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Onboarding 4

Written on 11/08/2024
Margarita Eberline


Tools we recommend

You may hear us talk about these tools when we meet

One of the things that we hear over and over again from business owners is that they wish they could get more done in less time and with less stress. Even if you plan to delegate tasks, it helps to have the best tools for the job. Here are a few of our favorites that may come up in conversation as we work together.

 

Canva

Wether your marketing strategy requires video or graphic design, it makes sense to have your team build out your assets on a web based platform that you license and can make changes to at any time. Canva is the one that we use and we recomend it to all of our clients because it it web based, makes colaboration easy, and offers a robust library of templates and stock assets. The platorm even offers training in design and video editing.

Get a FREE Canva AccountGet FREE Canva Training

 

ClickUp

ClickUp can be used to manage all of your projects and to track progress and deadlines for tasks. Getting organized will save you a lot of time and will help you and your team avoid missing important deadlines.

Try ClickUp Now

 

Ontraport

Every business needs to have some sort of system to collect customer information and send mass emails. There are many email marketing platforms to chose from and Ontraport is my top pic for just about any business. It allows you to automate your communications and integrates with other tools so you can do just about anything that you can think of. It also has it's own university so you can learn how to build your own campaigns, funnels and even online courses.

Try Ontraport Now

 

Go Legal Flow

This email marketing automation tool is especially designed for law firms and includes ready to go campaigns and funnels. It allows you to automate your communications and integrates with other tools so you can do just about anything that you can think of.

Try Go Legal Flow Now

 

Vimeo

Vime allows you to create videos and share them with your clients. Vimeo also offers powerful marketing tools so you can improve the reach of your content and increase engagement.

Try Vimeo Now

 

Calendly

If you offer professional services that are appointment based or if you are a busy entrepreneur with a packed agenda, calendly can give you a way to stay organized with your calendar. The tool allows people to schedule meetings with you online ONLY when your calendar shows that you are available. It integrates multiple calendars if you need it and it can be embedded on your website. Some of my clients simply give it to their assistants to use to schedule meetings for them, without the need to have the assistant have access to their personal calendar.

Try Calendly NowSet Up Your Calendly Account

 

SEMRush

SEMRush is a powerful and versatile suite of digital marketing tools that can help you to monitor your website’s performance, analyze competitors, research keywords, optimize content, track organic search rankings, and more. SEMRush empowers you with data so that you can make informed decisions about your SEO efforts and overall digital marketing strategy. You can also use it to post to your social media across multiple platforms at the same time and schedule posts.

Try Semrush Now

 

CallRail

What gets measured, gets better. Maybe you have a website or maybe you are running ads. If your objective it to get the phone to ring, a platform like call rail can help you track exactly what source is driving those calls. It allows you to create tracking numbers so you can direct every call to your main phone number but easily identify the source with unique numbers.

Try CallRail Now

 

Jasper.ai

The next time you need to write something, anything you may want to let Jarvis help you. This platform offers an artificial intelligence assistant to help you write blogs, ads, articles and more.

Try Jasper Now

 

Zubtitle

Video content can be a very effective way to connect with audiences on social media but most people IGNORE videos that do not have closed captions. Why? Because they scroll through without the sound. But who has time to add closed captions? With Zubtitle, you can add them in seconds! Check it out!

Try Zubtitle Now

 

LastPass

Keep all of your passwords in one place and up-to date. LastPass is a freemium password manager that stores encrypted passwords online. The standard version of LastPass comes with a web interface, but also includes plugins for various web browsers and apps for many smartphones.I hope these resource tips were helpful. If you have any questions or want to learn more, we can talk about it at our next session or you can reply to this email and I will get back to you asap.I am looking forward to our next meeting. Thank you again for the opportunity to help you grow your business.

Start a Last Pass FREE Trial

 

PandaDoc

PandaDoc is an online document management system designed to help businesses create, track, and sign contracts. With PandaDoc, you can easily create documents such as proposals, quotes, invoices, and more in a matter of minutes. It also features tools for tracking the progress of documents through your workflow and securely signing digital contracts with integrated e-signature capabilities.

Try Pandadoc Now


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