Cat Walther, Words and Thread T: 07530 471 190 | www.wordsandthread.co.uk Hope this does the trick... Flodesk (https://flodesk.com/c/WORDSTHREAD) Anyone sick of hearing me go on about Flodesk yet? This email platform is the best combination of beautiful and functional. It gives you email templates and forms that are easy and quick to set up, and allows you to create functional workflows and manage your audience in a sensible way. Top Tip: keep on top of your designs by using folders, so you can easily duplicate an email instead of starting from scratch. 17Hats (https://referrals.17hats.com/) If you have a service based business, you need 17Hats. It's that simple! This Customer Relationship Manager (CRM) helps you to keep track of your leads and clients with a simple dashboard and interface, create a workflow with templated emails, and all the while it applies your branding so it looks really elegant too. It's easy to upload and edit your contracts, create a quote, allow your potential client to book a call with you via its scheduler, and send an invoice automatically. It can't make you a tea. That's about all it can't do. Top Tip: Take advantage of the tutorials that are included in the dashboard, and take it step by step. Otter (https://otter.ai/) Otter transcribes audio - but it does it in the most accurate way I have found so far. What's really clever is it will save the audio, so you can easily edit and check the wording against the audio as you work, saving so much time. Top Tip: Connect it up to your calendar and it will add your appointments, so you can instantly start meeting notes. 1Password (https://1password.com/) No one has time to manage passwords, but also no one has time to deal with the fallout of a security breach. The best automations mean you are you on your best day, and so it is with 1Password. Simple to set up, the end. Top Tip: Utilise the notes section for info like your National Insurance number and Passport number PopClip (https://pilotmoon.com/popclip/) One for the Mac users - PopClip appears when you select text with your mouse on your Mac. Instantly copy & paste, and access actions like search, spelling, dictionary and over 200 more. Incredible - one that you will wonder how you ever did without it. Top Tip: Add the extensions for your most used tools, and you can instantly select text and create a new note or entry in Bear or DayOne. quillbot (https://quillbot.com/) this is a quality tool, it takes your sentences, switches them up, makes them sound more natural - so you can chuck your factual practical product description in for example, and it will turn it into an easy to read revised natural piece of writing! Top Tip: It also has a grammar check, and a summariser tool to sift through long reports and writing to give you just the key points. Zapier (https://zapier.com/) The ultimate entry level automation tool. With thousands of templates to give you an easy starting point, Zapier will save you hours every week - no matter what is slowing you down. How about notifying someone in slack every time someone completes a form, or adding their details to a google sheet without lifting a finger? Maybe you'd like your new blog post content to be saved in a spreadsheet so it can be used to create social media content? Top Tip: start small, you can have 5 automations a month for free. BIO; Cat Walther is a self confessed systems nerd with a loud laugh. After 10 years of supporting CEOs & Directors everywhere from Brisbane to the London Olympics to the most prestigious property developer in Mayfair, she now helps women run their service based businesses. A trained copywriter, facilitator and designer, her favourite work thing is listening and helping out. She lives in Hove with her husband and 3 kids. Naturally, she drinks a lot (of coffee).
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