Sharing the BTS on Our Biz Tech

We’ve created this space to share the business resources, tools and recommendations we’ve found useful over the years. From systems and software to books, freebies and a few personal favourites, consider this our little collection of things worth knowing about.

Love a Good Freebie?

We Have Several of Them

The Dubsado Startup Guide

For creatives who need a client system and need it now. 

Preparing to Outsource

For the busy entrepreneur in need of extra hands.

Disclaimer

Please keep in mind that some of these call-outs on the page are affiliate links, which means we may receive a commission when someone purchases using our code. Honestly, we just love sharing what we’ve been loving lately, and if that means you can get in on the sweet deals as well, then great! 

Business Tools

WE USE A LOT OF TOOLS TO KEEP OUR BUSINESS HUMMING ALONG, AND WE THOUGHT IT WAS TIME TO SHARE THE LOVE.

A FEW OF OUR GO-TO TOOLS FOR KEEPING WORK CONNECTED, ORGANIZED AND MOVING.

Airtable

DATABASE & OPERATIONS

Flexible relational databases for connecting information, workflows and the moving pieces behind a business.

Fillout

FORMS & WORKFLOWS

Powerful forms that can collect, update and surface information across your systems.

Zapier

App integrations

Connect the tools in your tech stack and automate the repetitive handoffs between them.

Slack

Client communication

Keep communication organized and easy to find, with conversations, questions and updates all in one place.

ClickUp

TASK MANAGEMENT

Flexible project and task management for keeping work, deadlines and moving pieces organized.

Dubsado

Client MANAGEMENT

A solid CRM for service businesses managing leads, clients, workflows, forms and more. Save 20% your first month/year with code 'taylormonroe’.

Dropbox

cloud storage

Highly recommended for wedding photographers and anyone looking for extra cloud storage space.

NordVPN

online security

Our go-to VPN provider to choose our location as well as for online privacy & security. Get up to 3 months for free.

Good things come to those who back-up their computers. Get one month free with code ‘taylormonoroe’.

Backblaze

Our everyday home base for email, documents, calendars, shared files and video calls. Save 10% on your first year.

Google Workspace

EMAIL, FILES & MEETINGS

This is especially helpful for international, multi-currency needs. Get your first transfer free with code, ‘taylormonroe’.

Wise

This popular payment platform makes receiving payments so much easier.

Stripe

online payments

money transfers

Save time and send helpful videos to your team and clients.

Loom

Our go-to for working with PDFs, documents, signatures and all the paperwork in between.

Adobe Acrobat

PDF & DOCUMENT TOOLS

Protect your passwords–think bank accounts, credit cards, addresses, and more. Start with 25% off.

1Password

To keep you and your business protected–this one’s important. 

The Contract Shop

legal protection

Password Management

Screen Sharing

cloud backups

THE EVERYDAY TOOLS THAT HELP KEEP BUSINESS ADMIN UNDER CONTROL.

Super simple, visually pleasing, and great for workflows and segmentation. Save 50% off your first year.

Flodesk

Email Marketing

Down-to-earth, but boy, can you segment! The actions and integrations are nearly endless.

Kit

With so many integrations and simple up-sell & cross-sell funnels, we LOVE using it to sell products and courses. Get it for one lifetime price!

ThriveCart

E-Commerce & Courses

Email Marketing

Social media planning made easy–for the visual planning people. Get $10 credit.

Plann

This is what we use to schedule our pins on rotation. Sit back, and relax.

Tailwind

Pinterest Scheduling

Social Media Scheduling

A FEW OF OUR GO-TO TOOLS FOR MARKETING, CONTENT & ANALYTICS.

Simple, privacy-friendly website analytics without all the noise. Get $10 off your first invoice with code 'taylormonroe'.

Fathom Analytics

WEBSITE ANALYTICS

Build your dream site with this drag-and-drop web builder. 

Showit

Brand Templates

The convenience factor and collaboration capabilities can’t be beaten! 

Canva

There are so many design options here–an MVP for sure. 

Adobe

Photo Editing & Design

Graphic Design

website platform

Our go-to platforms to keep our brand visuals on point.

web & social design

Beautiful branding templates to make your website and socials stand out.

