So that’S inSideOr do you have to adjust some screws? Feel free to skip this section if you’re...
Transcript of So that’S inSideOr do you have to adjust some screws? Feel free to skip this section if you’re...
So that’S inSide
Fundamentals – Your online headquarters
Content management system – Your site’s software
Hosting – A safe and fast location for your files
domain – Your unique identifier
email – Your mailbox where everything comes together
selling – Courses, sessions and ebooks galore
selling digital produCts – Get those ebooks out there
selling and sCHeduling CoaCHing sessions
selling and Creating online Courses
marketing – Spread that word
email marketing – The intimate way
soCial media – Because the internet needs more quotes
management – Actually run that business
projeCt management & Crm– Keep track of your clients, your network and your projects
invoiCing – Boooring but important
If you’re a coach, especially a life coach, personal
development coach or holistic teacher, the
requirements for your business toolbox differ from
others.
q You don’t treat your clients as numbers.
q You yourself are looking for an inspiring and
engaging daily routine, rather than one spent
diving into spreadsheets. Which have to be the
definition of uninspiring.
q You want to make money by doing good. Not by
squeezing it out of others.
We know this because we work with people like you on
a daily basis. We have learned a lot about your typical
requirements, needs, desires and, and even your
morals. After all, we have a very similar background,
and Mirjam also runs a coaching business (stalk us
on social media to find out what it’s all about). So
welcome to this hands-on ebook - the coach’s internet
toolbox guide.
What do we mean by “toolbox”? Well, businesses, and
especially online based businesses, run on software.
This software is often cloud based and no longer
installed on your local machine. And you’ll see that
there is no such thing as “one solution” that will
solve all your individual problems. A whole potpourri
of solutions may be necessary, according to your
individual circumstances. We refer to this potpourri as
the “toolbox”, because it actually makes much more
sense than calling it a potpourri.
introduction
You have probably already done some research into
resolving your own specific issues – but let us help
you speed that process up by recommending the best
tools for a coaching business.
The following list is highly curated and not at all
complete. It isn’t intended to be.
A note on “free”
Most of the tools we’re recommending have a free
plan or at least a trial version for checking them out
for free. However our general recommendation is not
to be cheap. Once you realize that they’re benefiting
you and your vision, switch to a pro plan so you can
help to sustain their development. Value yourself and
your services by working within the best framework
possible.
There is no real “free” anyway. No software developer
can build a sustainable product without paying for
the roof over his head. So if a project claims to be
100% free - ask yourself how they pay for that roof.
Understand how they make money, and you’ll be
happy to spend $10 here and there for the tools that
your business is based on. And if you believe in Karma,
give back and you will in turn receive.
The following recommendations will save you
precious hours every month, some can even save you
an entire employee. Outsourcing your capacities to
proper software is the first step in dedicating more
time towards your true gifts, rather then devoting
it to management and technology. This is not only
returning the investment on your motivation, but also
on your bank account. Promise.
introduction
FundamentalS Your online heAdquArters
Let’s start with the fundamentals. Your online
headquarters. And, first of all, your website.
There’s a good chance that you already have one. If
so, see the following chapter as an opportunity to
review the decisions you made back then. Are you set
up properly for the long run? Or do you have to adjust
some screws?
Feel free to skip this section if you’re already super
happy and confident with your current setup, and you
know the nitty gritty of Content Management Systems
(CMS), hosting, domain and email handling. We get
more coaching specific and less technical later on.
If you don’t have a website yet, get one. See it as
the first step of committing more to your coaching
business and directing your energy there.
You hold the space on your personal site, the way you
do in a coaching session. People from around the world
can visit your space and can immediately pick up on
your vibes, and decide whether they like your approach
or not.
