There’s a secret to running an online business successfully… And it involves automating your business backend and understanding what tools you’ll need to stay organized!
Not every tool is for everyone – I couldn’t find a management system that I liked until nearly two years into my business AND it still changes as platforms improve and develop!
What you REALLY need to consider is what type of business you’re running, how you want to grow, and what your next steps are going to be! Since I can’t really solve that for you (not really my specialty, ya know?), here’s a few of my favorite tools that I like to use to run my personal business.
What’s a Pinterest manager without a Pinterest account? If you didn’t already guess, Pinterest is my #1 business tool. This is where I do most of my organic and paid marketing! Pinterest is also one of the best places to do keyword research to rank on the platform and start working on your website SEO.
If you’d like to learn more about what I do on Pinterest, you can check it out here!
While I used to rely on Dubsado for my invoicing, project management, and contracts – I now mainly use it just for my contracts and tracking open projects! Contracts are one of the main aspects of my Dubsado since they allow automated systems and keep track of everything in the same place!
I’m working on learning Adobe, but templates and pins are just so much easier and aesthetically pleasing when created in Canva! I’m also able to easily (and quickly) convert my pins to other sizes, such as Instagram or Facebook so I make sure I’m able to share my content across platforms.
I have other options to create better workflows than what Flodesk can handle, but I’m not quite able to give up how easy their platform is to use just yet! I use Flodesk for all my email needs like delivering freebies or adding sign-up forms to my site.
Plus, I’m able to manage sending emails for both of my sites rather than just this one!
Kartra is a new love of my life and has made invoicing and billing SOOO much easier than going through Dubsado. Originally, with just services, invoicing was enough. But, since most of my invoices are recurring payments and I’ve expanded to digital products, Kartra gives me access to start billing properly – and I’m able to create an auto-pay for however long the contracts last!
Since my business didn’t really kick off the ground (nor have my full time and focus due to having a baby in 2019), I handled my taxes myself. This time around, I was going to need to invest in a better way to track taxes! My Mom, who has been an accountant for 20+ years suggested that I used Quickbooks and it was exactly what I was looking for!
It sorts my transactions, connects with my PayPal and stripe accounts, and keeps everything organized for me to prep when tax time comes around.
Personally, I don’t know where I would be without Tailwind. Tailwind is the Pinterest scheduler that I use for myself and my clients. You can also make posts to Instagram and create a ‘linktree’ type smart.bio to use as your website link on your Instagram page!
If you’re wondering where I find my gorgeous pin images or website images, I’ll let you in on my secret – I have a recurring subscription to Pixistock! Since they do images for multiple niches (business, marketing, motherhood, household, and more), it was the best option for me so that I can use it for my mom blog AND my business website!
I have tried Asana, Click-up, and others but none of them seem to stick with me like Trello! I actually dropped it for a while, but returned back to it after I started taking my social media seriously and started planning out what type of content I would like to post! And I needed a spot to keep all my client information and easy access to links!
If you need any help setting up your business systems (or trying to figure out where the heck to start), feel free to reach out to me! I’m a sucker for a good business backend organizing.