As a business owner and “solopreneur,” keeping things organized and having systems in place is a must. So, I’m coming at you today with five of my favorite Productivity & Organizational Tools – just in case you’re using this forced time at home to better your workflow!

Trello

This is one of my absolute favorite tools for both business and personal. It’s on my phone and always open on my internet tabs. It’s where all of my client workflows are. I use it for brain dumps and holding all my course login info! 

It can take a bit to adjust and get the flow going, but I took this course two years ago, and my relationship with this tool has been great ever since. This isn’t an affiliate link, but I highly recommend the course. It even comes with pre-laid-out boards you can use as templates to get started, which is worth the $29 fee alone. It was a game-changer and worth every penny!

My Notes App

Another freebie and most likely built right into your computer/phone. I use it to brainstorm ideas for blog and Instagram posts. It houses our family grocery list. I also use it to house in-the-moment thoughts for things I want to write more about later. I also love that it’s cloud-based so I can go back and forth between my computer and phone. You can even add family and friends to notes!

Flodesk

Oh, how I love Flodesk! If you’re new to email newsletters or a seasoned professional, this one has endless things to offer.

I used to be terrified of the idea of sending out emails to my list. Everything seemed super hard to customize (or not really customizable at all without knowing how to code, which, spoiler alert, I don’t). This always caused me to add it to a random “to-do later” list. You can probably imagine how that went…

Then came Flodesk. Honestly, it’s fun to use and gorgeous! There are options for landing pages and opt-ins to customize!! Drag and drop emails and one monthly price for unlimited subscribers. Pretty sure I could do an entire post on this alone! You can use this code to try it out for 50% off!

Honeybook

Oh, where would I be without my beloved Honeybook? This is the heavy hitter for my business. If you’re one of my current or past clients, you’ve 100 percent interacted with this platform. It’s where I handle every single interaction with clients from start to finish. Contracts, payments, feedback, emails, contact forms…this one has it all.

They’re also fabulous about keeping us updated with new tools (like a guide for COVID-19) and a great support community! I don’t know where I’d be without this one. Truly…if you’re still asking clients to sign paper contracts to mail to you…please check this out. You can click here to try it for 14 days!

Planoly

Last but certainly not least, my favorite Instagram tool. This is where I organize my Instagram feed and schedule posts ahead of time. I’ll be honest. This is a bit of a struggle for me. I’m an enneagram seven and kind of thrive on “in the moment” posting. But for my sanity and the sake of delivering better content, Planoly is where that happens.

Bonus

Tailwind- How I 13x my Pinterest views (and upped my website traffic)! This one was a game changer, I went from 16k monthly views to 200k in a month. Pinterest is also my absolute favorite platform, yep, even more than Instagram.

Did you know that Pinterest is actually a search engine and not social media? It uses the same approach as Google for finding content! There’s even a plugin so you can save to tailwind from any site, magic for planning your Pinterest content right from your blog post! You can snag a free month here.

Disclosure: Some of the links in this post are affiliate links, and if you go through them to make a purchase, I will earn a commission. Keep in mind that I only share about companies that I truly believe in (and use).

Did you enjoy this post about my favorite Productivity & Organizational Tools? If so, you’re more than welcome to reach out if updating your brand visuals has been on your to-do list. I’d love to walk you through my Signature Brand Photography Process and help you create intentional imagery for your creative business! 

You May Also Enjoy

Site Design © With Grace and Gold
© 2024 Josie Derrick