5 tools for Direct sales and party plan reps to use

5 Can’t live without Tools for your Direct Sales Business

Lucky + Lovely Tools for your Social Selling Business5 Can't live without tools for your Direct Sales business

Are you feeling overwhelmed by all the tasks and details necessary to do your direct sales business? I feel like I am drowning. How are you supposed to be a #ladypreneur and run your business like a #BOSS when there are so many tasks and so few hours in the day.

Never fear, I have your back ladies. Because I love ya’ll so much, I am spilling the beans on my newest and favorite productivity tools and apps. I encourage you to check them out and implement them into your business. Because let’s face it, we joined our companies to have more freedom, more money and more time for the things that matter most.

These tech tips and tools will help you rock 2019. Let’s do this!


Out of all the tools I use for my business, Cinchshare has made the biggest difference in my workflow and time management. With Cinchshare, I am no longer a slave to my phone because it posts to my facebook and twitter for me. This frees me up to comment, engage and increase my organic reach. It also frees me up from wasting a bunch of time “trolling” facebook for things to post.

One of the things I love is how much I have learned from being a part of the Cinchshare community and blog. There are weekly trainings and tons of blog posts that share how to use Cinchshare to build your business. The tips, tricks and tools I have learned are invaluable and I am able to give more to my team because I share everything I learn with them.

Automate your social media posts with Cinchshare
photo courtesy of Cinchshare

Here are a few ways I’m Cinchin’:

I use it to post engagement questions, interesting videos, blog posts and interesting content to my personal feed.

Cinchshare posts cool content that I curate to my twitter and pinterest. The results are astonishing! I have thousands of new visitors to my blog because of reciprocity. I share others content and they share mine in return. LOVE!!

I use CS to post training content to my team’s facebook group. Duuuuuh, why didn’t I think of this before?  As a result of this, I am able to be more intentional in my coaching delivery.

Cinchshare posts content to my Facebook business page and my VIP group page. Can you say happy and engaged VIP and raving fans? LOVE!!

My Facebook online socials are killer because of  Cinchshare.  This is the original reason, I started using it. Over the summer, I almost exclusively held online socials. When done right, they can be a powerful selling tool and now with Facebook live they can be more exciting than ever. Online socials are a great way to meet new prospects and clients.

Cinchshare helps me host online opportunity events to share the business with prospectives. I use the event schedule feature on my fb business page (which has a public profile) and that way when new prospectives find me online through various channels, they have instant access to the opportunity information that I share in a scheduled event.

I am seriously crushing it with Cinchshare and I want you to try it. Grab 37 days absolutely free, with promo code “cinch17”. *New accounts only; expires Jan 15, 2017 at 12pm est.


An executive level leader and trainer in a former company once told me, “it is easier to keep a happy client than to find a new one.” Happy clients deserve follow up. It is a great business practice and it keeps the industry very professional.

Since one of my goals for 2017 is to create a follow up system, I invested in Fiitfu, Which stands for “Fortune is in the Follow up”.

What the heck is Fiitfu?

Fiitfu is a desktop and mobile web application that helps you keep track of client profiles, orders, events, emails and more. It helps grow your business with follow-up funnels and reminders. I don’t know about you, but I am all about a reminder. Because..let’s face it. Life gets in the way, but it shouldn’t get in the way of your business.

This tool is a total GAME CHANGER. It is legit making me feel so productive. I am so impressed by these gals and what they have created.

Fiitfu CRM system for direct sales
photo courtesy of paonecreative.com

This system can do so many things, it makes my head spin. Here is an overview:

The core of Fiitfu is client management. Create a profile for every client and track their referrals, interests, birthdays, events and more. We remind you when to follow-up and how to correspond on a more intimate level. Sort, filter, import and export any list.

