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Business Session:
Tools for Efficiency
RunSignup’s Tools
Tool 1: Brand Guidelines
Definition:
A document of your branding
(logos, colors, styles) and key
messaging gives you a
resource to ensure
consistency for every email,
social media post, and
advertisement.
We include:
❖ Mission and Core Values
❖ Key language
❖ Logos
❖ Brand colors and usage
❖ Illustration and
Photography Guidelines
❖ Fonts
Brand Imaging
Messaging
Tool 2: Canva
Cloud-Based Graphic Design for novice designers and quick projects
Key Features Include:
❖ Pre-built templates
❖ Easy drop & drag builder for graphics of any size
❖ Free and fee-based graphic elements, backgrounds, and photos
❖ Array of fonts
❖ Upload capabilities for any image
❖ Export to PDF, PNG, JPG, or Animation
Free version, with upgrades available for more features
Tool 2: Canva
Tool 3: Adobe
Powerful Graphics and Publishing Tools - Illustrator, Indesign, and
Photoshop have tons of functionality but a steeper learning curve
Key Features Include:
❖ Access to some free templates, with endless paid options
❖ Total flexibility for layout and design
❖ Ability to build vector graphics that can be used at any size
❖ Extensive export options
Paid subscription required.
Tool 4: Slack
Communications tool for your team, wherever they are.
Key Features Include:
❖ Instant messaging between any members or groups of members
❖ Channels for subgroups that frequently need to chat
❖ Notification options and ability to silence
❖ Ability to share documents and files
❖ Integrations with other apps can connect with Google
❖ Calendar, Google Drive, and much moore
Free version with limitations is available.
Fee for additional functionality.
Tool 5: Zapier
Connect hundreds of web apps and create workflows so that an
action in one app triggers an action in another
Key Features Include:
❖ A tool to connect your tools
❖ Commonly used tools that can be connected include Google
Sheets, Trello, Gmail, Facebook Pages, Slack, Quickbooks, and
more
❖ Limitations to the types of triggers and actions, but can create
powerful connections
Free trial; fee for full usage.
Category 1: Project Management
Project Management
Tools
Project management tools provide a hub for all the files,
timelines, spreadsheets, and budget documents, task
distribution, and chats required to complete a project of a race.
They can be used by an individual, but are built for
collaboration.
Tool 6: Basecamp
Key Features Include:
❖ Message Board to post announcements, ideas, progress updates, etc.
❖ To-do lists of work that needs to get done, assign items, set due dates, etc.
❖ Schedule: Set important dates on a shared schedule
❖ Docs & Files: Share files, images, and spreadsheets in folders
❖ Group Chat: chat with your group easily
❖ Automatic Check-Ins: recurring questions to keep
everyone on the same page
Personal, limited free version available. Business version has
a free trial available with a $99/month flat base fee.
Other Prominent Project
Management Tools
❖ Smartsheet
❖ Asana
❖ Monday.com
❖ Liquid Planner
❖ Wrike
❖ Trello
Category 2: Scheduling Software
Scheduling Tools
Employee scheduling software automates the process of
creating and maintaining schedules for multiple teams, while
tracking the reliability and success of your employees.
Tool 7: SubItUp
Key Features Include:
❖ Budgeting & Reporting
❖ Automated request & management of staff availability
❖ Eliminate scheduling conflicts
❖ Evaluate staff performance (attendance, timeliness, etc)
❖ Streamline communications
There is no free version, but there is a free trial.
Pricing starts around $3/month/user with a
$100/month minimum.
Other Prominent
Scheduling Software
❖ Planday
❖ Visual Planning
❖ ShiftNote
❖ NimbleSchedule
Category 3: Inventory Tracking
Inventory Tracking Tools
Inventory tracking tools allow you to keep track of your
equipment - whether you have multiple teams that are using it
on a given weekend, or you are renting it out as an additional
service that you provide.
Tool 8: Rental Essentials
Key Features Include:
❖ Track Inventory
❖ Allow for fast reservations
❖ Make accounting easy
❖ Manage schedules for equipment
Pricing starts at $50/month, $10/month for additional users, and $125/month
for additional locations.
