71

must-have
tools
for small
businesses
 beginner tools

SELF-ASSESSMENT

Streng thsfinder Assessment ($24)

01
The most important thing about today is that you remember that the only
way to move forward is to look inward first. So, carve out 20 minutes and
take the assessment. You will learn what your top 5 strengths are and how
you can develop them more in your work and life.

Mission Statement Generator (FREE)

02
Creating your mission statement is not easy. That’s
why I love this mission statement generator created by
Franklin Covey. They will ask you some simple questions
and you’ll answer them. Then, it will email you your
mission statement based off their answers. I loved it!

TIME MANAGEMENT

T he One Thing ($18)

03
Have you read our required CRP book, The One Thing? Be honest.

I’m putting the pressure on to read this book because I am seeing so many
of you overwhelmed. It’s not easy starting a business being pulled in a lot
of different directions. If I make anything look easy, it’s not! It’s late nights
and early mornings and I didn’t have a team when I started. Don’t give up
on your dreams. I can honestly say I have zero regrets and that’s how I want
you to live your life too.

Create Your Future 9 0 - Day Planne r (FREE)

04
You’ll put together your 90-day plan and this planner will help you create
your ideal future. Each week you’ll review your priorities and determine what
needs to get done. The planner will help you implement everything you learn
in the Productivity Bootcamp. Happy Planning!
 beginner tools

Rescue Time (FREE)

05
Our goal is to become as efficient and productive as possible. So, we need
to take a step back and see where you might be wasting time that you
didn’t even know about it. Rescue Time is a free resource to help you not
feel scattered.

Weekly To-Do L ist (FREE)

06
This weekly to-do list is digital, and you can edit it right on your computer. This
is the same to-do list in the 90-day planner above. Use this every week to
outline the priorities for your business this week and add any administrative
and personal items that you also need to get done. This will be what you
create during your weekly review session. Spend more time planning and
prioritizing and you’ll be less stressed and more productive!

MINDSET

Aff irmations (FREE)

07
We’ve put together a selection of powerful success affirmations for you to
print off, cut out and stick on your wall, pin to your vision board, keep with
you all the time... use them however you want. We recommend saying these
to yourself every day. You must stay positive on your journey to a full-time
entrepreneur.

Unroll .me (FREE)

08
It’s important to stay focused only on what you need to see in your email
inbox. It’s easy to get distracted and overwhelmed by 100 emails coming
in everyday. Use this service to get those yucky emails from coming into
your inbox. Pick your 1-3 mentors and only accept those emails. Make
sure you don’t unsubscribe from our weekly emails or you won’t get your
weekly success plan! Remember, unsubscribe, unfollow and LEAD. You have
a message and purpose and you have to be 100% you. Don’t try to be like
anyone else!
 beginner tools

S T OR A G E

DROP BOX (free - $9.99 per month)

09
You need a good organization system for your online files
because we’ve got some good stuff for you! You need
cloud storage for all your files that you can access on
every computer. Dropbox has made sharing files and
videos with my team so easy! Another thing I don’t know
what I would do without!

E vernote (free - $3.99 per month)

10
I used Evernote a lot when I first started my business to help me brainstorm
and get my ideas out. I set up notebooks that help me focus on what is
really important. I also save all of my files and emails that I don’t necessarily
need on a daily basis in Evernote as well. It’s so easy to search for things you
need. So glad I started using this a few years ago! Evernote is also where
I host all of my training PDFs that I download from various websites as well
and it’s a great place to save articles that you might not have time to read
but can go back to later with the Evernote Clipper.

Google Drive, Email an d C alend a r (FREE)

11
You can’t go wrong with Google calendar. It really sets the bar for staying
on track with your time. And you can share it with the people you work with
so that you are all on the same schedule. This helps my assistant know when
she can schedule my coaching calls and handle interview requests. We also
use google drive a lot to share meeting minutes and other docs with the
team. I also use gmail every day to check my email.
 beginner tools

P RO J E C T M A N A G E M E N T

Asana (free)
12
Whether it comes time to manage your own tasks or the
tasks of your future team, Asana can help you prioritize.
I use Asana everyday to get tasks out of my email inbox.
I set deadlines and priorities as well as task my team.
John and I also have a “to-discuss” project that helps
us prioritize what we need to discuss each week. I love it
for creating editorial calendars, generating blog ideas as
well as staying organized and checking things off my list!