  • Organize your clients by category
  • Store Files and Link them to a client
  • Add notes to each client profile
  • Manage orders
  • Email marketing tool
  • Manage events or record meetings
  • Client profile (this is HUGE)
  • Access information via mobile app while on the go
Fiitfu Mobile and desktop CRM system for Direct Sales Consultants
photo courtesy of FiitFu

I am not going to lie. I have not even scratched the surface of what this baby can do. So far, I am loving it and I feel so ready to crush my goals with this little virtual assistant.

Wanna try it? Take Fiitfu for a test run and let me know what you think.


Instagram is my JAM! So I cheated here and added another tool that I use because these 2 go hand in hand. I have been loving Insta lately and spend way too much time on there.

Thankfully Instagram has connected me to some amazing new insta friends, clients and new consultants, but it takes work to have a gorgeous, curated feed with engaged followers. A ton of you have been asking me how to use Instagram for your social selling business and I want to share this tip:

Plan. Your. Posts.

I know friends. So incredibly unsexy, but you have got to understand the platform. Instagram is not like facebook, which is meant for entertaining and spur of the moment pictures of your cat or your kid. Instagram is for inspiration. It is a highlight reel. I once read somewhere, your first 9 pictures on your Instagram should be your magazine, facebook is where you engage with your fans.

Scheduling your posts ahead of time will save you sooooo much time. My favorite for this is Planoly. I am shouting it from the rooftops. What I love most about Planoly is that I can use it from my desktop and it posts to Instagram for me. Wha wha Whaaaat!

Yes, and I can add multiple Instagram accounts (I have a total of 3!) and it allows me to add the emoticons and the first comment with hashtags all at the same time. Then I just set it and forget it. I love this so much because I love writing engaging captions. Sometimes a gal has got to sit down at her desk and do that. For me this app is an absolute must. Hands down one of my favorite tools to use with Instagram.

The other tool that I love, is Link.tree. Let me explain why this is also another fabulous tool. This makes your instagram bio link clickable with more than one link.

The reason I love Link.tree is because sometimes I want users to sign up for my mailing list or visit my blog or join my VIP group. They can’t do that with the one clickable link on my Instagram profile if its my business website. This has been a huge driver of traffic for me. My sales and sign ups have been through the roof.

Whoot woot!! Another game changer tool. Love it. Can’t say enough good things about this.


Have you ever wanted a virtual office and virtual assistant in the palm of your hand? Now you have it, with Maven.

Maven was inspired to launch its startup late in 2015 after speaking to consultants who represent over a dozen different brands, who all told their cofounders about the difficulty in managing their businesses on-the-go.

After speaking to more than 100 different consultants (including me from the very beginning!) and launching a small beta to a handful of consultants, the Maven App is now available on the App Store for consultants representing India Hicks, Beautycounter, Rodan+Fields, Stella & Dot and Younique consultants.

The Maven app empowers social selling on the go by:

  1. Providing quick product lookup and link sharing (and tracks link opens!)
  2. Keeping all business contacts in one place, displaying past client purchases and an easy interface to contact clients via Facebook Messenger, text or email
  3. Linking Instagram posts featuring products sold to their online store, for a more streamlined purchasing experience
  4. Creating daily smart reminders to reach out to clients who made a purchase recently or haven’t bought a product for some time
  5. Tracking personal sales analytics and monthly sales goals

The Maven app is available on the App Store and available free of charge for a limited time. Download it today: appsto.re/us/wvKgcb.i. Excited to try it?

I am excited to try the @mavenlabsf new app to empower my social sales biz in 2019! Click To Tweet

What are your favorite biz tools? I would love to know. Tag me on Instagram @luckyandlovely #luckyandlovelybossbabe and show me the good stuff so I can cheer you on!

*This post contains affiliate links and I will receive a commission if you click and purchase products I have linked here. As always, I only share and feature products I use and absolutely love. Thank you for supporting the brands that support this blog.

  • David Barker February 7, 2017 at 9:47 am

    Will Maven be available to Android??? It looks amazing!

    • luckyandlovely February 7, 2017 at 11:21 am

      David, I don’t know! I will certainly ask the founders. Thanks for reading! Keep up the great work!!