Freelance to Founder cover image

Freelance to Founder

[Q&A] Best Tools as I Grow?

Dec 12, 2023
The hosts discuss the best tools to use as a freelance business grows, including cold outreach and email campaign management. They emphasize the importance of finding tools that facilitate work instead of creating additional processes. They also explore the challenges of using tools not designed for small business owners, and the importance of selecting software that meets your requirements and avoiding constant switching.
16:45

Podcast summary created with Snipd AI

Quick takeaways

  • Thoroughly whiteboard your entire business process to identify specific needs and requirements for choosing the best tools.
  • Avoid overcomplicating things with unnecessary software and focus on tools that simplify workflow and get the job done efficiently.

Deep dives

Importance of whiteboarding your business process

To effectively choose the best tools for your growing freelance business, it is essential to start by thoroughly whiteboarding your entire business process, from prospect to new client to raving fan. By visualizing and designing your ideal workflow, regardless of software, you can identify the specific needs and requirements of your business. Rather than trying to fit your process into a particular tool, choose software that aligns with your whiteboarded process.

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