Accounts You Should Follow for the Instagram Stories!

Instagram stories is such a wonderful, quick, and easy way to show up on Instagram! So much of building a brand and generating sales is establishing trust with your community! Whether you’re doing Behind the Scenes, showing your brilliant personality, sharing your offerings, or giving your audience a peek into your day– stories are the way to go! I personally get WAY more engagement on my stories than even my static instagram posts.

I’ve written more about how to get your content flowing more easily here.

Accounts You Should Follow for the Instagram Stories!

Okay so back to Instagram Stories! I’ve compiled a little list of my favorite accounts to follow for their stories. If you want to be entertained, or just educated and inspired on how to story, check out these following accounts!


Mine, duh. Jk JK

I have more more camera-ready days than others, but I try to show up at least every day!


Kelsey at Pinegateroad

Kelsey owns a design, branding, and marketing agency– her branding is so unique and impactful. She’s also my BFF and I love her work. I love her BTS when she shares her design processes!


Liz White

This woman is amazing. She is building a business using her intuition and magic and teaching other women to cultivate a life and business they are obsessed with! She does stories almost every day and burns shit and pulls cards and I’m here for it!



I met Lucrecer at Alt Summit and she shows up in the best way on her stories! I first saw her doing instagram stories about these barbies in shadow boxes at the Seguaro Palms and I knew I needed to make friends with her. Sillyness and entertainment aside, she talks about real shit too and I love watching her.


Jen Gotch of


Cyndie Spiegel

I also met Cyndie at Alt Summit when she did an amazing presentation about how women need to speak up and ask for things! I was so embarrassed because I admitted to her (and a room full of people) that I didn’t speak up when the baristas gave me real milk instead of dairy free milk. I asked for it, but they still gave me dairy. Cyndie drove home the point that women need to speak up when she said, “See people! This woman [me]  is willing to risk shitting her pants from consuming diary instead of speaking up and asking for the right milk in her coffee!”. I almost died but I was just excited that Cyndie noticed me LOL Anyway, her stories have so much valuable content! Def follow her!


Becoming Jolie

Lots of politics and momming and I’m here for it. If you’re white and new to the theories of social justice, she’s a great one to follow. She’s real and vulnerable and yet still entertaining!


Erin Lindstrom

Erin is the founder of Shiny Bitches and she is simply put, the shiniest of the shiniest bitches. She talks about the things woo and mindset, and her kids are cute AF.


Tyler J McCall (for those of us who want a solid male role model)  

Tyler is the ultimate instagram influencer and I DMed him once and I almost died when he DMed me back. He shows up so consistently and knows all things about monetizing instagram. And he’s friends with Liz White so bonus. And we shop at the same target in Chicago. I told him that via DM, too.


Tell me your fave accounts to follow for the instagram stories! I’m here for it!!





PS Let’s be instagram friends, plz n thx



The holy grail of perfectionism mantra. Print by Kelsey at Pinegateroad.

Disclaimer: This post contains affiliate links from which I make a portion of the profits from the sale. I promise I’m only linking resources I’ve used and adore <3


Perfectionism comes up so much in life and in business– and luckily there are so many perfectionism resources out there! I’m not an expert or a therapist, yet I want to share with you some resources that have helped me. This topic is very layered and nuanced and there’s a lot of unpacking and discovering of old stories etc that come with tackling the big P. Admittedly, the resources I have gathered come from white, affluent women and I would love to read and learn more from other points of view. I hope these resources are of service and help you on your journey!


––This Podcast with Kelsey Kerslake of Pinegateroad and Liz White, Business Woo Wonderful Human Witch Extraordinaire. Liz talks about her journey and shifts in business to create an intuitive business! What stuck with me so much is what she says about “B work” and getting it the eff out there!



–– All things Brené Brown, honey. My friend Rachel from Daring Studios turned me onto her book, The Gifts of Imperfection. Dr. Brown talks a lot from personal experience and her shame research. She provides helpful guide posts throughout the book.



–– and this Podcast featuring Dr. Brown about being afraid and doing the thing anyway on the How to Human Podcast.


