Episode – 013- My Top 5 Tools for a Smooth Online Business
Who wants to save time? Who wants to run a streamlined business? I do, and I’m sure you want, too. In this episode I’m going to introduce you to my top 5 apps for a streamlined business that help save me time, and that are honestly those I truly couldn’t live without (in my business!)
Here is a sneak peek!
- Book Like a Boss
2. Happy Scribe
4. Active Campaign
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Read the transcript of the episode below:
Hello and welcome to Episode 13 of the Online Business Tech Hub. This is Alessia your host, tech expert for online coaches and consultants on a mission to rescue my clients from tech disasters. And today I am sharing something a bit different from the previous episode.
Today I want to talk about my top five tools that I use literally every single day that help me run my business in a very smooth and streamlined way.
So the thing is that there are so many options out there and during all these years I’ve been working online, obviously, I came across and explored a lot of different tools and systems. Whether I’ve been using them for myself, only just to test them out and see how they performed, or if I have been using these tools for my customers, for my clients, and making some research based on what they need, that led me to find out new software, new tools. And of course, in all these years, I have been realizing which are the best ones to use, not only for the ease of use because they have a really pleasant user experience, but also because of budget, because there are a lot of amazing tools that cost a fortune, but also a lot of amazing tools that cost peanuts. And sometimes they are even free.
So in this episode, I want to tell you all about them so that I can help you navigate the maze of technology in a bit of an easier way because I know that there are so many options out there and it’s really, really easy to get overwhelmed. And that’s absolutely not what I want.
Tool number one to number one is Book Like A Boss. So a Book Like A Boss is a call scheduling system that literally makes booking calls, appointments, and meetings, but also paid consultations with you, a breeze. It makes it so easy. But what I really like about Book Like A Boss is that you can turn your booking page into almost a mini-website because you can personalize everything. You can add your own text, your fonts, your colors, photos, testimonials, and a lot more. You can sell your services there. If you host paid workshops you can even set up group bookings so people can book their slot for your own upcoming workshop.
In addition to all the free consultations, discovery calls, paid sessions, and so on, because Book Like A Boss also integrates with Zoom, Google Calendar, and many other calendars. But you can also make it work with Xapier. So for example, you can add them if this is necessary. Obviously, be mindful always of GDPR, but you can add the contacts that sign up to have a call with you at a meeting or a session or the group booking in case you’re running, for example, a workshop. You can add your contacts to your newsletter platform using Xapier.
OK, so it’s really easy. It’s handy. It has very decent pricing. I think if you want all the features, it’s a bit more expensive than Calendly or Acuity. But honestly, for me, what made me stick with them for a long time is truly the ability to customize your service page, your call pages, and turn it into literally a mini-website.
So whenever I need to make changes to my website and I need to put it on maintenance mode, the people, client or prospective clients, they can still book called with me, because on my page on a Book Like A Boss, is all the necessary information. There are my contacts, my Facebook page, my LinkedIn profile link, testimonials, and so on. So it’s fantastic. I really have been recommending it to many clients and generally speaking, also on social media, when people ask advice about booking meetings, schedulers, it’s absolutely my favorite one.
Onto number two, is Happy Scribe. They say that it’s one of the most accurate, dedicated, nonhuman transcription tools, and I’m reading this from their website, but I can guarantee that this transcription software is amazing. OK. And the reason why I’m saying this is that it transcribes perfectly even what I say. And I mean, you can hear me talking. I have a bit of a weird accent, OK? I mean, Happy Scribe has been designed for English speakers, even though now since they have founded it they have added a lot of many other languages, including Italian by the way, though I have never tested it, to be honest. I’ve always tested the English one and it works really, really well.
And what I appreciate the most about Happy Scribe is that you can upload your videos or your audio file and then you can get it transcribed or captioned so you can burn the caption, the subtitles in the video.
And if you do this, you can even customize the font and then the background of the caption so you can burn the captions, the subtitles on the video, and then you can download the video with the captions. Or you can just get the captions and download the SRT file and then you can upload it separately on YouTube, for example. So it’s really handy.
