The Guide to Small Business Tools

Summary

Lovie breaks down the essentials of building a business tech stack, emphasizing how the right tools can save time, cut costs, and help small businesses compete with larger companies. She guides listeners through categories of business tools, from communication to finance, and offers practical tips for selecting and integrating the right software.

Takeaways

• Business tech stack
• Choosing the right tools
• AI Prompt to Get Started

Resources

• Zoho – Free option for Google Workspace that allows you to use your custom company URL.
• Connecteam – HR employee management, free for life option.
• HoneyBook – Cost contract, proposals and client portal.
• We Are Indy – Free for life option. Contract, Proposal & Client Portal
• HubSpot CRM – Customer Relationship Management
• Canva – Graphics tool
• Wave – Accounting software
• FreshBooks – Accounting software
• Content 360 – Content scheduling tool

AI Prompt to Get Started

“I’m a [type of business] just starting to formalize my business. I’m currently using [list current tools]. I need help building a simple, affordable tech stack for: [contracts & invoicing, payments, accounting, file storage, and audience building.] Recommend beginner-friendly tools and explain why each one fits my situation.”

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keywords

business tech stack, small business tools, software integration, business automation, customer management, marketing tools, finance software, business growth

• Build your tech stack around your business needs, not trends.
• Start with essential tools before expanding your software collection.
• Learn how to fully use each platform before investing in another.
• Take advantage of free plans and trial periods whenever possible.
• Choose software that integrates with your existing systems.
• Conduct quarterly technology audits to eliminate unnecessary expenses.
• Document every subscription so you always know where your money is going.
• Review your technology as your business grows and your needs change.
• The right tools should simplify your business, not complicate it.
• A thoughtful tech stack helps small businesses operate more efficiently and scale with confidence.

• Zoho -Free option for Google Workspace that allows you to use your custom company URL.
• Connecteam – HR employee management, free for life option.
• HoneyBook – Cost contract, proposals, and client portal.
• We Are Indy – Free for life option. Contract, Proposal & Client Portal
• HubSpot CRM – Customer Relationship Management
• Canva – Graphics tool
• Wave – Accounting software
• FreshBooks – Accounting software
• Content 360 – Content scheduling tool