Recommended Resources

These are a few of my favorite things!

As a huge fan of apps, and systems, and using all the things, I’ve tested a lot of different platforms over the years. These are my favorites.

If you click any of the links below to test them out, I may make a small affiliate commission. But I promise you, I wouldn’t recommend something I haven’t used myself.

I’m happy to share these with you as my tried-and-true favorites to save you a little bit of time in the hunt. Because trust me, there’s a lot out there.

I hope you find something that works for you!

Project Management + Documentation

  • ClickUp

    ClickUp is by far the best project management tool I’ve implemented in my business. And I’ve tried several. It lets you have different workspaces for different areas of your business, like marketing and launching, and you can see all the tasks assigned to you on your home page so nothing gets lost, no matter what project it’s a part of. Try it for FREE.

    Try ClickUp

  • Notion

    I love Notion for databases and documentation. It’s very clean and straight forward. I love it for keeping track of our members inside of Brandmerry Academy. It’s also perfect for documenting SOPs and creating a searchable wiki for your team. Try it for FREE.

    Try Notion

Email Marketing + Lead Generation

  • ConvertKit

    ConvertKit is my favorite email marketing tool. It’s got the best deliverability by far and is super easy to use. Easily set up forms and landing pages to build your list and send them emails automatically up on joining. Try it now for FREE.

    Try ConvertKit

  • Flodesk

    Flodesk is the perfect email marketing tool if you have a product based business or are just starting out. It has great templates for adding images and a drag and drop editor. Try it now and get 50% off your first year.

    Try Flodesk

  • Interact Quizzes

    Quizzes are my favorite way to grow my email list and community. And Interact quizzes are the only way to go. So simple to put together and easy to set up results pages. This is next level lead gen over yet another PDF download. Try it now for FREE.

    Try Interact

  • Leadpages

    I love Leadpages for their proven landing page templates. It’s so easy to put together a landing page for a new freebie or a webinar. It connects with almost all of the major email platforms, including ConvertKit. Try it now for FREE.

    Try Leadpages

Client Onboarding + Scheduling

  • Honeybook

    Honeybook is a seamless tool for onboarding your new clients. It will send proposals, contracts and invoices in one shot. No more going back and forth with a million emails. Try Honeybook and get 20% off.

    Try Honeybook

  • Dubsado

    Dubsado is a great onboarding tool as well. Share your proposals publicly so new clients can get started with you right away. Try it FREE for your first 3 clients.

    Try Dubsado

  • Acuity

    You need a way to schedule your clients without all the back and forth emails. Send them a link to your calendar with Acuity. It also lets them reschedule calls based on your availability if needed. Win-win. 7-day FREE trial.

    Try Acuity

Website + Courses

  • Squarespace

    Squarespace is by far my favorite website builder. It’s so easy to use and design, even if you’re not a designer! In fact, this site right here is built with Squarespace. You won’t regret it. Two weeks free trial.

    Try Squarespace

  • Podia

    Podia is a super simple course building platform. It’s got a clean design that’s easy for users to navigate.

    Try Podia

Payment Processing + Finances

  • Square

    I love Square for payment processing. I connect it to Dubsado to process payments. If I need a one-off invoice, I just create it directly through Square and send it to my clients via email or a direct link. You can also set up recurring payments on invoices or set up automated recurring invoices. Try Square for FREE.

    Try Square

  • YNAB

    YNAB is the best budgeting app on the planet. I use it for personal and business budgeting (not bookkeeping) and it’s helped me immensely with my overall financial health. Start your 34-day FREE trial.

    Try YNAB

  • Quickbooks

    Quickbooks is my favorite tool for bookkeping in my business. It helps me keep track of taxes and make payments. I can track all of my income and expenses to make sure nothing gets missed at tax time.

    Try Quickbooks

Additonal Business Resources

  • Canva

    Canva is hands down the best graphic design tool you can use if you’re not a graphic designer. It’s very easy to use and comes with a ton of templates to get you started with your designs. And the Pro version even includes stock photos you can use in your designs. I could go on and on, just try it out! Try it FREE.

    Try Canva

  • Tailwind

    Pinterest is a key tool for organic traffic to your website and list growth. Tailwind is the best app out there for scheduling your pins. No one wants to be on Pinterest 24/7 pinning. Use Tailwind to schedule pins so you have consistent fresh content on Pinterest. Try it FREE.

    Try Tailwind

  • Contract Vault

    This is a tremendous tool. My friend Braden Drake over at bradendrake.com has put together every contract you need in your business and made them all available in one place. Learn more and get instant access right here.

    Get the Contract Vault

Other Fun Resources

  • Trusted Housesitters

    If you know me at all, you know I’m a pet person. I LOVE dogs. And since I lost my Jasmine in 2020, I miss having a dog around all the time. That’s why I’m so glad I found Trusted Housesitters. This site helps me find people who are looking for pet and house sitters all over the world so I can travel and hang out with some pretty awesome pets. I recommend it to anyone looking for the same or if you are looking for a great pet sitter for your own pet. Get 25% off here.

    Try Trusted Housesitters