4 Simple Tools I Use to Work Smoothly With My Clients

I’ve tried fancy platforms.

Paid ones.

Free trials I never finished.

But most of them ended up creating more confusion than clarity; especially for clients.

Over time, I stopped chasing “best” and focused on what made sense. If something helps me share work, communicate clearly, and keep things moving without anyone feeling lost; I keep it. That’s it.

Google Drive

The real MVP.

Every client has their own folder.

No guesswork.

Inside goes everything from content calendars to scripts, images, and meeting notes. We’re all looking at the same thing, in real time.

When someone updates a doc, I see it instantly.

No more email threads with 8 versions of the same file.

No “where’s the logo” or “which copy do I use?”

It’s all here. And it works.

WeTransfer

When the files are big and time is tight, I send it here.Whether it's a print-ready brochure, a design with heavy assets, or just something that shouldn’t clog up Drive; WeTransfer gets it there.

Clients don’t have to log in.

They click the link, download, done.

One less thing to explain.

Canva

Not every client uses Adobe and that’s okay.

Some bring Canva files they’ve made themselves. Sometimes it’s half-finished. Sometimes it’s messy.

I ask for access. I go in, pull out what works, and clean it up for the project.

We move faster. They feel seen. And I get to work with what they already know.

It’s not about perfect files. It’s about momentum.

Wix

Many of the websites I work on are built using Wix either through the basic editor or Wix Studio.

Once access is given, I go in and make the changes they need. That could be updating copy, creating new sections, adding booking forms, or setting up payment functions. If the client is comfortable enough, they can go in and make their own edits.

Just be careful if anything breaks, I'd still be able to help; but of cause with a fee tagged to it...haha~

Beyond that, I could also manage websites strategically. Looking at the analytics, pulling out insights, and working with clients to improve what’s working and fix what’s not.

It’s not just design but also on making the site perform.

These tools aren’t flashy. But they’ve helped me deliver, communicate clearly, and stay organised; without overwhelming anyone along the way.

And that, to me, is what matters.

Got a tool you swear by that isn’t hyped up all over the internet?

DM me or drop it in the comments. I’m always curious what people actually use.

From the desk of Trixy.&

Reflections on creative business, clarity, and brand stories that feel like home.