–– Anything that influencer and disrupter Ashley Beaudin produces– specifically #theimperfectwoman movement she hosts every so often! Ashley works to normalize imperfect and it is such a great movement to be a part of!


–– And I feel that everyone recommends Jen Sincero’s writings but here it is anyway! You are a Badass is a great intro book into ego, or as she lovingly calls it, the Big Snooze or B.S. The Big Snooze tries to keep us at status quo and can often prevent us from taking action– which is something I have struggled with in battling perfectionism!



I know these resources barely touch the surface of beating perfectionism. I’m so curious to know what else is out there! Tell me in the comments your fave books and podcasts about this!

Resources to Counteract Crippling Perfectionism



So often, I feel the first thing people pass off to VAs or others is their marketing content. While I believe that many aspects of marketing should be handed off, the actual or original marketing content may need to come from you! This is the case if haven’t really found anyone who “gets it” when it comes to your tone or you’re building your brand and the ideas really need to come from your brain. But Oh my gah, it can be hard to get the space to write your own marketing content! (If this is the case, we should talk because you can get that space by tightening up other things in your biz and I love cracking the code). Anyway, here are my tips on how to get yourself into the flow of marketing yourself, specifically with blogging and instagram!

How to Get Your Marketing Content Flowing!

Here’s the deal:

I’m writing my own content right now from the 5th floor of Soho house Chicago– on a Sunday. Normally I’m all for the boundaries and not working on the weekend– but I love writing my stuff when I don’t feel like I’m drowning! And, I’m heading out of town this week so shifting some of the fun stuff for today! While I write my original copy, I do hand off some aspects of the marketing process (might be for another blog post more in depth- but essentially I pass off the editing, uploading, some photo curating, posting, scheduling to my team 🙂 )

If you are tired of depending on referrals, are on fire about what you can offer the world, and are ready to get your shit out there in a fun and easy way, read on for my advice that’s worked for me!

Say this over and over: Done is Better than Perfect.

Yep. This. Go ahead and get your B work out there– don’t wait for A plus. You have so much to offer the world and perfectionism can hinder so many of us (raising my hand as I’m a recovering perfectionist myself!) If you have a typo? Big effing deal. Once you find it, you fix it. (I write about my favorite resources for beating perfectionism here!)

Essentially, it doesn’t have to be perfect or perfectly aligned, just DO THE THING!

How to Get Your Marketing Content Flowing!

Use your longform content for your Instagram Content!

If you blog or write newsletters, take snippets of those and use them for your captions/editorial calendar on Instagram! It makes it SO.MUCH.EASIER than just trying to write captions in a vacuum. Of course, you can align your content with your sales goals and your offerings, but so much of the great content is giving value and advice to your audience– and that, my friend, can come from your blog posts and newsletters! You can make up to 10 (or whatever number) short form instagram posts from that! You bet your butt that’s what I’m doing on my Instagram feed!

How to Get Your Marketing Content Flowing!

Batch your shit.

It took me forever to take this advice because I was drowning in client work and didn’t even have the space in my brain to create my marketing content. After my business matured a bit and I got clearer about my brand, who I support, and how I show up, I am blowin’ up with the content ideas. And now that my business has solid systems and processes and I have team supporting me, I have the space to get inspired, outline, and write my content! I do have help with editing and uploading and such, but it feels so good to create the shit out of my blog posts when I’m feeling “in flow”. And when I’m there, I write and write and write using outlines that I’ve drafted, new ideas, and ideas I’ve been sitting on for a minute. I especially love writing and brainstorming at the airport for whatever reason. So instead of trying to blog once a week or whatever, I blog as much as I can or feel like when I have the time and space! And then my team can batch upload and I’m not the bottleneck– they have plenty o’ content to work with! (And often times when I write one blog post, I end up having enough content for multiple! This post has spawned at least 2 other blog posts!)

If you’re not so comfortable writing, get your ideas out, outline as much as you can, and get help either with editing or even doing the writing. If you’re comfortable enough writing and you love it, just do it! And when I say “get in flow” when you’re batching, remember that you don’t have to feel perfect about it. If you are the least bit inspired or feel like it, just do it!