Trello (free)
13
Trello is another great place to create a to-do list. It’s
more visual and reminds me of Pinterest so if you are
a creative person, you’ll love it. We have our operations
manual loaded onto Trello so everyone on our team can
get the training they need. You can use Trello for anything
though from organizing documents to organizing your to-
do list.well and it’s a great place to save articles that you
might not have time to read but can go back to later with
the Evernote Clipper.
 I n t e r m e d i at e t o o l s

M A RK E T R E S E A R C H

Surv ey Monkey (free)

14
It’s now time to start thinking like your customers!! You’ll have to know what
their frustrations and challenges are so you can help them right? We use
surveymonkey.com everyday to get feedback from our current customers
and potential customers. Start your first survey today!

Wufoo (free)
15
This is the best software to use for applications. I used this everyday when I
was collecting applications for strategy sessions. I have also used wufoo for
collecting applications for an event I was having. I loved that I could embed
the application right on my website. It looked very professional! You can also
use wufoo for your market research surveys as well.

Li bsyn (STARTS AT $5/MONTH)

16
This is what we use to host our podcast. It allows you
to easily setup your various publishing destinations
including; your RSS feed, Blog Page, Flash Player, and for
some users Podcast Companion App. Such as Android
App, iHeartRadio, Google Play Music, iTunes, and spotify.
You can start 50mb storage for $5. Also, we use this to
host our audio recordings for direct download.

K E Y W ORD R E S E A R C H

KeywordSpy (free)
17
Every blog post we create, we check the keyword first with keywordspy.com.
You want to make sure that there are a lot of searches for the keywords
that you are using in your blogs and articles. This is a great check before
you start your blog to see what people are searching for. You want to make
sure what you topic is that you’ll have lots of people interested in your topic!
 I n t e r m e d i at e t o o l s

Google Keyw ord P lanne r (free)

18
This is another application you can use to find out the best search terms for
your industry. You do not have to pay for this and set up an ad to use this
service. You will have to “pretend” like you are setting up an ad to be able
to use the keyword search tool BUT you can save it as a draft and not pay
for it. (Hint...Hint....)

B R A I N S T OR M I N G

Business Name Generator (free)

19
Generate your business name and check domain name
availability instantly. You’ll love this to get ideas for creating
your business name. Remember, to get feedback in our
Facebook group as well!

N amemesh (free)
20
Here’s another business name generator to help you
uncover the perfect business name and URL.

T rademark Search (free)

21
You’ll want to search the US Trademark Electronic search system to ensure
that you aren’t using someone else’s business name when you start. See a
lawyer for more information on this.
 I n t e r m e d i at e t o o l s

BUSINESS PLANNING

Business P lan (free)

22
You’ll complete your business plan!! So exciting!! This business plan template
I created because I couldn’t find a good one out there that applied to my
business. I hope this helps you decrease your overwhelm and gets you set
up to succeed. Please let us know when you complete your business plan!
We’d love to cheer you on!

FI N AN C IA L F OR ECA STING

Annual Excel Forecasting Spreadsheet

23 (free)

A financial forecast is an estimate of future financial

outcomes for a company.

WEBSITE

B luehost (hosting: $5 per month)

24
When you are creating your website, you’ll need hosting. Bluehost is our
recommended website host for beginning website owners.

WordP ress.org (free)

25
When you are creating your website, you’ll need hosting.
Bluehost is our recommended website host for beginning
website owners.
 I n t e r m e d i at e t o o l s

Studiopress ($50 and up)

26
You’ll also need a WordPress theme. This is what makes your site look different
from everyone else. Studiopress has some great options for themes and it’s
right where I started. My first site was built with the Genesis Theme.

Google Analytics (free)

27
You’ll want to add Google Analytics to your website immediately so you can
track where your traffic is coming from and what blog posts are performing
the best. I look at this every single day (sometimes multiple times per day).

EMAIL LIST

Mailchimp (free or $10/month for automation)

28
The best thing I ever did was start my email list on mailchimp. You will grow
out of mailchimp as you grow but it’s the best place to start learning about
sending emails and creating automated funnels and lead magnets.

A webe r ($19-$50/month depending on

29 number of subscribers you have)

If you are looking for the next step in email marketing, dive
into a free trial at Aweber. This is a step up from mailchimp
and I have actually never used it but I have heard great
things about it from my friends and partners.

Convertkit ($29-$79/month depending on number of

30 subscribers you have)

Here’s another email marketing platform I have never used since it wasn’t
around when I started my business. I have heard great things about the
automation that is provided in Convertkit and you all know I love automating!!
 I n t e r m e d i at e t o o l s

A ct i v e C ampa i g n ( $ 9 - $ 1 0 0 / mo n th
31 depending on number of subscribers you
have)

Another one to investigate! This email marketing system is

another one that is specialized in automation and I have
heard great things!!

