Here’s the Tea:
If there’s one thing we love more than good branding and a strong cold brew, it’s systems that actually make life easier. Around here, we’re no strangers to juggling a dozen creative projects, client calls, team meetings, content calendars, and the occasional toddler meltdown (because, you know, #workingishmom life).
So when people tell us how organized we are…you better believe we take that as a high compliment.
Truth is, running a full-service digital marketing agency takes more than grit and good taste—it takes the right platforms behind the scenes to keep the chaos wrangled and the creative flowing. Whether you’re growing your agency, managing your own team, or just trying to feel like less of a hot mess, here are the tools that help us actually stay on top of it all:
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Asana — Our Digital Command Center
Asana is where our to-do lists turn into ta-da moments. Every project, client task, launch timeline, and internal workflow lives here. We love how visual and intuitive it is—drag, drop, assign, done. It keeps our team on track and makes it super easy to see what’s happening (and what’s coming next) without the need for 17 check-in emails.
QuickBooks — Our Financial HQ
Money matters, and QuickBooks is how we keep it all straight. From invoicing and tracking expenses to managing taxes and profit reports, this tool helps us stay in control of the numbers—without feeling overwhelmed. It’s a total game-changer for anyone who wants to grow their biz with clarity and confidence.
Zoom — Our Virtual Meeting Room
Whether it’s client strategy calls, team check-ins, or quarterly planning sessions, Zoom keeps us connected face-to-face—even from miles away. We use it to build real relationships and have deeper conversations that can’t always happen over Slack or email. Bonus points for the ability to record calls and keep the replay receipts handy.
Slack — Our Digital Coworking Space
While we love a good meeting, we also believe in keeping our calendars clear when possible. Slack is where we drop updates, quick wins, client feedback, and the occasional Watercooler Wednesday. It helps us stay in constant touch without clogging up inboxes.
Google Drive — Our Digital Filing Cabinet
Every deliverable, proposal, and piece of creative gold ends up here. We keep Drive tidy with clearly labeled folders per client and project, so nothing gets lost in the shuffle.
Pinterest — Our Creative Mood Board
Pinterest is our happy place when we’re in the dreaming, scheming, and visual planning stage. From branding inspo and color palettes to web design layouts and mood boards, we use it to spark ideas and build vision boards for our clients (and ourselves). It’s not just pretty—it’s purposeful.
Bonus: Dubsado — Our Client Concierge
From proposals and contracts to invoices and automated workflows, Dubsado handles the client-facing side of the business. It helps us show up polished and professional, without having to manually send a million emails.
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At the end of the day, being “organized” isn’t about perfection—it’s about having the right tools to support your team, your clients, and your sanity. These platforms help us do just that, so we can focus on what we do best: bringing bold brands to life and helping our clients grow.
© 2023 studio west design co.
photos by Justine Jane Photography, & Milkshop Photography
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