Behind the Scenes — Essential Tools

i use to run my business on the daily (+ Weekly)

Some of the links below are affiliate links, which means I receive a commission from the company for sharing them with you. I only recommend tools I know, love, and use to keep my business running smoothly!


 
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Dubsado

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This is where all of the magic happens with my client proposals, invoicing, contracts, communication, workflows, and more. If you want a way to organize your leads and clients, this is the place to do it. You can create a workflow for each of your services so you never miss an email, deadline, or step in your process again. I seriously love dubsado, and I never thought I'd say that about a CRM.


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Convertkit

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This is how communicate with my tribe! I use Converkit to send emails to the business owners on my newsletter list every week. 


 
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Quickbooks

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For the first 3 years of my business, I manually entered my finances in a spreadsheet. I don't even want to think about the amount of time and energy I wasted doing that. Quickbooks keeps tracking my income, expenses, and miles as painless as bookkeeping can possible be. It tracks everything for me so all I have to do is go in and approve the transactions.


 
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G Suite

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I do #allthethings using Google: Gmail for business and personal email, Google Docs to collaborate and communicate with clients easily, Google Drive to keep everything organized and assessable for both my assistant and myself, Google Cal to keep all of my appointments straight, and Google Sheets to track finances and client rosters.


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Zoom

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This is how I meet with all of my one-on-one clients for our strategy sessions. I also use Zoom to host small group meetings and webinars. Love them. No tech issues. Simple and easy to use!


 
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Acuity

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This is how I schedule all of my appointments. It syncs up with Squarespace so you can embed the scheduler directly on your website. Plus you get a free emerging entreprenuer plan if you have a Squarespace website!


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Squarespace

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This website you're viewing. It's hosted on Squarespace. I recommend Squarespace to all of my clients because of its built-in minimal, gorgeously designed templates and easy usability. Love it. Get it.


 
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Hover

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Where I buy all of my domains. I switched to them years ago and I've never looked back. When you call them a real human answers the phone and walks you through anything you need help with!


 
Powersheets

Powersheets

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To keep my business, spiritual, relationship, financial, and wellness goals organized and up to date. Every quarter, I redefine and shift my focus to the top three areas of my life that need the most attention from me. This is goal setting like you've never done it before. Trust me. It'll change your year for the better. Every month I go to my favorite coffee shop, order a warm chai latte, and map out my monthly goals with colored markers. Pure Magic! 

 


My Top Five Must Reads

for business and life

 

I only recommend books that I've personally read and loved. Each one of these books is well-loved (with plenty of notes and highlights) sitting on a book shelf in my cozy office. Devan Danielle does receive affiliate income from Amazon Services LLC Associates Program if you purchase through the links provided above.