Don’t rely on other platforms for spreading your
message. “Own the racecourse” is a metaphor we like
in that context: have people come to and like your
headquarters – rather than rely on a service by a third
party that could be shut down any time. Resist the
impulse to share your insights exclusively on Facebook
and the like. Share and archive your insights on
something you own.
content management SyStem Your site’s softwAre
fundAMentAls
content management SyStem Your site’s softwAre
PrePArAtion tAsks:
q Find out what goals your website should reach. Be
quantitative with them (e.g. you want to make $5000
per month)
q Make a list of 5 websites you like, and find another 5
websites of relevant competitors (no matter whether
you like those sites or not)
q Assess your budget and tech skills: Are you able to
invest in a professional solution, or will you have to
somehow manage to build something yourself?
fundAMentAls
wordPress
Without a doubt, the preferred way to go is to hire a
professional who will build you a website based on
WordPress. While some [insert emerging nation of
your choice here] dude will help you do so for a couple
of hundred bucks, prepare to spend a 4 digit amount
for a proper service that includes consultation. The
complexity of the design and amount of consultation
will shape the price. You probably invested thousands
of dollars in various schools, workshops and teacher
trainings to become the coach you are today. Don’t
scrimp on the website part, it’s crucial for your
business, becoming an authority in your field and
building your own following.
If that’s still too steep for your wallet right now, and
you are tech savvy enough, install a WordPress on your
server and get a theme that you like. Themeforest has
plenty of amazing ones.
If it’s a case of inadequate tech savviness and the lack
of a proper budget, the best thing is to prepare for
one day getting a professional to build you a website
based on WordPress. This means not using the typical
site builders like Wix, Weebly and Squarespace, but
starting out by building your site on WordPress.com.
Wait, so what’s the difference between WordPress and
WordPress.com? WordPress (or WordPress.org) is the
famous open source content management system and
blogging software. Free for everyone to set up on their
own server, and modify extensively at will.
WordPress.com is like a preinstalled WordPress.org,
which offers somewhat fewer customization features.
You could call it WordPress light. It saves you the
content management SyStem Your site’s softwAre
fundAMentAls
hassle of setting it up on your server, and you can start
right away. It comes with a yourname.wordpress.com
address in the free plan, so you have to pay for using
your own domain. It’s comparable to blogger.com or,
to a certain extent, to other site builders. However it
has many benefits compared to others:
q You’re learning to handle the most popular
and powerful platform out there. While being
a bit more complex than others, the learning
curve isn’t too steep, and there is very good
instructional documentation all over the
internet.
q Your site can be migrated to a self-hosted (full!)
WordPress site at any time.
q You can export your site in various formats, and
will always be able to do something with your
data. Simply because of WordPress’ open source
nature and wide adoption.
q WordPress is highly adaptable in case you want
to grow your coaching business in the future
with online courses, ebooks, etc.
WordPress.com offers a generous free plan. Paid plans
start at €80/year.
content management SyStem Your site’s softwAre
fundAMentAls
CheCk out wordPress.orG
CheCk out theMes
CheCk out wordPress.CoM
You can skip this section if you’re going for the
WordPress.com option, as this includes the hosting
aspect. Same if you go for one of the other site builders
that you shouldn’t use (in that case read this again in
6 months time, because you’ll see that you need it by
then).
If you are looking for a self-hosted WordPress, or
a website that you own, based on another content
management system, you do need a web hosting
package. That’s basically renting a part of a hard drive
from a computer which is attached to a fast connection
and is always online (also known as: server). You could
also rent the whole computer, but in most (of our)
cases that’s not necessary. Let’s have a look at some options that are suitable if
you’re not planning to build the next Facebook.
hoSting A sAfe And fAst loCAtion for Your files
PrePArAtion tAsks:
q Check your budget: how much can you
spend on hosting right now? It starts from
$5 per month, but it can make sense to
spend 10 times as much.
q How many visitors are you anticipating?
Are you producing for the masses or for a
select audience?
q Can you dedicate a certain time per month
to update and backup your site?
fundAMentAls
site5 – shAred hostinG for Your first stePs
In case you’re just about to start out, are on a smallish
budget and don’t expect thousands of visitors per day
on your site, a so-called “shared hosting plan” usually
suffices. There are many providers out there, and
finding a good one is really difficult. Also because most
reviews are heavily influenced by commission payouts.
