S2 E10: How I stay on track with project management software & tools

Episode Notes:

I use a range of different softwares and tools in my project management and client management process. In this episode I'll talk through each of them and how I use them to stay on track and create a simple, streamlined experience for my clients.

Links mentioned:

-Trello (https://trello.com/annaclark/recommend *)

-How to use Trello as a content calendar (https://www.byrosanna.co.uk/blog/trello-editorial-calendar)

-How to use Trello as a business plan (https://www.byrosanna.co.uk/blog/lean-business-plan-freelancers-hate-planning)

- Asana (https://asana.com)

- Dubsado (https://www.dubsado.com)

- How to use a CRM system, with Capsule CRM demo (https://www.byrosanna.co.uk/blog/staying-organised-with-a-crm-system)

- Mailchimp (https://mailchimp.com)

- Flodesk (https://flodesk.com/c/00G2QH * this link will give you 50% off!!)

- Dropbox (https://db.tt/OaeHKTcb *)

- Gmail/GSuite (https://gsuite.google.com/intl/en-GB_ALL/landing/partners/referral/trial.html?utm_source=sign-up&utm_medium=referral&utm_campaign=apps-referral-program&utm_content=TVCMS2V *)

- Hellosign (https://www.hellosign.com)

- Daily desk pad £4.99 (https://www.byrosanna.co.uk/shop/daily-planner-deskpad-a5)

- Weekly desk pad £9.99 (https://www.byrosanna.co.uk/shop/weekly-planner-deskpad-a4)

* affiliate link