The other thing you can do is that you can get the video or the audio completely transcribed. And that means that, for example, and this is exactly the same way I do, I upload the audio file of every podcast episode. I get it transcribed and then I put it on my website. So if you go and listen to this podcast episode from my own website, you will see if you scroll the page that you can open a separate section where the transcription of the podcast episode is. And this is handy. This is really useful for SEO purposes and generally speaking, for those who also prefer to read, in case they don’t want to listen or they don’t have time or they don’t have a chance to listen.
So it’s very, very easy and it’s extremely accurate. So absolutely. I recommend Happy Scribe.
To number three. It’s Taskade. So Taskade is a free task manager platform that lets you create different spaces to collaborate with your team. It’s really easy to use. It’s free. Then if you need more space to upload documents, then I think you’ve got to upgrade to the paid plan. But if I remember correctly, the paid plan is five dollars per month.
So it’s peanuts and it’s only to have extra archiving space. I personally have the free plan and it’s more than enough. And what I absolutely love about Taskade is that it lets you create lists, mind map boards like in Trello and you can switch from one to the other to view your project. And this is really handy. For example, first, you want to draft the project as a mind map and then the same project you want to turn it into a list or into a board so that it’s more organized in terms of like a project perspective.
Another thing that I love about Taskade is that it has a lot of ready-Made templates that you can copy and import on your own account. Absolutely. Great. Absolutely recommend that. I’ve been using Asana, I’ve been using Trello. I checked out ClickUp, Taskade, in my opinion, is the easiest one to use and it lets you have a lot of customization. You can invite your team members. They don’t even need to create an account if they don’t want to.
And you can even have a conversation like a phone conversation or even video calls. I have to say, I’ve never tested that feature. But you can have calls within Taskade within the platform, so you can add your coworkers, you can add your team members and you can have calls with them from within the platform. Supercool love it.
Tool number four is Active Campaign. Well, you know, if you’ve been listening to the podcast since the very first episode, you know, that Active Campaign in my opinion is one of the best email marketing software platforms out there.
It’s affordable. It has at the same time a lot of advanced features for quite advanced funnels. For example, the abandoned cart reminders, for example, the re-engagement campaigns that you can automate. And what I love the most is the ease of segmentation. So breaking down your list into smaller dynamic lists so that you can really understand the behavior of your e-mail subscribers, what they want, what they are interested in, who opens whatever e-mail, who clicks on specific links.
OK, really fantastic. I’m not going to talk too much about Active Campaign because I’ve been talking about it for so long already.
And lastly, number five is MemberVault. So MemberVault is the software that I use where you can store your online courses, your offers, your services, your paid consultations, your lead magnets, your free resources, anything in one single platform. MemberVote basically makes getting familiar with all your free and paid content extremely easy.
It’s like a shop window for all your content, for your materials, for your free and paid resources. And what I love the most is that it integrates with literally one click with pretty much any other tool, especially email marketing platforms. So I absolutely recommend that. I use it for all my paid programs. And I love that the customer service is extremely present. It’s very helpful and in case you have some problems, but there is also a really active and helpful community you can turn to in case you have problems.
Now, in this episode, we covered my top five tools that help me run a streamlined and smooth business. And I could talk for hours about each and every one of them. But I don’t want to overwhelm you with a lot of choices and a lot of information. So these are my favorite ones, the tools that I recommend. And there is one for basically each and everything that you want to do, online selling courses, email marketing, task manager, booking, scheduling calls and meetings with your clients, and then transcribing your video or audio content.
Before I close, I want to invite you to the next e-mail marketing intensive day. It’s on the 13th of May. We are going to focus on Active Campaign. So remember to check the show notes where you can find all the information about it and also register for Kick Start Your E-mail <arketing, which is my FREE email course that helps you set up and understand which e-mail marketing platform is the right one for you. That’s it for today. I will talk to you next time.