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Tools & Software Stack Checklist

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Tools & Software Stack Checklist

A focused action sheet for choosing the tools and software that run a styling business — client management, content, comms, marketing, finance, and automation.

6sections

24items

instantaccess

🔥 Action-focused · no theory

A printable PDF checklist with 24 items across 6 sections covering client management, content and portfolio, comms, marketing, finance, and integrations.

Built for stylists ready to stop accumulating tools and start building a stack that actually serves the business.

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✓ Instant PDF download

✓ Action-focused, not theory

✓ Read on any device, lifetime access

SOUND FAMILIAR?

You're paying for tools you don't actually use

Six tools, none of them connected

Booking, payments, email, contracts, portfolio, content — six separate logins, and not one of them speaks to the others without manual copy-paste.

You email yourself the contract

Without a real document and signature tool, "send a contract" means copy from a doc, paste into an email, ask for a screenshot of a signature back.

The portfolio lives in your camera roll

Client photos are in three different cloud accounts, the website is a Linktree, and there's no real place to send a prospect to see your work.

Bookkeeping is a year-end shock

Without a chosen accounting tool, expenses live in receipt photos and bank statements — and tax season turns into a frantic reconstruction every spring.

WHAT'S INSIDE

Inside the checklist, 6 sections and 24 items

Essential Client Management Tools

Choose a booking system, a client database, a payment processor, and an email marketing tool — the four pillars of running clients without chaos.

Content Creation and Portfolio Tools

Pick a portfolio platform, a design tool, a photo storage system, and a client gallery tool — so your work has a real home, not just a phone full of screenshots.

Communication and Collaboration Tools

Set up professional email on your own domain, choose a messaging app for client updates, pick a documents platform, and connect scheduling to confirmations.

Social Media and Marketing Tools

Set up social accounts aligned to portfolio and networking, choose a scheduler, pick an analytics tool, and plan content in one organised place.

Financial and Administrative Tools

Choose accounting software, set up invoicing, organise contracts with electronic signatures, and decide whether to track billable time by service type.

Integration and Automation

Use Zapier to connect booking, payment, and email, automate reminders and confirmations, build templates for the things you repeat, and prune your stack quarterly.

🧰

Build a tech stack that earns its place

Download the PDF and audit your tools across client management, content, comms, marketing, finance, and automation — and cut anything that isn't pulling weight.

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Refunds are handled under the store's Refund Policy: within 30 days, if the product doesn't match its description or you can't access it.

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Returns & Refunds

Refunds are handled under the store's Refund Policy. Within 30 days, a refund may be available if the product doesn't match its description or you can't access it. Once the files have been accessed, refunds for a change of mind aren't available.