We’ve had tremendously positive experiences with
Site5.
Their price is at the lower end of the scale and can
compete with some of the big players we don’t usually
recommend (Hostgator, Godaddy, Bluehost). The
difference is that Site5’s customer support is very
personal, fun, and helpful. Additional benefits: you can
choose the location of the server, and can therefore
have it close to your target audience, meaning faster
loading times.
Based on our experience, a WordPress installation on
Site 5 performs better than on competitors in their
price range.
Site5’s host basic plan is good enough for starting out.
It starts at around $5/month.
CheCk out site5
hoSting A sAfe And fAst loCAtion for Your files
fundAMentAls
flYwheel – for More users And fAster sites
If you’re a bit established and have a higher budget
available, it pays off to invest in faster loading times
(Why? Read our blog post about it!).
Flywheel offers managed WordPress hosting. So every
account comes with a preinstalled WordPress and
is optimized for exactly that software. Their whole
infrastructure is optimized for WordPress, which
makes a huge difference compared to shared hosts. It
also includes nice features like daily backups, staging
sites, and admin collaboration. They are totally playing
in the same league as WPEngine and Pagely, but are
cheaper and, in our opinion, easier to use.
Plans start at $15/month and add-ons like encrypted
transfer (SSL) and content delivery networks (CDN) are
really affordable too.
CheCk out flYwheel
hoSting A sAfe And fAst loCAtion for Your files
fundAMentAls
MetAMonks host & CAre – with sPeCiAl CAre
Last but not least, we also offer hosting packages on
our own server. We created this offer as a result of our
clients’ demand: people we work with were looking
for someone who’s (a) hosting the site, and at the
same time is (b) maintaining it and guaranteeing its
functioning.
Our approach to the caring aspect is to keep your
WordPress and its plugins up to date, and backup
regularly. Higher priced plans also include a certain
amount of our time each month for small fixes and
modifications, which we offer proactively.
Meet Host & Care.
Our plans start at €11/month. We are not (and do not
want to be) a huge hosting company, so we usually
offer it exclusively to people we’re working with.
However, feel free to get in touch if you’re interested.
CheCk out host & CAre
hoSting A sAfe And fAst loCAtion for Your files
fundAMentAls
Some of the above-mentioned hosting providers also
want to sell you domains. It’s however considered best
practice to have domains and web space from separate
providers, for a variety of reasons. Including:
• easier to change one or both of the providers
• harder to get hacked
• providers are usually good at providing one of the
two services, but it’s rare for them to be good at
both
domain Your unique identifier
fundAMentAls
PrePArAtion tAsks:
q Do you already own a domain (or multiple)?
q Are you certain about your business and
domain name?
nAMe.CoM
Our domain goto company is name.com. They’re a
very personal, small place but have been established
for quite a while (operating since 2003), and dedicate
special attention to their users’ requirements. They
also offer 2-factor authentication for logging in, for
keeping your account safe. We feel comfortable there,
and you probably will too.
CheCk out nAMe.CoM
For your email there are best practices similar to those
for your domain: ideally you have a provider who’s
focused on providing email, and is not just treating
it as an upsell. While almost all hosting packages
theoretically offer email, its quality is not as good as
with, let’s say Google Apps. Google Apps stands out
when it comes to things like: Certificates (so you’ll
rarely end up in spam folders), admin interface, spam
filtering, third party integrations, etc.
Of course if you’re planning to remain a solopreneur,
you can just have a Gmail account and have almost all
the advantages of a professional offer. However if you
want to tie your domain to your email, or want to build
a team, you need either Google Apps or one of their
competitors. While Google Apps costs €4/user/month,
its main competitor Zoho starts with a free plan,
but with less functionality and an inferior interface.
emailYour MAilbox where everYthinG CoMes toGether
fundAMentAls
Google Apps is a no-brainer for us personally, as we
rely heavily on email and spend a lot of time in our
inboxes.
