This resources page showcases services, products, tools that I’m either using in my own business right now or have used in the past. Even though I have affiliate links for many of them, that’s not the reason they are on here. They are here because I truely love these things and want to share them with you.
Many of the showcased items come with affiliate links and they are marked as such when they do. By using an affiliate link, I might earn a small commission at no additional cost to you. Depending on the link, you might actually get a better deal yourself. I’ll include any benefits you have with the links.
If you’re not a fan of affiliate links, I’ve got you covered. For every affiliate link on this page, there is always a regular link right next to it. It’s totally up to you, which on you use to check out these items. If you decide to use my affiliate link, I appreciate the support.
Client Management Tools
This is the client management system that many of my Health Coaching Clients use to run their business. You can set up schedulers, create packages, build courses and so much more. It’s a great all-in-one solution if you want to make working with clients easier, both for you and your clients.
This is the client management system that I use every day in my own business. It handles lead capture forms, questionnaires, proposals, contracts and invoice for me. Plus I can automate quite a few processes using their workflow features. So if you’ve worked with me in the past or have booked a call with me, you’ll have already seen it in action.
I’m a Certified Dubsado Specialist. Using my code jbholisticsolutions or by clicking on the affiliate link below, you’ll get 30% off your first month or year with Dubsado.
Project Management Tools
Project Management Tool
ClickUp is what I use in my business and have been using with clients for a few years now. Once you start thinking about outsourcing / hiring team members, you’ll need to have a central location to track projects and assignments. This is where ClickUp comes in. Not only will it help you keep track of what’s on your plate, but also what’s on your teams plate and how things are moving forward.
I’m a Vetted ClickUp Consultant. Using my code jbholisticsolutions or by clicking on the affiliate link below, you’ll get 15% off.
Graphic Design Tools
If you’re looking for an easy-to-use, yet powerful design tool to create social media graphics, workbooks and more, look no further. Canva is definitley worth checking out. The Free Plan is already great, but with their Pro plan, you can upload and organize all your brand graphics, fonts and colors to make it even easier to create on-brand visuals for your business. Plus, you’ll get access to a ton of great stock images and videos.
Finances & Budgeting
You Need A Budget (YNAB)
One of my favorite things to do to keep my finances in check is updating my business budget in YNAB. Every Friday. It completely changed the way I think about money and has helped me be less stressed about my finances.
You can test YNAB for FREE for 34 Days!
Fonts, Templates & Stock Images
Inspired Stock Shop
Stock Image Membership
Becoming an ISS member gives you unlimited access to a growing library stock images, hundreds of Canva Templates and stock video clips, valued at over $10,000. With new images added all the time, this will be your place where you can REALLY convey your brand’s vibe.