A Freelancers Toolkit

Matt Glazer
6 min readMar 29, 2022

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At Blue Sky Partners we have designed and run over a half dozen incubators and accelerators for non-profits, social impact companies, and individuals with an idea. The goal of each of these, whether supporting Trinity University and the students participating in the Stumberg Competition or an experienced entrepreneur (or non-profit leader), is to simply make it easier to launch, maintain, and scale an organization.

Over the past 7weeks, I have asked over 100 students, seasoned founders, non-profit executive teams, and my LinkedIn community one question, “What low-cost tools do you use frequently that you wish you had known about when you got started?”

Everything below came up multiple times across multiple industries and was recommended with enthusiasm. Note, there are some basics that aren’t here. Things like Google Drive, or email systems, are standard now. Same with many website building tools. Rightly or not, we are assuming that is already front of mind. With that said, here is what folks recommended.

Sales and Operations

Clockify — Clockify is a time tracker and timesheet app that lets you track work hours across projects that are free. There are apps for mobile and your desktop as well as a web-based option. It is a strong option for hourly work and also for anyone in a service-based field like consulting who may want to analyze how many hours are being spent on client services and by who.

Hubspot —This is a CRM platform with tools and integrations you may want or need for marketing, sales, content management, and customer service. This tool has different platforms and toolkits that can scale up or down based on your needs. The base bundle is $45/month.

Finance

Quickbooks — The original accounting and bookkeeping software. It has been around for this long for a reason. It starts at $12.50/month for your first quarter. This was the preferred tool by accountants and those with…

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Matt Glazer

Partner and CSO at Blue Sky Partner, affiliate Consultant at Mission Capital, Former Entrepreneur-in-Residence at Trinity University. Views are mine alone.