THE OPS AGENCY

FREE RESOURCES · TOOL RECOMMENDATIONS · CLIENT EXPERIENCE TEMPLATES · FREE RESOURCES · TOOL RECOMMENDATIONS

GRAB A FREEBIE

Free Resources for Creative Service Based Businesses

FREE DOWNLOAD

Steal Our Enquiry Workflow

Want to steal the exact enquiry workflows we use at The Ops Agency? We’ve even thrown in some canned emails for you!

FREE GUIDE

The 3 Must Have Client Guides

Find out which 3 client guides you should be using to make your client experience smoother from start to finish.

FREE CANVA TEMPLATES

Dubsado Client Portal Banners

Need some help making your client portal banners look *chefs kiss*? Download these Canva templates and upgrade your portal!

APPS & BUSINESS TOOLS

Recommended Tools for Creative Service Based Business Owners

Some of these links might be affiliate links and we may receive a small amount of money if you sign up using these links. This is at no cost to yourself.

CRM - AUTOMATIONS

Dubsado is my ride-or-die CRM and I couldn't live without it! Automations, workflows, beautiful proposals, e-signature contracts, payment plans. What more could you want!

GET 30% OFF

PRODUCTIVITY BROWSER

This is one for all my VA's and OBM's - one place to sign into all your clients Gmail accounts. It also integrates with many other apps. But being able to switch quickly between accounts and see notifications in one place is *chefs kiss*.

SCREEN RECORDER

Video recording, screen recording, editing, visual SOP creation. This app has it all. I highly recommend it over Loom!

CRM

I'd say that Moxie is my second favourite CRM! Doesn't have as much workflow capabilities as Dubsado, but a good beginner-friendly app.

GET 30 DAYS FREE

PROJECT MANAGEMENT

ClickUp is also my I-couldn't-live-without-you app. If it's not in ClickUp it's not getting done! My fav feature? Project templates. One click and a whole project list is created!

TIME TRACKER

I've always tracked my time since I started my business, not just because I charge hourly rates, but also because it gives me all the data I need to track my projects and how to price them. Data is gold!

GET $5 OFF

CLIENT FEEDBACK

Since MarkUp hiked up their prices I needed a new feedback tool and Pastel sold it for me. Simple to use. And unlimited free canvases.

GRAPHIC DESIGN

Whether it's designing social media posts, hosting client Welcome Guides, I am a forever Canva stan! This app does so much for such a small fee.

DATABASE

Airtable is a Google Sheet on steroids! Anything that isn't a task goes into Airtable. If you aren't tracking data in your business, why not? And Airtable is the perfect place to do it.

COMMUNICATIONS

As much as I love ClickUp, I hate the chat. I'm 100% down for Slack to get quick communication with team and clients. Voice notes, video recording, huddles. I don't need the stress of sending a Voxer message and getting it right first time!

PASSWORD MANAGER

If you're not using a password manager then you need to be! Especially handy when getting login details from clients.

PRODUCTIVITY

Google Docs, Gmail, Google Sheets, Google Meets, Google Calendar. I couldn't run my business without them.

READ THE BLOG

Grab yourself a cuppa and check out The Ops Edit blog posts

CLIENT EXPERIENCE

Discovering the 5 Stages of Client Experience

Most of the people I work with have the delivery part perfected, but neglect the rest. That is a massive...

READ THE BLOG

CLIENT EXPERIENCE

5 Key Places to Embrace Healthy Boundaries

Maintaining boundaries is all about creating a positive and harmonious environment, both...

READ THE BLOG

CLIENT EXPERIENCE

Ever Thought About Your Offboarding Process?

It's time to talk about a part of your client journey that often gets overlooked - the magical world of...

READ THE BLOG

READY TO GET STARTED?

Let's book a 20-min Vibe Check call so that we can find out if we're the perfect fit to work together on your project.

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THE OPS AGENCY

Based in Newcastle upon Tyne, United Kingdom, but work with clients all around the world.