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How would you like all the best techie tools and recommended software to use in your marketing services all in one easy place? Check out my UDMA Tool Kit.
You’ll get Business Tools, AI Tools, and Marketing Tools in one massive Google sheet. BONUS: Emily’s Recommended Tech Stack for New Service Providers.
Freelancer Must Haves:
The ability to hold face – to – face meetings remotely with clients is gold for today’s VA. I love how easy it is to use for group coaching calls with my students and workgroup members. I’ve also used it for FB live interviews as well.
Google gives you the tools you need to run your business like a pro. Set up custom email, share files securely online, video chat from any device, and more.
It’s free for the first 14 days then $6/month.
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Client Services Agreement. All the templates you need.
All in one place.
All for one price.
From friend and tax attorney Braden Drake
Marketing Tools:
The user-friendly email marketing platform I use. I love the flexibility and advanced features which allow me to segment and tag my email list as needed. They also offer excellent migration services.
My course is hosted here. I track payments, student progress, and affiliate transactions plus create landing pages for all my marketing inside Kajabi.
ChatGPT is the perfect tool for marketing assistants looking to streamline their workload and improve their productivity. It. can help you automate repetitive tasks, generate new ideas for content, and even provide insights into your target audience.Â
Free to $7/monthÂ
My go-to program when editing client photos and creating graphic designs. Quick and easy to use.
Similar to Photoshop without the high price tag. I use it for advanced photo editing.
I couldn’t live without Canva! I use it to design graphics for ads, opt-ins, and webinars plus all the graphics in my course.
Great for creating short personal video messages. I’ve used it in emails and on landing pages. Open rates go up when a personal message is included! Free trial available.
Creates a sense of urgency with timers on landing pages and in emails. I use it for launch bonuses and in sales funnels. Free trial available.
What I use for all my Pinterest clients. Easily plan, schedule, and track pins. Tailwind now offers Instagram post scheduling.
Your site speed matters – I migrated my website to SiteGround and I’ve have zero issues.
Publish or schedule directly to YouTube, Facebook, TikTok, LinkedIn, Instagram, and Twitter in one shot! I use this to save time.Â
Host live and pre recorded webinars, customizable to your brand, with tracking and integrations.Â
TubeBuddy is a browser extension & mobile app that integrates directly into YouTube to help me run my channel. It helps with SEO, bulk processing, promotion and more.Â
I use this for all my quiz clients and my own quiz. Interact offers templates, integrations, and live examples. Free and paid versions available.
Schedule your social media posts and forget! I use this for Instagram and Facebook stories, posts, analytics, hashtags, and a visual planner which I love. It also works with TikTok, Pinterest, and LinkedIn.Â
I recently implemented this inside my course. It’s the best way to manage videos using a search engine. It’s also good for memberships and FB group videos.
Quickly turn your content into private podcasts your audience can listen to on-the-go. More consumption means higher engagement, more sales, and stronger connections.
Group leads automates the email gathering and voice of customer data collection of your free Facebook funnel saves you hours.
Productivity Tools:
This is great for task listing, scheduling, and assigning to team members. I can organize by projects/launches and know where everyone is at all times with it’s timelines.
Great to organize projects and collaborate with clients. Uses boards with index cards which can be moved along a timeline or added to different boards.
ClickUp project management is a simple way to organize all of your teams, projects and work in one place. Collaborate across your whole organization
Free and upgraded plans available
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This is great for managing projects that require several team members working different areas at the same time and handing off sections as completed. It’s also great for storing SOP’s or creating processes as part of the new VA onboarding.
My team and I use this to keep in touch with ongoing projects and everyday tasks. It’s great segmenting projects and including only members who are working on the project to have access.
A must for remote teams. I can send quick messages to my clients or my team discussing hot topics. Sometimes conveying ideas or instructions is best done verbally.
The best online scheduling tool I’ve used. It’s simple to implement and easy for people to click and schedule times with me. It’s great for guest appearances on Facebook and my podcast.
Bookkeeping is not my fave thing, but QB makes it easy to send invoices, track expenses, generate 1099’s, and create reports.
This is the best I’ve found. It summarizes keywords and highlights making it easy to repurpose into blogs or shownotes.
Business Tools:
Feel more confident and rock your next discovery call by using the good lighting of mini ring light. It makes all the difference.Â
I use this ring light in my business for all calls, filming reels and social. Good lighting = you look good, feel good, and show up confidently, you book the clients and you put yourself out there marketing-wise.
Here’s a simple mic for I use for my podcast + course recording, teaching and guest speaking gigs. Only $30 on Amazon
For a heavy duty option: Look at the Blue Yeti – $100 on Amazon
Skill enhancers:
Get daily mini video tech trainings on Kajabi, ConvertKit, admin, and graphic design. These micro-videos will be powerful resume-building knowledge to get you hired in the online space.
My mentor Amy Porterfield teaches she to builds her email list with 1,000 new email subscribers a week in a free masterclass: The Relaxed Business Owners Guide To Building A Profitable Email List
In just 2 hours learn everything about managing Facebook communities plus discover backend features and analytics that will make you in-demand as a FB community manager.Â
You’ll learn all the skills to get hired right out the gate. This course is for those go-getters ready to start work in as little as 12 weeks.
I’ll teach you all the mechanics to implement your skills as a unicorn digital marketing assistant, including training on online marketing strategy, social media, email marketing, setting up your business, plus access to job leads!
