I work from home. I’ve been doing this for over five years. During that time I’ve tested out a number of different tools to support my business and wanted to share my best tools with you.
Have video calls with your clients. This tool is great for 1:1 calls, group calls or to run online training. You can easily record the calls, and share your screen.
This is a noise cancelling app that cuts out background noise. Perfect for when your neighbours are doing DIY, the dog is barking or the kids are singing Let It Go for the 15th time. You can do a free trial plus they’ve just released a free version.
Need to have your clients sign a contract but there is no printer or scanner handy? HelloSign is a digital platform that allows you to upload contracts and send them to your clients to be signed digitally. They have a free version (3 contracts in a month) if you want to try it out.
An online appointment scheduler is a life saver and one of the best investments I’ve made in my business. This tool save so much time as there is no need to play email tennis with your clients.
They simply access your calendar, via a link you provide, and book in a time that suits them.
I like Calendly as it syncs with my Google Calendar, so there are no double bookings. Also, my clients can select the time zone that they’re in so they see the available times in their time zone (not mine!).
Calendly allows me to send out reminder emails to my clients so there is less risk of people forgetting their appointments. I can also set buffers around my appointments so I have time to tidy up my notes, and take a breather, between calls.
5. Google Docs
A simple way to share, and work together, on documents. No more endless emails sharing documents.
I use Google Docs to store the workflows, standard operating procedures and templates that I create for my clients. It’s easy to set up folders (you can make them different colours!) to store the documents in a shared drive that your client can access.
Canva is my go to when I want to create an image for blog posts or social media. It’s quick and easy to use. I created templates for the various content I share to make my workflows flow smoothly and save myself time.
If you want to buy stock images, fonts, vectors or graphics then head to Creative Market. Beware! They have so much awesome stuff there that you can lose time very easy.
Asana is a project management tool that allows you (and your team) to manage your tasks. They have a list and a board option to suit your style.
I use Asana for my:
- Follow up system. By setting up templates I created a simple system that makes following up easy
- Client on boarding system. My templates contain all of the information that I need to collect for a new client so I don’t need to recreate what I need each time. This is a real time saver!
- Client management. My templates mean I can easily keep track of each client’s goals and progress.
You can also use Asana to plan out your content.
Do you have favourite tools to work from home? Let me know in the comments below.
How do you choose the right tools for your business? What is right for me, might not be right for you. Read “How to choose the right online tools for your business”, where I give you the basis for the way that I chose which tools were right for me.
If you’d love to streamline your business with systems and tools that suit you then then pop on over to the (virtual) Systems Café and book in a one hour Systems Audit session with me. I’ll guide you through the different areas of your business so you’ll have clarity on your next steps.
Disclosure: Some of the links in this post are affiliate links. This means if you sign up via my link I may receive a small reward. You don’t pay any extra.