Freelance remote working is growing and becoming a trend. There are more opportunities for people to live and work on their terms. What’s a freelancer to do? How can we be successful working remotely and become even more productive than ever before? There are tools for that!
Here are 10 of the best tools for successful remote working
1. Some sort of project management tool
I am going to share my favorites in each of these categories, but I want you to know it doesn’t matter what works for me, you have to find what works for YOU. And, don’t worry, we will include links to all of these tools, with discount codes if I have them available, in the show notes. For me, ClickUp is a game-changer. If you have been on our free job board, you see, that is ClickUp. After I assign jobs, pick out articles, put them into my client folder, assign the article to the writer, communicate with the writer, and update the status of every article. You can also attach files to your task card. As you may know, if you’ve been a listener for a while, I can go on and on about this amazing tool.
Some project management tools include ClickUp, Trello, Asana, and SO many more!
2. You need a CRM
A client relationship management tool is essential for you to have an online business. With a client relationship manager, you can find out when your emails were open, what time they were open, and other analytics. I also fit my client management tool, Honeybook in here as well. It doesn’t give me the data, as much as Flodesk/Kajabi, but it is a nice hub for my clients. You can create client portals inside Honeybook so clients can communicate and have their files in their own portal, no more Google Drive/your computer to hold the contracts and other documents.
3. You need a space to hold things
Speaking of Google Drive, You need a place to hold all of your documents. In this day and age, I can tell you, 98% of all my “papers” are online in Google Drive. I know how scary that sounds. WHAT IF Google shuts down tomorrow? What if? Well, my friends, I can’t live in that mindset. I do have folders inside Google Drive for clients that I use for all their deliverables (my content articles). Another tool for an area to hold files is Dropbox.
4. You need to have something to schedule client calls
A scheduler is essential to your online business. Personally, I have used several. I had Scheduleonce and Acuity in the past, but now, with Honeybook, I have Calendly included. (Savin me $!). So, I use Calendy (because it’s part of Honeybook). I use it for podcast interviews, discovery calls, and weekly calls with clients. It integrates with my Google calendar. For example, you know I like to batch, when I put in podcast availability, I am always scheduling podcasts on Tuesdays and Thursdays from 9a-2p. BUT, what if I have an oil change at 9:15 am on a Tuesday? Calendly will read that from my google calendar and not include it in the available times (even though my preset is that I am available). Other tools I have had would have scheduled them during my oil change because I said I was open.