What Software Am I Using For My Consulting Business?

Consulting
Written By Rick Watson

One of the things that I thought would be useful to others starting a business is to describe the types of software I use in the event this could help someone else. For many who think “you don’t need all this”. You don’t quite understand how organized I need to be at all times. ;-) I don’t want a list of things rolling around in my head in the middle of the night. I want to know where my appointments and work are, and make it easy for myself to deliver great service. It doesn’t have to be an obsession either. It took me about 2 weeks to set all this up, and now I don’t have to think about it anymore. No affiliate links here!

Couldn’t run the business without:

  • Hubspot (CRM, email, meetings, pipeline). I evaluated a few others.

  • Squarespace (I could have built my own but why?) I evaluated a few others like Wix. Mobile templates are really great.

It’s worth spending money on tools that multiply my time. All of my tools need to have strong mobile apps to log and update information. I can update my contacts, meetings, website, blog, finances from anywhere in the world.

Nice to have:

  • Buffer: social media posting

  • Google Analytics: obvious

  • DocuSign Truly useful, fast, easy. Even if others might be cheaper, everyone trusts and knows this you will work with.

  • Kapwing video editor

  • LinkedHub: easy to add LinkedIn profiles to Hubspot

  • Google Tag Manager (sorry, I’ve been in eCommerce too long, who can survive without a tag manager :-)

If these went away tomorrow, it wouldn’t make any real difference to my consulting business. I would just lose a little time.

Rick Watson

Rick Watson founded RMW Commerce Consulting after spending 20+ years as a technology entrepreneur and operator exclusively in the eCommerce industry with companies like ChannelAdvisor, BarnesandNoble.com, Merchantry, and Pitney Bowes.

Watson’s work today is centered on supporting investors and management teams incubating and growing direct-to-consumer businesses. Most recently, in partnership with WHP Global, Rick was a critical resource in architecting the WHP+ platform, a new turnkey direct to consumer digital e-commerce platform that powers AnneKlein.com and JosephAbboud.com.

Watson also hosts a weekly podcast, Watson Weekly, where he shares an unbiased, unfiltered expert take on the retail sector’s biggest players.

In the past year alone, Rick has spoken at many in-person and virtual events as well as podcasts on topics ranging from retail/ecom to supply chain/logistics and even digital grocery including CommerceNext IRL, ASCM Connect, and Retail Innovation Conference.

https://www.rmwcommerce.com/
Previous

Strategic Conversations: Selling up the Chain
Next

Buzzword Breakdown: Digital Transformation