P A Y M E N T P RO C E S S OR S

PayP al (Selling is 2.9% + $0.30 per sale)

32
Another one to investigate! This email marketing system is
another one that is specialized in automation and I have
heard great things!!

Shopify ($29-$79 per month)

33
This is a great shopping cart to investigate if you are an e-commerce site
or if you are selling physical products. You’ll be able to set up an online store
that looks professional and modern.

Square (2.75% fee)

34
Square is feature-rich and advanced mobile processing (mPOS) solution
you can find without a monthly fee.

1 shopp ing ca rt ($75 per month)

35
When I was ready for the next level after mailchimp, I switched to 1shoppingcart.
Why? Because I could integrate my shopping cart AND my email list. This way
I can make sure that customers who already bought a product, don’t receive
additional sales emails about those products. Make sense? This is for you
when you want to synch your email system and your shopping cart for less
headaches and more automation. You’ll also need a merchant account and
a payment processor.
 I n t e r m e d i at e t o o l s

LEAD MAGNET COORDINATION AND

LANDING PAGE/SALES PAGE BUILDER

Leadpag es ($25 per month)

36
This is a great shopping cart to investigate if you are an e-commerce site
or if you are selling physical products. You’ll be able to set up an online store
that looks professional and modern.

OptimizeP ress ($97 to $297 one-time fee)

37
If you are using WordPress, you’ll want to investigate this
plugin to see if it can benefit you. I use Optimizepress for
every online course and membership site I create. There
are so many other landing page options as well. I use this
to create every single sales page I create as well. There’s
so many drag and drop options it makes creating sales
pages easy.

SOCIAL MEDIA SCHEDULING

Buffer (free-$10/month)
38
Our team uses buffer to schedule our social media posts.
This works great for Facebook and Twitter. All of our FB
group posts are also pre-scheduled in buffer too!

Hoots uite ($0 to $19 per month)

39
Hootsuite is great if you want to pre-schedule all of your social media
platforms including LinkedIn and Instagram.
 I n t e r m e d i at e t o o l s

Later ($0 to $9 per month)

40
This is one of the best instagram schedulers that you can set up and use.
Plan your content ahead of time and get reminded on your phone when it is
time to post!

D E S IG N A N D P HO T O S

Canva ($0 to $9 per month)

41
We use canva to create all of our photos on social media and our website!!
We do use the premium version so we can upload our own fonts and colors
but you don’t have to! You can use hundreds of templates and design images
for each social media platform.

Adobe Spark (free)

42
We also love to use spark to create impactful social graphics, web pages,
and short videos for our website and social media.

L e g al Z o o m

Christy Westerfeld
43
The best you can do is speak directly to a Lawyer and we recommend
Christy Westerfeld. It is good to become as knowledgeable as possible.
Christy is an attorney and legal resource for online entrepreneurs and
coaches. So if you want to work with her, let her know Classy Career
Girl sent you.
 I n t e r m e d i at e t o o l s

B OOKK E E P I N G

F res hbooks (varies)

44
One of the best cloud based small business accounting
software. Some of its features are sending invoices,
tracking time, managing receipts, expenses, and
accepting credit cards. You can try it out for free because
they offer Free 30-day trial.

Quickbooks ($15-25 per month)

45
This is one of the best small business cloud accounting softwares. (Note: I
have a bookkeeper and she uses Quickbooks. This is the advanced route but
I wanted to give you a good option to get started).

DELEGATE

F i verr.com ($5 and up)

46
If you are low on cash, start here. We have had many members have great
experiences only paying $5. I know it sounds too good to be true but check
it out!

99des ig ns ($299 and up for a logo design)

47
The best part of this is that you get to see a ton of options and have people
vote on the one you like the best before you actually make the purchase. This
is great for you if you want lots of options.

Upwork (varies)
48
Post a job and Upwork will send you a list of qualified candidates. This is a
great place to find qualified candidates but it will be no the more expensive
side. Do you want to hire an expert and not have to worry about training?
This is the place to start.
 I n t e r m e d i at e t o o l s

OnlinejobS.ph (varies)
49
This is right where I started! My business would never have
grown without my rockstar VA found right through this site.
Think monster.com for a Filipino virtual assistant. This is
the world’s largest and safest marketplace for finding rock
star Filipino workers. Explore over 250,000 virtual-worker
profiles; find and hire the talent you need.

