Tools I Swear By to Win Online

I’m obsessed with helping businesses like yours run smoothly and shine online. After testing countless tools, I’ve hand-picked my favorites—these game-changers help service providers look professional, stay organized, and win clients, all without the tech stress.

Resource & Software Tool suggestions for Service Providers by Refresh Design Studios

Quick note: Some links are affiliate links (marked with a *), so I may earn a commission if you purchase—at no extra cost to you. I only recommend tools I genuinely use and love—your trust means the world to me!

These tools are my go-to for streamlining operations and building a client-winning online presence—no tech overwhelm required.

  • Dubsado logo

    Dubsado

    Ever wish you could clone yourself to handle all the client admin work? That's basically what Dubsado* does. It's like having a super-organized assistant who never sleeps, keeping all your client work flowing smoothly from the first inquiry to the final invoice.

    What makes it amazing:
    - Create beautiful client portals that make you look super professional
    - Automate all those repetitive tasks (goodbye, copy-paste!)
    - Handle contracts, invoices, and scheduling in one place
    - Customizable to fit your exact process

    I especially love how it lets you focus on what you do best – serving your clients – while it handles all the backend stuff.

  • Kit logo

    Kit

    Email marketing doesn't have to be complicated or boring. Kit* makes it ridiculously easy to stay in touch with your audience in a personal and authentic way.

    Why I'm obsessed:
    - Super intuitive to use (no tech degree required!)
    - Makes email sequences feel like having coffee with a friend
    - Helps you segment your audience without the confusion
    - Landing pages that actually convert

    It's perfect to nurture relationships with your audience without spending hours figuring out complex automation.

  • Komodo logo

    Komodo (Loom alternative)

    Want to add a personal touch to your client communications without spending hours on calls? Komodo* is your secret weapon. It's like having your own mini video studio, perfect for creating those "wow" moments in your client experience.

    What's awesome about it:
    - Record your screen, your face, or both
    - Create professional-looking videos in minutes with sharable links
    - Organize your videos in a way that makes sense
    - See who's actually watching your content


    Bonus: more cost-effective than Loom.

  • Notion logo

    Notion

    Think of Notion as your digital brain – but way more organized. It's where all your important stuff lives, from client processes to content plans, and it actually makes sense! As a systems person, I'm in love with how flexible yet structured it can be.

    Why you'll love it:
    - Organize everything exactly how your brain works (task lists, databases, etc.)
    - Share information with clients or team members effortlessly
    - Simple, easy to use; think digital notebook

    Keep track of literally everything without losing your mind (business and personal).

  • Plann logo

    Plann

    Social media doesn't have to be a time-sucking chaos monster. Plann* makes it actually... well, planned! It's perfect for service providers who want to maintain a professional presence on social media without it taking over their lives.

    What makes it special:
    - Plan your feed to look cohesive and professional
    - Schedule content across platforms (goodbye, platform-hopping!)
    - Get insights that actually help you improve when and what to post
    - Makes strategy feel less overwhelming with post ideas and prompts

    Try it FREE for 7 days; Sign-up and receive $10 off!

  • Artful Agenda logo

    Artful Agenda

    Want a digital planner that's actually beautiful to look at and brings joy to your scheduling? Artful Agenda is the digital equivalent of those gorgeous paper planners you love, but with all the convenience of being synced across your devices. It's perfect for those who are visual planners at heart but need the flexibility of digital.

    What makes it special:
    - Looks like a beautiful paper planner (seriously, it's gorgeous!)
    - Syncs with your favorite calendar apps (no double-booking nightmares)
    - Color coding that actually makes sense and brings joy to planning
    - Fun little extras like stickers and customization options that make planning feel less like a chore

    Use code RT723048 when you sign up to get TWO free (digital) sticker packs & another free cover art option!

Why I Love These Tools for You

I’ve chosen these tools because they balance powerful features with simplicity—perfect for service providers like you. They help you look professional, stay organized, and grow your business without needing a PhD in tech. Start with just one, and you’ll feel the difference in how efficiently your business runs.

Not sure where to begin? I’m here to help—let’s find the tools that’ll make the biggest impact for you!

Remember: The best tool is the one you'll actually use. Start with what is most needed in your business right now, get comfortable with it, and then expand from there. There is no need to implement everything at once!