Other Prominent
Inventory Tracking Tools
❖ EZRentOut
❖ Rental Tracker
❖ Rentaltrax
❖ GigaTrak
Category 4: Email Marketing
Email Marketing Tools
Email marketing tools are applications that allow you to plan,
execute, and monitor email marketing campaigns. They
manage lists of participants and unsubscribed users, provide
templates, and usually include scheduling and automation
options. They may include other marketing services, but email
is their main function.
Tool 9: Constant Contact
Key Features Include:
❖ Email Marketing templates and list management
❖ Marketing automation
❖ Facebook, Instagram, and Google Ads
❖ Ecommerce Integration
Free trial available. Email-only starts at $20/month and is based on the number
of contacts. Email-Plus starts at $45/month, and is based on the number of
contacts.
Tool 10: MailChimp
Key Features Include:
❖ Marketing CRM & Audience Dashboard
❖ List tagging and segmentation
❖ Designer templates and drag & drop email builder
❖ E-Commerce Integration
❖ Signup forms, landing pages, and websites
A very basic free version is available. Paid options start at $9.99/month,
$14.99/month, and $299/month based on available features and size of contact
list.
Other Prominent Email
Marketing Tools
❖ SendinBlue
❖ Drip
❖ GetResponse
❖ iContact
Category 5: Social Media Tools
Social Media Tools
Social Media Management tools help you manage your social
campaigns with simple, comprehensive interfaces designed to
help small businesses manage multiple social media accounts
from a single hub.
Tool 11: Sprout Social
Key Features Include:
❖ Analytics to drive strategic decisions across the business
❖ Engagement: scale and monitor engagement efforts with a
unified box
❖ Publishing: plan, create, manage, and deliver content as a
team
❖ Listening: uncover trends & actionable insights from
social data
Free trial available. Standard plan is $99/month/user, Professional is
$149/month/user, and advanced is $249/month/user
Other Prominent Social
Media Management Tools
❖ Hootsuite
❖ Sendible
❖ Social Report
❖ Agorapulse
Category 6: Customer Support
Software
Customer Support
Software
Customer support software helps companies effectively
manage their customer care and support function by managing
emails and email responses, as well as other customer support
channels.
Tool 12: Help Scout
Key Features Include:
❖ Management of phone, chat, and email communications in a single mailbox
❖ Keyboard shortcuts, realtime mailbox updates, and automated workflows
❖ Collaboration with your team with private notes, saved replies, tagging, and
notifications when 2 users are in the system at the same time.
❖ Knowledge base for FAQ’s and bot communications
Free trial available. Plans start at $20/month/user or $35/month/user,
depending on the features needed.
Tool 13: Freshdesk
Key Features Include:
❖ Email, phone, and chat communications in a single place
❖ A knowledge base to make responses easier and faster
❖ Insights to understand your customer satisfaction and bottlenecks
Free trial available. Pricing options at
$15/month/user, $29/month/user,
$49/month/user and $109/month/user
Other Prominent Social
Customer Support Software
❖ Zendesk
❖ Team Support
❖ LiveAgent
❖ Salesforce Service Cloud
Category 7: Outside Consultants
Outside Consultants
Outside consultants are technology solutions - they’re partners
you can contract to help you with areas of need that are
outside your in-house expertise. Consider an outside
consultant when A) the time needed for an area of work is
more than someone in your company can do in a reasonable
amount of time, but less than the value of hiring a full-time
person and/or B) there is a high level of expertise needed.
Tool 14: AmpliPhi
Marketing Consultant
Key Features Include:
❖ Social media strategy
❖ Social media advertising
❖ Content strategy and production
❖ Personal branding
❖ Video production and editing
❖ Social media training and education
❖ Reporting and analytics
Tool 15: Action Coach
Business Coaching
Key Areas of Coaching:
❖ Sales and finance
❖ Marketing & Advertising
❖ Team building and recruitment
❖ Systems and business development
❖ Mastery and customer service
Thanks!
