My Top 4 Tools for Selling More, Getting Paid Faster and Creating Reliable Contracts | Calgary Bookkeeper
Is your tool belt bogging you down? Your business toolbelt, that is.
Tools are the things used to carry out a particular function, and in the case of our businesses, tools can look like software, subscriptions, or services.
But I’d be lying if I said I haven’t felt the weight of using too many tools to get the job done. Following this expert and that guru, I’ve found myself with a whole toolbox full of things I don’t need in the past. Ultimately slowing me down and taking my eyes away from the prize: dat sweet cash flow in my business.
Let’s face it - we’re all here to make some dough. That’s why I’m dedicating an entire blog to my top 4 tools for selling more, getting paid faster, and creating reliable contracts.
Contracts and Client Service Agreements
Straight up: getting sued is a real fear as a business owner. We’ve all woken up in the middle of the night from a wild dream with an extravagant story that likely won’t ever happen… but never say never.
Contracts exist for a reason and should be implemented before entering any and all business relationships.
When you’re presenting a contract, you’re telling the client exactly what they can expect from you while outlining expectations from them in return. Contracts provide clarity for roles and responsibilities on behalf of both parties while outlining milestones, cost of services and deliverables.
Reasons why you may not already have a contact in place:
You’re just starting out and don’t have it in the budget to hire a lawyer.
You just take on small jobs - no need for contracts, right? (wrong.)
Writing your own contract seems like the only option, but you don’t know what should actually be on it.
Kristine’s recommendation > get a customizable, done-for-you contract with Contracts Market. Oh, and this is a fraction of what you’d pay having a lawyer draft one for you (y’all know I love a good investment).
Having proper contracts and website terms & conditions not only ensures you're compliant with privacy laws, but it will also ensure your customers feel safe and secure when they shop with you. Choose from single contracts or full contract bundles based on the products and services you offer. Trust and believe - the peace of mind is worth every penny.
Sell More and Get Paid Faster
This one puts money straight in the bank, ayy! I’ve got two recommendations for you - let’s dive in.
Thrivecart
Thrivecart is where small businesses go to grow their income with high converting cart pages, sales funnels, courses and more. You know when you checkout with one item, but all ‘dem juicy bonus offers pop up that you can’t resist purchasing? Cha-ching! That’s what Thrivecart can do for your offer, too!
Other notable features include sales tax functionality so you can remain CRA-compliant, the ability to set up payment plans and recurring subscriptions, and professional-looking invoices. The best part? It’s a one-time fee for lifetime access (yep, you read that right… no monthly subscriptions)! Seriously, check it out for yourself.
Dubsado
Dubsado is a broader spectrum client and project management tool for small business owners to track customers, project revenue and make strategic decisions within their business.
This platform is incredible for service-based entrepreneurs who are working with clients on one project for months at a time. For example, photographers, marketing freelancers and fitness professionals. You can track milestones, create customer portals and enable scheduling directly on the platform to remove barriers between you and your client.
Dubsado can help you create a lasting customer experience that can lead to referrals and repeat business!
Email Marketing Tools to Send the Right Message
There’s just no other way to put this but…
Email Marketing is still the most effective way to reach an engaged audience.
Not Instagram, not Facebook. EMAIL!
When someone has given you their email address they’ve indicated that they want to hear from you, and you can speak directly to their personal inbox. Using an email service provider like Active Campaign will help you sell more to your audience without selling your soul to the IG algorithm. Market smarter, not harder this year, mmk?
Don’t sleep on these toolS!
From one online biz owner to the next, even implementing one of these recommendations into your workflow can help you take massive steps toward your big goals.
BEST IN THE BIZ TECH STACK
Before you go, don’t forget to grab my list of cloud-based solutions to track your business finances while saving time and definitely stressing less.
Disclaimer: My recommendations above contain affiliate links (i.e. I may receive a commission when you purchase through the provided links).