MEMB E RSHIP SITE/ONLIN E

C OUR SE TECHN OLOGY

Teachable ($39 to $99 per month)

50
This is a great place to start for your first course. You’ll have to pay monthly
but the design is done and you can get set up quickly without outsourcing
to a developer. The down side is that you will have less customization and
won’t be able to make it look exactly like you want it to possibly.

Ruzuku ($75 to $83 per month)

51
This one is similar to Teachable to review it when you are making your
decision. This is right where I started. I never used Teachable so I had to
include the one that I started on. It was very simple to start and get up for
that first course. After my first course though, I moved to Wishlist Member so
I would have more customization and I wouldn’t have to pay a monthly fee.

Wishlist Member ($197 to $297 one-time fee)

52
This is a plugin for WordPress that lets you set up your membership/
course levels and drip out content for your membership site or
online course. If you don’t know WordPress, there will be a sharp
learning curve but it’s by far the best course technology for the
long term. I paid the $297 one-time fee in 2012 and have built ALL
of my online courses and 2 membership sites on this one-time fee.
and I wouldn’t have to pay a monthly fee.
 I n t e r m e d i at e t o o l s

M E E T I N G A N D S C H E DU L I N G
SOFTWARE

Doodle (free)
53
Free and easy to use, this is a great place to start for
meeting scheduling.

Acuity ($0-$29 per month)

54
This is a great way to have your clients self-book their appointments.

Calendly ($0-$12 per month)

55
Another great option that many of our members are using!

Ti meTrade ($140 per year)

56
This is the scheduling software that I have used for 5 years.
I love it because I don’t need an assistant to go back
and forth scheduling meetings for me. Instead, I just put
open spots on my calendar and give the link to people to
schedule a time that works best for me. It decreases the
headaches of scheduling in multiple time zones.
 I n t e r m e d i at e t o o l s

WEBINAR AND TELESEMINAR

SOFTWARE

DEMIO ($34-$163 per month)

57
This is Anna’s favorite option for live webinars and
automated webinars. Very classy and great support.
Its perfect for small businesses and solo entrepreneurs
getting started with webinars to growing companies that
need a bigger room size. They also offer 14-day trial with
all Growth plan features and a 25-attendee room size if
you are interested to try it out.

Zoom (free-$15 per month)

58
You can have eliminated one-one-one individual sessions for FREE on zoom!!
And if you want to have a meeting with more than 1 person, you just have to
make sure it doesn’t go longer than 40 minutes. If you want it longer, you’ll
have to upgrade. The audio quality is great and I use this to record interview
podcasts and live videos for our membership site trainings. I also love that
I can put my picture on the screen while also showing my screen to make it
more personal.

F reeconferencecall h d . c om (free)
59
This is where I first started when recording my own audios and my interviews.
It’s free and a great place to start!
 I n t e r m e d i at e t o o l s

VID E O E QUI P M E N T

Video Set up Tutorial (varies)

60
John is the expert with all this video tech stuff. He created
this tutorial/cheat sheet for you to see what video
equipment we use. Feel free to reach out in the FB group
if you have any questions for him. Tag him!

i Movie (free on MacBook)

61
This is what we use to edit all of our videos for Youtube
and for our membership sites. We can also edit audio for
the podcast with iMovie. If you have an Apple computer,
it should be on your computer. Try it! You may need to
watch some tutorials on Youtube but it’s pretty simple to
pick up. You can make professional videos in no time!

A d va n c e d T o o l s

SALES FUNNEL

Infusionsoft (startinG at $80/month)

62
A powerful sales & marketing software integrates with
thousands of apps to get you more organized, deliver
personalized service and close more sales.

PlusThis (15% off because they like you

63 guys)

Top add-ons for small businesses using Marketing

Automation Software. Works with your favorite marketing
automation software including: Infusionsoft, Drip, Ontraport,
ActiveCampaign, and Hubspot.
 A d va n c e d t o o l s

SixthDiv ision
64
Taylor McArthur 480-740-8464 (Cell) taylor@sixthdivision.
com

Turn your team into super-employees, have a process for

implementing, get better reporting and visibility, get more
clients, and be more confident to grow your business.

Dig ital Marketer (Free)

65
The Premier Online Community for digital marketers. A
great source for up-to-date digital marketing tactics and
strategies (that actually work).

Extra Resources

F or P ay roll Ph one n u mber

66 69

Sh ow s oc i al p r oof of
70 b u yer s on sales pag es
Help des k/ticket ing
67 supp ort system

Sh ow names of ema i l
71 r ec i p i ent on an i mag e i n
Chat supp ort t h e ema i l
68

Note: Some of these are affiliate links and I may receive a small commission if you purchase
the tools through my link