Resources
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: HubSpot, Zoho CRM, Bonsai, AND.CO, HoneyBook, 17Hats, Dubsado, Streak CRM
Invoicing/Accounting: Wave, Quickbooks, Chargebee, FreshBooks, Bonsai, Harvest, Xero, Expensify, Zoho Invoice, Quarterly Tax Calculator
Project Management: Trello, Asana
Scheduling: Calendly, Setmore, Acuity, Square Appointments
Contracts/Signing: Docracy, HelloSign, Shake Law, Notarize, Docsketch
Proposals: HoneyBook, Bonsai, Dubsado, Proposify, Bidsketch
Payment Processing: Stripe, Square, PayPal, Azlo, PayPal Business
File Management: Dropbox, Google Drive, G Suite, Backblaze
Customer Support: Help Scout, HelpDesk, Zendesk
Process Management: Process.st, Notion, Evernote, Dropbox Paper, Google Docs
Digital Marketing
Email management: G Suite, Streak CRM, Missive, HubSpot
Email Marketing: ConvertKit, Mailchimp, Mailerlite, HubSpot
Social media marketing: Buffer, Hootsuite, CoSchedule, Recurpost, Smarterqueue, On Course Social, Happy Subscribers Kit
Content Management: WordPress.org, WordPress.com, Squarespace, Contentful, Hubspot, Carrd
Content Creation: Notion, Evernote, Dropbox Paper, Google Docs, Slite, LibreOffice
Domains: Google Domains, Namecheap, Namechk (check domain availability)
WordPress Hosting + Tools: Siteground, Bluehost, Flywheel, StudioPress Themes, WP Fix It
Business Tools
Productivity: Toggl, Harvest, Zapier, Station, Fabriq
Password Management: LastPass, 1Password, Bitwarden
Communication: Slack, Zoom, G Suite, Hangouts, GoToMeeting, Join.me
Other Tools & Resources
Training: How to Project Manage Online Courses, Trello For Business, Create a Sales Page in a Day, Financial Starter Kit
Screen Recording: Loom, Screencast-o-matic, Open Broadcaster Software, Licecap, Voice to Text, Otter
Find Work: Crunchbase, Craigslist, Upwork, Freelancer, LinkedIn, LocalSolo, RemotePanda, Guru, Fiverr
Design: Canva, Sketch, Adobe Spark
Stock Photos: Unsplash, Pexels, Creative Market
Web Tools: VPN – Private Internet Access, ProtonVPN
Recommended: Systemology, Traction, The E-Myth, Rocketbook Panda Planner