Additional Resources

Freelancer to Agency: lessons learned on the journey

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Karena Kreger

Team Building

Quickly Hire contractors
Upwork.com contractors
The Ideal Team Player by Patrick Lencioni
Six Types of Working Genius by Patrick Lencioni / candidate evaluation tool

Finances

Xero accounting and invoicing
The Personal MBA by Josh Kaufman
Profit First by Mike Michalowicz
Coursera Udemy LinkedIn Learning learn accounting and operations

Process & Offerings

The E-Myth Revisited by Michael E. Gerber – systems and processes
Traction by Gino Wickman – book and EOS implementation
Entrepreneurial Operating System (EOS) full business system
Notion a connected workspace for wiki, docs & projects
Loom record and share AI-powered video messages

Operations

Gusto HR and payroll software (works for contractors too!)
1Password password manager
Better Proposal proposal software
Monster Contract proposal template
DocuSign electronic signatures, integration with Microsoft/Google Docs
Termageddon privacy and other policies

Scaling & Selling

Your Best Year Ever by Michael Hyatt
Who Not How by Dan Sullivan and Dr. Benjamin Hardy
BizBuySell selling the business

Culture

Gifting ideas for remote team:

Goody remote gifting
Snappy remote gifting – internationally too
Spoonful of Comfort creative boxes to show some love
Crumbl Cookies check for locations
Amazon gift cards
Starbucks gift cards

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