Which Project Management Tool is Your Biz Bestie?

Quiz Questions

• 1.
  What's your primary goal for using a project management tool?

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  • A.
    Organize tasks and deadlines
  • B.
    Collaborate with a team
  • C.
    Track client projects and timelines
  • D.
    Manage all aspects of the business in one place
• 2.
  How big is your team?

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  • A.
    It's just me, myself, and I
  • B.
    2-5 people
  • C.
    6-15 people
  • D.
    16+ people
• 3.
  How do you prefer to view your tasks and projects?

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  • A.
    Simple to-do lists
  • B.
    Kanban boards (drag-ad-drop cards)
  • C.
    Calendar view for deadlines
  • D.
    Detailed Gantt charts or timelines
• 4.
  How tech-savvy are you and your team?

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  • A.
    We prefer simple, intuitive tools.
  • B.
    We're comfortable with moderate complexity.
  • C.
    We love advanced features and integrations.
  • D.
    We need something with minimal setup and learning curve.
• 5.
  How often do you need to collaborate with clients within your project management tool?

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  • A.
    Rarely or never
  • B.
    Occasionally, but not too much
  • C.
    Frequently, for feedback and approvals
  • D.
    Constantly, clients need full visibility
• 6.
  What is your budget for a project management tool?

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  • A.
    Free options only, please!
  • B.
    Up to $10/month per user
  • C.
    $11-$25/month per user
  • D.
    I'm willing to invest for the right features.
• 7.
  Which additional features are important to you?

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  • A.
    Time tracking and invoicing
  • B.
    Integrations with other tools (e.g., CRM, email, Slack)
  • C.
    Strong reporting and analytics
  • D.
    Customization and flexibility

Quiz Outcomes

• 1.
  Your Project Management Tool Biz Bestie is: Trello

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  You got Trello! 🎉 Trello is perfect for organizing your tasks visually with easy-to-use boards and cards. Whether you’re a solo entrepreneur or part of a small team, Trello keeps things simple and streamlined. It’s great for those who prefer a no-fuss tool with flexibility. Plus, it won’t break the bank—heck yes!3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less tiem behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
• 2.
  Your Project Management Tool Biz Bestie is: Asana

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  You got Asana! 🙌 Asana is your go-to for balancing task organization and team collaboration. With various views like lists, boards, and timelines, it’s versatile enough for small to medium teams. Asana’s integrations and customizable workflows make it a solid choice for those who need structure without sacrificing creativity!3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less time behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
• 3.
  Your Project Management Tool Biz Bestie is: ClickUp

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  You got ClickUp! 🚀 ClickUp is the powerhouse of project management tools! With its all-in-one platform, you can manage tasks, timelines, clients, and even time tracking—all in one place. Perfect for medium to large teams or those who love customization, ClickUp has all the advanced features you need to scale your business and keep things on track. Ohmygoodness, it’s a game-changer!3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less tiem behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
• 4.
  Your Project Management Tool Biz Bestie is: Monday

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  You got Monday.com! 😊 Monday.com is a dynamic tool that lets you manage projects and collaborate with your team effortlessly. With customizable dashboards and strong automation features, Monday is ideal for medium to large teams. If you need a tool that’s as flexible as you are, while keeping everything on point, Monday is your match!3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa Rich!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less tiem behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!
• 5.
  Your Project Management Tool Biz Bestie is: Notion

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  You got Notion! 💡 Notion is all about flexibility and creativity, making it perfect for solo entrepreneurs or small teams who want to build their workspace from the ground up. With Notion, you can create databases, docs, and task lists that fit your unique workflow. It’s your blank canvas for productivity, so let your imagination run wild!3 Tips for Choosing a Project Management Tool1. Ask “Which one is best for MY business?”You can find PM Tool comparisons all over the internet. But, what those comparisons won’t tell you is which PM Tool is best for YOUR business.Start by making a list of what you need your PM Tool to do for you. Jot down the must-haves versus the nice-to-haves. Consider your budget. Are there setup and annual recurring fees? Also, consider the cost, both time and money, of getting your team and your systems working in the new PM Tool.Once you’ve got your list, take a look at those handy comparison charts you found. You’ll quickly see which PM Tool is right for you. It’ll be the one that checks all the boxes on YOUR list!2. Choose the right size PM Tool for your business.Choosing the right size PM Tool for your business is kind of like choosing a cute outfit for your friend’s new baby.If you get an outfit that fits right now, it’ll be too small in a few weeks. If you get one too many sizes too big it won’t get worn. Because by the time it fits, your friend will have forgotten all about it. The trick is to get something they can wear as they grow into it.The same goes for selecting your project management tool. Choose one with features you’ll need for the next 3-5 years as you grow your business. And when you’ve maxed out those features, you’ll have the resources to level up again.3. Take your top 3 choices for a test run.You’ve made a list and shortlisted your best options. It’s time to take your top 3 contenders for a test run. Sign up for their free trials and block out some time on your calendar to try them out. Check out your must-have features of each project management tool. Make notes about what you liked and didn’t like.Weigh the pros and cons and narrow it down to two choices. Choose the PM Tool that gives you all your must-haves and the most nice-to-haves from your list.Finally, to confirm your choice, imagine your future self using that Project Management Tool as your business grows over the next 3-5 years. If you enjoyed using it now and can see how it will meet your business needs as you grow, you’ve got your winner!Hi👋, I’m Melissa!I’m a systems and workflow specialist that helps creative business owners get more of their time back by implementing workflows and automations into their CRMs and project management tools to take care of the day-to-day tasks that stress them out so they can fall back in love with their businesses, spend less time behind their laptops, and devote themselves to their craft.Looking for some quick wins with your Project Management Tool?1. Check out my Free Resources page. Get access to free resources like my Workflow Building Workbook, and Busy Season Checklist to help you get your systems in tip-top shape! 2. Follow me on Instagram. Follow me for regular tips and tricks on using your Project Management Tool for consistent business growth.3. Hop on a free 15-minute discovery call with me! We’ll chat about your business needs and growth goals. You’ll leave the call with greater clarity about which Project Management features should be on your must-have list.And be sure to check your inbox, because I’ll be sending these results your way, as well as how to get a few quick wins in your new Project Management tool!