Business Resources

Wondering what tools you need to run your business? Here’s a list of what I use and can recommend. Many of these have free versions!

^Indicates tool I do not currently use, but can happily recommend.


Disclosure: Please note, some of these links are affiliate links. If you make a purchase through any of my links, I’ll receive a small commission. This helps me to continue creating free content for this site. I only recommend products I’ve verified or personally used.


Service-Based Business Tools

  • Dubsado: (Use code “productiveco” (all lowercase) for 20% off your first paid month or year) Since every service and product available at Productive Co. involves Dubsado, it would be silly to leave it off this list. Here’s a small list of what it can do. Further details and features can be found on nearly every page of this site.

    • Client and document organization

    • Template storage

    • Forms, contract signing, and lead captures

    • Lead management / sales pipeline management

    • Workflow automation

    • Time tracking

    • Scheduling

    • Branding to your business

    • Client portals

    • Invoicing, payments, and automated reminders

    • And so much more!

  • Zoom: Video & phone conferencing with screensharing and chat features

  • Acuity: Self-scheduling tool as an alternative to Dubsado’s scheduler

  • Services & Pricing Guide Template: Create an attractive guide to give your clients in Canva or InDesign

  • The Contract Shop: A wide variety of contract templates for various industries

  • Postable: (Use code MRRFCQPQ2U for $5 off) Send clients cards that look hand-written and can be scheduled in advance

  • Moo: Business cards with high-quality card stock

  • CloudSpot^: Client photo gallery for photographers that integrates with Dubsado

Product-BASED BUSINESS Tools

  • MemberVault: Online course hosting platform that doubles as a place to hold free downloads. Has savvy analytics, email notifications, hidden bonus options, and gamification features.

  • Thinkific^: A traditional online course hosting platform

  • Square Classroom^: Kerstin Martin’s course shows you how to host online courses within your Squarespace website

  • ThriveCart: Shopping cart, affiliate center host, and JV partnership manager with lifetime subscription option

  • SendOwl^: Affordable digital product shopping cart and delivery tool with affiliate center hosting

BUSINESS OPERATIONS

  • Asana: Project and task management app

  • ClickUp^: Project and task management app

  • Zapier: Connect software that don’t have native integrations

  • LastPass: Free encrypted password generator, storage, and sharing

  • G-Suite: (You’ll save 20% off your first year) Google’s best collaboration and productivity tools rolled into one suite

    • Gmail - Email

    • Calendar - Calendar

    • Drive - Cloud storage for documents and images

    • Docs - “Word” documents that can be shared and commented on

    • Voice - Free phone number, so you don’t have to give clients your personal one

  • Kill Newsfeed: Removes Facebook’s newsfeed and limits your distractions

  • Unroll.Me: Finds all your email subscriptions and lets you quickly unsubscribe from the ones you want

  • Marinara: Pomodoro timer to break your work into short intervals

  • Chatra: Website chat messenger perfect for solopreneurs

  • MeetingBird^: Schedule team meetings based on everyone’s availability

  • AirTable^: Super spreadsheets that can double as a database

finance

  • Wave: Free, easy bookkeeping software with payroll and vendor options

  • Krener Bookkeeping & Tax: My US accountant - he works with creatives and online business owners

  • TransferWise: (Get a $900 international transfer free) Easy transfers between bank accounts and best exchange rates between countries

Marketing

  • Squarespace: Build a stunning website without ever touching code

  • Namecheap: Buy your website domain (name)

  • ConvertKit: Email marketing tool that’s robust, but easy to use. Has attractive optin forms and content upgrade capabilities.

  • MailerLite: Email marketing tool for those just starting to build a list and want to keep costs down. Free up to 1000 subscribers.

  • Gleam: Viral giveaway software

  • Affiliate Program Starter Guide: Zoe Linda’s free intro kit to start your own affiliate program

  • Affiliate Promotional Pack Template: Create an affiliate partner onboarding guide with this Canva or InDesign template

  • Tailwind^: (You’ll save $15 when you sign up) Pinterest scheduler

  • Planoly^: Instagram scheduler, hashtag saver, and comment monitor

DESIGn

  • Canva: Graphic design software for the non-designer

  • Mariah Althoff Design: Graphic designer who created Productive Co.’s minimal, but fun brand identity

VIDEO Tools

  • Loom: Free and easy screen and video recording software

  • Logitech c920: Affordable webcam

  • Audio Technica Microphone: Microphone that reduces background noise and captures high-quality sound

  • Filmora: Simple video editing software (most editing software are for Macs only, but this one’s great for PCs)

Personality Tests

  • Myers-Briggs: Explore how you perceive the world around you and make decisions

  • Big 5: The most scientifically sound way to classify personality

  • Kolbe A: Analyzes M.O. so you can determine how to set up your business to suit your personality. Also great for figuring out how to collaborate with clients and teammates. Costs about $50, but worth every penny.

  • Gretchen Rubin’s 4 Tendencies: Analyzes how you manage inner and outer expectations. Use this information to guide how you approach making habits and reaching goals.

  • Strength Finders: Find out what your top strengths are, so you can capitalize on your skills