Resources

our top tools & resources
for running a successful biz

Note: On this page you will find many affiliate & referral links. That means when you purchase through our link our company earns a commission in return at no extra cost to you. Check out our Privacy Policy for more information about our Affiliate relationships.

Hosting

What is Flywheel?

Flywheel is a premier hosting company with amazing customer service, an easy to use dashboard and hosting portal, one-click WordPress install and more. It’s also very fast and very affordable for solid hosting (and they’ll migrate you from your current host to them FOR FREE).

How Do WE Use Flywheel?

All of our company websites are hosted on Flywheel. We’ve had experiences with other hosting companies in the past, and none have performed as well as Flywheel. Most importantly, we never have to worry about losing anything on our website because we have automatic daily backups AND can create a backup of our website whenever we want. Oh, and Flywheel is all about security, so you never have to worry about being hacked and losing all of your hard work.

What is SiteGround?

SiteGround is a hosting company – and is the most affordable option of the recommended hosting companies. At an affordable rate, you can get all the things you need for your website so you can get up and running today.

Themes & Plugins

What is Divi?

Divi is a premium WordPress theme that is literally the only theme you will ever need to have an incredible website. With a powerful page-builder, tons of ready to implement templates (including those found in our effortless website kits) this drag and drop theme will have you eager to get your website up and running exactly how you want it. Create any website you could ever dream up with ease.

How Do WE Use Divi?

All of our websites are built with Divi, our effortless websites kits are powered by Divi and every 1:1 client project we work on is created with Divi as the foundation. It is the core of our website building because we can do all of the custom coding we want to while our clients can easily make changes, update their content and images and grow their websites right along with their businesses.

MEMBERSHIP PLUGINS

What is AccessAlly?

AccessAlly is the most robust WordPress Membership Plugin on the market – with legitimately everything you need to run, maintain and grow a successful membership site. Build courses, have users track progress, tag users based on actions, create checklists, create an affiliate program. Everything.

Why Do We LOVE AccessAlly?

Though it can be a little complicated to get set up – it is SO worth the initial set up because after that, maintaining and growing it is as easy as replicating pages and courses. We love the progress checklists the most because it gives that amazing User Experience to your members!

Psst…this is compatible with The Tara website kit!

What is MemberPress?

MemberPress is a WordPress membership plugin that is super easy to set up and maintain. Easily protect your content and pages, create a login page, one-click create an account page and create rules to protect content based on purchases.

Why Do We LOVE MemberPress?

It’s an affordable YET reliable membership plugin option. We love that you can protect individual pieces of content, create recurring memberships, protect courses, allow for users to upgrade, cancel or pause their subscriptions with ease AND integrates with all of our favorite CRM’s. 

Psst…this is compatible with The Tara website kit!

OTHER PREMIUM PLUGINS

What is Affiliate Royale?

If you have a WordPress site and want to create an easy to use (and manage from the backend) affiliate program, we LOVE Affiliate Royale. If you are a part of our affiliate program you will have seen exactly how user-friendly this plugin is AND most importantly how much data you can see about who has clicked links and conversions you’ve made as an affiliate.

Why we love Affiliate Royale

Our favorite thing about this plugin is that it is compatible with several different WordPress e-commerce solutions beyond just WooCommerce. With a single click of a checkbox, you can integrate Affiliate Royale with your payment system.

Also, as an admin, this plugin makes it so easy to see which affiliates require payouts and to easily track when we’ve made our commission payouts (which is important if you have a large, robust & active affiliate program).

Finally, their support is highly responsive which is always a plus!

What is Gravity Forms?

Gravity Forms is more than just a contact form plugin – it can do so much! Not only can you create as many forms as you want for anything you can dream of – you can even create forms that allow users to submit posts to your site (pretty cool, huh?).

You can customize everything with this plugin – from the look & feel of the form, to the way notifications are sent out.

If you have any sort of application you need people to fill out this is a very good option, too, as it saves the entries on your website for quick reference.

What is Business Directory Plugin?

If you have been looking to create a directory of any kind, Business Directory Plugin is a great option! With plenty of backend customization AND premium support you can create all sorts of directories with this powerful plugin. 

