EP. 33 5 Tools you must have and why

Episode 33. 5 Tools You Must Have & Why

Subscribe: Itunes | Spotify | Google Play Music

As an entrepreneur, you are constantly being targeted for new software and tools that you MUST have in your business. Sometimes it’s really hard to say no or even decide what’s best for your biz! I am all about streamlining, but I also believe that less is almost always more. So for this episode, I have compiled a simple list of 5 must-have tools to not only run your business but also prepare to scale! 

1. GSuite – (Or any document storage and digital creation and collaboration tool) 

  • You can upgrade storage when you needed
  • Allows you to ensure everything is accessible if your computer ever crashed
  • You can have the Google Drive app on all devices to access at any time

2. Project/Task Management Tool (Asana, Trello) 

  • Ideal tool for you is based on your goals and workstyle
  • Perks of Asana: free, great collaboration, variety of viewing tools (board, list, etc), 
  • Perks of Trello (& my Trello Templates) onboarding checklists, team onboarding management

3. CRM (Pipedrive, Kartra) 

  • Allows you to follow up with clients consistently, get clients in a program, sell packages
  • Best for 1:1 consulting: Pipedrive
  • Best for product-based businesses: Your ECommerce Platform
  • Best for internet marketing, digital product space: Kartra (includes email marketing, landing pages, CRM, products, payment with Stripe, help desk, membership courses, calendar, robust tagging, and more!) 

4. Accounting Software (Quickbooks Online, Wave, Zero) 

  • Good for tax preparation, write-offs, and keeping track of receipts 
  • A spreadsheet is great, but not scalable!

5. Social Media Apps (FB, IG, LinkedIn, Twitter) 

  • We all have them, but you have to use them to get visible! 

In this episode you’ll learn:

  • The 5 tools you need to run your business and prepare to scale!

Links Mentioned in the Show:

PipeDrive Free 30 Day Trial

Kartra 14 Day Free Trial


Our Links & Things

The Free Resources: www.bcohq.co/resources

Website: bcohq.co

Days By Design: b.link/daysbydesign

The Productivity Pod Shop: www.theproductivitypodshop.co

Follow Us on Instagram – www.instagram.com/brittanyandco.consulting

Follow Us on Facebook – www.facebook.com/brittanyandco.consulting

Client CRM: Get 50% off a yearly subscription of 17 Hats → b.link/bco-17hats

If you LOVE the show, please go rate and review it so we can show up for more people like you!

Reach out and tell us what you want to hear – Email us at hello@theproductivitypodcast.co and let us know!

Brittany (4) (1)

Hi, I'm Brittany!

Lover of charcuterie boards, wine, board games (I have over 85!), bougie cocktails, candy and basically all sweets. I cuss daily and use lots of gifs!)

System Audit (1)

The Productivity Pod Shop

Done for You Templates, Courses, Checklists & Merch to help you get S**t done while still having fun!

Brittany (1)

Productivity on Purpose

A Virtual Co-Working & Accountability Membership. Come to Virtual Office Hours Everyday Monday-Friday and GET STUFF DONE! Tell us what you are working on with a deadline and we will check in on you!