The StoryPath Communications team works with a wide range of clients and agency partners on communications strategy, monthly content creation for blogs and social media, and written content for websites, print, and other marketing needs.
Part of the critical foundation for managing all of that is the tools we use. We sometimes get asked about what we’re using for various aspects of our business, so we’re sharing a few of our favorite tools with you now.
Disclosure: We may earn a small commission if you sign up for one of these tools from the links below, and you may receive a discount or account credit as well.
This is our go-to social media scheduling tool, and we schedule a lot of social media posts on behalf of clients each month. We like the clean interface, ability to bulk schedule posts to a group of profiles, and the range of social media platforms available. You can also see monthly analytics and individual post performance stats to see how your audience is engaging with your content. SocialPilot has the option of inviting clients/partners to view or create content within certain accounts as well.
Designed with entrepreneurs in mind, this CRM (customer relationship management) platform has a lot of functionality packed into a single tool. It can help you manage quotes, contracts, invoicing, and more, plus you can create workflows to help automate processes. It also has an embedded scheduling tool where you can set calendar availability and then send a link for people to choose a meeting time that works for them.
Need something to keep your team on track with projects? We adore ClickUp for project management, and the free version is incredibly robust. We’ve tried a lot of different project management tools, and this is by far our favorite because of how easy it is to set up and get started. It has a ton of complexity if needed, but you can also take a simple approach to project tracking and management with this tool.
Whether you’re a busy entrepreneur trying to be more mindful of your time or need to track billable hours for client projects, Harvest is a budget-friendly and simple time tracking tool. You can also use it for invoicing or connect it to other popular invoicing systems.
If you have questions about any of the tools above, feel free to reach out to the StoryPath team! We’re always happy to chat about creating efficiencies through systems, processes, and tools.