CheCk out GooGle APPs
CheCk out Zoho MAil
A note on A fAMous workAround:
Forwarding your emails from your webhoster or domain provider directly into a
Gmail account is not considered reliable anymore! We and many of our clients
had to learn this the hard way (emails got lost). The recent version of the hosting
provider’s documentation should mention that (but who ever reads that?). If you
want to go down a similar road, you’re better off setting up a POP3/IMAP account
in your hosting cpanel, and fetching mails from there with your Gmail. Get in
touch if you have questions.
emailYour MAilbox where everYthinG CoMes toGether
fundAMentAls
SellingCourses, sessions And ebooks GAlore
Wait, “digital products”? Yep, that’s what the
following section covers. It can be an ebook, an
online course or, with some interpretation, even a
consultation session. However this section focuses
on the selling process. If you’re all about selling
consultations, the booking tools might do a better job
for you. If you’re all about online courses - there’s a
section for that too. So the following tools are best for
either simply selling ebooks, or if you sell all sorts of
things (ebooks, coaching sessions, courses) and want
all of them to go through one channel.
PrePArAtion tAsks:
q Estimate the volume that you expect to be
selling. It makes a difference to the choice
of tools whether you sell products for $100
or $100,000 per month.
sellinGSelling digital productSGet those ebooks out there
GuMroAd – As siMPle As it Gets
We adore simplicity, that’s why we can’t miss an
opportunity to recommend Gumroad. It’s so easy to set
up that anyone can literally start selling stuff within
minutes. It handles all the credit card gateway magic
for you and simply puts the money you make into your
bank account. While this sounds a bit too self-evident:
it’s not always that easy.
The downside: it’s not cheap. They want 5% of what
you make, plus 25 cent per transaction. Which, if
you’re selling a high volume, can be a ridiculously high
bill per month. Advantage: you don’t have to pay if
you don’t sell anything, which is great for when you’re
starting out.
sendowl – for hiGher voluMes
SendOwl jumps in where Gumroad ends. Their pricing
model is monthly subscriptions, starting at
$9/month. That can be a huge money-saver compared
to Gumroad. We did the maths for you: If you expect to
sell products for $200 or more per month, SendOwl’s
entry plan is cheaper than using Gumroad.
Feature-wise it offers everything you could wish for:
real shopping cart checkout, subscriptions, affiliate
programs, PDF stamping, storage and streaming...
While being so advanced, SendOwl is still relatively
easy to implement, even for non-developers.
Selling digital productSGet those ebooks out there
sellinG
CheCk out GuMroAd
CheCk out sendowl
If what you’re selling is tied to an appointment, which
obviously is the case for many coaches – there’s
software for that. In fact, plenty.
Selling and Scheduling coaching SeSSionS
sellinG
sCheduleonCe – the ProfessionAl
Let’s start our comparison with the big player:
ScheduleOnce. Formerly known as meetme.so,
they’ve been around since 2006 and therefore have
the most solid product out there. It’s being used
by big companies and the features reflect that:
everything you could possibly think of for scheduling
appointments is possible. This includes: reminders
and follow-ups, conditional booking, reports, website
integration, pooled availability, and more. Also
integration to Customer Relationship Management
Systems (CRM) like Infusionsoft or other software like
GoToMeeting is possible.
But it has its price: there is no free plan, and the plans
below $19 have almost none of those possibilities.
PrePArAtion tAsks:
q Think about your requirements: Do
you need to manage multiple coaches,
facilities, etc. - or are you a one man show
that just needs the basics?
sellinG
So it’s obviously more of an enterprise solution. But
one that shows nicely how it should be done, and
therefore has inspired many copycats.
There’s a 14 day trial if you want to test drive all the
features.
YouCAnbook.Me –
bootstrAPPers ChoiCe
In case you’re wondering: that’s the one we’re using.
