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Ep. 5: My Favorite Software That Saves Me Time and Makes Me Money

Apr 1, 2024 | Podcast

In this episode, Whitney shares her top software tools that save time and increase profitability for business owners. She discusses how to decide if a software investment is worthwhile, including evaluating its time-saving potential and ability to generate sales. Along the way, you’ll learn how to consider your unique business needs and how to use Whitney’s handy decision-making process to determine if you should add new software into your operations.

In this episode:

00:05 Deciding on the Right Software for Your Business

01:15 Evaluating Software: Time and Money Savers

07:00 Software Recommendations: Schedulers and CRMs

11:59 Accounting and Forecasting Tools for Financial Clarity

15:20 Automating Tasks with Zapier and Other Tools

19:37 Social Media and Project Management Software

22:41 Design and Time Tracking Tools for Efficiency

25:53 Final Thoughts and Recommendations

>> Listen on Apple Podcasts

>> Listen on Spotify

Connect with Whitney Bateson: 

Instagram: @‌whitneybateson

Looking for more? Here are 3 ways to get my support in helping your health or wellness business grow and thrive ❤️

  1. 💡 Read My Blog: Get practical, easy-to-follow advice and tips to make growing your online business easier – find articles about finding your first clients, copywriting, branding, sales and marketing advice, and so much more. Dive in here.
  2. ⭐️ Download My Free Resources: From clarifying your brand, to defining your services and more, download my workbooks and guides that will finally give you the clarity you need to make real, lasting progress in your business. Access the resources here.
  3. 🖥️ Learn About The Wellness Pro Website System: In our 6-week live group program, my team and I help you create a beautiful, strategic website that not only looks great, it helps you get more clients, too! Your website is your online storefront, and through recorded lessons, group calls, templates, and hands-on support throughout the program, we help you ensure your website shows off your true value, and will support the growth of your business for years to come. Learn more here.


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Meet the Author

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I’m a dietitian first, but I have a deep passion for design and technology. I’ve started this business because I believe that with the right message, delivered at the right time, to the right people, in the right way – we can help people live their best lives.


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