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How to Stop Doing Everything the Hard Way: essential tools every small business owner needs.

  • Writer: Jorge Ocasio
    Jorge Ocasio
  • Jun 25
  • 5 min read

Updated: Jun 27

Let’s have a real talk, entrepreneur to entrepreneur. Running a small business without tools is like trying to bake a wedding cake with a spoon and prayer. Yes, technically, you could do it. But why? WHY? Your time is precious, your energy is sacred, and your stress levels don’t need to be doing backflips every day like they're auditioning for "America’s Got Anxiety."

Waking up with phone and coffee mug in hand
"Your time is precious, your energy is sacred, and your stress levels don’t need to be doing backflips every day like they're auditioning for "America’s Got Anxiety."

There are tools—beautiful, glorious, game-changing tools—that can help you do more, stress less, and maybe even have enough time to eat lunch sitting down like a proper grown-up. And no, you don’t need a PhD in software engineering to use them. These aren’t tools just for techy startups or corporate robots. These are tools for you—the solopreneur, the team of three, the CEO in sweats running things from your kitchen table. Let’s dive into some essential tools every small business owner needs.


  1. Communication & Collaboration: Because Text Chains and Smoke Signals Ain’t It


    You ever try to manage a team through a group chat that looks like a family reunion thread mixed with a bingo hall? People asking questions from three days ago, somebody sending memes in the middle of a work crisis, and one person always typing in ALL CAPS FOR NO REASON.


    Use these instead:

    1. Slack or Microsoft Teams: Think of these like your office chat room—minus the cubicles and weird microwave smells. You can create channels for projects, keep convos organized, and finally stop losing track of who's doing what.

    2. Zoom: Yeah, we’re all Zoom-fatigued, but let’s be honest—sometimes you need face time. And not the FaceTime where your aunt accidentally puts the camera in her ear. The good kind. For team meetings, client check-ins, or that one weekly meeting where everyone pretends their camera is “glitching.”


    🛠 Real Talk Tip: Use Slack emojis like a boss. A single “🔥” emoji can motivate the team better than three awkward paragraphs of “great job, everyone!”


  2. Project Management: Because Sticky Notes and Wishful Thinking Don’t Scale


    Listen, if your project management strategy involves scribbled napkins and saying “I’ll remember,” then baby… we got a problem. You’re not running a lemonade stand—you’re running a business. You need something that lets you see the whole picture without pulling your hair out or turning into a detective trying to find the last task you assigned.


    Use one of these:

    1. Trello: Great if you like visuals. Drag and drop tasks like you’re rearranging a charcuterie board.

    2. Asana: Perfect for to-do lists that don’t get lost in the sauce. Bonus points if you love checkboxes that make your brain feel like it just did a cartwheel.

    3. ClickUp: For those who want it all—tasks, time tracking, dashboards, unicorns (okay, maybe not unicorns, but it’s robust).


    🛠 Real Talk Tip: Set deadlines with reminders. Because if you're anything like the rest of us, you'll remember the task five minutes after it was due.


  3. Finance & Invoicing: Because Counting on Fingers Isn’t a Long-Term Plan


    You know what’s not cute? Getting to tax season and realizing your entire financial record is a shoebox full of receipts, 17 screenshots, and a desperate prayer to the IRS gods. Let’s fix that.


    Get your financial life in order with:

    1. QuickBooks, Wave, or FreshBooks: These are your money’s personal assistant. Send invoices, track expenses, and stop doing math like it’s a pop quiz from hell.

    2. PayPal or Stripe: Make it easy for clients to pay you, so you don’t have to chase checks like you're in a low-budget crime movie called The Invoice.


    🛠 Real Talk Tip: Set your systems up to invoice automatically. Because nothing says “professional boss energy” like getting paid while you sleep. (Or while you're eating snacks on the couch—same vibe, no judgement.)


  4. Marketing & Sales: Because Winging It Is Not a Strategy


    Listen, your cousin may be a social media genius, but unless she’s running your business full-time, you need tools that work. Marketing doesn’t have to be overwhelming—it just needs to be consistent and on-brand. Like your signature hairstyle or that “don’t mess with me” energy you give off when someone lowballs your prices.


    Here’s your must-have crew:

    1. Canva: The Beyoncé of design tools for non-designers. You can create flyers, social posts, pitch decks—all the things—without crying into your keyboard.

    2. Mailchimp or Flodesk: These handle your email marketing. Because your business deserves more than sending out newsletters from your Gmail account like it’s 2002.

    3. HubSpot or Zoho CRM: These track your leads, follow-ups, and customer relationships. Think of them like your business love life—organized, intentional, and not ghosting anyone.


    🛠 Real Talk Tip: Don’t overthink it. You don’t need a 37-email sequence. Start with one email that’s actually helpful. Boom. Done.


  5. Automation: Because You Deserve to Rest Without the Whole Thing Falling Apart


    Automation is like hiring a little invisible intern who doesn’t take lunch breaks, doesn’t talk back, and never forgets a task. It’s not about being lazy—it’s about being smart. You’re not here to hustle until your soul leaks out. You’re here to work efficiently, and then go live your life.


    Use these game-changers:

    1. Zapier: It’s like a universal remote for your apps. It connects different platforms so things happen automatically. Example: New customer signs up? Zapier adds them to your CRM, sends them a welcome email, and books them a call. Poof. Magic.

    2. Calendly: Tired of the “What time works for you?” back-and-forth? Calendly is your personal assistant for booking meetings. People pick a time from your calendar, and that’s that. No more 27 DMs just to schedule a 15-minute call.


    🛠 Real Talk Tip: Automate ONE thing today that annoys you. That one client follow-up? That booking process? That email? Start there and feel the weight lift off your shoulders like you just took off a bra after a long day. Freedom!


The grind is real—but it doesn’t have to be grimy. Work smarter, not just harder. You don’t get extra points for doing everything the hard way. This isn’t a superhero movie. You’re not here to burn out for the sake of glory. You’re here to build something sustainable. Something beautiful. Something that makes you money and lets you breathe.


These tools aren’t just fancy apps. They’re your business sidekicks. Your behind-the-scenes crew. Your “I got you” when the work gets wild. Start with a few, play around, and build the system that works for you.


Now go get your life back, CEO. Automate it. Track it. Delegate it. And then go take a nap. You’ve earned it.


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