We’re not hardcore users as we’re not selling phone
calls per se. Booking us is more part of our project
acquisition and something we need a couple of times
during an ongoing project. Not the major feature of our
services.
CheCk out sCheduleonCe
And for anyone with a similar approach,
youcanbook.me might be very interesting. They throw
almost every feature into the free tier. Even accepting
credit card payments. So much is possible that we
sometimes wonder how long they’ll be able to keep
it up like that. The only motivation for switching
to a premium tier, starting from $16, would be the
facility of collaboration with others (more users,
more calendars). Plus automatically sending out
appointment reminders, which is not possible in the
free version.
The free version also allows quite a few design options
and therefore can be better looking than some of the
more professional solutions. Only the options pages
in the backend are a bit confusing and not very well
thought out.
Selling and Scheduling coaching SeSSionS
If you want to keep your costs low, don’t have to
manage more than 10 bookings per week, and
can manage all that with one calendar and user,
youcanbook.me might very well be your weapon of
choice.
Nice bonus: it has a brand new Zapier integration,
which allows many kinds of hacks.
CheCk out YouCAnbook.Me
Selling and Scheduling coaching SeSSionS
sellinG
Selling and creating online courSeS
One of the typical requirements of coaches is having
the ability to create their own online course. And
it’s a great to have one: online courses usually work
very much like products – once they’re finished they
don’t take up your time anymore. Theoretically of
course, because you will be tweaking and improving
your course over time. But it doesn’t make that much
difference (compared to a coaching session) if 10
people purchase it or 1000. Given that you’re using the
right tools. That’s why we’re here.
PrePArAtion tAsks:
q Do you have an online course up your
sleeve? Great. If the answer is yes. If
not, start creating the content first.
Get back to work!
q Do you already have a large audience?
sellinG
sellinG
kAjAbi
One famous Udemy competitor is Kajabi. They follow
a different business model and don’t act as a platform
for browsing the way Udemy does. They offer a tool for
you, the creators, and also leave the marketing up to
you. No overview of available courses, no community
across everything.
And for that reason Kajabi feels a bit more advanced.
For people who already have an audience. However
your Udemy course will only skyrocket if you drive
your own audience there. But there’s another thing
that makes Kajabi “pro”: Its price. Starting at $99
udeMY
Udemy has grown to be a platform on its own during
the last few years, and you have probably stumbled
on it before. It’s huge and you can learn about (and
offer) almost everything. As with many of the new
platforms the main target audience seems to be tech
people (“Learn how to use Google Analytics properly”)
but lately Udemy seems to have made its way into
mainstream and therefore more general topics.
It’s simple to set up an online course there.
Technically speaking. And you can offer the course for
free or charge money for it. The nice thing about the
paid courses is that you can still make certain sections
free, which is great for teasing.
Their business model is that they keep a cut of 50%.
Which can be a lot.
CheCk out udeMY
Selling and creating online courSeS
sellinG
CheCk out kAjAbi
per month it’s probably not for you if you don’t have
an audience which is just waiting and hot for you to
release your new course.
However it’s that “pro” element that makes it the
first choice of a lot of successful coaches out there.
Checkout-worthy!
Selling and creating online courSeS
sellinG
marketingsPreAd thAt word
For most coaches, email marketing is way more
efficient than social media. It’s more intimate and
usually cheaper too. Especially now that Facebook
and others want your money for reaching your
followers. E-mail marketing is great for reaching your
prospects/clients right inside their inbox, which is a
rather intimate spot. Empower them to reply to you
personally or ask them direct questions and see what
happens!
But of course you don’t collect your list in your Gmail
contacts and send out a mail to hundreds of people
via the BCC field. You don’t do that for many reasons,
unless you want to land in the spam filter for the rest
of your business life.
PrePArAtion tAsks:
q Do you have a list already, and where?
