Phyllis Khare
This piece was originally published as part of Social Media Manager School, now Pulse Academy.
How to use this Google Doc
Click File → Make a Copy → give it your own name and edit at will.
Type in the one or two tools you use for each category. Review this list when you are thinking of adding another tool or system. Make sure you aren’t overlapping features. If you have a question about a particular tool—ask us about it in the Facebook Group.
You can access this template here.
Project management
(e.g., Airtable, Trello, Asana, Basecamp, Evernote, Google Calendar, Monday)
1.
2.
Social Media Management
(e.g., Agorapulse, Buffer, Sprout Social, Hey Orca)
1.
2.
Content Creation
(e.g., Adobe Creative Suite, Canva, Easil, Animoto, WaveVideo, InVideo, Filmora, etc.)
1.
2.
Creative Assets
(e.g., Creative Market, Shutterstock, Envato Elements, Pexels, Unsplash, Pixabay)
1.
2.
Time management
(e.g., Google Calendar, timers, RescueTime, Boomerang for Gmail)
1.
2.
File management and Client Portals
(e.g., Google Drive, Dropbox, Evernote, WeTransfer, OneHub)
1.
2.
CRM/Email
(e.g., HubSpot, Zoho CRM, Google Contacts, Mailchimp, Constant Contact, My Emma, ConvertKit, GetResponse, Active Campaign)
1.
2.
Proposals and Contracts
(e.g., 17Hats, Dubsado, Proposify)
1.
2.
Bookkeeping
(e.g., Quickbooks, Freshbooks, 17Hats, Dubsado, Stripe, Paypal)
1.
2.
Training/Continuing Education
(e.g., Pulse Academy, LinkedIn Learning, Social Media Examiner, Skillshare, other communities)
1.
2.
Other Digital Marketing Tools
(e.g., Zapier, email marketing, web builders, etc.)
1.
2.
Phyllis Khare @phylliskhare
I’m the original Co-Founder of Social Media Manager School, now powered by Agorapulse and re-designed here in the Social Media Pulse Community.