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Freelance to Founder
[Q&A] Best Tools as I Grow?
Sep 12, 2023
Discover the hosts' advice on finding and using the best tools for a growing freelance business, including recommendations for sales pipeline processes, cold outreach, and email finding. Learn about the features and drawbacks of High Level marketing software and the importance of choosing software that aligns with your processes. Explore the complexities of project management with Jira and Trello and the significance of simplification. Hear about the transition to using Notion as an organizational tool and the challenges of preparing for back to school while working from home.
16:45
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Quick takeaways
- Understand and whiteboard your process to select tools that align with your business workflow.
- Prioritize simplicity and efficiency in your toolset to streamline your workflow and avoid unnecessary complications.
Deep dives
Importance of Choosing Tools Based on Your Process
When it comes to selecting tools for your growing business, the focus should be on understanding and whiteboarding your process. Rather than simply jumping on the bandwagon and adopting the latest tools, it is crucial to first identify the key steps and requirements of your business workflow. By envisioning an ideal process and then seeking out tools that align with it, you can ensure that the software you choose supports and enhances your specific needs.
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Discover
highlights
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