Some customization options include:

  • Paid & free listing options (with recurring payment configurations)
  • Creating completely custom listings with unique fields and categories that fit your brand + needs
  • Geographical searching capabilities
  • Listing ratings, comments & messaging
  • Coupon codes for listing sales

 

Business Tools

What is Dubsado?

Dubsado is a business management software tool that can handle everything from project management to invoices, contracts to accepting payments. It integrates with Stripe & Paypal like a breeze and makes running a service based business that much easier through templates and pre-made workflows.

How Do WE Use Dubsado?

Dubsado is one of THE most important tools in our company. We use it for invoicing our clients (for projects AND recurring maintenance work) as well as sending out contracts, following up and collecting testimonials.

What is Asana?

Asana is a list-based project management software – think ultimate checklist with flying unicorns (no seriously, there are actually unicorns that fly across your screen as you check things off). Share boards & project lists with your entire team or clients to keep your workflows organized with due dates and assigned tasks.

How Do WE Use Asana?

Asana is foundational to our company. Not only do we use Asana to organize internal projects and workflows, but we also create a dedicated Asana board for each of our 1:1 clients to keep clear communication between the SMC team and our client.

What is Gsuite?

Think of GSuite like an elevated Google account – it’s everything you love about your personal google account (gmail, google drive, calendar) but for business.

You can create your own domain email address – something like hello@samanthamunoz.com where your domain is used instead of “gmail”.

You can also create a company based google drive where everyone on your team can easily access files and folders within your drive with ease.

How Do WE Use Gsuite?

It’s kind of funny, because our entire business organization is held between Asana & G-Suite! We use gsuite for creating our domain email address & for unlocking the powerful google drive (with all the extra space it provides, it’s great for client projects + internal files).

Gsuite Promo Code!

Get 20% off your first year of G-Suite using one of the following codes:

  • GSuite Basic Plan (good for small teams & solo-preneurs):
    D3MACD9VHTKYEGD
  • Gsuite Business Plan (good for larger teams or those with many files):
    44RCPVJ7RHGQXQH
What is Trello?

Trello is a visual management software with cards, lists, board, checklists, etc. Use this powerful tool for content management, client communication, project management and flows, anything!

How Do WE Use Trello?

Originally we used Trello for all aspects of our project management (client communication and tracking projects) but now we mostly use it to store and organize content – like images, links, references.

Dana Malstaff's Free Trello Training

Want to learn to SUPERCHARGE the power of Trello for your business? Check out Dana’s free Trello Training! Dana is the founder of Boss Mom & is a Trello wiz!

Take Dana’s Free Trello Training >>

Email Marketing

What is ActiveCampaign?

ActiveCampaign is a CRM that has all the bells and whistles – without being overly complicated. Create lists, automations, tag & segment your contacts, send SMS messages, the works. It’s simple and easy to use (which is MY favorite part).

How Do WE Use ActiveCampaign?

We use ActiveCampaign to facilitate our lead generation & email our list. We have also used it for integrating directly with AccessAlly & MemberPress for our clients & our own businesses.

What is ConvertKit?

ConvertKit is an email marketing software that is not only easy to use but always coming out with great improvements. This email marketing software is ideal if you’d like to be able to really segment your audience, tag them and write out great emails with ease. As a bonus, ConvertKit has some of the most beautiful landing pages I’ve seen!

Marketing

Marketing Your Website

Shannon Mattern of the Pep Talk for Side Hustlers podcast is a PRO when it comes to bringing traffic to your brand spankin’ new website. The truth is, just because you click “publish” on your new website doesn’t mean you’re suddenly going to have millions of visitors!

Get started by following Shannon’s FREE 6-part mini-course to Jumpstart Your Website Traffic.

Learn Pinterest!

Pinterest is a search engine POWERHOUSE that is so under-utilized but can lead to massive traffic spikes & when done strategically can grow your email list (and help you sell products and services!)

Heather Farris is our go-to Pinterest gal and she has a whole suite of resources for business owners to learn to master Pinterest. 

Our favorite way to get started is with Heather’s FREE Pinterest Strategy Guide! Stop guessing about what to do for Pinterest with your content – simply follow the checklist each time you create a new blog post & start watching your analytics soar.

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