This document discusses 10 tech tools that businesses need to succeed online: 1) Lead generation software to capture visitor information, 2) Email marketing software to connect with customers and leads, 3) A virtual phone system for a business number, 4) Social media management tools, 5) Event management software, 6) A contacts/CRM manager, 7) An appointment scheduler, 8) Online payment processing, 9) Security and backup, and 10) An effective website like WordPress. It also recommends getting a mobile hotspot, up-to-date computer and smartphone to run a business from anywhere.

1. 10 Tech Tools Your
Business Needs to
Succeed Online
Better Biz Online Webinar Series
Dr. Lisa Richardson
Flow! Web Strategy & Design

2. 10. Lead Generation Software
• Forms that capture info about your
site visitors and what they want from
you
• Easy as pie, and lets you know who
your message is resonating with

3. 9. Email Marketing Software
• Connect with current customers and
your new leads
• Segment by what they want
• Everyone on the list doesn’t get all the
messages
DO. NOT. SPAM.

4. Lead Generation/Email Marketing

5. 8. Virtual Phone System
• Get a number that you use exclusively
for business and clients
• Set up a professional voice message,
and let calls go to VM most of the time
(call back promptly, though)

6. Virtual Phone Services

7. 7. Social Media Management
• Connect your various networks and
post regularly
• Be sure to post CAREFULLY, not the
same content on all networks all the
time

8. Social Media Management

9. 6. Event Management Software
• Webinars, online classes, launches and galas
– registration and attendee management are
made simpler with these tools.
• Also great for Lead Generation and
establishing yourself as an authority in your
field

10. Event Management

11. 5. Contacts Manager/CRM
• There’s nothing like knowing that you
have a friend or acquaintance that
does “X” and not being able to find
their info to make a referral.

12. Contacts Management

13. 4. Appointment Scheduler
• Double-booking and worse, missing
appointments with clients is the kiss of
death
• Find a program that works with the
tools you have to keep your timing
organized

14. Appointment Schedulers

15. 3. Online Payment Processing
• You need to be paid, and customers don’t
want to jump through hoops to give you your
money – don’t make them
• PayPal allows you to get paid right away and
use the money immediately with their debit
card

16. Payment Processing

17. 2. Security!
• If your computer blew up today, where would
your business stand?
• Online and offline options should be included
in your business budget
• Backup, backup, backup

18. Security and Backup

19. 1. An Effective Website
• Combines use of all previous tools as a
central mechanism for running your business
• DIY microbiz owners are best served with
WordPress, which allows you to update your
content quickly and easily without changing
the look of your site

20. WordPress.

21. Plan to get…
• Mobile hotspot
• Up-to-date computer every 3-5 years
• A smartphone or tablet that allows
you to run your business no matter
where you are
• Mobile payment processing

22. Contact Dr. Lisa
Twitter: @DrLisaWP | Facebook: /YouCanFlow
Skype: DrLisaRichardson | Web: YouCanFlow.com
Email: LisaR@YouCanFlow.com
Phone: 404.692.3569
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