Can you import some of your contacts
to some mailing list software? Would
they mind receiving your newsletters?
q Can you come up with an interesting
give-away for increasing signups?
email marketing MArketinG
the intiMAte wAY
MAilChiMP
So there are tools for that. And one of them stands out:
Mailchimp. It’s just so much easier (and fun!) to use
than their competitors! And it’s free for up to 2000
subscribers with its basic set of features.
However we recommend switching into a paid plan
(starting at around €5/month) as soon as possible, to
fully utilize the power of autoresponders (more about
that in our blog).
CheCk out MAilChiMP
ACtive CAMPAiGn
For slightly more advanced behavior-based email
marketing we use Active Campaign. Active Campaign
allows complex sets of rules for marketing automation,
e.g.: “If user clicks a link in an email, wait two days
then send follow-up, if he reads follow-up, tag him
as “followed-up”, if he doesn’t read it, send another
follow up.” Therefore it can be seen as a younger
brother of Infusionsoft and Ontraport, for a way
smaller price tag. However beware: those features
require a strategy. It’s easy to get lost in there.
Mailchimp suffices for sending out normal emails and
autoresponders.
CheCk out ACtive CAMPAiGn
email marketing MArketinG
the intiMAte wAY
Social media is such an extensive field, we could fill
a book on tools about it. However we realize that in-
depth analysis is not usually overly relevant for our
coach-clients. So we’ll focus exclusively on putting
your content out there.
PrePArAtion tAsks:
q Think about how much time you want
to spend on social media. Pro-tip:
there are often better ways of spending
time.
q Can automation save you some of your
precious time?
buffer – one tool to rule theM All
Buffer is the king of posting to various networks at
once. Of course it’s not without competitors (Name
dropping: Hootsuite, SproutSocial), but it masters
simplicity and ease of use like no other. If you post to
social media you should use it.
Its main feature is “filling up the buffer”, which
means you add posts to your list, and they’ll be posted
to your networks at predefined times. Once optimized,
you reach your audience when it’s most active.
Buffer has a generous free plan, but it’s worth
switching to the $9/month plan for being able to add
more networks.
CheCk out buffer
Social media MArketinG
beCAuse the internet needs More quotes
managementACtuAllY run thAt business
For most coaches, clients are their “projects”,
therefore the line between project management and
Customer Relationship Management (CRM) becomes
rather blurred. However it’s worth shedding some
light on both - you might have a more typical project
like “writing a book” or “finishing that online course”
up your sleeve too. Or you might simply want to collect
ideas for your next blog article.
PrePArAtion tAsks:
q Think about what you’d like to
manage. Projects? Clients? Or a hybrid
of both?
q Do you collaborate with others? Or
does your own pen and paper maybe
suffice?
q Are there people you have to follow up
with regularly?
project management & crm
MAnAGeMent
keeP trACk of Your Clients, Your network And Your ProjeCts
trello – kAnbAn stYle ProjeCt MAnAGeMent
Trello has served us incredibly well for years, and
would do it entirely for free (however we chose to pay
for it). You have boards, lists and cards. Typically cards
act as tasks, lists as task groups or stages, and boards
as projects. But you probably have to experience that
lingo for a while until you get it.
Trello is incredibly powerful if you figure out how to
adapt it to your workflow. It’s not too intuitive and can
do too many things for some. It took us a while, but
now we wouldn’t exchange it for something else.
Trello can be used for managing projects, scheduling
content production, standard operation procedures, as
well as customer relationship management.
CheCk out trello
bAseCAMP – foolProof ProjeCt MAnAGeMent
Basecamp jumps in where Trello ends: it’s foolproof to
use, and there is no discussion about how to use which
feature. There are tasks, collaborative documents,
discussions, files and a calendar. It’s being developed
very actively, however it feels a bit more old-fashioned
than Trello. With all the advantages and disadvantages
that term brings.
Pricing starts at $15/month.
CheCk out bAseCAMP
project management & crm
MAnAGeMent
keeP trACk of Your Clients, Your network And Your ProjeCts
streAk – CrM in Your inbox
What Streak is really good at is CRM, especially the sales
pipeline aspect of CRM. Got an email from a prospect? Put
him into a Streak “box” and assign a state. From there
you can keep track of the conversation and how you move
closer to the sale.