How to Get Your Marketing Content Flowing!

Do Your Stories!

I know this is easier for some than others, but Stories is such a great and easy way to get your stuff out there! Show people your BTS (behind the scenes)! Tell your babes about what you’re offering and how you are transforming your clients! If lifestyle stuff is in alignment with your brand, show your people what you’re up to– be it traveling, going on your walks, whatever!

Again, done is better than perfect here, people. If you’re hair is curled and your makeup is on point, do a story. If you are in your leggings and no makeup but you feel compelled to do a baby sales pitch on insta stories, do it! Stories are the most efficient way for me to share with my audience what I’m up to and what I’m offering. My sales copy on my website takes a little longer as I am a bit meticulous with that! So stories is how I’m booking those introduction calls! Worst case scenario, your story is up for 24 hours. Want to follow some kick ass stories for inspiration? Get the 411 on my fave insta stories accounts here!

For Favorite Instagram stories to watch, go to my post here!

How to Get Your Marketing Content Flowing!

Choose some hashtags and follow them on Instagram

This is a little more about engagement, but I love following certain hashtags on instagram and liking those photos and following some of those accounts. But mostly, I love following hashtags because instagram recommends other hashtags when you do that! Ones that can still be in alignment with your target audience! So if you’re feeling stuck on the hashtags, follow some of your favorites and see what happens!

How to Get Your Marketing Content Flowing!

Evergreen, baby!

If you’re in a weird or transitional feeling place and not feeling super inspired to write marketing content, evergreen the shit out of your old content! Meaning, do instagram posts about older blogs, or idk, you can even re-write other posts and recycle other prompts! Everyone loves a #FridayIntroduction every so often! And make some #tipTuesday posts from your blog posts or random tip ideas in your brain hole. Did you appear on someone’s podcast– write about it on an insta post– here’s an example of when I did that! And this is EASY to hand off if you’re in the thick of other stuff. No matter what, you gotta show up for your audience and keep them warm! Consistency over everything, baby. Want more ideas? I have a whole ‘nother post about it!

How to Get Your Marketing Content Flowing!

In conclusion–

Wow. That was a long one! I outlined this when I was in flow flow fire after a retreat in Boulder and I’m loving writing it all out. So in summary, friends, write when you feel like it, your shit doesn’t need to be perfect but you need to be present and consistent for your community. And when you have space in your life, the marketing content will flow!

If you’re like “what does space even look or feel like!?”, we should talk! You can get to that spaciousness in your business! Click here to schedule a chat!



Marketing Tools of the Moment

There are practically a billion amazing marketing tools out there– many that I don’t even know about. And I could go on forever about all the social media schedulers and such– instead of doing that, here are my top top favorite softwares for mostly the instagram realm. If your target audience is on Instagram or you just love it like I do, read on! My favorites include ones that help you do outreach, facilitate an impeccable visual feed, and can help increase your web traffic.

Marketing Tools of the Moment

People Map

What it is: A tool for Authentic Community Growth on Instagram + more

Who it’s for: You know your target audience and you want to find them and engage with them on instagram. I’ve hopped into a training with Puno, the founder of people map, and it’s amazing how you can target new leads, AND keep track of who you have reached out to when you integrate with CRMs like Streak! If you’re an influencer or a kick ass biz owner ready for new connections and leads, People Map is a must! This is a non sketchy and still organic way to build community and engagement!

Marketing Tools of the Moment


What it is: An Instagram scheduler for the serious blogger babes + influencers

Who it’s for: If you are a blogger and want to link your posts to your external URLS, it works so nicely with Linkin (like Link Tree, but Linkin shows your feed and the pictures are links to the External URLS!) If you are looking for an easy way to get people to your blog or other sites, I LOVE the feature of linking a URL to the post and how it just populates on Linkin! This is also a great tool for brands with multiple accounts!

