Henry Lopez uses Outlook for both email and calendar management, stressing that time-blocking is essential for productivity. He includes personal commitments, coaching sessions, and project work in his calendar to ensure nothing is forgotten. Color coding and flagging important emails help him stay organized and visually track his commitments.
Canva is a cloud-based graphics creation tool that Henry Lopez has used for four to five years. He uses the paid Pro version, which provides access to more stock photos and videos. Canva also integrates with AI tools like ChatGPT, enhancing its functionality for creating visuals efficiently.
Calendly handles all of Henry Lopez's scheduling, integrating with his Outlook calendar. It allows him to set up different schedules and define workflows, making it easy for clients to book coaching consultations or calls through his website.
ChatGPT is an essential tool for Henry Lopez, primarily used for content creation. He relies on it for research, preparing podcast episodes, and creating outlines for writing or interviews. He uses the paid version, which costs $20 per month, and encourages others to start with the free version.
Zapier automates repetitive tasks by integrating various software through APIs. It reduces manual data entry and duplicate uploads, making workflows more efficient. Henry Lopez highlights its ability to connect almost any software, saving time and improving productivity.
HubSpot CRM helps Henry Lopez track sales processes, client conversations, and coaching sessions. He uses the free version to manage all client-related data, ensuring everything is organized and accessible in one place. This tool is essential for maintaining and managing client relationships effectively.
Henry Lopez uses his iPad for digital note-taking, replacing paper notes. He uploads these notes to Google Drive and integrates them into HubSpot, attaching them to client session records. This digitization process ensures all information is centralized and easily accessible.
Zoom is Henry Lopez's go-to platform for coaching sessions and podcast interviews. It allows him to conduct and record sessions efficiently, making it a critical tool for his business operations and content creation.
Google Drive and Dropbox are essential for cloud storage and file sharing. Henry Lopez highlights their affordability and ease of use, making them ideal for small business owners to manage and share files efficiently.
Henry Lopez recommends project management tools like Trello, Asana, and monday.com for teams working on collaborative projects. For remote teams, communication platforms like Slack or Microsoft Teams are critical. He also emphasizes the importance of accounting software like QuickBooks or FreshBooks for managing finances, invoicing, and payroll.
Henry’s Top 10 Personal & Business Productivity Tools. Show Notes Page: https://www.thehowofbusiness.com/544-top-10-productivity-tools/) In this episode of The How of Business, host Henry Lopez shares his current top 10 productivity tools that help him stay organized and efficient as a small business owner and business coach. These essential tools form the foundation of his daily operations, from using Outlook to manage all scheduling, to creating visuals with Canva, and simplifying client bookings with Calendly. Henry explains why he relies on ChatGPT for content creation, how Zapier automates repetitive tasks, and how Mailchimp and HubSpot enhance his client communication and relationship management. Listen to this episode to hear Henry's tips for choosing affordable, easy-to-use technology that can transform productivity and streamline operations for small business owners at any stage. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com)