Episode 78: A Review of our Favorite Online Business Planning Tools 1


In Episode 78 we start our new theme for January: Business Planning! Today we’re talking about our favorite tools that we use to make our business run. We use this technology to carry out our plans and goals. Why do we love these technologies? Multiple reasons. It allows us to:

Discipline is the bridge between goals and accomplishment – Jim Rohn

  • deliver great content, consistently
  • run successful, profitable online marketing and promotions
  • keep in touch with our growing community of Creative Entrepreneurs
  • communicate and share information with our team
  • stay away from the dreaded InBox overflow

And … it allows us to do all that on-time, on-budget, on-task, and keep it fun.

Listen in for the what and why of our favorites, or read on below for some quick links.

Our Favorite Business Planning Tools

Coaching and service delivery: iPad Pro + Notability. Minette takes visual and written notes while she is coaching. The combination of the iPad Pro’s stylus input along with Notability’s many features (audio recording, pictures, writing, save to Google Drive folder that the client can see) make it a game-changer for recording and sharing client session notes.

Social Media: We started scheduling our Facebook, LinkedIn, Twitter, and Instagram posts with Hootsuite and it was quite inexpensive and helpful. Earlier this year we moved to MeetEdgar because it allows us to keep scheduling old content. Being able to keep reposting according to a schedule is a huge advantage when people don’t necessarily see your posts and tweets.

email and CRM: We are happy Ontraporters! Ontraport combines many tools that people typically pay for separately, such as email delivery, landing page creation, forms, and promotional campaigns. It also plays well with WordPress and membership levels.

Team communications: It’s critical that you find a team communication system that works for you. Many people go with Trello because it is quite free-form. We ended up using Slack and really like its chat features. We also use Google Calendar for scheduling.

Document creation and sharing: we use Google for everything … docs, sheets, slides. There are just too many features, the biggest of which is great sharing/multi-person editing.

Financials: We use Intuit’s Quickbooks Online because that’s easiest for our bookkeeper and tax accountant. Another popular product, and one created for non-accounting types, is Freshbooks.

Online video calls: One thing we forgot to mention in the podcast was Zoom! This is a must-have for coaching calls, training, or anything online. Way better than Skype. We even use it to record the audio and video for our podcast!

 

 

Transcript

 

You can also view this call’s video recording on our Youtube channel.

Brad Dobson

Brad Dobson is a co-founder of the Path to Profit Academy, and husband of Minette Riordan. He handles all the techy stuff and shares parenting duties. He is a 2-time marathon and 3-time Ironman finisher and for some reason enjoys endurance athletics. After 25 years in the software industry he quit his job to become an entrepreneur alongside Minette.



About Brad Dobson

Brad Dobson is a co-founder of the Path to Profit Academy, and husband of Minette Riordan. He handles all the techy stuff and shares parenting duties. He is a 2-time marathon and 3-time Ironman finisher and for some reason enjoys endurance athletics. After 25 years in the software industry he quit his job to become an entrepreneur alongside Minette.


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