Marketing Tools of the Moment


What it is: An Instagram scheduler like none other

Who it’s for: You are obsessed with how your feed appears on the grid and love to play around with it. It’s so fun and easy to upload your pictures, plan out how you want the grid to look, and plug in your content from there! I love a good editorial calendar when you plan out what to post on which day, and I love being flexible with my editorial content based on how it looks with my precisely curated and arranged photos! I myself use planoly exclusively as my scheduler (most of my content is just my blog and instagram) and I haven’t found another platform that does the grid like this!

Marketing Tools of the Moment


What it is: A Pinterest (and instagram) Scheduling App and more!

Who it’s for: You want to rock pinterest! You have content on your site and want to drive traffic over there! Maybe you were a BoardBooster person (which sadly, no longer exists) and you want an easy way to schedule your pins! While I love Pinterest, I am not the authority on Pinterest. But I can point you to someone who is– my biz bae Kelsey at Pinegateroad. She educates on how to seriously increase your traction on Pinterest and her agency implements this for business owners and influencers who have amazing content and need that traffic, honey.

Marketing Tools of the Moment

What are your absolute favorites for instagram marketing and engagement?!? Things are changing so quickly and I wanna know what you think! I feel like there is more magic out there that I just don’t even know about yet!



Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

What you put out on your instagram posts totally depends on your brand, audience, and your sales goals. That being said, there are still some post ideas that work pretty universally if you are just feeling stuck and need to post something!


Remember, done is better than perfect!


Here are some easy posts you can use when you are just out of ideas (some of these may seem pretty basic, but they are worth noting!)


Give your Value!

#tiptuesday is a great day to add some value and make a baby insta post with a solid piece of advice! Whether it’s from a newsletter, blog, or lurking on your evernote or i phone notes, use it! These can range from “batch your content!” or “use a solid accounting software and not spreadsheets for your finances” or whatever expertise!


Write from your Blog!

Have you blogged ever? Great! Have you posted a few times referring back to that blog? No? Do that! Already posted about it but it was forever ago? You can totally post about it again! Change up the copy and the image!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Hashtag Day of the Week

#Fridayintroduction who doesn’t love one of these? They are good to throw in every so often as your audience grows and changes! If you’re an agency owner, you can do a series of these for your team, too! Heck, I even love a good #flashbackFriday or #ThrowBackThursday #tbt! Omg or #wcw (Woman Crush Wednesday)!

Those Hashtag Holidays

Some people love them and some people hate them, but you can consider doing a post on one of the national hashtag holidays! Sprout Social has a great one for 2018– you can get their download here. Marque Media creates awesome hashtag holiday guides monthly that you can get if you’re on their mailing list! And google searches can work too, but these aforementioned guides are more curated. I have a running google doc of hashtag holidays that make sense for my brand and audience– I suggest you do the same! Oh yes, I did do a #nationalcoffeeday post <3

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Quotes, honey

Sometimes, a good old fashioned quote can work great, too! If the quote is “public domain” or you have permission, go for it! You can whip up a cute branded graphic on Illustrator, Canva, or even just use the quote with a photo! As you may or may not know, I’m obsessed with RuPaul’s drag race and felt very called to share this little diddy from Mother Rupaul herself– a little out there perhaps but still in alignment with my brand!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Or just words!

Even more basic than a fancy quote, ask yourself what messages or mantras have come to you lately? Be it something you heard in yoga class or any other self-care practice! The words “Keep Going” came to me during a breathwork session with Amy Kuretsky (you can read more about her in my self care blog post). I needed to keep posting and engaging, so I posted those two words and kept the caption simple, it was still impactful!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Your Podcast Appearances

Do you host a podcast? Or were you on someone’s podcast? Post about it! Here’s an example of how I did it from when I was on @pinegateroad’s Podcast!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Or Any Podcast for that matter!

Hell, have you even just listened to a podcast that resonated with you? Share it out! I was listening to the What the Eff podcast and decided to post about it. People are ALWAYS looking for good podcast recommendations!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones


Highlight another business owner or influencer you love! It doesn’t even have to be too fancy! I love how my friends at Redstart Creative do this about Women Owned Businesses!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones


If you have permission (just a little DM will usually do it), repost something cute from someone you like (#rePlanoly). I did a few from an account that I like, @shopirisandpoppy and they graciously gave me permission to do so as long as I give the proper artist credits!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Your Conferences, Retreats, whatever!

