08/05/2025
These are my most favorite things to use when I'm working with clients.
First, CANVA. Even the free version will give you a LOT of inspiration. I almost exclusively build posts, promos, flyers, resources, and blog images in Canva. It is super user-friendly and I can easily share copies of all my work with my clients. It's great for building templates, so you don't have to start from scratch every time you want to make a new post.
Next is Trello. Not all of my clients love it, but it is super helpful for me to stay organized and keep track of the work that needs done for everyone. I personally have the most experience using Trello, but I have also used Kanban (Monday) and Air Table quite frequently when clients have requested it. If you need a visual of all your tasks, organizing what needs done or what is en route to get finished, I *highly* recommend an organizer like Trello.
Last (although my list could be much, much longer) is Google Drive. All my visuals are in Canva, but all my words are in Drive. Sharing information is seamless, and I don't have to go hunting for my things. I can quickly add tags to make organization even easier, and I don't feel like I spend my time moving folders. Every blog, list of notes, SEO information for every client, post ideas, and notes from clients are saved in my Google Drive. This includes my Gmail, where I can easily add tags for clients and get to their information faster. It's a level up from the days of Yahoo, that's for sure.
Is there a favorite tool you use for your small business, blog, or TPT store that you couldn't live without?