Are you looking for FREE checklists and guides to help you to streamline and scale? Perhaps some new tools to help you get more organised? Maybe you are looking to keep a better track of your pensions or renew your insurance?
Take a look at our free downloads and a list of tools and organisations which we either currently use or have used in the past with clients and which we would recommend. The best news is, most of these offer free options to get you started – so you can figure them out without any cost.
Getting stuck, confused or would just like us to set one or more of them up for you? Get in touch today!
Disclaimer: This page contains affiliate links, which means we may receive a commission at no extra cost to you should you click on the link and make a purchase.
Dubsado is a fabulous business management solution designed to build relationships, schedule appointments, send contracts and create workflows.
We use this to streamline the onboarding of new clients.
Want to receive 20% off your first month or year? Try for free first by clicking below.
Trello is a collaboration tool. You can organise projects into boards and see at a glance what is being worked on, who is working on what and where the task is in a process.
We use this to collaborate with our clients, so our clients can always see where we’re up to and we can chat directly on the tasks on the board.
Teamwork is project management software. It is simple and easy to use, can manage multiple complex projects with ease and can scale as you do.
We use this for time tracking, allocating tasks to team members, tracking remaining client retainers and building SOP’s.
Try Teamwork for free and see how you get on!
PolicyBee provides small business insurance, with hassle free protection for freelancers, sole traders and limited companies.
Would you like 10% off professional indemnity insurance?
Click below to find out more.
Be pension confident and combine, contribute and withdraw online. If you have lost sight of all your pensions, you can pull them all together with PensionBee.
Sign up and when you transfer one pension or more, you’ll get £50 added to your new pension as a thank you.