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  • Building Your Essential Tech Stack

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    Jenny Bernardino
    22 views5 pages
    This document recommends essential apps for service delivery, practice management, and sales/marketing for small businesses. It suggests QuickBooks Online, cloud document storage, and optional receipt capture and bank statement fetching for service delivery. For practice management, it recommends project management, time tracking, and administrative apps. Finally, it identifies CRM, proposals, and appointment scheduling as key sales and marketing apps.

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    Buildingyouressentialtechstack-201021-153925

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    This document recommends essential apps for service delivery, practice management, and sales/marketing for small businesses. It suggests QuickBooks Online, cloud document storage, and optional receipt capture and bank statement fetching for service delivery. For practice management, it recommends project management, time tracking, and administrative apps. Finally, it identifies CRM, proposals, and appointment scheduling as key sales and marketing apps.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    22 views5 pages

    Building Your Essential Tech Stack

    Uploaded by

    Jenny Bernardino
    This document recommends essential apps for service delivery, practice management, and sales/marketing for small businesses. It suggests QuickBooks Online, cloud document storage, and optional receipt capture and bank statement fetching for service delivery. For practice management, it recommends project management, time tracking, and administrative apps. Finally, it identifies CRM, proposals, and appointment scheduling as key sales and marketing apps.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 5

    Building your essential

    tech stack

    5MBacademy.com
    Essential apps to focus on

    Service Practice
    delivery management

    Sales and
    marketing
    5MBacademy.com
    Service delivery – essential apps

    Document
    Bookkeeping Other
    management
    Bank
    statement
    QuickBooks fetching**
    Online
    Receipt
    Cloud document capture**
    storage, client
    collaboration, Accounts
    QuickBooks Payable*
    Online
    Accountant
    Payroll*

    5MBacademy.com
    ** Optional * Needed only if you provide this service
    Practice Management apps

    Project Time
    Admin
    Management Tracking

    Apps to run
    Track time
    Manage client your business
    worked by
    projects, work, – accounting,
    client, projects,
    and due dates payroll, CRM,
    tasks
    etc.

    5MBacademy.com
    Sales and marketing apps

    Sales
    Proposals CRM
    calls

    Customer
    relationship
    management – Appointment
    Proposals and
    client contact scheduling,
    engagement
    information,
    letters (service client notes, video
    agreements) conferencing
    leads,
    prospects,
    pipeline

    5MBacademy.com
    CRM = Customer Relationship Manager

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