my fave tools
Here are some of my favorite tools that I use in my small business. I hope that you find this list useful. Some of these links are affiliate links, which means that if you click the link to purchase something, I may receive a small commission, at no additional cost to you. But I only ever recommend products and services that I love and/or use myself!
business organization & EMAIL MARKETING
the best crm
When you run a small business, there is a lot to keep track of: proposals, contracts, invoices, receipts, client contact information. The list goes on and on! You can create proposals, contracts, invoices, questionnaires, brochures, and contact forms. You can also create email templates, automations and they even have their own scheduler.
project management
I’ve tried using Google Calendar, Asana, Trello and paper planners in the past, but my favorite is using Clickup for project management. Once I hired a team, I needed a way to document my processes, assign and delegate tasks and have an ongoing to-do list for myself. I love that they also have Clickup Docs (perfect for a late night brainstorm sesh).
email marketing
As a creative and visual person, I LOVE using Flodesk for email marketing. The customization and options available are amazing and the customer service is outstanding! Flodesk makes designing beautiful emails easy and I love that no matter how many subscribers I have, the monthly cost stays the same.
website
WordPress Page Builder
If you are building your website with WordPress and don’t know how to code, THIS is the plugin you need! With the power of WordPress, the world’s #1 content management system (CMS) + Elementor (a visual website builder), you will be unstoppable!
hosting & domain name
SiteGround is a solid choice for web hosting, especially if you’re looking for great support and fast site speeds. They’ve got daily backups, strong security, and make it easy to set up WordPress. Whether you’ve got a small blog or a growing store, they’ve got plans that can grow with you.
wordpress website themes
A theme affects the overall look of your whole site (if you are building on WordPress). If you want to make sure it looks amazing (without coding), you need a theme. Pix & Hue sells WordPress themes that have beautiful and customizable layouts.
WORDPRESS WEBSITE THEMES
Finding a good theme for your WordPress site can be challenging. You want it to have gorgeous layouts, easy customization and flexible styling options. Bluchic has it all! You don’t even have to know how to code. Bluchic sells WordPress themes to help you elevate your brand.
WORDPRESS WEBSITE THEMES
The Design Space.co is a game-changer for business owners looking for stylish, easy-to-use WordPress themes compatible with Divi, Elementor, and Kadence. Their themes are perfect for creating polished, professional websites that can be a game-changer for your brand.
branding & design
fonts, website themes, templates & more
Looking for stock photos, website themes, social media templates or fonts? Creative Market is your go-to stop for anything you might need! Creative Market helps you bring your creative ideas to life.
FONTS, WEBSITE THEMES, TEMPLATES & MORE
Creative Fabrica, similar to Creative Market, is another great place to get stock photos, mockups, design templates, social media templates, website themes/templates, fonts and more!
bookkeeping & legal stuff
bookkeeping
Get 30% off for 6 months
Keeping track of receipts and transactions as a small business owner can be a headache. Quickbooks makes it simple with an intuitive online software that you can use to track your income, expenses and generate Profit & Loss Statements. Make tax time easy by keeping track of all your transactions throughout the year.
privacy policies
Use code HEIGHTSMKT at checkout
When you have a website, you usually collect some information from your visitors. If you don’t have the proper privacy policies in place, you could be breaking the law. Termageddon is easy to setup. Just answer a series of questions, add the code to your website and you’re done!
contracts & Trademarks
Use code GREATERHEIGHTS at checkout
You need to make sure your business is legally protected. An easy way to do this is to establish a contract that you have every client sign. Sprout Law sells contract templates you can use. You can also get help trademarking your business.