Did you go to a cool conference or trip? Use some photos and a few snippets about it- you can make several posts about that! Here’s one from my retreat from my CEO Roundtable Mastermind!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

See what inspo comes from your photos!

Look at your pictures and see if anything flows! I love how Kelsey at Pinegateroad did this cute post totally using her sun-shiney photo as inspiration!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones

Remember, your content doesn’t have to feel A plus plus perfect– but as long as you are showing up consistently and more or less staying true to your brand and serving  your audience, you are doing great!

Out of Ideas for Instagram Posts? Here are Some Tried and True Ones


Need help around your content creating systems? Or need help carving space so that you can focus on your content? Book an intro call with me! I would love to help you!



Self-Care for CEOs and Creative Entrepreneurs

In my past life as a teacher, this whole self-care piece was practically nonexistent. I was so exhausted always and wasn’t feeling myself. Without feeling whole and happy, was I able to show up as my best and most effective self for my students? Probably not.

Self-care and my business

Fast forward to being a business owner, and while I had more time for self-care for sure, but I didn’t make it a priority. That is until I did a Tarot and Breathwork session with Amy Kurtesky, an amazing woman who works with other near burn out (or not) creative entrepreneurs. As we were doing my tarot reading (my first one ever), we talked about a lot of things (I was on my couch and Amy’s beautiful face was on the other end of the computer screen via zoom). After pulling some cards, she told me that my business could not survive if I didn’t care for myself. Thus, I realized that self-care wasn’t just for me to feel good, but my business literally depended on it.

Self-Care for CEOs and Creative Entrepreneurs

Fast forward to my time at Camp Climb, a wonderful weekend getaway for women entrepreneurs. On our last night, in beautiful Iowa, my cohort of my new business best friends joined around in our cabin for our own roundtable mastermind. We were tasked with giving our own little speech as if we were to give a keynote (we were all on fire and hearts ablazin from Jenna Kutcher’s keynote!) So around the circle we went, a group of 20 badass women instilling their wisdom. When it came to me, my take-away from my time in business and being a person was as such:


Without self-care, your business will not thrive.

Your business depends on it. You may feel compelled to constantly care for others or work inside of your business, but you can’t fully show up for people until you show up for yourself. Point blank. And I swear I didn’t even cry as I delivered my mini-keynote, in my target one-piece, after our 90s summer camp-esque pool party. I looked ridiculous but I was so serious. I see so many amazing women prioritizing business or anyone else and it pains me. I’ve been there. Big time. And of course, we need to show up for our loved ones and our businesses. And we need to show up for ourselves, in a big way. Like in a #radicalselflove kind of way.


For my fellow business babes and CEOs, here are the tools and practices that I recommend often! And I could go on forever, so I’ll give you my top three!

Self-Care for CEOs and Creative Entrepreneurs


Mentioning the wonderful Amy Kuretsky again! I won’t go into the details of breathwork as I’m not a breathwork practitioner but doing this practice has healed me in a big way and I continue to practice in Amy Kuretsky’s breathwork subscription on Patreon (it is the MOST accessible way to access this and I HIGHLY recommend it!) Amy also offers 1:1 zoom sessions– I recommend doing one of these with Tarot! Otherwise, check out her breathwork subscription! It’s a sliding scale and can pay what is in alignment with you!


Get to know Amy!

Here’s the breathwork subscription link on Patreon!

Here’s the link to her free breathwork challenge!


Here’s a little more about breathwork if you’re not familiar with the practice. It’s broken up into three easy patterns. You start by laying down on your couch, bed, or yoga mat with no pillows in order to keep the throat chakra open. Once you start this breath pattern, all the oxygen goes to your head. By doing this, you’re able to release the mind and get into your body. With all the energy swirling around, you end up tingling and crying in the best way. I’ve been able to release A LOT of trauma through this practice and was able to clear my head which was such a powerful feeling. There’s a lot more to it, but that’s the beauty of breathwork in a nutshell. I urge you to give it a try!

