Oprah has hers and I have mine... Favorite Things. 😉
I'm an affiliate for the resources listed below. I currently use or have used and love(d) all of them!
Dubsado: Client Relationship Manager
Sometimes people confuse their email marketing tool with a client relationship manager. Email marketing tools are for email marketing. A CRM, like Dubsado, is for managing all aspects of the client relationship from pre-onboarding (receiving inquiries, sending proposals, contracts, and invoices) to offboarding. I love Dubsado because it's very customizable (your brand can be woven into every aspect) and it's robust. Your client portal can include aallllll the things (questionnaires, forms, proposals, contracts, invoices, emails, appointment scheduler)! It's the perfect tool for creating Legendary Client Experiences! Get 20% off here.
Sell and Deliver Your eBooks and Downloads: DPD Digital Product Delivery
In 2018 I made the switch from Ontraport to DPD. I have ZERO regrets. I simplified my offerings and systems a LOT and DPD is exactly what I need to sell the few digital products that I have. Services too when I’m not using PayPal to send invoices. Setting up products is super simple… you know I love that! And the checkout process is easy and intuitive. I use it with PayPal and Stripe to take payments. Easy peasy! You can try it now with a 30 day trial. That’s what I did when I first signed up… before the trial was up, I knew I loved it and that it was a keeper!
Landing Pages, Sales Pages, Email Signup Pages: Thrive Architect
Use Thrive Architect to create your marketing funnels. It’s one of my favorite, favorite, favorite plugins. Create flawless, high-converting and extremely polished looking pages that take your visitors all the way from initial signup to purchase, product download and more.
WordPress Backup Service: BlogVault
If I could shout it from the mountaintops 24 hours a day 7 days a week I would… “Backup your website! Backup your website! Backup your website! Regularly. Don’t just rely on hosting company backups.” Wishing you had it when you need it is already too late. Since I first started using BlogVault some years ago, they’ve added many new features that have made it even better. And you can get a free trial to test it out. I’m sure you’ll love it. This is one of my most favorite of all the tools.
Siteground Website Hosting
I have several sites, including this one, that I don’t need (or prefer) managed WordPress hosting on so I decided to move them to Siteground. On top of the standard features like free domain names, 24/7 technical support, 99.9% uptime, etc., they add their own custom-made solutions to make your website faster, safer, and better supported than anywhere else.