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Freshbooks – Online Invoicing and Time-Tracking System

April 22, 2011 By Leave a Comment
freshbooks

If you are manually creating and tracking your client invoices, you need to check this service out!  My business is split between, strategic coaching, consulting and website creation, and my billing/invoicing was a scattered mess until I started using Freshbooks. Freshbooks can be set up to take payments through PayPal, using a merchant account or you also have the ability to enter payments manually if clients pay with cash or checks.   And you can very easily add your logo and change the colors so that when your clients … [Read more...]

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Gravity Forms – Online Forms, Questionnaires and Assessments

April 20, 2011 By Leave a Comment
gravity forms

Finally!  A really simple, but powerful online form builder and assessment tool.  I use this premium Wordpress plugin in a variety of ways to automate client and potential client inquiries and interactions. It’s simple drag and drop form creator is a snap to use and makes professional, online engagement with your clients and potential clients easy as pie. With the purchase of one plug-in license, you are able to create an unlimited number of online forms, questionnaires and/or assessments for your website.  I have used … [Read more...]

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Roboform – Online Password Management

April 8, 2011 By Leave a Comment
Close up of an internet log in screen

Increase your password security without ever losing or forgetting your login info!  This AWESOME product is a secure online password management system. You create ONE strong password and that’s all you need to remember, Roboform stores the webpage url, username & password for all your online accounts and it is encrypted and secure. You can also add on GoodSync which allows you to sync your information online. You will never LOSE your login information again. My computer crashed in January 2009 and again when Mercury … [Read more...]

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TimeTrade (formerly TimeDriver) – Online Scheduling System

April 5, 2011 By 1 Comment
TimeIsMoney

By implementing this ONE tool in my business, I have saved an average of 1-2 hours a week by virtually eliminating the emailing back and forth I used to do to set up client meetings and coaching sessions.  Not only has this saved me tons of time, but my clients and colleagues love that they can set up meetings in a jiffy at their convenience.  It is a snap to set up and allows for multiple appointment types, syncs with my Outlook calendar so it always knows my availability (also links to iCal and Google Calendar), updates my … [Read more...]

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