This exclusive membership is designed for skilled freelance marketers, service providers, and virtual assistants ready to up their game and book out fast. Includes, job leads, training, updates, extensive resource library, and monthly live happy hours.
Cathy and Julie offer everything you need to be certified and create funnels that work and look amazing.
Part 1 is their offer creation capstone training.
Part 2 is all about copywriting.
Part 3 dives into winning design.
Upon completion you’ll know exactly what works and be able to charge more for in-demand funnel creation.
Justin Blackman shows how to bring more pop into your client’s emails, blog posts, and sales pages.
In his workshop he offers 57 ways to add punch up your writing. Learn more here: Write More Personality-er Workshop
Looking for copywriting mastery?
Dive deeper into your writing in his way-too-much-fun Personality-er Academy which includes his workshop plus monthly copywriting coaching calls.Â
If you love real estate and are interested in specialing, consider doing it in high demand transaction coordination. Crystal Allen-Harrahill helps you get started and transform your VA skills into a lucrative real estate transaction coordination business.
Dana Malstaff has a wildly successful Facebook group, Boss Moms, which is a community for us moms who are also entrepreneurs. Pro tip: it’s also a great place to offer help and pick up work.
Dana offers training and support through her Start and Grow Your Facebook group course
and in her membership, Nurture to Convert Society, where she helps mom-owned businesses grow to 6 figures.
Brittany Dixon is an expert at being organized and productive with envy-worthy efficiency. She will help you scale and make an impact in your business and in your client’s.Â
Brittany offers VA’s the tools they need:Â
Sarah Masci is an expert on day rates. She created this pricing structure to help eliminate scope creep, inconsistent timelines, and burnout.
She now works just 1 week per month making a consistent $10k in income! Her Get Booked by the Day course teaches you exactly how to setup and design your business on the day rate model.
Michelle Terpstra spent over a decade working for Fortune 500 companies and is now using that sales and speaking experience as a sales coach.
She helps service providers (and other entrepreneurs) supercharge their sales skills to build businesses of their dreams.
Her discovery call insight is gold. Looking to up your closing rate check out her masterclass
Rachel Miller IS the queen of Facebook. I took her Grow Your Audience (formerly called Moolah) course years ago and learned so much.
Rachel blew me away with her tech knowledge and showed me there is a whole other side to Facebook when using the platform for business & marketing!!
She spoke inside my FB group showing us how she uses VAs to help her business. If FB is your jam, (and it should be if you’re just starting out), check out her masterclass on how to Confidently Turn Strangers into Buyers
or get her Grow Your Audience course here.  Â
Books on my reading list:
I don’t know about you, but I love to read and find gold nuggets I can apply to my business. My book list includes: mindset, marketing, business practices for service providers, and a few for business owners. Enjoy and let me know what your thoughts after reading them!
Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business by Gino Wickman https://amzn.to/3f7oiDA
Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz https://amzn.to/2XBu0u0Â
Free to Focus: A Total Productivity System to Achieve More by Doing Less by Michael Hyatt https://amzn.to/2Xzcir5Â
Essentialism: The Disciplined Pursuit of Less by Greg Mckeown https://amzn.to/3C366qlÂ
Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear https://amzn.to/3nfPh59
Traction: Get a Grip on your Business by Gino Wickman (recommend haven’t read yet) https://amzn.to/38CVyjLÂ
Clockwork: Design your business to run itself by Michael Michalowicz (recommend haven’t read yet) https://amzn.to/38CVyjL
What the Heck is EOS? A complete guide for employees in companies running on EOS (recommended haven’t read yet) https://amzn.to/3pnyksc
Mindset: The New Psychology of Success by Carol S. Dweck https://amzn.to/2XC98CWÂ
The Big Leap: Conquer Your Hidden Fear and Take Life to the Next Level by Gay Hendricks https://amzn.to/3ppnNNiÂ
We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power by Rachel Rogers https://amzn.to/3B11KP1Â
Everything is Figureoutable by Marie Forleo https://amzn.to/3E3tiFyÂ
The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph by Ryan Holiday https://amzn.to/3m2gHMHÂ
Quantum Success: 7 Essential Laws for a Thriving, Joyful, and Prosperous Relationship with Work and Money by Christy Whitman https://amzn.to/3vwTLrZÂ
Why We Can’t Sleep: Women’s New Midlife Crisis by Ada Calhoun https://amzn.to/3E8Luh3Â
Rich As F*ck: More Money Than You Know What to Do With by Amanda Frances by Amanda Frances (about to read this)Â https://amzn.to/2Zk8Jpn
Building a StoryBrand: Clarify Your Message So Customers Will Listen by Donald Miller https://amzn.to/30P4K4I
Expert Secrets: The Underground Playbook for Converting Your Online Visitors into Lifelong Customers by Russell Branson https://amzn.to/30PrSA3
$100M Offers: How To Make Offers So Good People Feel Stupid Saying No by Alex Hormozi https://amzn.to/3C2KYQQÂ
Stories that Stick: How Storytelling Can Captivate Customers, Influence Audiences, and Transform Your Business by Kindra Hall https://amzn.to/3na3hNQ
The Dip: A Little Book That Teaches You When to Quit (and When to Stick) by Seth Goodin https://amzn.to/3jnXEe1
Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott (recommended haven’t read yet) https://amzn.to/3jor0bWÂ
I’m always adding to this list so check back often. I also love fiction so message me if you’re interested in what I’m reading right now! Â
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