No matter what stage you’re at in business, as a service provider especially, you would know how valuable it is to find tools and resources you can trust in your business to save you time. Many of us spend years trialling and testing the wealth of tools out there. Let us say, there are definitely some duds that end up being more stress (and money) than they’re worth!
We’ve been in this game for a while now and helped many creative online service providers to gain time back to do what they love by utilising streamlined business automations in their favour. With this, we like to think that when it comes to top-tier online resources and tools to help you automate and streamline your business, we know what we’re talking about and can vouch for the winners.
Keep reading for our golden recommendations for tools to use in your business, from CRM automations to project management and client management.
The emails and admin time that go into maintaining positive relationships with your clients and ensuring a 5-star experience might seem like tasks that wouldn’t take up much time, but as your business grows and you start to notice your days are being spent on admin tasks instead of the client work you got into business for. Instead of letting your client service standard slip or outsourcing to a virtual assistant right away, think about automating the admin tasks that are chewing up your time.
Imagine if you could gain hours back each week with automated processes for prospective clients to book calls with you and after-call etiquette, personalised and sophisticated proposals at the click of a button, and clean, streamlined workflow processes. Sounds like magic, hey? There’s no Harry Potter-esque spells at play here, just a Dubsado CRM set-up that works for you and your business.
Need a wizard to work this workflow magic for your business? I’m your gal! They don’t call me the Dubsado queen for nothing. I can get your Dubsado set up for you in a day and have your backend processes working their magic for you, giving you hours back each month.
Another great way to save time on admin or from sending the same emails to clients over and over is to stay organised with a list of email templates. Use a bank of email templates with ready-to-go responses to common queries and topics to easily draw from when needed.
Having these on hand so you can copy, paste and swap a bit of pre-filled information means spending way less time tackling your inbox each day when you could be doing other client work.
Psst, don’t have time to write email templates? Take a cheeky peek at the ones we’ve created for creative business owners just like you, here.
Make the most of the hours in your day, stay on task and keep organised with the right project management tools. There are so many to choose from nowadays, it’s important to find the right one that works for you. We’ve trialled and tested many project management tools and found our favourites with Notion and Trello, especially for creatives, branding and website designers.
Notion is one of the most popular and aesthetic project management tools for its clean interface and endless customisations. You can use it for managing client-facing projects and tasks, as well as your own tasks and agenda within your business and personal life too.
We love Trello for project management. If you’re a visual person, you’ll love the ‘Boards’ on Trello which can be customised and used to manage anything from projects and lists to creating social media content and organising stages of a branding or website design project.
Now that your client experience and project management tasks are squared away, it’s time to streamline your marketing with a tried and trusted tool. Our pick is Flodesk for email marketing. Email marketing is a great way to nurture leads, build an owned list of prospects (not like Instagram followers that could be lost at any moment) and have completely personalised conversations that build connection. Some of our favourite features of Flodesk are the campaign automations, integrations with your other business tools (like Dubsado) and totally customisable templates.
Ready to bring in leads effortlessly with email marketing? Join Flodesk.
Our bread and butter is helping creatives and online service providers just like you to transform their business and gain more hours back in their day to do what they love. If that sounds like something you want a taste of too, book a call with Behope Studio and let’s chat about streamlining your business. Wipe the sweat off your brow – your systems and processes are about to start giving you hours back in your day.
Disclaimer: This blog post may contain affiliate links for some of our favourite industry partners, in clicking we may receive a cheeky commission. We would never promote anything we don’t truly love and use for ourselves and recommend to our own clients.