Tools of the Trade – A Little Peek into My Business Essentials


February 7, 2023

blue desk coffee cup tools of the trade




Hey there, friend!

Welcome to my digital toolkit, where I’m excited to share the essential tools that keep my business running smoothly. In our world of social media management, website design, and course creation, having the right tools at our fingertips is a game-changer. These tools? They’re my not-so-secret allies, making my daily tasks a breeze. From client management to adding a creative flair to my work, these are the gems I can’t do without. So, join me as I unveil my trusted business essentials. Let’s dive in – this digital adventure is just for us!

get creative with software tools


Let’s start by exploring the creative corner of my toolkit. These are the tools that help me infuse a burst of creativity into my projects. Whether it’s crafting stunning visuals, playing with colors, or adding that unique touch to my content, this category houses the tools that let my creative juices flow. Let’s take a closer look at these creative essentials.

Table of Contents

  • Adobe Illustrator for Creative Branding: Adobe Illustrator is my creative sanctuary. It’s where I craft distinctive logos and visual elements that define my brand. I rely on Illustrator’s robust vector graphics tools to create designs that are not just visually appealing but also scalable and versatile. It’s the tool that allows me to convey my brand’s visual narrative authentically.
  • Canva for Visual Design: Canva is my versatile design Swiss army knife. From captivating social media graphics to lead magnets, workbooks, and video thumbnails, I rely on Canva for all my visual needs. Its user-friendly interface and extensive template library empower me to design engaging and shareable content quickly. Canva’s adaptability makes it an invaluable tool for enhancing my brand’s visual presence.
  • Coolors for Color Palette Selection: Coolors is my color palette magician. It simplifies the process of selecting harmonious colors that resonate with my brand’s personality. With Coolors, I maintain a consistent and appealing color palette that reinforces my branding across all my content.
  • Envato Elements for Creative Assets: Envato Elements is my creative treasure trove. It’s where I discover high-quality stock photos, fonts, and graphics that elevate my content. Whether I’m in search of the perfect hero image or a unique font to reinforce my branding, Envato Elements consistently delivers. It enables me to maintain a cohesive and visually appealing brand presence.
  • VideoCandy for Video Optimization: VideoCandy is my solution for video optimization. It ensures that my video content loads quickly and plays smoothly across various platforms. By efficiently compressing videos, VideoCandy helps provide a seamless viewing experience for my audience, whether on my website or social media.
  • YayText for Creative Text Styling: YayText adds a creative touch to my text styling. Whether I’m spicing up social media captions or adding a unique flair to email subject lines, YayText helps me stand out in the sea of text-based content, making my messages more engaging and memorable.


Next up, we have the tools that keep me organized and supercharge my productivity. In the world of social media management, content creation, and client collaboration, staying organized is key. These tools help me manage my projects, streamline communication, and ensure that everything runs like clockwork. Let’s dive into the realm of organization and productivity.

  • Airtable for Content Management: Airtable stands as my central hub for content management. It’s where I meticulously plan and organize social media content, both for myself and my clients. Every content calendar is customized to meet specific goals and themes. Airtable facilitates efficient collaboration with clients, offering transparent views of content schedules and progress. Whether it’s brainstorming ideas, scheduling posts, or tracking performance, Airtable streamlines the content creation process, ensuring nothing slips through the cracks.
  • Calendly for Scheduling Efficiency: Calendly is my scheduling superhero. It eliminates the hassle of back-and-forth emails by allowing clients and collaborators to select suitable meeting times. It’s a time-saver for everyone involved, ensuring efficient and hassle-free communication.
  • Clickup for Project Management: Clickup is my trusted project management ally. It goes beyond a simple task list; it’s a dynamic platform that assists me in efficiently managing projects, tasks, and deadlines. Whether I’m planning content calendars, coordinating with team members, or tracking client project progress, Clickup keeps everything organized and prevents any critical details from slipping through the cracks.
  • Dashlane for Password Management: Dashlane is my go-to solution for password management and online security. It simplifies the process of securely storing and organizing passwords for various accounts, making it easy to maintain strong, unique passwords for each. With Dashlane, I can ensure the safety of my digital assets and streamline the login process, enhancing overall online security.
  • Dubsado for Client Management: Dubsado serves as the cornerstone of my client management process. It goes beyond contracts and invoices; it’s all about providing a seamless and personalized experience. I utilize Dubsado to craft tailored workflows for each client, ensuring a smooth journey from onboarding to project completion. This versatile tool automates repetitive tasks like follow-up emails and payment reminders, allowing me to focus on nurturing genuine client relationships. With Dubsado, my operations stay organized, professional, and client-centric.
  • Metricool for Social Media Management: Metricool is my social media scheduling and analytics wizard. It simplifies the process of scheduling posts across multiple platforms, saving me valuable time and ensuring a consistent posting schedule. Its analytics feature provides in-depth insights into engagement, audience growth, and hashtag performance, helping me refine my social media strategy for maximum reach and impact.
  • Slack for Real-Time Collaboration: Slack is my real-time collaboration ally. It facilitates communication with my team, clients, and collaborators. Organized channels and direct messaging ensure that important conversations are never lost in the shuffle. Slack keeps everyone on the same page, making it easy to brainstorm ideas, discuss projects, and ensure smooth communication, regardless of where team members are located.

Web Design & Content Management:

Next we have the web design and content management category. In the digital landscape, your online presence matters, and these tools ensure I have a strong one. From designing beautiful websites to managing content effectively, this category is all about making sure my online presence represents my brand’s authenticity. Let’s take a closer look at the platforms that make it all happen.

