Tech . Tools

Resources

Systems and tools (used in the right way) can help our businesses complete the loop and improve client experiences.

 

Here are my tried, tested, and trusted tools for my business and clients, for optimal operations integration and systems management to provide a more fulfilled, flexible, and freedom-driven lifestyle.

*Some of these are affiliate links, meaning I will receive a small commission for each purchase at no extra cost to you. I only recommend products & services that I have used and recommend to my own clients.

Want to have a list at your fingertips and at your availability? Get my toolkit guide here

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Operations | Website
Quickly build your website from scratch with drag and drop tools.

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Operations | Communication
Quickly build your website from scratch with drag and drop tools.

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Operations | CRM
A mobile app to track customers, clients, prospects and leads that brings together your Inbox, Contacts, Social, and more.

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Operations | Payment Processor
Send invoices, get paid, and set up your business account all in one place.

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Productivity | Project Management
Quickly build your website from scratch with drag and drop tools.

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Operations | Cloud
Keep your backend systems and processes in a reliable digital filing cabinet.

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Productivity | Time Management
An easy place to keep track of appointments, meetings, and events.

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Marketing | Social Media
Create graphics quickly and easily with templates.

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Marketing | Email Marketing
Create your email list and send out newsletters easily with Mailchimp.

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Marketing | Social Media
Easy scheduling for your social media platforms.

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Operations | Website
Advanced website platform that allows you to customize and create a unique Internet home.

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Operations | Communication
Video conferencing that’s easy to use for 1:1 meetings and group meetings.

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Operations | CRM
Your CRM system to capture and manage leads, send and receive contracts, and invoice clients.
Use my code: barettaconsulting

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Marketing | Products + Membership
Create, market, and sell online courses and membership sites with easy technology and amazing support.

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Operations | Scheduling
An easy scheduling platform for your appointments and meetings with clients.

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Productivity | Project Management
Ranked the #1 productivity tool – an intuitive system to keep track of back-end operations and client projects.

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Marketing | Email Marketing
A system for your email marketing, marketing automation, sales CRM, and messaging to continuously build your client relationships.

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Marketing | Social Media
Social media management in easy and simple steps! Find relevant content, plan it at optimal times, and schedule your posts across multiple platforms.

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Operations | Cloud
Securely store your business’s files, documents, images, videos, and more, in the cloud – making it easy for your team to access content from any device. Next level up with security!

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Operations | Communication
An all-in-one live video production platform for Mac users. Stream your live videos in HD and have a saved

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Operations | CRM
Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging.

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Operations | Systems
Store SOPs, operation manual and processes in a centralized place.

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Productivity | Communication
Maintain client relations and communications in an easy-to-use walkie-talkie app.

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Productivity | Email Management
A streamlined email platform to increase your team’s efficiency. Track emails, contact insights and set up follow-up reminders.

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Productivity | Scheduling
Create your own branded scheduler for meetings and appointments that integrate into your calendar.

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Productivity | Project Management
A collaboration tool for teams to stay organized, keeping tasks simple and intuitive.

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Marketing | Social Media
A marketing calendar for everything you need organized in your marketing strategy. Ditch the spreadsheets and simplify with intuitive workflows.

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Marketing | Email Marketing
The real all-in-one platform you need to run your online business. Launch campaigns, build pages, create funnels, and send emails from one platform.

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Tools . Tech . Workflow Automation

The Loop Link Toolkit

Whether you’re starting, stretching, or scaling your business, tools can help reclaim time in your week, automate key activities, and save you thousands of dollars. Learn the Loop Link method to complete the loop for business success – putting your client experience at the center of everything.

We’ve created the FREE Loop Link Toolkit to help you in any stage of business with our favorite tools and resources to start, scale, or skyrocket effectively!

GET THE WORKFLOW TOOLKIT
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