Great!
You’ve just had your aha! moment, and you know that what you have to offer is something your target market will love.
What now?
Coming up with an idea is one thing. But turning that idea into reality and actually making $$$ out of it?
Hmm. That requires a lot more thinking.
And do you know what else you need? TOOLS!
Yep. It doesn’t matter how great your idea is; if you don’t have the tools to turn that into a profitable + sustainable business. . .
. . . you’re more likely going to end up with crickets, rather than clients.
And oh. Headaches, too.
So, before you get yourself lost in the process, let’s talk about 5 tools that you absolutely need to have for your business, no matter what product or service you may be offering.
Ready?
Tool # 1: Task Manager
Why you need this
Running a business involves doing 101 different things. Literally. You have emails you need to send, leads you have to prospect, calls you have to make, content you have to create . . . the list of To-Dos is endless.
And if you’re just starting out, you’ll most likely have to handle ALL these things yourself. It probably might seem manageable in the beginning, but pretty soon you’re going to start feeling the strain of having to manage all the tasks. Unless you’re superhuman, of course.
Besides, you need to prepare your business for the future. One of these days, you’ll have to grow your business with the help of a team. Using a task manager allows you to easily delegate your projects to your team and keep track of progress with just a few clicks.
So if you want to keep your tasks (and your life) organized, I highly suggest that you look for a task management tool that can help you keep track of everything that you need to work on.
Tools you can use
Tool # 2: Forms Creator
Why you need this
Do you pre-qualify leads before hopping on a call with them? Do you send your clients a feedback form after a project? Do you have a questionnaire prepared for all the information you need from your client so you can deliver quality work? Do you have a tool you can use to create and send out surveys as well as to conduct market research?
If your answer is a big fat NO to the questions above, then it’s about time you make use of a forms creator! Remember, you want to make your clients feel heard. You want to give them the best service that they deserve. And of course, you want to make sure that you’re keeping your calendar open for your dream clients.
Having a form creator allows you to gather data from your clients or leads with just a few taps. And it helps you ensure that your clients can easily give you honest feedback about what you can do to improve.
Plus, it adds to the overall VIP client experience that you want to create.
Tools you can use
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WPForms (WordPress plugin)
Tool # 3: Proposal Creator
Why you need this
Tired of having to customize Word documents for your proposal every single time you need to send one out? Why not use a proposal creator instead and prepare templates for each of your products and/or services?
Proposal creators make doing all that a breeze, with pre-made templates and drag-and-drop features that take the stress off the entire creation process. Now all that’s left for you to do when you’re asked for a proposal is hit Send, and voila! You’re done!
Tools you can use
Tool # 4: Invoicing Tool
Why you need this
Unless you’re planning to run a charity rather than a business, you absolutely cannot operate without an invoicing tool in your arsenal. Really. And you wanna choose a tool that’s not only client-friendly but also allows you to send payment reminders. Because let’s be honest, we know how awkward it can get when reminding clients to pay up, right?
It’s also great if you could schedule your invoice, so you get paid on time every single time. No more missed invoices!
Tools you can use
Tool # 5: Cloud-Based Storage
Why you need this
Just because I placed this tool last on my list doesn’t mean it’s less important than the ones I’ve mentioned above! Having cloud-based storage for all of your files, and a centralized one at that can mean all the difference in your client’s journey. With all your business files just stored in one location, you no longer have to scramble just so you could locate the resources you need to send to your client. Plus, you and your client can easily access those files whenever and wherever! Talk about convenience!
Tools you can use
Looking for the ONE tool that can do EVERYTHING?
I feel you! Making use of 5 different platforms to do 5 different things can be kinda exhausting. At least, that’s how it felt for me. But if you’re like me, and you’d rather just install that one app that can do all those 5 things (and more), I highly recommend you try out Dubsado!
Notice how I listed Dubsado under every tool above? It’s amazing how this single tool can integrate with so many of the tools I’ve been using for so long! Making the switch to Dubsado has literally helped me save so much of my time. Got no regrets whatsoever!
But hey, don’t just take my word for it. Check it out for yourself today!
PS. If you ever decide to sign up for a premium account on Dubsado, just use my code: THEWORKFLOWBOSSKEREN to get 30% off your purchase. And if you need help setting your biz up on Dubsado, I’m just a click away!
