Websites We Use To Run Our Agency
Save your time researching & take notes from this blog!
We get asked this question daily, so in this blog, we’re running through every website/ platform we use to run our social media agency, as well as why + how we use it. If you’re a freelancer or any business owner — save your time researching which platform is best or worth your money and bookmark this blog to get all your online business resources. After 2 years of trialling and error-ing every online platform, we can safely say we’ve found the sweet spot!
CANVA
From social media posts, to proposals, our portfolio, contracts, welcome packs, reports, presentations, our freebie and more — it’s safe to say Canva is a staple in our business. It’s a platform for graphic design, that allows you (and your team) to customize anything, like some of the things mentioned above. We use the Pro version, which is only £10.99 per month, and it’s 100% worth it! We’re well aware of the fact that other graphic design platforms are better (i.e. InDesign), but if you’re a beginner, opt for Canva.
CALENDLY
Calendly is an online scheduling platform that allows clients and/or team members to schedule events with you based on your schedule, which you manage. We love it because it cuts out all the back & forth via email on the most time-consuming question — “what time works for you?” We use it for free meetings, such as Consultation Calls with potential clients, Catch Up Calls with new clients, but we also use it for calls that require a payment, such as our 1:1 Burning Q’s Call with Miriam. If you have a team, we would opt for the Professional pricing option, which is around £11 per month. Good news is, if you just want the basics, it’s free!
There are options to set email & text reminders for meeting participants, so you reduce the number of no-shows. There are also options to customize thank you - type messages, scheduled to be sent after meetings, which add a personal touch. We couldn’t run our business without Calendly.
zoom
As mentioned above, having a system to automatically schedule meetings is essential, but of course, you need a place to hold these meetings, which is Zoom! We hold all our meetings via Zoom. We prefer Zoom over Google Meetings, as we find the quality is better & there are more features to manager larger groups, which is helpful if you hold live classes or workshops.
Luckily, you can integrate Zoom into Calendly, so whenever someone books a meeting with you, Zoom generates a link for that meeting, which is automatically added to your calendar and the participants calendar for easy access. Genius, right?
COPY.AI
We use Copy.AI for generating keywords. While it’s not the best option to solely rely on this platform to write your sentences for you, we highly recommend it for generating keywords, for you to use to then create SEO-friendly captions, blogs etc… We especcially recommend it if you use Pinterest. Oh and, if you’re our client, you get access to this for free :)
GOOGLE WORKSPACE
A must-have for your business is Google Suite. It comes with Google Drive, which we use to transfer larger documents, videos, photos and more for our clients and team. It also comes with Google Forms, which we use for collecting answers & feedback from clients. And lastly, Google Calendar, which we use to time-block, organize & schedule our work week. These are the three main features from Google Workspace we use the most, but there are others such as Google Slides (we use Canva for presentations, which you can read more on above) and Google Docs (we use Notion for outlining documents, which you can read more on below).
The most needed feature from Google Workspace, in our opinion is being able to change your domain name to your business name. For example, having miriam@digitalinfluenceagency.uk, instead of the basic @gmail.com. We see a lot of business owners & freelancers still use the @gmail.com, and if you’re reading this then it’s time to change your domain! Pricing depends on the size of your team but starts from just £5 per month!
SLACK
We are team Slack over Voxer! We used to use Voxer, and ran into a lot of system errors, glitches & bugs. We switched to Slack and the amount of integrations, automations & extra features, make communications between our clients & team so much easier. We highly recommend Slack! The only minus is that it takes a little time to get used to & wrap your head around — but it’s worth it.
FLODESK
The best email marketing platform! Flodesk is so much more user friendly & aesthetic (example on the left) than any other platform. We use it for our weekly emails our subscribers get with social media news and 5 content ideas (get by signing up here too), as well as for waitlists & delivering our Freebie. Guess what - we can get you 50% off (affiliate)! It’s usually around £30 per month, but you can get it for £15! Use this link.
NOTION
If you follow us on social media, you know how much we love Notion. Not only do we each plan our entire internal business (team tasks, company goals, sales etc…) + personal lives on Notion (vision boards, weekly to-do’s, shopping lists, budgeting etc…), but we have our Client Hubs for each one of our clients there too! It gives our clients a 5-star experience as they have eyes on everything, their invoice due dates, meetings reminders, content approvals etc… Everything we do is through there & clients that have never used Notion love it!
The only minus with Notion is that it takes time to customize and create a ‘page’ (as they call it) that suits you and your needs. Luckily for you, we’ve created templates for you to use!
PANDADOC & STRIPE
PandaDoc is a platform we use to send & sign contracts. You have options to customize their pre-made templates; however, we create our Contracts in Canva and upload them to PandaDoc. If you have your Contracts on Canva, Google Docs or Microsoft Word, you can easily download and upload onto PandaDoc. The platform allows you to drag & drop blocks for participants of the document to easily fill out when it’s sent to their end!
Stripe, we use for invoicing. We find it to be the easiest system to clients to pay us, especially for international clients (which are the majority of our clients)! You can customize invoices, add your branding and do so much more. There are so many integrations & features, we’re probably not using it to it’s fullest potential yet! It takes around 2.5% of each payment - which is fantastic, when compared to other platforms, such as PayPal. It’s user-friendly, easy to set up & use.
FREEAGENCT & DEXT
We use FreeAgent to track our finances (and all that boring stuff), which is integrated using Dext to upload receipts that then process into FreeAgent! Shoutout to Llama Accounting, our accountants who introduced us to these platforms! We highly recommend them + these two systems!
THAT’S THE END
We hope you took notes & were able to find useful platforms through this blog! Make sure to subscribe below to get notified whenever a new blog post is out.
An all-in-one social media content calendar that allows you to create a streamlined strategy, organize your content for multiple platforms, track each piece of content and what stage you’re in, as well as your track analytics & insights. This template is suitable to use for your own social media as a solopreneur/ creator, or even for small to big teams.
Included in the template are…
All-In-One Content Calendar
Content Tracker for content-related tasks
IG Feed Planner to plan your feed aesthetic
Templates for Videos, Carousels & Story social media posts
Quarterly Goal Planner
Strategy Overview, featuring…
Fill-in Worksheets
Educational Guides
Analytics Tracker for All Platforms
Once you purchase this product, you will receive a thank you email containing a PDF file, which contains the link to this Notion template.
NOTE: This product is non-refundable.