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THE ESSENTIALS

All of these items are things I use in my business or my client's businesses. I find them all essential, practical and great value. All will help you grow your service based business with ease. ♥

MailChimp For FREE Email Marketing

MailChimp is just too valuable not to use for its free version if this is what you need for your budget.

MailChimp is a perfect email marketing tool for clients who are in the very early stages of business and need free options that can help them grow their business.

This is an excellent free tool that can help you grown your email list. MailChimp has continued to grow and adapt its service over the years, to the needs of their customers and I recommend new businesses consider the cost of their tech in the early years. MailChimp gives you a lot -for free!

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17Hats For Payments, Bookings & Client Management

This tool packs a lot of value for the service based business online. 

If you run a service-based business your time is extremely valuable because you exchange time for money. So a tool that can help you grow your business, get more clients, work with more people, do that work better and all in less time -well that's pretty stellar.

With 17Hats you can manage your clients, leads, invoices, billing, questionnaires, quotes, approvals, messaging and so much more.

It's a powerful "I LOVE MY CLIENTS" tool that helps you do your thing really well, with ease. It's been around for a while, has loyal fans, great customer service, lots of online help and is *much* more affordable than Dubsado -the copycat that came later.

I personally think it's easier to use as well. It's all you could want and more to help you serve yourself and your clients.

I've used 17Hats for years and couldn't live without it and I only recommend it because I know it well and believe it's the best tool for helping service-based entrepreneurs grow their business while making their work easier.

I'm all over that.

Why I like 17Hats

  • Price, Service, Ease of use
  • Works well for Canadian Businesses or American Businesses due to how they work with currencies
  • Comparable systems I've used like HoneyBook and Dubsado just don't have the features and flexibility for the price -I keep following up with the available options and 17-hats continues to win

What I use 17Hats for

  • Booking system! I am so happy with this new feature as it integrates with all the other features for such a seamless workflow, it's a pleasure to use
  • Flexible invoicing with recurring payments, discounts, payment plans etcetera
  • Surveys & Questionnaires great for things, such as  market research, feedback forms and testimonials
  • Automation and productivity features for bookings and emails and payments (oh my) that can adapt to most needs
  • Templates for contracts, quotes, agreements, reviews, emails, workflows and more
  • Client Management so I can easily manage coaching clients and leads
  • Handy client portals that can be customized and help make my clients lives super easy
  • Online payments
  • Time tracking &
  • Financial management and reporting

Resources I recommend

*Some links may have affiliate links and this means I make a small commission if you choose to purchase anything from that link. How I use affiliate links.

Essentials