Show your clients how much you care with a cuuuute gift box.

BoxFox

Your Aussie clients will love what they get from Stellar.

Stellar

Client Gifting (Australia)

Yet another gift box option for you to send to U.S. and international clients.

HappyBox

Or, better yet, say it with a card from Postable! 

Postable

Client Cards

Client Gifting
(USA & International)

Client Gifting (USA)

There are so many ways to be creative and show your clients how much you care.

The Bookshelf

Taylor’s fave books on business and life. 

01/

Rocket Fuel

by Gio Wickman And Mark C. Winters

Take your business to the stratosphere with this ultra-inspiring book featuring tactical advice on the visionary/ integrator relationship.

learn more

02/

Aesthetic Intelligence

by Pauline Brown

Learn how aesthetic intelligence creates biz value and draws people to your brand in search of a meaningful experience. 

learn more

03/

Atomic Habits

by James Clear

Get crystal clear on what daily habits are serving you (and which ones aren’t) with this fan favorite, plus strategies to implement new habits into your routine.

learn more

04/

Building a Storybrand

by Donald Miller

Clarify your brand messaging and connect with your audience by building out a story for your business.

learn more

Taylor's Faves

What she loves and highly recommends.

Taylor's Faves

Office & Home

All the things to keep you cozy and productive, while keeping your aesthetics on point.

sherpa fleece throw Blanket

01

A cozy and comfortable blanket is a crucial office piece. Soft and plush, it keeps you warm on chilly days and helps you relax during busy work sprints. Pick the colour that matches your office aesthetics best (for us, that’s black). 

learn more

Voluspa Baltic Amber Candle

02

Candles in your office can promote relaxation and creativity with their calming and soothing ambiance. This scent (one of our favourites!) is warm and inviting, though we also love Crisp Champagne, it’s just often hard to come by.

learn more

Ember
heated mug

03

Are you constantly reheating your coffee & tea? Because same. This mug is a game-changer, designed to keep your drink at the perfect temperature, so you can enjoy it as long as you need without worrying about it getting cold.

learn more

Taylor's Faves

WELLNESS

Heighten your self-care and wellness so you can get back to your business feeling rejuvenated.

PHARAMOND LIFE yoga mat

01

This yoga mat is super thick (you want to be comfy during your practice!) and non-slip (a must). What’s unique is that it has a printed alignment system that helps you visualize and maintain your form & technique! 

learn more

collagen
powder

02

Collagen powder is a must-have supplement for women who want to maintain healthy skin, hair, and nails as we age (it sucks, but it’s true!). We love adding this one, which dissolves quickly, to our coffee to start the day off right.

learn more

VITRUVI DIFFUSER

03

A diffuser can help reduce stress and improve your overall mood. By adding a few drops of essential oils, you can create a relaxing atmosphere. We love to use Saje essential oil blends in our diffuser (our favourite is Unwind!)

learn more

taylor's faves

SKINCARE

Simple, clean go-to’s for sensitive skin–we’re talking holy grail products here.

Cosrx
Snail Mucin

01

This lightweight essence absorbs quickly, leaving your skin super soft and hydrated. It improves skin texture, gets you glowing and has also been known to help reduce the appearance of fine lines and wrinkles! 

learn more

I'm from
Mugwort Essence

02

Super gentle, this essence is packed with antioxidants to calm and soothe irritated skin. Mugwort is known to provide a calming and nourishing effect on the skin to reduce redness and inflammation + prevent breakouts!

learn more

Pyunkang Yul nutrition Cream

03

This moisturizer provides intense hydration and nourishment to the skin, leaving it soft and supple. Meant for dry-combination skin, if you’re a bit more oily, try the Moisture Cream, and if you’re more dry, the Intensive Repair Cream is super rich!

learn more

our blog

The Library

Words from here and there, inspiring you to live an organized, happy, and yes, balanced life. 

on the blog            on the blog            on the blog            on the blog

01  /  business

02  /  systems

03  /  clients

04  /  productivity

on the blog            on the blog         on the blog         on the blog

Join the Calm Creative Newsletter

Breaking down business systems, productivity tips, agency updates, and other worthwhile things to elevate your biz.