Tools of the Trade: Equipping Your Author Business

Resource Management: Streamlining Your Author Tasks

Series: THE INDIE AUTHOR’S JOURNEY: A Real-World Guide to Self-Publishing


Part 4: Marketing & Promotion

May 14, 2025 | 13-minute read

As we conclude our indie author journey, it’s time to explore the tools that can transform your publishing process from overwhelming to manageable.

Just as carpenters need proper equipment to build efficiently, authors need the right tools to create, publish, and market their books effectively.

Throughout this series, we’ve touched on various platforms and resources. Today, we’ll bring them all together into a comprehensive toolkit, helping you identify which investments will give you the biggest return in productivity, quality, and marketing reach.

From generating reviews to creating visual content, managing your email list to scheduling social media, these tools can help you work smarter, not harder. I’ll share which ones I personally use and which I’m considering, where to invest your limited budget, and where free options work just fine.

Let’s equip your author business for long-term success!

Review-Generation Tools: Building Social Proof

Perhaps nothing is more valuable for book sales than positive reviews. Yet getting those coveted ratings can be one of the most challenging aspects of publishing. Thankfully, several platforms now exist specifically to help authors connect with potential reviewers.

Booksprout: Review Management Made Easy

Booksprout.com* is many an author’s go-to platform for organizing review campaigns. I signed up for their free version, but when I can afford to, I intend to sign up for their annual plan. Because I am very serious about getting reviews.

Here’s how it works:

  • You upload your book (various formats supported)
  • Set the number of review copies available
  • Specify review deadline and target platforms
  • Interested readers claim your book
  • The platform helps track who follows through

Booksprout offers three tiers:

  • Free: Limited to 20 reviewers with basic features
  • Broad($10/month): 50+ reviewers with additional support
  • Ultimate($20/month): Unlimited reviewers plus marketing features

What I appreciate most about Booksprout is how it streamlines the process of finding reviewers who are genuinely interested in your genre. While the free tier doesn’t include most review functionality, the paid options are reasonably priced for the time they save.

Other Review Platforms Worth Considering

  • Hidden Gems: Focused mainly on ARC (Advanced Reader Copy) reviews, this service sends your book to targeted readers in your genre. Unlike Booksprout’s subscription model, you pay per campaign.
  • StoryOrigin: Offers review copy distribution along with newsletter swaps and reader magnet delivery. Their review program allows direct communication with potential reviewers.
  • BookSirens: Specializes in connecting authors with established reviewers who have track records in specific genres.
  • NetGalley: The premium option, used by traditional publishers but available to indies. More expensive but reaches professional reviewers and librarians. (I intend to sign up when I can.)

Getting reviews requires persistence regardless of which platform you choose. I recommend starting with one platform, learning its nuances, then expanding your approach as your publishing catalog grows.

Design and Visual Creation Tools

In today’s visually-driven market, compelling graphics aren’t optional — they’re essential.

Fortunately, you don’t need design skills or expensive software to create professional visual content.

Canva: The Author’s Visual Assistant

Canva* has revolutionized design for non-designers. With its intuitive interface and pre-sized templates, it’s perfect for creating:

  • Social media graphics
  • Book promotional materials
  • Newsletter headers
  • Bookmarks and swag designs
  • Cover mockups

The free version offers substantial functionality, while Canva Pro ($14.99/month) adds features like:

  • Brand kit storage
  • Background remover
  • More templates and elements
  • Scheduling capabilities

For authors on a tight budget, the free version can serve you well for quite some time.

I use the free version myself, but I absolutely intend to go for the paid version when I can. I’ve been able to do a lot with the free, but it’s frustrating when your creativity soars… but is limited to non-premium options.

AI Image Generation: Creative Support on a Budget

When it comes to image generation, I’ve found that AI can be extremely helpful. There is a little frustration in generating prompts that produce what you’re looking for, but if you can manage it, AI can give you great images for free (or for a small fee).

I know everyone is freaking out about AI (and for my take on this, please refer to my three-post series*), but I’m not talking about using AI over professional artists.

I’ve used AI images for the free books I create for my newsletter subscribers or for lead-magnets. I’ve also used AI images for marketing material.

In each instance, I’m not paying professionals to come up with individual designs. That would break the bank! So for these basic one-offs, I turn to AI to generate very nice images (once you get the prompt-thing down) for no-to-low cost.

As of now, I’ve used Canva’s and Meta’s AIs for truly excellent results. And I know other authors and copywriters who have used ChatGPT’s free version or its paid Dall-E version — both with tremendous results.

So if you can rise above the industry freak out about using AI, then consider using it for these types of instances. You’ll still be utilizing professionals for covers and interior graphics, but your pocketbook will thank you when you’re doing multiple marketing images or other free content.

AuthorLab: Specialized Author Design Tools

Beyond AI and general design tools, specialized author platforms can provide valuable resources.

As a member of AuthorLab,* I’ve found their specialized author-focused templates invaluable.

