The tools I use to run my business are listed below, in no particular order. These are the “secret arsenal” I use to succeed at remote working.
Slack
I try to join my clients’ Slack channels when available. I use Slack with my bookkeeper, my favorite networking group and my biggest clients. It’s a great way to stay in touch without clogging email inboxes. If you haven’t tried it, Slack is like a private chat room. It has cool features like the option to either share in public or closed channels. Or even communicate directly via direct messaging.
Clickup
Affiliate link here: https://clickup.com?fp_ref=q823c. It’s a pretty project management platform. And, just having all your projects into a board instead of your email inbox helps keep you organized. If you need a 10K feet vision of what your month/week/day needs to look like to make your deadlines happen, this is the tool for you. The single most important tool I use to run my business, hands down.
Postbox
I work on a mac. My email is all in Gmail accounts. The native OS mail app downloads all your email into your computer, but if you have other devices it’s not the best way to go about things. With Postbox you can organize an unlimited amount of email inboxes (if you’re like me you probably have more than 2 active email addresses). What I like is the emails don’t download onto my computer, and instead it seamlessly integrates with Gmail to deliver an amazing user experience. I highly recommend it over the native mail app as a tool I use to run my business from any of my devices.
Evernote
I just recently incorporated Evernote into my workflow. It’s a great note taking app that allows you to share notes with clients or third parties without the permission issues that Google Drive is famous for. A variety of note templates allows you for project planning, campaign reporting, shopping lists, to-do lists, the full gamut of professional productivity.
1password
Because at some point we’ve all been hacked, I keep all my and my clients passwords in a 1password account. The plans are inexpensive and the top-notch security means I can collect and save those credit card numbers without being concerned about how they are stored.
Dropbox
I use Dropbox to create mirror work environments on my laptop and desktop computers. With active account files stored in the Dropbox cloud it means that no matter which device I am using, I will have all the files I need for any active account at any given time.
While this is what my toolbox looks like right now, in December 2019, I do like to test out new workflows and applications once in a while. I will make an attempt to stay honest and keep you all updated about what my work from home life tools look like as time progresses.
Want to chat more about the tools you prefer for your business? Contact me.