Sounds like a different planet? Believe us, it’s helpful.
Watch some demos and ask us if you’re unsure how to
apply it to your coaching business.
CheCk out streAk
ContACtuAllY – never lose trACk of ConversAtions AGAin
What Streak offers in a simple way inside your inbox,
Contactually does in an advanced way on a separate
platform.
Its key feature is handling all your contacts from email,
social media, email marketing, and helping you keep
in touch with the people that matter. Your dashboard
tells you what contacts to get in touch with and offers
creative ways of doing so.
Checkout worthy if you talk to a lot of people via mail
and tend to lose track. It’s not cheap for what it does,
starting at $19 per month.
CheCk out ContACtuAllY
project management & crm
MAnAGeMent
keeP trACk of Your Clients, Your network And Your ProjeCts
Word is not the answer. Seriously - one major step for
growing our business without hiring anyone, was using
proper software for invoicing and keeping track of our
spent hours and payments. While tracking hours is
not a key feature for many coaches - keeping track of
invoices and payments is!
PrePArAtion tAsks:
q What are your legal requirements? Do
you have to write proper tax invoices for
everything, or are PayPal receipts enough?
q How many invoices do you have to write
and keep track of?
hArvest
Harvest is our first choice because we frequently have
the typical send invoice -> receive payment scenario.
And it’s amazing at exactly that. Our clients can enter
their credit card details only one click away from the
mail they receive, and pay in an instant.
Harvest also allows detailed time tracking and project
budget monitoring, which is awesome for larger
projects.
Their free plan is quite generous, and if you don’t have
a lot of clients in parallel it’ll suffice. Paid plans start
at the typical $10/month range.
CheCk out hArvest
invoicing booorinG but iMPortAnt
MAnAGeMent
freshbooks
Freshbooks is totally worth mentioning in this context.
We don’t use it ourselves but many of our clients are
very happy with it. Their paid plans start a bit higher
($19/month), but taking into account the time those
programs save you, it’s still a no-brainer.
Invoicing requirements can be very individual,
therefore best check out both before you’re locked
into one tool which isn’t perfect for you. Of course
there are many others out there too. From hundreds of
pure invoicing tools, to others that cover more of the
accounting aspects (Less Accounting, Xero).
CheCk out freshbooks
invoicing booorinG but iMPortAnt
MAnAGeMent
Summary
Phew, you made it! Congratulations! We would usually
give advice now where to start, how to prioritize
and how to find out what’s best in your situation.
Although, situations vary. A lot. Which means there is
not any one answer.
We have tried to be as helpful as we can by structuring
the chapters according to their degree of essentialness.
Sure, you won’t publish your posts on Social Media if
you don’t have a website yet. But it gets a bit trickier
beyond that first obvious layer.
So if this confused the heck out of you and you still
don’t know how to continue, send us an email to
[email protected]. We’re happy to give you free
advice credits. We’d also like to hear from you if you
actually found it helpful. Or if you have something to
add that helped you a lot personally, and you think we
should share it with others. Also for you,
[email protected] is listening and looking forward
to what you have to say.
Otherwise, lean back and enjoy our mailing list.
Hugs’n’high fives,
Philipp & Mirjam
link diSclaimer
All of the links go through our website - this way
we can keep them up to date if they change, without
changing that PDF.
Some of the links are affiliate links, which means that
we might get a bit off of our next invoice for that tool
if you sign up for their paid plan, or get a commission.
We’d like to add two things though:
1. You never pay more through our links compared to
signing up directly. The opposite is the case in some
cases.
2. We chose the tools by their quality, not by their
affiliate payouts. Many of the listed tools are free
anyhow, while there would be competitors who charge
money. We prefer to present what we think is best for
you, no matter whether it’s free, paid, or how high
their commission is.