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Recommended Resources

I’ve probably read, reviewed, or at least seen every single advice book, website, and service for freelancers. I could recommend dozens of resources, but I’ll just focus on the most helpful for new freelancers.

Some of the links below are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you and helps me to continue to provide free material. 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.

Call Scheduling and Invoicing

Acuity Scheduler – Acuity, is a tool used primarily for call scheduling. I use Acuity to schedule calls with my clients in their own time zones, the software sends them reminders via text and email, it also has a fully integrated payment gateway that you can connect up to PayPal or Stripe for taking payments.

Harvest – Harvest is the primary tool I use for invoicing my clients. It comes with the ability to set up retainer invoices for easy upfront billing, time tracking and expense tracking against projects.


Cold Email Academy – Cold Emailing is an incredibly powerful tool for not only freelancers but many other businesses. Mike Hardenbook’s comprehensive course breaks down the key areas of cold emailing and shows you how to target your potential customers and turn them into your clients for free.

Easy Landing Page Design – Easy Landing Page Design by Vako Shvili is a 2-hour long crash course on landing pages. It’ll teach you how to design, build, and publish a high-converting landing page using a simple drag-n-drop landing page builder.

Facebook Marketing Mastery Guide – Facebook ads are one of, if not, the most profitable ad networks on the internet. Great for securing leads and landing new clients, if you’re serious about scaling your business you need to learn how to use Facebook ads. Facebook Marketing Mastery Guide by Justin O’Brien dives deep into Facebook advertising and is perfect for small businesses and freelancers.

Upwork Freelancing (The Ultimate Guide) – The Ultimate Guide to Upwork by Tim Hallowell is a comprehensive and in-depth guide to getting started on Upwork. It breaks down how to get your Upwork account set up and goes into detail about how to attract the best clients with the most lucrative jobs on the platform.

Wix Master Course – If you’ve never built a website before, then Wix is a great place to start. I recommend it in my free course for freelancers and it’s an excellent tool for getting set up with a website or portfolio, quickly. The Wix Master Course by Nickie Rowley will walk you through step by step, how to sign up and build your first website or portfolio on the Wix platform.

Customer Relationship Management (CRM)

Boomerang – This free extension for Gmail will make sure that you never miss an email and follow up on every opportunity that comes your way. Using Boomerang you can automatically schedule emails to return to your mailbox if you have not received a reply within a set period of time. A very simple addon for Gmail but immensely valuable.

Pipedrive – Pipedrive is another CRM that I’ve used quite extensively. It has a very simple interface and is a great option for those who have never used a CRM. There aren’t too many options inside of Pipedrive and it’s very easy to get to grips with and start using right away.

Email Marketing and Automation

Active Campaign – Active Campaign is my go-to tool for email marketing automation. I use it to keep in constant communication with my clients, to send out my free 30 day freelancer course  and I recently started using it as a CRM to track leads, deals and set up sales funnels.

Coggle – I use Coggle to mind map everything! It doesn’t matter if it a new project, a sales funnel, or a clients website project. Coggle is an amazing free tool for brainstorming and collaborating on ideas with others. – If you’re utilizing outbound email marketing as a part of your lead gen strategy; is a great tool for pulling emails addresses from a website.

QuickMail – My favorite piece of software by far and the most profitable piece of software in my freelancing business. QuickMail let’s you set up outbound email campaigns, automatic follow-ups, it syncs with Google sheets and allows you to blast up to 500 prospects per day (this doesn’t include your scheduled follow-ups).


Upwork – Upwork is a global freelancing platform where businesses and independent freelancers can connect and collaborate. I’ve been using Upwork for several years and some of my most loyal and consistent freelancing clients have come from using Upwork.

Project Management Tools

Kanbanflow – Kanbanflow is a great alternative to Trello only with a few extra features baked in. If you’ve ever used Trello and felt like there were some things missing, you should try Kanbanflow. It allows you to sort your tasks in a more detailed way than Trello.

Liquid Planner – Liquid Planner is the project management tool that I use every day for my freelancing business. Built for teams, Liquid Planner is the ultimate project management tool for agencies or busy freelancers. It has a proprietary Gantt chart algorithm built in that you won’t find anywhere else, this makes estimating projects a breeze. Clients can get full access to their project tasks and projected deadlines through customisable client portals.

Trello – Trello is a simple to use Kanban style task manager. It’s comprehensive and free to use. A good starting point for beginners who are new to freelancing and looking to manage their client’s projects.

Website and Portfolio Development Tools

Bluehost – Bluehost is what I use to host this website. It’s also what I use to host various client websites on development servers. Bluehost is the official hosting platform recommended by WordPress and it’s also one of the only web hosts that offer SSH access on their shared hosting packages.

Live Chat – According to a study conducted by the American Marketing Association, Live Chat widgets will increase the conversion rates on your website by up to 300%. Freelancers typically sell high priced services and with that comes customer interaction. There is no better way to engage potential freelancing prospects than with a live chat widget.

Wix – If you’ve got zero experience building websites or if you want to build a website quickly, Wix is the platform you should use. It has hundreds of templates that’ll help you to spin up a site in just a couple of hours.

WordPress – I’m a WordPress developer by trade so it wouldn’t be right if I didn’t recommend WordPress as a website builder on this page. I like WordPress so much that I made it my occupation, need I say any more?