When it comes to business tools, you need to find the ones that work best for YOUR business. We’ve tried many different tools in the past and these are the 5 that have truly stuck for High Moon Studio. They not only help us organize our sh*t, but they make running a business easier and more efficient so we can spend our time doing what we do best — creating beautiful brands and websites!
Dubsado is a business management solution that streamlines client projects. We use Dubsado to capture leads from our website, organize our clients, send proposals, send/sign contracts, invoicing and more. There are other tools in the platform, but this is what we use the most! You can automate your system so your proposals, invoices and contracts automatically go out to your leads once they inquire. Dubsado keeps track of your financial goals and open invoices so you always have an idea of how much money your business is bringing in! You can check out Dubsado and all it has to offer via this link: click here!
Trello is a task-management application that gives you a visual overview of projects and tasks. It utilizes boards, lists and cards to help you organize and prioritize projects. We use Trello for ALL of our client projects. We keep client communication, drafts, final files, timelines, etc. in each of our project Trello boards so everything is in one place (say goodbye to emailing back and forth!). Trello has been a GAME-CHANGER when it comes to working with our clients. They always appreciate how organized and easy everything is during their project. If you work with clients I highly suggest checking Trello out as it will save you MANY headaches: Click here!
Things is a personal task-manager that helps you achieve your goals. We have this app downloaded on our phones + ipads (it’s available on Desktop, too!). For each of our clients we put together a ‘project’ and separate out the tasks due each day. It syncs with your calendar so you can see exactly what needs to be done on a day-by-day basis while also being able to see any appointments or calls you have those days. Every Sunday we put our client projects and daily tasks for those projects into the Things app so we’re prepared for the week! Download by searching ‘Things’ in the app store.
There are MANY social media planning apps, but at the moment we are using UNUM. We have to admit, we’re not the *best* at planning for social here at High Moon Studio, but we always put our IG feed together in UNUM to make sure we have a cohesive and beautiful feed. When we’re really feeling organized we write our captions in the app with each photo so we don’t have to worry about it later. Download by searching ‘UNUM’ in the app store.
Sick of Mailchimp or Convertkit yet? We sure were. When we heard about Flodesk we HAD to hop on the train. Flodesk is an intuitive email marketing platform used to capture leads with beautiful forms + design emails everyone loves to get. You can set up automated workflows to send to your leads once they subscribe (we show you EXACTLY how to do this in our course ‘Profitable Email Marketing with Flodesk here) and the best part? You can have UNLIMITED subscribers and send UNLIMITED emails without your monthly cost going up. Everything about Flodesk is TOP NOTCH and we recommend all of our clients to switch (and you, too!). Get 50% off your monthly subscription FOR LIFE using this link: click here!