Tools for Success
No matter what stage you’re at in organizing and launching your big idea, leading a project team online, the right tools can:
Save you dozens of hours per week and a lot of stress (so you have more time to take care of yourself = a HUGE win!). Automate key project management activities like task management, scheduling and financial controlling as well as communicating with stakeholders like clients and team members from wherever online and create a save community hub for your project data.
Save thousands of dollars on pricey experts, know the right tools for the right task without feeling overwhelmed by so many software pieces and tech in your project is a game changer.
My commitment to you is that I will always check out new tools and make it easy. Less is more!
I experiment with what works and what doesn’t and then report back with honest recommendations on what you need (and when you need it) so you can create intentionally, manageable and profitable systems and processes for your small & big projects.
Access the full list of tools and insider discounts below!
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BUILD STAKEHOLDER COMMUNITY
Kajabi
Kajabi is where host our masterclasses and community. Kajabi contains all the features you need to build a membership and engage with your project stakeholders. Kajabi allow so market, and delivers your presentations. Kajabi makes it incredibly easy to turn your knowledge and content into products you can sell, I am a huge fan of this powerful tool. Inside my business, we specifically use Kajabi for our course platforms to highlight and showcase all of our courses, memberships, and use it for managing coaching calls.
Many of these links are affiliate links, which means I may get a commission if you purchase. However, none of the fees of these resources have been increased to compensate me. In fact, many of the creators of these tools have given me special discounts that I get to extend to you!
You’ll see all the special deals below.
WHITE BOARD - ONLINE
Miro
Whether your teams are colocated, distributed, or fully remote, Miro provides an engaging, intuitive, in-person collaboration experience with multiple options for real-time or asynchronous teamwork on an online whiteboard.
ONLINE MEETINGS
Zoom
Zoom is a cloud-based video conferencing service you can use to virtually meet with others - either by video or audio-only or both, all while conducting live chats - and it lets you record those sessions to view later.
ONLINE MEETINGS
Slack
Slack is a meeting space, bulletin board and chat for your team. It's a fun tool that you can use on your computer and your phone to stay in touch and keep everyone up to date with the important news. Super for daily standup.
PLANNING AND COMMUNICATION
Monday
MONDAY contains all the features you need to schedule tasks and communicate with your team.
I am a huge fan of this powerful tool. Inside my business, we specifically use MONDAY for our tracking the progress , developing new content and cooperate with our clients on documents.
PROJECT MANAGEMENT
ClickUp
ClickUp is a complex project management tool that aims to make your business life easier. ClickUp is a straightforward, user-friendly solution made for any business size and alternative to Monday.
PROJECT MANAGEMENT
Runn
Runn is a resource planning and forecasting tool that helps remote teams get company-wide transparency across sales, projects, and the experts needed to deliver project results.
DOCUMENT STORAGE
Google Drive
Google will give you 15GB of free cloud storage just for signing up, that free space is shared between Google Drive, Google Photos and Gmail. We love Google drive because of the productivity of Google’s office suite and range of third-party applications.
FILE ORGANIZATION
Dropbox
In my opinion, the key to minimizing stress in business is staying organized. Dropbox is where I store and systematize my files so that everything has a “home.” You can start using this tool for free and upgrade as your library of digital assets grows.If you look for security you are here in the right place.
NOTE APP
Evernote
Evernote is an advanced note-taking app that allows you to add text, images, audio, scans, PDFs, and documents to your notes with ease, syncs offline, notes which can be structured and formatted. Great for invoice and image scan storage. It has a personal task management.
CREATE DOCUMENTS
PowerPoint 365
PowerPoint is a complete presentation graphics package. It gives you everything you need to produce a professional-looking presentation. It is easy to control the flow and create pitch documents, status meetings.
CREATE DOCUMENTS
Excel 365
Investment bankers and accountants sientists, teachers, business owners, graphic designers, rely on organizing data and calculating finances, time and much more.
CREATE DOCUMENTS
Canva
Canva is the ultimate design tool for non-designers. It’s user-friendly and the free version gives you access to most features. Use Canva to create shareable social media images, cover photos, even video thumbnails. In no time, you'll be on your way to building a memorable online brand.
VIDEO CREATION
Loom
Record and share video messages of your screen, camera, or both. Faster than typing an email or meeting live. Free to use on Mac, Windows, Chrome, iOS, online and offline app.
VIDEO CREATION
ScreenFlow
Screenflow is easy and professional for Mac and captures your actions on desktop screen, and then you can edit the recordings as well as by adding callouts, annotations, and motion. Camtasia is for WINDOWS.
SCREEN CAPTURE + SHARING
Snagit
Snagit is a simple-to-use screen capture and screen recording app. Create training for new team members, quickly troubleshoot tech issues by showing the problem -- or reference something visual in an email.
WORK BREAKDOWN STRUCTURE
Trello
Trello is a task management app that gives you a visual overview of what is being worked on and who is working on it. It used the Kanban view which was developed in Toyota as a system to keep production levels high and maintain flexibility. It is best represented as a whiteboard filled with post-it notes. Each post-it represents different tasks involved in the project. Perfect for breaking down the work into manageable pieces and can be exported to Monday. app.
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The Project Management Tools to be more productive online
I’ve personally used every tool on this list