Any questions?
41

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Business Session: Tools for Efficiency

  • 3. Tool 1: Brand Guidelines Definition: A document of your branding (logos, colors, styles) and key messaging gives you a resource to ensure consistency for every email, social media post, and advertisement. We include: ❖ Mission and Core Values ❖ Key language ❖ Logos ❖ Brand colors and usage ❖ Illustration and Photography Guidelines ❖ Fonts
  • 6. Tool 2: Canva Cloud-Based Graphic Design for novice designers and quick projects Key Features Include: ❖ Pre-built templates ❖ Easy drop & drag builder for graphics of any size ❖ Free and fee-based graphic elements, backgrounds, and photos ❖ Array of fonts ❖ Upload capabilities for any image ❖ Export to PDF, PNG, JPG, or Animation Free version, with upgrades available for more features
  • 8. Tool 3: Adobe Powerful Graphics and Publishing Tools - Illustrator, Indesign, and Photoshop have tons of functionality but a steeper learning curve Key Features Include: ❖ Access to some free templates, with endless paid options ❖ Total flexibility for layout and design ❖ Ability to build vector graphics that can be used at any size ❖ Extensive export options Paid subscription required.
  • 9. Tool 4: Slack Communications tool for your team, wherever they are. Key Features Include: ❖ Instant messaging between any members or groups of members ❖ Channels for subgroups that frequently need to chat ❖ Notification options and ability to silence ❖ Ability to share documents and files ❖ Integrations with other apps can connect with Google ❖ Calendar, Google Drive, and much moore Free version with limitations is available. Fee for additional functionality.
  • 10. Tool 5: Zapier Connect hundreds of web apps and create workflows so that an action in one app triggers an action in another Key Features Include: ❖ A tool to connect your tools ❖ Commonly used tools that can be connected include Google Sheets, Trello, Gmail, Facebook Pages, Slack, Quickbooks, and more ❖ Limitations to the types of triggers and actions, but can create powerful connections Free trial; fee for full usage.
  • 11. Category 1: Project Management
  • 12. Project Management Tools Project management tools provide a hub for all the files, timelines, spreadsheets, and budget documents, task distribution, and chats required to complete a project of a race. They can be used by an individual, but are built for collaboration.
  • 13. Tool 6: Basecamp Key Features Include: ❖ Message Board to post announcements, ideas, progress updates, etc. ❖ To-do lists of work that needs to get done, assign items, set due dates, etc. ❖ Schedule: Set important dates on a shared schedule ❖ Docs & Files: Share files, images, and spreadsheets in folders ❖ Group Chat: chat with your group easily ❖ Automatic Check-Ins: recurring questions to keep everyone on the same page Personal, limited free version available. Business version has a free trial available with a $99/month flat base fee.
  • 14. Other Prominent Project Management Tools ❖ Smartsheet ❖ Asana ❖ Monday.com ❖ Liquid Planner ❖ Wrike ❖ Trello
  • 16. Scheduling Tools Employee scheduling software automates the process of creating and maintaining schedules for multiple teams, while tracking the reliability and success of your employees.
  • 17. Tool 7: SubItUp Key Features Include: ❖ Budgeting & Reporting ❖ Automated request & management of staff availability ❖ Eliminate scheduling conflicts ❖ Evaluate staff performance (attendance, timeliness, etc) ❖ Streamline communications There is no free version, but there is a free trial. Pricing starts around $3/month/user with a $100/month minimum.
  • 18. Other Prominent Scheduling Software ❖ Planday ❖ Visual Planning ❖ ShiftNote ❖ NimbleSchedule
  • 20. Inventory Tracking Tools Inventory tracking tools allow you to keep track of your equipment - whether you have multiple teams that are using it on a given weekend, or you are renting it out as an additional service that you provide.
  • 21. Tool 8: Rental Essentials Key Features Include: ❖ Track Inventory ❖ Allow for fast reservations ❖ Make accounting easy ❖ Manage schedules for equipment Pricing starts at $50/month, $10/month for additional users, and $125/month for additional locations.
