Resources.
Welcome to my Resources page!
Here, you’ll find a curated collection of tools and platforms that I use and trust to keep my business running smoothly. These tools have been essential in helping me – and my clients – achieve business goals efficiently and effectively.
Some of these links are affiliate links, which means I may earn a commission if you decide to purchase through them – at no extra cost to you. I only recommend products that I know will bring you value.
My Top 5 Picks!
Kajabi
All-in-One Platform for Course Creation and Digital ProductsKajabi is the ultimate solution for creating and selling online courses, memberships, and digital products. With Kajabi, you can build your entire online business - from your website to your email marketing and everything in between - on one platform.
Kit
Email Marketing Made SimpleIf you’re looking to build and nurture your email list, Kit (formally ConvertKit) is the go-to tool for creators and entrepreneurs. With its intuitive interface and powerful automation features, you can easily set up email sequences, tag subscribers, and deliver personalized content to your audience.
Dubsado
Your All-in-One Business Management SolutionDubsado is a game-changer for managing client relationships, project workflows, contracts, and invoices all in one place. It’s perfect for service-based businesses looking to streamline their operations and provide top-notch client experiences. I use it in my own business, saving me so many hours each week.
Save 20% off your first month or year using the code sophiecarrco when you sign up for a paid plan.
Vimeo
High-Quality Video Hosting for ProfessionalsIf you need a reliable platform to host and share your videos, Vimeo is my top pick. It gives you control over how your videos are presented and helps you engage your audience without sacrificing quality.
Asana
Organise Work and Stay on TrackI use Asana daily. It keeps me on track and organised - plus I love the Unicorn flying over my screen when I tick off a task as complete! Asana is a powerful project management tool that helps you keep track of tasks, manage projects, and collaborate with your team efficiently. With features like task assignments, due dates, and project boards, it’s perfect for managing everything from daily tasks to large-scale projects.
Online Course Platforms
Ready to share your expertise through online courses? These platforms make it easy to build, market, and sell your courses.
Kajabi
All-in-One Platform for Course Creation and Digital ProductsKajabi is the ultimate solution for creating and selling online courses, memberships, and digital products. With Kajabi, you can build your entire online business - from your website to your email marketing and everything in between - on one platform.
Thinkific
Launch and Grow Your Online CourseThinkific allows you to create, market, and sell your online courses with an intuitive drag-and-drop builder. It’s perfect for course creators looking to deliver professional, interactive learning experiences. Plus Thinkific now has an in-built email marketing capabilities making it a great option.
Teachable
Create and Sell Online Courses with EaseTeachable makes it simple to create and sell your own online courses. With its user-friendly interface, customisable course pages, and integrated payment processing, Teachable is a great choice, however, you will need to integrate an external email marketing platform as it doesn't have email capabilities other than for course notifications.
Membership & Community Platforms
Building a community around your business is a powerful way to create engagement. These platforms make it easy to create and grow your online community.
Heartbeat
Community and Course Platform for Engaged LearningHeartbeat is an all-in-one platform for hosting your community, courses, and events. With its focus on engagement and interaction, it’s ideal for building a thriving community around your content.
Circle
Create a Thriving Online CommunityCircle makes it easy to build an online community that’s organized, interactive, and connected. It’s perfect for course creators and businesses who want a flexible platform for their members to engage and connect.
Mighty Networks
Build Your Own Community, Courses, and MoreMighty Networks allows you to create a space where your community can gather, learn, and engage with your content. Whether it’s for courses, memberships, or just staying connected, Mighty Networks makes community-building simple.
Email Marketing
Your email list is one of the most valuable parts of your business. These are my top picks for building, nurturing, and engaging your audience.
Kit
Email Marketing Made SimpleIf you’re looking to build and nurture your email list, Kit (formally ConvertKit) is the go-to tool for creators and entrepreneurs. With its intuitive interface and powerful automation features, you can easily set up email sequences, tag subscribers, and deliver personalized content to your audience.
ActiveCampaign
Advanced Email Marketing and AutomationActiveCampaign takes email marketing to the next level with comprehensive automation capabilities, CRM features, and advanced segmentation. If you need a platform that can handle complex marketing campaigns and provide in-depth analytics, ActiveCampaign is the tool for you.
MailerLite
Simplified Email Marketing for EveryoneMailerLite offers an easy-to-use platform for creating email campaigns, newsletters, and automations. Whether you’re just starting out or scaling up, MailerLite provides the tools you need to engage your audience and grow your business.
Client & Project Management
Managing clients, projects, and deadlines doesn’t have to be overwhelming. These tools help you stay on track and organized, so nothing falls through the cracks.
Dubsado
Your All-in-One Business Management SolutionDubsado is a game-changer for managing client relationships, project workflows, contracts, and invoices all in one place. It’s perfect for service-based businesses looking to streamline their operations and provide top-notch client experiences. I use it in my own business, saving me so many hours each week.
Save 20% off your first month or year using the code sophiecarrco when you sign up for a paid plan.
Moxie
Streamline Your Freelance Work with EaseI have to say I am seriously impressed with Moxie. One big win for me is that Moxie has conditional logic in its workflow builder! Moxie is designed specifically for freelancers and solopreneurs who need a robust platform to handle everything from project management to invoicing. Moxie makes it easy to manage your time, tasks, and client communications, all while ensuring you get paid on time.
