Tools We Love For Business Owners
that will keep your business humming along like a well-oiled machine.
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All Things WordPress
What is Flywheel?
Flywheel is a premier hosting company with amazing customer service, an easy to use dashboard and hosting portal, one-click WordPress install and more. It’s also very fast and very affordable for solid hosting (and they’ll migrate you from your current host to them FOR FREE).
How Do WE Use Flywheel?
All of our company websites are hosted on Flywheel. We’ve had experiences with other hosting companies in the past, and none have performed as well as Flywheel. Most importantly, we never have to worry about losing anything on our website because we have automatic daily backups AND can create a backup of our website whenever we want. Oh, and Flywheel is all about security, so you never have to worry about being hacked and losing all of your hard work.
all things wordpress
What is Divi?
Divi is a premium WordPress theme that is literally the only theme you will ever need to have an incredible website. With a powerful page-builder, tons of ready to implement templates (including those found in our effortless website kits) this drag and drop theme will have you eager to get your website up and running exactly how you want it. Create any website you could ever dream up with ease.
How Do WE Use Divi?
All of our websites are built with Divi, our effortless websites kits are powered by Divi and every 1:1 client project we work on is created with Divi as the foundation. It is the core of our website building because we can do all of the custom coding we want to while our clients can easily make changes, update their content and images and grow their websites right along with their businesses.
What is AccessAlly?
AccessAlly is the most robust WordPress Membership Plugin on the market – with legitimately everything you need to run, maintain and grow a successful membership site. Build courses, have users track progress, tag users based on actions, create checklists, create an affiliate program. Everything.
Why Do We LOVE AccessAlly?
Though it can be a little complicated to get set up and if you need help you can reach out to us – we got you it is SO worth the initial set up because after that, maintaining and growing it is as easy as replicating pages and courses. We love the progress checklists the most because it gives that amazing User Experience to your members!
What is MemberPress?
MemberPress is a WordPress membership plugin that is super easy to set up and maintain. Easily protect your content and pages, create a login page, one-click create an account page and create rules to protect content based on purchases.
Why Do We LOVE MemberPress?
It’s an affordable YET reliable membership plugin option. We love that you can protect individual pieces of content, create recurring memberships, protect courses, allow for users to upgrade, cancel or pause their subscriptions with ease AND integrates with all of our favorite CRM’s.
systems & organization
What is Dubsado?
Dubsado is a business management software tool that can handle everything from project management to invoices, contracts to accepting payments. It integrates with Stripe & Paypal like a breeze and makes running a service based business that much easier through templates and pre-made workflows.
How Do WE Use Dubsado?
Dubsado is one of THE most important tools in our company. We use it for invoicing our clients (for projects AND recurring maintenance work) as well as sending out contracts, following up and collecting testimonials.
What is Asana?
Asana is a list-based project management software – think ultimate checklist with flying unicorns (no seriously, there are actually unicorns that fly across your screen as you check things off). Share boards & project lists with your entire team or clients to keep your workflows organized with due dates and assigned tasks.
How Do WE Use Asana?
Asana is foundational to our company. Not only do we use Asana to organize internal projects and workflows, but we also create a dedicated Asana board for each of our 1:1 clients to keep clear communication between the SMC team and our client.
What is Trello?
Trello is a visual management software with cards, lists, board, checklists, etc. Use this powerful tool for content management, client communication, project management and flows, anything!
How Do WE Use Trello?
Originally we used Trello for all aspects of our project management (client communication and tracking projects) but now we mostly use it to store and organize content – like images, links, references.
Dana Malstaff's Free Trello Training
Want to learn to SUPERCHARGE the power of Trello for your business? Check out Dana’s free Trello Training! Dana is the founder of Boss Mom & is a Trello wiz!
CRMs & mailing software
What is ActiveCampaign?
ActiveCampaign is a CRM that has all the bells and whistles – without being overly complicated. Create lists, automations, tag & segment your contacts, send SMS messages, the works. It’s simple and easy to use (which is MY favorite part).
How Do WE Use ActiveCampaign?
We use ActiveCampaign to facilitate our lead generation & email our list. We have also used it for integrating directly with AccessAlly & MemberPress for our clients & our own businesses.
What is ConvertKit?
ConvertKit is an email marketing software that is not only easy to use but always coming out with great improvements. This email marketing software is ideal if you’d like to be able to really segment your audience, tag them and write out great emails with ease. As a bonus, ConvertKit has some of the most beautiful landing pages I’ve seen!
The Get Legit Template Shop
Emily D. Baker is as knowledgeable as it gets when it comes to knowing the ins and outs of “legal” for your business. As a legal consultant for online entrepreneurs and business owners, with over 13 years as a practicing attorney, she has seen it all. Her Get Legit Template shop has templates YOU need as a business owner.
Why do we love American Express?
We have ONE credit card for our business – and we took our time shopping around for the best one. We use American Express Business Gold and haven’t looked back. We love that we are never tempted to spend more than we have, because you absolutely have to pay your card off at the end of the month (yay control!). We love that you earn POINTS on purchases (and extra for business-applicable things like flights, marketing, G-Suite, etc) that can be used to pay off the bill, use on gift cards, cash back, travel and more.
Best part? If you snag a card through our company link, you can earn up to 50,000 points right off the bat!