A list of tools & resources for freelancers, consultants, and service providers.

Essential CX Toolbox

Done-for-you templates for DIY bosses

Tired of being stuck on how to set up Dubsado or HoneyBook? Want to know the right things to say to new leads and clients? Ready to focus on connecting with your audience knowing everything is running smoothly in the backend?

Get instant access to done-for-you templates to help you improve your client experience!

Note: This page contains affiliate links. I will earn a small percentage if you make a purchase (or sign up). There’s no extra charge for you, just a little change for my Pho obsession.

Admin & Sales 

Client Management/CRM: HubSpotZoho CRMBonsaiAND.COHoneyBook17HatsDubsadoStreak CRM

Invoicing/Accounting: WaveQuickbooksChargebeeFreshBooksBonsaiHarvestXeroExpensifyZoho InvoiceAzloQuarterly Tax Calculator

Project ManagementTrelloAsana (use the code ‘marjyguery1386‘ to get 10% off your annual plan)

Scheduling: CalendlySetmoreAcuitySquare Appointments

Contracts/Signing: DocracyHelloSignShake LawNotarizeDocsketch

Proposals: HoneyBookBonsaiDubsadoProposifyBidsketch

Payment Processing: StripeSquarePayPalAzloPayPal Business

File Management: DropboxGoogle DriveG SuiteBackblaze

Customer Support: Help ScoutHelpDeskZendesk

Process Management: Process.stNotionEvernoteDropbox PaperGoogle Docs

Payroll: WaveGusto


Digital Marketing

Email management: G SuiteStreak CRMMissiveHubSpot

Email Marketing: ConvertKitMailchimpMailerliteHubSpot

Social media marketing: BufferHootsuiteCoScheduleRecurpostSmarterqueueOn Course SocialHappy Subscribers Kit  

Content Management:  WordPress.orgWordPress.comSquarespaceContentfulHubspotCarrd

Content CreationNotionEvernoteDropbox PaperGoogle DocsSliteLibreOffice

Domains: Google DomainsNamecheap, Namechk (check domain availability)

WordPress Hosting + Tools: SitegroundBluehostFlywheelStudioPress ThemesWP Fix It


Business Tools

Productivity: TogglHarvest, ZapierStationFabriq

Password Management: LastPass1Password

Communication: SlackZoomG


Other Tools & Resources

Training: How to Project Manage Online CoursesTrello For BusinessCreate a Sales Page in a Day, Financial Starter Kit

Screen Recording: LoomScreencast-o-maticOpen Broadcaster SoftwareLicecapVoice to TextOtter

Find Work:  CrunchbaseCraigslistUpworkFreelancerLinkedInLocalSoloRemotePandaGuru, Fiverr

Design: CanvaSketchAdobe Spark

Stock Photos: UnsplashPexelsCreative Market

Recommended: Systemology, Traction, The E-Myth, Rocketbook Panda Planner