  • 22. Other Prominent Inventory Tracking Tools ❖ EZRentOut ❖ Rental Tracker ❖ Rentaltrax ❖ GigaTrak
  • 23. Category 4: Email Marketing
  • 24. Email Marketing Tools Email marketing tools are applications that allow you to plan, execute, and monitor email marketing campaigns. They manage lists of participants and unsubscribed users, provide templates, and usually include scheduling and automation options. They may include other marketing services, but email is their main function.
  • 25. Tool 9: Constant Contact Key Features Include: ❖ Email Marketing templates and list management ❖ Marketing automation ❖ Facebook, Instagram, and Google Ads ❖ Ecommerce Integration Free trial available. Email-only starts at $20/month and is based on the number of contacts. Email-Plus starts at $45/month, and is based on the number of contacts.
  • 26. Tool 10: MailChimp Key Features Include: ❖ Marketing CRM & Audience Dashboard ❖ List tagging and segmentation ❖ Designer templates and drag & drop email builder ❖ E-Commerce Integration ❖ Signup forms, landing pages, and websites A very basic free version is available. Paid options start at $9.99/month, $14.99/month, and $299/month based on available features and size of contact list.
  • 27. Other Prominent Email Marketing Tools ❖ SendinBlue ❖ Drip ❖ GetResponse ❖ iContact
  • 28. Category 5: Social Media Tools
  • 29. Social Media Tools Social Media Management tools help you manage your social campaigns with simple, comprehensive interfaces designed to help small businesses manage multiple social media accounts from a single hub.
  • 30. Tool 11: Sprout Social Key Features Include: ❖ Analytics to drive strategic decisions across the business ❖ Engagement: scale and monitor engagement efforts with a unified box ❖ Publishing: plan, create, manage, and deliver content as a team ❖ Listening: uncover trends & actionable insights from social data Free trial available. Standard plan is $99/month/user, Professional is $149/month/user, and advanced is $249/month/user
  • 31. Other Prominent Social Media Management Tools ❖ Hootsuite ❖ Sendible ❖ Social Report ❖ Agorapulse
  • 32. Category 6: Customer Support Software
  • 33. Customer Support Software Customer support software helps companies effectively manage their customer care and support function by managing emails and email responses, as well as other customer support channels.
  • 34. Tool 12: Help Scout Key Features Include: ❖ Management of phone, chat, and email communications in a single mailbox ❖ Keyboard shortcuts, realtime mailbox updates, and automated workflows ❖ Collaboration with your team with private notes, saved replies, tagging, and notifications when 2 users are in the system at the same time. ❖ Knowledge base for FAQ’s and bot communications Free trial available. Plans start at $20/month/user or $35/month/user, depending on the features needed.
  • 35. Tool 13: Freshdesk Key Features Include: ❖ Email, phone, and chat communications in a single place ❖ A knowledge base to make responses easier and faster ❖ Insights to understand your customer satisfaction and bottlenecks Free trial available. Pricing options at $15/month/user, $29/month/user, $49/month/user and $109/month/user
  • 36. Other Prominent Social Customer Support Software ❖ Zendesk ❖ Team Support ❖ LiveAgent ❖ Salesforce Service Cloud
  • 37. Category 7: Outside Consultants
  • 38. Outside Consultants Outside consultants are technology solutions - they’re partners you can contract to help you with areas of need that are outside your in-house expertise. Consider an outside consultant when A) the time needed for an area of work is more than someone in your company can do in a reasonable amount of time, but less than the value of hiring a full-time person and/or B) there is a high level of expertise needed.
  • 39. Tool 14: AmpliPhi Marketing Consultant Key Features Include: ❖ Social media strategy ❖ Social media advertising ❖ Content strategy and production ❖ Personal branding ❖ Video production and editing ❖ Social media training and education ❖ Reporting and analytics
  • 40. Tool 15: Action Coach Business Coaching Key Areas of Coaching: ❖ Sales and finance ❖ Marketing & Advertising ❖ Team building and recruitment ❖ Systems and business development ❖ Mastery and customer service