  • Showit for Web Design: Showit serves as my canvas for web design. Its drag-and-drop website builder empowers me to create visually stunning and fully functional websites without the need for coding. I can customize every element to reflect my brand’s authenticity, ensuring that my online presence mirrors the heart and soul of my business.
  • WordPress (Integrated with Showit for Blogs): Within the realm of web design and content management, there’s a dynamic duo that powers my blog—WordPress and Showit. WordPress, a renowned content management system, seamlessly integrates with Showit, my go-to web design platform. Together, they create the perfect synergy for crafting captivating blog content. WordPress handles the blog posts, making it a breeze to write, edit, and publish articles. Meanwhile, Showit takes the reins when it comes to designing the blog’s visual identity and overall look, ensuring that it aligns flawlessly with my brand. This partnership allows me to deliver not only engaging written content but also a visually appealing and user-friendly reading experience. It’s the best of both worlds, and it’s how I keep my blog looking and performing its best.

Email Marketing:

Let’s step into the world of email marketing, where communication takes on a personalized and strategic dimension. In this category, I’ll introduce you to the platforms that help me connect with my audience on a deeper level. Email marketing is more than just sending messages; it’s about nurturing relationships and delivering valuable content. Join me as we explore the tools that empower me to craft engaging email campaigns, build stronger connections, and keep my audience informed and delighted.

  • ConvertKit for Targeted Email Campaigns: I’m thrilled about my transition to ConvertKit, especially because of its seamless integration with Kajabi. It offers robust email marketing features and automation capabilities that empower me to create personalized email journeys for my subscribers. ConvertKit ensures I can deliver the right content to the right people at the right time, enhancing engagement and building stronger relationships.
  • Flodesk: Simplify Email Marketing for Virtual Assistants: Flodesk, once a cornerstone of my email marketing strategy, deserves a special mention. While I’ve moved on to other platforms for my business needs, I want to emphasize that Flodesk remains a fantastic choice for email marketing, especially for Virtual Assistants. Its user-friendly interface and beautifully designed templates make crafting engaging email campaigns a breeze. If you’re a Virtual Assistant looking for an email marketing platform that’s both visually appealing and easy to use, I still wholeheartedly recommend Flodesk. It’s a platform that can help you build meaningful connections with your clients and deliver compelling email content.

Course Creation & Communication:

Moving on to the category dedicated to course creation and seamless communication. As a course creator, effective communication and the right platform for hosting courses are paramount. These tools help me create engaging and educational experiences for my audience while keeping the lines of communication open and efficient. Let’s explore how these tools play a pivotal role in my course creation journey

  • Kajabi for Digital Education: Kajabi serves as my digital classroom and content powerhouse. It’s the platform where I host and deliver online courses and digital products. With Kajabi, I create a branded and engaging learning environment tailored to my audience’s preferences. It boasts features like drip content, quizzes, and community engagement tools that enhance the learning experience. Integrated email marketing ensures effective nurturing of course participants, guaranteeing maximum value from their investment.
  • Loom: Let’s talk about Loom, my secret weapon for effective communication through video. In a world where messages can sometimes get lost in text, Loom steps in to add a personal touch to my interactions. With Loom, I can create screen recordings and video messages in a matter of seconds. It’s perfect for explaining concepts, giving feedback, or simply connecting with clients and team members on a more personal level. Loom’s simplicity and versatility make it an invaluable tool for conveying information and building stronger relationships, one video at a time.

AI Assistance & Copy Enhancement:

Now, let’s delve into the realm of AI-powered support and the fine art of copy refinement. In this category, you’ll discover the tools that bring a touch of automation and creativity to my content creation process. From polishing prose to brainstorming ideas, these AI companions lend a helping hand in crafting compelling copy. Join me as we explore how these digital collaborators enhance productivity and elevate the quality of my content.

  • ChatGPT for AI Assistance: ChatGPT is an invaluable AI tool that I utilize for various aspects of my work. It provides intelligent assistance for tasks ranging from content generation to answering queries and even mapping out processes. With ChatGPT, I can enhance productivity and creativity, making it an essential part of my toolkit.
  • QuillBot: QuillBot, the word wizard in my toolkit, deserves a special mention. In the realm of copy refinement and language enhancement, QuillBot works its magic. It’s my trusty sidekick when it comes to perfecting the nuances of my text. Whether it’s fine-tuning a blog post, polishing a script, or giving a social media caption that extra sparkle, QuillBot steps in with its AI-driven suggestions. Its ability to rephrase and restructure sentences helps me achieve clarity and precision in my writing. QuillBot is the secret sauce behind my content’s crispness, ensuring that my message comes across just the way I intend it to

These tools are the lifeblood of my business, enabling me to operate efficiently, connect with my audience authentically, and maintain a strong online presence. If you’d like more in-depth information on any of these platforms, feel free to let me know!

Affiliate Disclosure: We’re all about building a community of collaboration here! Just so you know, some of the links we talk about might earn us a little commission (not all of them though!). But here’s the best part – it’s all about saving you some cash, and that’s pretty darn awesome, right? This setup helps us get more of our absolute favorites and keep sharing them with you. We want you to know that our recommendations come from the heart, fueled by real excitement and a rock-solid dedication to bringing you value. Your support means the world to us, and we’re truly grateful for it!




Goodbye snooze-worthy emails, hello inspiring, quirky messages! As a creative coach and entrepreneur, I offer practical strategies, deep encouragement, and a dash of humor to spice things up. Click below to access all the happenings



I wanna be in the know! 

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.


or head back to the blog

a phone and earphones on a laptop
a book and pen on a table
A woman in grayscale holding a cardboard sign with the phrase 'Perfectly Imperfect' written in black marker. The image promotes the concept of accepting and celebrating imperfections in virtual assistance work. The book cover-like design includes the title 'Embracing Excellence in your online Work' by Christi Balfour.