Scribd
Upload
12 views5 pages

Resources - Tech PDF

This document is a comprehensive checklist of tech and resources for managing a business and client interactions. It includes tools for client communication, calendar booking, invoicing, contract sending, content creation, scheduling, client management, and legal considerations. The list features both free and paid options, emphasizing the importance of selecting tools that meet immediate needs with the possibility of upgrading later.

Uploaded by

Em Ferrer
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
12 views5 pages

Resources - Tech PDF

This document is a comprehensive checklist of tech and resources for managing a business and client interactions. It includes tools for client communication, calendar booking, invoicing, contract sending, content creation, scheduling, client management, and legal considerations. The list features both free and paid options, emphasizing the importance of selecting tools that meet immediate needs with the possibility of upgrading later.

Uploaded by

Em Ferrer
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 5

CHECKLIST

TECH & RESOURCES

LIST

Ina
Media
Introduction

This is the master list of resources & tech you may


need to work on your business and work with clients.

This is a list of useful tools you might like to use. I


have included Free & some paid tools. Please do not
hinder a lot on deciding which one to use. Pick one
who does the work, and you can upgrade later on.

Client Communication Platform


When getting on calls with prospects, or during your
work with clients, you will need to communicate with
them face to face, and through messaging.

ZOOM
Facebook Messenger
Instagram DM
Google Hangout
Whatsapp
Slack
Voxer
Calendar Booking System

You will need software to allow your prospects to book a


call with you. Free tools are working perfectly, like Calendly
which can be integrated within your website, Zoom and
google Calendar.

Alternatives:

Acuity
Calendly

Invoicing
PayPal
Stripe
Wave Apps

Contract Sending
Hellosign

Docusign

Send contracts manually via email


Content Creation
During your work, you will need a graphic creation
software that is easy to use & free! If you are a student
you can receive the paid version for free with your
school email. I use CANVA to create my invoices, story
templates for clients, & graphics for Instagram posts -like
the templates I shared with you.

Canva.com

Content Scheduling

Content batching, planing and scheduling is a life-saver


in our line of work. Luckily, there are many platforms to
do just that. Here are a few:

Facebook Creator Studio


Tailwind
Plann
Later
Client Management Platform

Once you start having paid clients, you might need a


platform that allows you to send invoices, keep track of
clients, send contracts, etc. Please see below some
tools:

Dubsado - project management platform


Asana / Trello / Monday - project management
Google Drive - shared folder with client

The Legal Side

Once you start having paid clients, you need to keep


track of your expenses, invoices, and pay your taxes.
Here are some helpful tools for entrepreneurs:

Quickbooks - for bookkeeping


Incfile - to file for LLC in the USA

Good Luck, Superstar!

You might also like