Resources

I’ve come across many great resources that have been incredibly helpful. I’ve gathered them all on one page so you can reference them. I’ll add to it as I learn more and encourage you to reference this page quite often. I recommend bookmarking it for your reference and convenience.

Disclosure:  Please note that some of the links below are affiliate links, and at no additional cost to you, I will earn a commission if you decide to make a purchase.  Please understand that I have experience with all of these companies, and I recommend them because they are helpful and useful, not because of the small commissions I make if you decide to buy something.  Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.

DON’T LET IMPORTANT CONTACTS FADE

Trouble keeping track of business cards once you’re back at the office?
I manage my most important relationships, and the ones I hope will become significant, using Contactually. This robust CRM is perfect for managing my professional network so I can keep track of who I’ve been in touch with recently and which contacts are fading. As an affiliate, I’m able to offer my readers and listeners a free 30 day trial. Let me know if you sign up for the free trial and I’ll help you get set up for success. Start your 30-day trial (no credit card required).

BOOKKEEPING FOR SOLOPRENEURS

Solve your bookkeeping woes.
I use FreshBooks and can honestly say it’s a huge improvement over my old spreadsheet system. I can create professional looking invoices, track whether clients have paid, and manage my expenses all in one place. There’s even an app for reviewing your accounting on the go. Start your free 30-day trial (no credit card required).

SCHEDULE MEETINGS WITH EASE

No more endless emails to schedule a 15 minute call
As a busy work-at-home dad, I’m always looking for ways to be more efficient with my and my clients time. That’s why I use an online booking form to schedule meetings, calls, and even my podcast interviews. It’s very simple to use and integrates with many online calendars. Just set the hours you want to be available, share the link, and confirm the appointment. It even sends reminder emails and puts the appointment right in my calendar. Get your booking form at www.ScheduleOnce.com. Want to see it in action? Schedule a 15 minute call with me at www.meetme.so/Robbie15.

FUNDRAISING EVENT STRATEGIES

Strategies for Successful Fundraising Events (free template)
This detailed blog post outlines how to use my event strategy form when planning your fundraising event. Also may be used for any event where you want to have measurable outcomes.

WANT TO SET UP YOUR OWN PODCAST?

Professional Home Studio Podcast Setup
This detailed blog post lists all the equipment I purchased for my home studio and several resources I referred to when I launched my podcast.

 

STAY CONNECTED

You’re welcome to connect with me on LinkedInFacebookTwitter, or Instagram (for photos of my cute kiddo). Join my email list and receive my 8 Steps for Successful Networking PDF!

 

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