Helpful Tools & Services
We created this page as a quick one-stop resource to show you our favorite and most helpful tools that we use every day. These range from marketing and connecting with clients, to apps that can help you plan, schedule, and declutter your professional (and personal!) life, to help your business run efficiently. Next to each item, we have a quick overview video about how we use each service, and a button to easily sign up for them.*
If you have questions on any of these tools – or have a suggestion for a new one! – please get in touch and let us know!
AWeber is our favorite email marketing tool. It allows us to:
✔ Build our contact lists
✔ Keep our subscribers up to date
✔ Stay connected with our audience
We like using Acuity Online Appointment Scheduling since it saves us both time and effort in getting started with new clients. With Acuity we:
✔ Ensure client payments are on time
✔ Automate common tasks
✔ Spend more time on finding new clients, and less time doing “busy work”
Invoicing & Payroll
Square has many payment solutions, though it’s their invoicing and payroll services that we love the most.
✔ Online invoices make it easy to collect payments from clients
✔ Automated reminders (for those clients who aren’t always on top of their payments)
✔ Payroll services, with support for hourly and salaried employees, time card integration, and health coverage
Evernote has been around for a long time, and there’s a good reason for it! We find it indispensable for taking and organizing notes, thanks to some handy features such as:
✔ Quickly attaching images, documents, or invoices to notes
✔ Easy sharing options, including sharing company-wide notes
✔ Helpful integrations such as Outlook, Slack, and Google Drive
Microsoft To Do (formerly Wunderlist) helps us quickly and easily put together to-do lists with minimal effort and tailor them to our needs, saving us a ton of time. Our favorite To Do features:
✔ A “My Day” view showing all items that matter to us right now
✔ Due dates, reminders, and recurring tasks for those daily, weekly, and monthly items that will always be there
✔ Like Evernote, To Do lists can be shared with anyone, making group projects easy
How many calendar apps are out there? There are many options, but the simple-looking Google Calendar can likely take care of all your needs.
✔ It’s easy to use with a clean look
✔ It’s everywhere: Anything you change on any of your devices will sync to one another
✔ Easy appointment and event sharing options
Dropbox is a must-have for easily sharing documents, photos, and more across your team and to clients.
✔ Any file can be shared for review and collaboration with others
✔ Everything syncs to any device you want
✔ Build custom shared folders to instantly share specific files with the right people
It can be difficult to find a reliable, easy-to-use video conferencing app. We love Zoom, since it’s simple and straightforward.
✔ Includes video, audio, and chat features
✔ Supports up to 100 people, so it’s good for groups of all sizes
✔ Manage contacts within Zoom, making it easy to reconnect
Whether it’s a pantry, closet, or garage, Organized Living has a solution for it.
✔ Online design tools let us give clients an interactive visual for maximum impact & customization
✔ Built-in ordering
✔ Links to find local installers
Are You Interested in Learning More About the SBO Partner Program?
To get started, simply fill out our brief questionnaire and book a chat with me.
Since we offer geographic exclusivity, we have a limited number of spots available.
I can’t wait to learn a bit more about you and your organizing business!
Looking forward to getting to know you better!
*Simply B Organized is affiliated with some of the services listed here and may receive some form of compensation – at no cost to you – if you sign up to use them via the links on this page.