How to Know When to Invest In a Tool for Your Business

BURNOUT-PROOF YOUR BUSINESS PODCAST | WORKFLOW & PRODUCTIVITY SPECIALIST | FREE vs. PAID APPS FOR YOUR BUSINESS | FREE TRIAL | INVESTING IN YOUR BUSINESS | GROWTH STRATEGY

 
Burnout-Proof Your Biz Podcast with Chelsea B Foster | Episode 052 - How to Know When to Invest In a Tool for Your Business | Learn how to run your biz and live your dream life on your own terms without the fear of burnout.  Business Coach | Workflow & Productivity Specialist | Free vs. Paid Apps for Your Business | Free Trials + When to Upgrade | Investing in Your Business | Growth Strategy | Overwhelmed | Stressed-out | Journaling Activity | Creative Entrepreneur | Creative Influencer | Productivity | Dream life | Freedom Lifestyle | Having a business that supports your dream life |
 

Knowing when to stay on the free plan and when it's time to upgrade to the paid plan of a tool (like Asana/Trello, Zapier, Acuity/Calendly) can be tricky.

Even trickier -- when is it time to switch away from free tools to a tool that is only paid?

Today I'm sharing how I go about thinking through this decision with my clients and for my own business. If you're wondering if now is the time to start paying for a tool, listen in.

 
 

Click below to listen to this week's episode:

 
 

In today's episode:

  • How to decide when you should upgrade to the paid plan

  • When to stay on the free plan

  • How to know if an app or tool is working for you

  • Why I decided to take the plunge and invest in an (almost) all-in-one solution

Resources that were discussed:

  • Project & Task Management tools - Asana and Trello*

  • Scheduling Apps - Calendly and Acuity Scheduling* (Squarespace users - you can get the Emerging Entrepreneur plan on Acuity for free. Here’s how to connect your accounts.

  • Customer Relationship Management (and Project Management) Apps for Creatives - Dubsado* and Honeybook*

  • Collect Signatures - Hello Sign, DocuSign, PandaDoc

  • Make your own integrations & automations - Zapier

Ready to let go of the client management overwhelm?

Dubsado is the tool to you need! And I'm walking you through a complete setup in one day. Join me on March 15th as we work through all the features, how to use them in your business, and setting up your own account so you can start accepting more clients and getting booked faster.

 

Today's Permission Slip:

Each episode I give you a permission slip - a reminder to give yourself permission to run your business and live your dream life on your own terms.

Today I want you to take advantage of those free trials before you purchase a software. They are there for you to test out the app to see if it will work for you and your business. USE THAT TIME!

And if you need a little extra time, reach out to support to see if they can give you an extension! I don’t think I’ve ever actually been turned down when I asked for an extension.

 

I give myself permission to use the free trial before I purchase any new software or apps for my business.

 
 

Let’s Connect

If we aren't already friends, I'd love to get to know you! The absolute best place to do that is on Instagram. I hang out there pretty much all the time. I'm @chelseabfoster. Come say hi!

 
 


 
 

If you liked today’s episode, I’d love for you to share it on Pinterest and/or leave a review on iTunes.

 
When to Invest In FREE Tools For Your Business | Burnout-Proof Your Biz Podcast with Chelsea B Foster | Episode 052 - How to Know When to Invest In a Tool for Your Business | Learn how to run your biz and live your dream life on your own terms without the fear of burnout.  Business Coach | Workflow & Productivity Specialist | Free vs. Paid Apps for Your Business | Free Trials + When to Upgrade | Investing in Your Business | Growth Strategy | Overwhelmed | Stressed-out | Journaling Activity | Creative Entrepreneur | Creative Influencer | Productivity | Dream life | Freedom Lifestyle | Having a business that supports your dream life |
How to Know When To Invest In A Tool For Your Business | Burnout-Proof Your Biz Podcast with Chelsea B Foster | Episode 052 - How to Know When to Invest In a Tool for Your Business | Learn how to run your biz and live your dream life on your own terms without the fear of burnout.  Business Coach | Workflow & Productivity Specialist | Free vs. Paid Apps for Your Business | Free Trials + When to Upgrade | Investing in Your Business | Growth Strategy | Overwhelmed | Stressed-out | Journaling Activity | Creative Entrepreneur | Creative Influencer | Productivity | Dream life | Freedom Lifestyle | Having a business that supports your dream life |
How to Know When You’re Ready to Upgrade to a Paid Plan | Burnout-Proof Your Biz Podcast with Chelsea B Foster | Episode 052 - How to Know When to Invest In a Tool for Your Business | Learn how to run your biz and live your dream life on your own terms without the fear of burnout.  Business Coach | Workflow & Productivity Specialist | Free vs. Paid Apps for Your Business | Free Trials + When to Upgrade | Investing in Your Business | Growth Strategy | Overwhelmed | Stressed-out | Journaling Activity | Creative Entrepreneur | Creative Influencer | Productivity | Dream life | Freedom Lifestyle | Having a business that supports your dream life |
 
 
 

BURNOUT-PROOF YOUR BUSINESS PODCAST | WORKFLOW & PRODUCTIVITY SPECIALIST | SELF-CARE | GOALS | GOAL SETTING | MEDITATION | HOBBIES | STICKING TO YOUR GOALS | WORK-LIFE BALANCE | WELLNESS