My Favourite Business Tools

My Favourite Business Tools.png

I use many tools to keep my business running and I am always honest about what works and doesn't work for me.

These are some of the tools I use to keep my business running smoothly, as well as services I use for things like printing and marketing products.

I based my list on what I use, not on affiliate links, so if they have an affiliate link, I used it, but if not - I still use the tool, so I am sharing it! :)

Staying Organized

Acuity Scheduling - This tool gives current and prospective clients the freedom to schedule their own appointments with me based on the availability I pre-set up through my linked calendar. I also link Acuity to Zoom (my video chat software, which I mention a little later) so when someone books a call they automatically have a Zoom ID generated, which creates and sends the call information manually (this is a huge timesaver for me!). I also create custom forms for each appointment. This allows me to create different sets of questions depending on what we're meeting about. These questions give both me and the client or prospective client as much information as possible about each other, and the topic at hand, before we get on the call.

Freedcamp - There are many great project management tools out there. It's important to find the one that works best for you. I like the fact that in Freedcamp I can drag things around (probably because it's a lot like Post-it Notes and that's how my brain works). Project management tools are a great way to manage multiple projects at the same time, set deadlines and work with a virtual assistant or team to accomplish those goals and tasks.

Lastpass - passwords, you shouldn't use the same one everywhere but how are you supposed to remember all the passwords? A post it on your computer is not only not the best idea, it's easy to lose and not at all useful if you're logging in to something when you aren't at home. I love lastpass because it saves all my passwords and also creates secure passwords for me to use. It also lets me share passwords with my team, either so they can see the password or so they don't know what the password is - very handy!

Finances and payments

Quickbooks - Quickbooks is what I use for invoicing and it also helps me track all expenses and HST so I can easily file my taxes. I like that it's got a fairly simple interface and that it has the ability to deal with far more complex things than I'm doing now so it will grow with my business. 

Moonclerk - Moonclerk connects with Stripe and it allows me to be able to auto process monthly membership payments. This is how members from the Biz Advantage pay their recurring membership fees even though I don't formally have a shopping cart system that has that functionality.

Stripe - Stripe is a great alternative to PayPal for accepting payments. It integrates with a lot of softwares and websites, including my website shopping cart that is through Squarespace.

Staying Connected

Active Campaign - Sending emails is really important for any business. There are so many options with many different functionalities. Active Campaign is a good fit for my business because it is affordable and gives me the ability to not only create automations, but also to separate clients on multiple lists and the ability to tag customers so they won't get emails trying to sell them into a program they are already invested in. - This is a fun tool for running Facebook Lives and they have a two week trial. You can easily add branding to your Facebook Lives and you can pre-schedule headers to pop up, making your broadcast look slick and professional. You can also have multiple people on a Live at the same time without having to use your phone, something I don't have a great set up to do, so try to avoid.

Buffer - Scheduling content may not be the best way to get engagement on social channels, but it is definitely the easiest way to make sure there is always consistent content being shared to your channels. There are lots of great programs for scheduling content. I have been a longtime user of Buffer and like the clean look of it and it's ease of use.

Zoom - If I were only allowed to keep one tool in my business, I would keep Zoom, that's how much I love and appreciate this software. Zoom is an amazing platform for video calls and it is how I run 99% of my coaching calls. It allows me to record the calls, and it allows me to give permission to my clients to also record the call. It allows screen sharing and I can use it as an informal webinar tool too, which has come in handy several times. Having previously used other video chat softwares, Zoom is infinitely more stable as a platform and has far less connectivity issues than any other video software tool I've ever used. 

Marketing Materials


Moo - I love getting my business cards from Moo. I can upload up to 100 different photos! They become almost like trading cards. ;) People love that there's a photo on my business cards. They remember who I am, and they love getting to pick which card they want, so it becomes this great conversation starter and it makes conversations more memorable because the card is something they don't want to get rid of.


Sticker Mule - I love stickers and other personalized business stuff. If you have clients who would like stickers, or you ship a lot of things, you can get personalized mailers and packing tape, as well as all kinds of other fun stuff. They have samples and frequently run promos which is how I tried out some of their products to make sure I liked them before committing to too much (but honestly, I love everything I've gotten from them)! :) 

This link will get you $10 off your first order.

Canva - Creating attractive images for your business is something that is no longer optional, it's required. You are expected to share images with blog posts to get people's attention online. If you're not a professional graphic designer (like me) this might feel VERY stressful. I love that Canva makes it really easy to try different things and that they have all kinds of templates. I know that I'm not creating something TERRIBLE (and trust me, I used to try to create images in MS Paint - they were TERRIBLE!)!

There you have it - a list of the important tools that I use in my business. Are there others that are critical to your business? Let me know in the comments below.