Self-Care for CEOs and Creative Entrepreneurs


Duh. I know you’ve heard it before.  Also, meditation is such a grounding exercise, such a great activity to do before sales calls or just to reset and realign.

You don’t have to do some crazy practice. Even 5 minutes a day. There are a gazillion apps, and my favorite recommended by my bff Kelsey is actually an app that sells makeup but has the best and easiest meditations. It’s called Rituals– you can choose 5,10,15 etc minute meditations which mainly focus on breath. I just find so much comfort in these meditations. And even just 5 minutes a day can make a huge different. Give daily, simple meditation a try with the free app Rituals, or whatever else app you may like!

Self-Care for CEOs and Creative Entrepreneurs


Double duh. I know. I feel so often I disengaged from exercise because I felt like it had to be a certain way, and I wasn’t prepared to do it imperfectly. What I mean by that is instead of doing a little mile jog, I felt like in order for it to count or be worth it, I would need to do at least 40 minutes. Eff that. Even walking is great! Just move your bod in a way that feels great!


I used to do rowing (in college for a hot second and again in Chicago when I moved here), and I hate it. So I don’t do it anymore. I realized I love being on the water though, so I now love to do Stand Up Paddle boarding. I used to think it was a silly thing to love, but I don’t care. I also love kayaking and canoeing and biking, my Dad raised me on these activities and they feel so great as an adult! Do I do them all the time? Well, no. But I’ve been lucky to paddle board a few times recently and do the other activities whenever I can!


Other easy and fun ways to move your bod:

–– Yoga with Adriene!

She has a paid membership, but I use her free content on Youtube and it’s the best!! Again, I used to think that it wasn’t worth doing if I wasn’t doing a 60 minute sweat your butt off vinyasa class. Now I aim to do yoga every day– even if it’s a quick 5-10 minute practice. It’s so much better than nothing!


Check out Yoga with Adriene’s amazing free content on Youtube here!

Go to her website to get on her list, participate in her free yoga challenges, and check out her paid content!


–– Fitness Marshall!

Think Zumba ish but not. This guy, Caleb, and his “back up booty” have such fun dances to fun songs on their youtube channel! They also have a paid membership but I use their free content to move my body and have the most fun!


Check out the Fitness Marshall’s free content on Youtube here!


There are so many other amazing ways to do the self-care and it’s different for everyone. It doesn’t have to be a fancy massage (though I do them every month lol), it’s more about doing what fills you up and makes you happy and healthy and optimal.


I’m not an expert healer by any means, but I know what it feels like to be burnt the eff out and I know what practices that others told me about that help me feel so much better and in more of a place to lead and care for my loved ones.


What are your favorite ways to engage in self-care? I have a feeling I may blog more about this 😉


Do we follow each other? Let’s continue the conversation on Instagram!





PS are you a CEO and feel like you don’t have the space to practice self-care? I help business owners like you create fun systems and create action plans to bust through your “sticky spots”. Ready to find some space and have the action steps to get closer to where you want to be? We should chat! Click here to book a call with me!



There are so many business tools out on the world wide web for us online entrepreneurs. It’s amazing. And overwhelming. Here are some of my favorites after a lot of trial and error, scrolling through facebook groups, and asking my biz besties.

And a little disclaimer: some of these links may be affiliate links, meaning that I get compensated if you use my link to buy a service. (#Ad #TryingToStayCompliantWithThePowersThatBe!)

And please keep in mind that at the end of the day, your needs and preferences may be different from mine but reading what other people have found is a great place to start! Whether you’re just starting out or have been in the biz for a while, here are some options for you! And honestly, I could write about these for forever, so I’m just going to start with few…

Basic Business Tools for Online Entrepreneurs from

Meeting Scheduler– Acuity for me, baby!

This is a no brainer for me.

Acuity Scheduling makes my life so easy with all of the different appointment types I can create, I can charge up front for certain offerings, I can sync it with my google calendar, and I can set it up with the reminders! And instead of going back on forth on when to meet with people, I just send them my link and it’s sooo easy!

