Tools & Resources
for business owners and entrepreneurs
Running a business is a lot, but the right tools can make a big difference. These are my go-to platforms and resources that help me stay organized, communicate clearly, market effectively, and get things done with confidence. I’ve tested them, used them, and now I recommend them to fellow business owners who want to save time and operate smarter, not harder.
Heads up: Some of these are affiliate links, which means I may earn a small commission if you sign up through my link, at no extra cost to you. I only recommend tools I personally use and truly believe in.
Email Marketing
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FloDesk
Gorgeous, easy-to-use email marketing without the clunky setup. I use Flodesk to create branded emails that feel personal and professional — no coding required.
EMAIL MARKETING
Flodesk
Gorgeous, easy-to-use email marketing without the clunky setup. I use Flodesk to create branded emails that feel personal and professional — no coding required.
LEGAL COMPLIANCE
Termageddon
If you collect personal information on your website, through contact forms, email opt-ins, or analytics, you’re legally required to have a privacy policy (and possibly more). Termageddon auto-generates and keeps your policies up to date with changing privacy laws. It’s an easy, affordable way to stay compliant and avoid legal headaches.
MARKETING TOOLS
Bitly
Bitly lets you shorten, brand, and track links so you can see what people are actually clicking on whether in social posts, email campaigns, or digital downloads. I use it to clean up long links and get real insights into how my content is performing.
CRM + BUSINESS OPERATIONS
Moxie
This is my all-in-one client relationship hub. I use Moxie for proposals, contracts, invoicing, time tracking, and more. It helps me run the backend of my business without juggling a million tools. And they have EXCELLENT support!
BOOKKEEPING
Wave
For solo business owners who need simple invoicing, bookkeeping, and basic reporting, and don’t want to pay monthly fees. It is limited, but if you are needing something this is a good place to start. They do also have invoicing and lots of options for paid accounts.
FILE SHARING + STORAGE
Google Drive
I use Google Drive occasionally for collaborative documents or shared forms, especially when working alongside other businesses or clients using Google Workspace.
PLANNING + ORGANIZATION
ClickUp
ClickUp is my personal command center. I don’t use it for client-facing projects — instead, it helps me stay on top of internal work like social media planning, campaigns, business goals, and special projects.
AUTOMATION + WORKFLOWS
Zapier
Zapier connects your favorite apps (like Google Sheets, Flodesk, ClickUp, and more) so they can work together automatically, no coding needed. I use it to automate repetitive tasks and keep things moving behind the scenes, saving a ton of time. You can also trigger text message notifications when something happens in other apps!
Dropbox
This is where I organize and store everything: branding files, client deliverables, design assets, and more. It keeps my computer clutter-free and lets me access files from anywhere. If you’re looking for a reliable way to stay organized in the cloud, Dropbox is my go-to.