Asana
Organise Work and Stay on TrackI use Asana daily. It keeps me on track and organised - plus I love the Unicorn flying over my screen when I tick off a task as complete! Asana is a powerful project management tool that helps you keep track of tasks, manage projects, and collaborate with your team efficiently. With features like task assignments, due dates, and project boards, it’s perfect for managing everything from daily tasks to large-scale projects.
ClickUp
One App to Replace Them AllClickUp offers a customizable, all-in-one project management solution. With its extensive features—like task management, goal setting, time tracking, and integrations—ClickUp allows you to organize your work and streamline your processes all in one place.
Legal Templates
Stay on top of your business’s legal needs with these professionally crafted legal templates
Foundd Legal
Looking to be legally legit?My friends at Foundd Legal are all about that life! Jump on over to their website using this link to check out their range of templates or book in a free call with one of their awesome lawyers.
Use code SOPHIECARR for a tidy 15% off any template!
Design & Visual Content
Creating beautiful, professional-looking designs doesn’t have to be complicated. These tools make it easy to impress your audience – even if you’re not a designer.
Canva
Collaboration and Communication Made SimpleSlack is the ultimate tool for team communication. You can create channels for different projects, send direct messages, and integrate it with other tools to keep everything in one place. It’s perfect for keeping your team in the loop.
Vimeo
High-Quality Video Hosting for ProfessionalsIf you need a reliable platform to host and share your videos, Vimeo is my top pick. It gives you control over how your videos are presented and helps you engage your audience without sacrificing quality.
Loom
Instant Video Messaging for Quick CommunicationLoom is perfect for when you need to record quick explainer videos or tutorials. You can share your screen, camera, or both and send videos with just a link. It’s a huge time saver for team communication or client updates.
Communication & Collaboration
Whether you’re working solo or with a team, these tools make it easy to stay connected and get things done.
Zoom
High-Quality Video Conferencing for TeamsFor video calls and virtual meetings, Zoom is my go-to. Whether it’s webinars, client meetings, or team catch-ups, Zoom delivers reliable, high-quality video every time.
Google Meet
Seamless Video Calls Right in Your BrowserGoogle Meet is an easy-to-use option for quick video calls, especially if you’re already using Google Workspace plus it's included in your plan so no additional fees. No downloads, just one click, and you’re in! It’s a solid choice for virtual meetings with clients or team members.
Slack
Collaboration and Communication Made SimpleSlack is the ultimate tool for team communication. You can create channels for different projects, send direct messages, and integrate it with other tools to keep everything in one place. It’s perfect for keeping your team in the loop.
Bonjoro
Send Personalized Video MessagesBonjoro is a fantastic tool for sending personalized video messages to your audience. Whether you’re welcoming a new customer or following up with a client, Bonjoro adds a personal touch that can make a big difference.
Markup.io
Collaborative Feedback Made EasyMarkup.io is a tool that lets you gather feedback directly on websites, images, and PDFs. Whether you’re collaborating with your team or getting input from clients, it simplifies the revision process and ensures everyone stays on the same page.
Writing & Editing Tools
Make your writing clear, professional, and engaging with these essential tools.
Grammerly
Write Clearly and ProfessionallyGrammarly is an AI-powered tool that checks grammar, spelling, punctuation, and clarity in your writing. It’s perfect for ensuring that your communication is polished, whether you’re writing emails, reports, or social media posts.
Wordtune
AI-Powered Writing AssistantWordtune not only checks grammar but also helps you rewrite sentences for clarity and tone. Whether you’re drafting emails or social media posts, Wordtune helps you communicate your ideas more effectively and professionally.
Automation & Integration
Automation can save you time and reduce errors by connecting your apps and automating workflows. Here’s what I use to keep everything running smoothly.
Zapier
Connect Your Apps and Automate WorkflowsZapier is the glue that connects all your favorite apps, automating tasks and workflows without any coding. Whether you want to automatically add email subscribers to a CRM, post content across social media, or trigger actions based on form submissions, Zapier makes it possible.
ManyChat
Automate Your Messenger MarketingManyChat is the leading platform for automating your Facebook Messenger marketing. With ManyChat, you can create bots that handle customer inquiries, send out promotional messages, and engage with your audience automatically.
Scheduler Tools
Forget the back-and-forth emails – these tools make scheduling meetings with clients or teams effortless.
Calendly
Easy Online SchedulingIf you're not using Dubsado or Moxie in your business then I recommend using Calendly to scheduler your meetings.
Calendly takes the hassle out of scheduling. It syncs with your calendar so others can book a meeting based on your availability. It’s perfect for clients and teams.
Analytics & Content Tools
These tools help you understand your audience, track your data, and create better content.
Fathom.Video
Automated Meeting Notes for ZoomFathom.Video is a Zoom companion that automatically records, transcribes, and highlights your meetings, so you don’t have to take notes. It’s perfect for staying focused during meetings and reviewing the key points later.
Descript
All-in-One Video and Podcast EditingDescript is a powerful tool for editing videos and podcasts. It transcribes audio, allows you to edit by cutting text, and even has screen recording features - perfect for streamlining your editing process.
Web Hosting
A reliable web host is essential for keeping your website online. This is my trusted web hosting provider.
VentraIP
Reliable Australian Web HostingVentraIP offers solid performance and 24/7 support, making it my go-to for reliable web hosting in Australia and their support is Australia-based. Whether you need a new Domain name or website hosting VentraIP is my trusted go-to.