Resources and Recommendations

Here is a compilation of our favorite websites and programs that we use to maintain organizational excellence for ourselves as well as our clients. These are all programs that we have or currently are using. Some but not all programs are listed with our affiliate links. Rest assured that we only recommend products and programs that we have researched and use or would use ourselves!



Trello is like the digital version of post-it notes. It gives you a visual idea of what project is being worked on, by whom and how far into the task they are. This visual stream of information is great not only for project management but also works well in organizing your personal life.


Slack is a great program to replace texting, instant messaging or repetitive emails for quick communication with your clients or team. Slack offers both desktop or mobile versions and makes the flow of communication between everyone seamless.

Last Pass

LastPass is a password manager that securely stores all of your usernames and passwords in one safe place. This program is perfect for sharing login access to websites with your team or client without having to give them your personal login credentials.


Calendly is a very simple user-friendly scheduling software. It saves time and improves your service and availability by being able to offer your booking in one easy location.  It will integrate with most email programs for seamless scheduling. You also get a personal calendar link to hare if you don’t offer to schedule from your website.




Doodle is an online scheduling tool that is easy to set up and use. It is very helpful when trying to coordinate a meeting between multiple people by offering specific options and eliminating all of the emails and messaging back and forth to find the best time. It will also integrate with most calendar systems. 


Zoom is a cloud-based platform for video conferencing, video chats and webinars. They also offer the option of recording your meetings to refer back to. We love using this program so that we can see our clients face to face so nothing gets lost in the translation for their projects. 


Square is a safe and secure way to send invoices for payment. One of the great benefits is that you can set up recurring invoices, allow clients to save payment methods and your client does not have to have a Square account to pay their invoice.


Loomly is a social media scheduling tool that lets you manage your posts across many platforms all in one place. It will tell you the best time and day of the week for whichever platform you are scheduling to; it will also give you content ideas and inspiration.

Are YOU ready to have your own SUCCESS story similar to Carrie’s clients?

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