Use my Acuity Link here to give it a try!


Video Conferencing–– Zoom zoom zoom, make my heart go boom boom.

I’ve tried a different service and Zoom is hands down my favorite. It’s a reliable video conferencing tool and it’s easy to integrate with acuity (just put your zoom link in your acuity invites and done!) The free version is great but you can only talk for up to 40 minutes at a time. I have the paid version and it’s a bill I’m happy to pay! If you’re new to it, it can take a little bit of time to download the software needed but once you get the hang of it, it’s great!

Use my Zoom Link to check it out!


Contract Signing Tools- Dubsado if you want to be Fancy, or Hello Sign is cool too.

I recommend Dubsado for sure. It’s a great client management tool (much more than just contract signing). Everyone I know who has flawless onboarding systems use Dubsado. Though it takes a bit of setting up, it can do your contracts, invoices, reminder emails, so many things! 

Here’s my affiliate link to check out Dubsado!

Wanting help setting up your dubsado?? I can help you with that! Set up a call with me to get your dubsado working for you! 

Dubsado definitely takes front loading and a lot of thinking about how exactly you want your processes to look like. Engineering the backend of Dubsado reminds me so much of my teaching days and setting up processes and procedures in the classroom so that the rest of the school year could run smoothly. It pays off! It’s work and a lot of thinking up front, AND you will thank yourself later on for getting it all set up!

Otherwise, if you’re looking for something simple, Hello Sign is another Fan Favorite! I have also used Adobe Sign but if you aren’t using Adobe tools, Hello Sign or Dubsado are prime!

Invoicing and Accounting- Money Money Money, must be funny (#ABBA)

This is a WHOLE big discussion. And I have tried so many things as far as accounting software and merchant services (how to capture that cash money via credit card). I’m on my third, yes third, accounting software and third, (again), merchant service. Furthermore, I’m not a bookkeeping or accounting pro, (I have an Aimee to help me out with that), but here’s what I use now. Xero is my accounting software of choice (I know that a lot of creatives love Freshbooks, and Dubsado is cool too, but they just do invoicing, not the accounting piece) and it’s way easier for me to understand. Quickbooks Online seems to integrate the best with Dubsado and QBO is fine, I just prefer Xero now. And Stripe is the best way that I know to take credit cards. I tried doing merchant services through my former bank and it was a nightmare. The pros use Stripe (and so do I)! It’s just so easy to take credit card info that way and Stripe integrates really well with a ton of other softwares! Paypal is okay in the beginning but I recommend using Stripe.

Check out Xero here for free! (ps this is Aimee my CFO’s link 😉

Project Management Tools- So Asanaaaaa

Asana is still one of my favorites, especially their free version. There are others out there like Trello and I’m looking into using Flow for some web development projects. And Basecamp is super robust and great, but at a price! Asana however is a great (free-unless you upgrade) way to communicate with team, assign tasks, and create and replicate processes. The free version is great! I personally don’t use Asana to manage my daily tasks (I use white boards, paper, journals, google docs, etcetera). This tool is really great if you have a project broken down into tasks that you need team to do or that you want to be client facing. A lot of the pros that I know do great with the free version! I also love Flow  for web and designed based projects– super easy to replicate templates and makes project managing fun for me!

I also love Google Docs/Drive to write out processes and collaborate on projects. However, once you have a lot of moving pieces (several client timelines, your own calendar, etc) to toggle with, Project Management Software can really help out with that!

Communication- Slack Slack Slack!

If you’re on any virtual teams now a days, it’s all about Slack! You can have a million different channels and it makes it easier to keep tabs on different subjects, conversations etcetera. I recommend this for teams and if you haven’t seen Slack yet, you will if you’re a service provider looking to help small businesses! If you use Slack in your business, I recommend it for internal communication and keep other ways, like Email (or Asana) for client communication.

What are your favorites!? Comment below!

If you’re looking to get any of these products set-up, my team and I can help you and love collaborating on projects that will make your life easier in the long run!! Schedule a call with me here and let’s chat more!



PS Are we friends on Insta? Let’s make that happen #stat