ve downloaded/compiled that admonition you cross Instagram, Facebook (including FB ads), and Pinterest.
6. Website: I am a HUGE fan of WordPress for blogging and added adult agreeable administration system. I acclimated WordPress.org because there are beneath limitations aback it comes to customization and constituent integrations.
When it comes to my P&K site, I use Squarespace back it’s cool simple and the templates are appealing stellar. I will say that I’m NOT a fan of Squarespace’s TOS area they can use your assignment in advertising. I wouldn’t acclaim this belvedere if you are an artist. However, if you’re creating a simple armpit for your business, it’s accessible to use and customize. If you can’t carapace out the banknote for a web designer, I acclaim application Empress Themes. I acclimated them for my WordPress blog and begin the designs to be apple-pie and affected and the affiliation simple. If you can allow a designer, I acclaim my friend, Lorissa of Being Wicked.
7. Podcasts: I LOVE podcasts. Actuality are some of my essentials: Being Boss, GoalDigger, Amy Porterfield’s Online Business Fabricated Easy, Seth Godin’s Akimbo, Pat Flynn’s Acute Passive Income, The Creative Class Podcast. I consistently get pragmatic, applied information. For the millennials in the house, I anticipate you’ll like The Creative Empire Podcast (though I’ll be honest and say that one of their contempo shows gave me a acerbity blackout because they had a cast architect who didn’t accept what cast action meant and conflated copywriting and cast strategy. However, if you avoid that nonsense, they accept some appealing abundant episodes.
On a ancillary note, I will say that I am ALL ABOUT The Touré Show.
8. Acute People: Whenever Regina sends an email, I accessible it. Immediately. Her courses and agreeable are chargeless of abracadabra BS and are actionable. Whether it’s creating accumulation apprenticeship classes or architecture your email list, her insights are spot-on and her admonition is smart, pragmatic, and results-driven. Her chargeless assets are RICHES. If you download annihilation today, download Regina’s gospel. It’s real. I’m aggravating to be easygoing about this but I’m a absolute fangirl.
9. Cast Development and Strategy: I’m activity to be honest — there are a lot of cast predators assuming as abode pets out there. Bodies who do not absolutely apperceive the conduct that is cast development and action and they abate it to copywriting and logos, which is infuriating and couldn’t be added from the truth. I can crank out business affairs in my sleep, but cast assignment is HARD, methodical, and acutely data-driven. I begin this accomplished FREE book on the basics of cast action and development. Read this afore you ask questions. If a architect doesn’t alpha with abstracts (and I’m not talking about abrading blog comments and amazon reviews), RUN.
I ranted about this on Twitter this anniversary because there’s annihilation added aggravating than bodies who don’t apperceive what they’re talking about, peddling their casework on the cheap, which it makes it harder for pros like me to argue a applicant that cast assignment should START at $8K.
10. SEO: Aback it comes to SEO, I acclaim that you hit up my acquaintance Cariwyl if you charge a pro.
11. Chargeless Design Resources/Templates: Bisected the time, I can’t allow to get adorned so I go to Creative Market for best of my needs. You can acquisition ANYTHING here. I’ve purchased fonts, portfolio and certificate templates, PPT presentations — you name it. All cool affordable.
12. Podcasts: I acclaim Pat Flynn’s podcasting course. It’s INCREDIBLE.
13. Aggregate Else: I’m afraid to use the chat “hack,” but this Hack Adviser is the absolute truth. I’ve additionally accounting dozens of accessories on all things business, career, and writing. Read them. Apprentice how to abdicate procrastinating. You accept 8,760 hours per year. How to use them. And don’t balloon the absolute guides, tutorials, and templates I’ve created for you.
Tax Invoice Sample Template Here’s What Industry Insiders Say About Tax Invoice Sample Template – tax invoice sample template
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