Tools I Use In My Business

I’ve researched lots of different tools. Part of that research came with a whole lot of experimentation.

The list below is a comprehensive list of tools and products that I’ve personally used in my business and more importantly they work. Please note that in some cases, the product links suggested are affiliate links – if you decide to buy, there’s no additional cost to you.

If you have questions, email me at patty{@} I will be updating this list as I come across more.

For Organization & Productivity: 

  • Evernotewhy oh why do I love you so?  This FREE tool is incredible.  Nothing keeps me more organized with my clients.  It’s the workspace to get everything done.  Add Tags, create Notebooks depending on topics, add Notes upon Notes. Makes everything searchable. I simply love Evernote. Highly recommend – in case it’s not obvious

  • Dropbox: working with your clients, you may have to swap big files, Dropbox keeps all your files in the cloud – safely.  Assign folders to specific people, store all your files here… and you get free space for referring friends. #winning!

  • Shoeboxedpicture this… before Shoeboxed:  I had my receipts stuffed in folders for tax purposes.  I would start the year with the best of intentions but inevitably I’d have to face a huge pile of unorganized receipts – so overwhelming.  Then I found Shoeboxed – you get this blue envelope, you shove all your receipts in there.  Your blue envelope gets handled by the Shoeboxed elves, who then scan all the receipts and they’re all accessible in the cloud.  The app is pretty cool too for referencing expenses… my life is forever changed… it couldn’t be easier!

  • As you can see a trend, I love automation! is a great virtual bookkeeping firm that handles my monthly bookkeeping. The onboarding process is very friendly, simple and thorough – so that you feel right at ease. Use this link and get one month of bookkeeping for FREE!  

  • Harvest: Need invoices done quickly?  Harvest is your go to. It’s how I monitor my invoices, my proposals, my time sheets, a timer for coaching calls, and I can send invoices via email with STRIPE payment integration.  Keep it simple!   

My Email Automation, Landing Pages / Webinar Funnels / Memberships all in ONE: 

  • Click Funnels:  such a powerful tool to create Membership Sites, Opt-Ins, Host Webinars – you name it… I love this product because even I could work in it… and I’m definitely NOT a techy person.  Get a Free Trial and test it out for yourself!   I’ll even send you my webinar funnel – already set up… save yourself some time!

Social Media posting tools: 

  • InstaEasy:  I’ve tested out many tools for IG automation and InstaEasy, bar none is the most ninja tool out there right now. It facilitates engagement with your key ideal target customers… so smart!  Check it out, you’ll wonder how you lived without it!
  • Recurpost: you can repurpose your social media posts with this tool, it’s been versatile because I was using MeetEdgar and felt locked in – but recurpost is half the cost and has a plug-in that allows you to draw your former posts (so you don’t lose that data)…. pretty cool

For Webinars:

  • Check out Webinar Jam: what’s cool about Webinar Jam is that it uses Google Hangouts as a platform, so you can have unlimited attendees, email reminders, export your registrants, social media integration, registration pages – so much here in this easy to use tool. And the price is ridiculously affordable compared to competitive products such as Go To Webinar

  • Looking for a presentation template, Powerpoint or Keynote theme?  Graphic River – again- cheap, easy to use

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