Our 5 favorite apps & tools to stay organized as an entrepreneur

One major thing we provide for our clients is a system and organization. When you’re running your own company, you need access to the right apps, whether on your computer or phone to make things run smoothly.

What apps or programs should you invest in to run your business? What should you use for free? Here’s a few of our favs:

1.Later

We love posting on the fly, but just can’t always with 2 growing businesses each and a family at home so we love apps like Later to keep our social media up to date and looking the way we want. We write our content every Wednesday or Thursday, upload our photos into Later so we can see what our feed will look like and then when we schedule it to post, it will send a push notification to post OR you can set it up to post automatically, which has been a game changer for us as we post for several clients as well. You can also upload all your photos in advance so you can easily schedule them, and I love that you can save different hashtag groupings in each post to easily pop in.

Here’s a look at the dashboard:

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2. Trello

Trello is a project management tool that is FREE and helps organize your life (and business) by essentially creating to-do lists in every category of your life. We love Google drive for documents and photos but to see all projects and lists in one place, Trello is da bomb.

In Trello, you can create different “Boards” and then within those boards, have cards or lists. Each list can have a due date, project outline, can be linked to Google drive or photos on your computer, and you can easily tag team members so they can be working on projects.  Because we have 4 people on our team, this was the best place to communicate weekly tasks and keep track of client projects. We have created boards for several clients as well so they know what is happening with their stuff.

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I love that we can give color labels to different team members and to-dos so we don’t have to click each card open to see who is doing what.

I also like to create daily task lists in the weekly to-do cards so I can cross them off as I do them.

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3. Canva

This one is probably my favorite. We create everything in Canva from pdf covers, social media graphics for ourselves and our clients, email headers, logos, submarks, even coupons!

You can easily create your brand colors in here and a logo by downloading it with a transparent background.

It’s not always easy to share pdfs or graphics between clients if they don’t have the paid fonts or upgraded version ($10/month) but we’ve only run into that a few times.

If you have 0 graphic design background like us, they have templates you can follow as well.

Here’s a brand board we created using Canva

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And a graphic for Instagram and Facebook

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4. Google Drive

This is our powerhouse. We do almost everything in Drive. This “hidden” feature in your Gmail account allows you to save and share photos, graphics, documents, spreadsheets, forms, and slides.  In our business, we need access to a lot of our clients’ stuff and they need us to create documents, spreadsheets, feedback forms, and more. This is also a great place for photos or videos to be housed that you might be saving in an email.

 

5. Facebook Messenger/Voxer

We chat with our clients (and each other, duh) most days, and email just isn’t sufficient enough. Pick up the app and send a voice message immediately to a friend or client. Plus, we love that you can convey tone in it. How much of what we write is lost in a text or email, right? We do have to keep boundaries though. If a client messages you at 10 pm, do not get up to answer or that or take care of something. Treat these apps like your business hours so you’re not on them everyday. Unless your friends are there, then have at it.

What apps are you loving? What makes your business go ‘round?!

Let us know your favorites  by leaving a comment!

solopreneur, tools in business, organization, 
Kelli Tobin