The platform offers:

  • Book cover mockups
  • Social media templates designed specifically for book promotion
  • Graphics sized for various book retailer specifications
  • Stock images selected for author needs

While less known than Canva, this purpose-built platform addresses many author-specific design needs that general design tools miss.

Stock Image Resources

When creating graphics, finding the right images is crucial. My favorite sources include:

  • Pixabay*: Extensive library of completely free images
  • Pexels*: High-quality, contemporary photography
  • Unsplash*: Artistic, atmospheric images perfect for book promotions
  • Deposit Photos: Paid option with deeper selection when free options don’t suffice

Remember to check usage rights even on free sites, particularly for book covers where commercial rights are essential.

Email Marketing Platforms

Your email list remains your most valuable marketing asset. The right email platform can help you nurture reader relationships efficiently.

Popular Email Services for Authors

  • MailerLite: User-friendly with generous free tier (up to 1,000 subscribers)
  • ConvertKit: Designed for creators with powerful automation features
  • Systeme.io*: All-in-one platform combining email, website, and sales features
  • MailChimp: Well-established with extensive integration options

When choosing an email service, consider:

  • Growth potential (pricing at higher subscriber levels)
  • Automation capabilities
  • Segmentation options
  • Ease of use
  • Integration with your website and other tools

I personally use Systeme.io because it integrates seamlessly with my website platform, allowing me to manage everything in one place. And Systeme offers a free option, which may work well if you’re just starting out.

List-Building Tools

Beyond the email platform itself, these tools can help grow your subscriber base:

  • OptinMonster: Creates professional signup forms and popups
  • Bookfunnel: Delivers reader magnets and organizes group promotions
  • StoryOrigin: Facilitates newsletter swaps with other authors
  • Landing page builders: Create dedicated signup pages for specific offers

Investing in list-building tools often delivers greater returns than advertising, as each new subscriber represents a direct connection to a potential long-term reader.

Marketing Research Tools

Beyond email platforms, several tools can help optimize your book's discoverability:

  • Publisher Rocket*: Invaluable for keyword research and optimization on Amazon, helping your books appear in relevant searches as it provides competitive analysis and category research
  • Book Bolt: Offers keyword tracking and niche research
  • BookBeam: Analyzes bestseller data to identify market trends

These tools help ensure your books are properly positioned and discoverable, which makes your email marketing efforts more effective.

I personally use Publisher Rocket. Though it isn’t free, you’ll only be charged once — for life, and you get all updates free, too. So, yes, the initial fee is hefty for a newbie (currently $199), it will pay for itself and is only a one-time thing for a lifetime tool.

Social Media Management Tools

While social media is important, it shouldn’t consume hours of your writing time.

These tools will help maintain your presence efficiently.

Scheduling Platforms

  • Later: Visual-focused scheduling, perfect for Instagram
  • Buffer: Simple, straightforward scheduling for multiple platforms
  • Hootsuite: Comprehensive management for multiple accounts
  • SocialBee: Content categorization and recycling features

The right scheduling tool can turn a few hours of batch work into weeks of consistent posting. Most offer free plans that serve new authors well until their platforms grow.

Content Creation Assistants

  • Canva’s Content Planner: Combines design and scheduling
  • Caption generators: Help craft engaging text for your images
  • Hashtag research tools: Find relevant tags to extend your reach

Combining a scheduling tool with batched content creation can reduce your social media management time from daily hours to weekly minutes.

Writing and Production Tools

Beyond marketing, several tools can streamline your writing and production process.

Writing Software

  • Scrivener: Comprehensive writing software with powerful organizational features
  • Atticus*: Combines writing, formatting, and collaboration
  • Vellum: Premium formatting software (Mac only)
  • Google Docs: Free, cloud-based option with excellent collaboration features

Editing Assistance

  • ProWritingAid: Comprehensive editing tool with style suggestions
  • Grammarly: User-friendly grammar and punctuation checker
  • AutoCrit*: Fiction-focused editing software
  • Hemingway Editor: Helps simplify complex writing

While these tools never replace professional editing, they can help clean up your early drafts and identify patterns in your writing that need attention.

Creating Your Essential Toolkit

With so many options available, it’s easy to suffer from tool overload. Here’s my suggestion for building your toolkit strategically:

Start With the Essentials

Begin with one tool from each critical category:

  • One writing/production tool
  • One email marketing platform
  • One design tool
  • One review generation platform

Invest Where It Matters Most

Allocate your budget based on your specific challenges:

  • Struggling with reviews? Invest in review platforms.
  • Challenged by design? Prioritize visual tools.
  • Time-strapped? Focus on automation and scheduling.

Leverage Free Options

Many tools offer robust free plans. Start with these to:

  • Learn what features you actually use
  • Determine which limitations truly impact your workflow
  • Grow into paid plans only when necessary

Remember that the perfect toolkit evolves with your publishing journey. What works for your first book might change by your fifth as your needs, skills, and business grow.

As we conclude this series on the indie author’s journey, I hope you’ve gained practical insights to help navigate your own path. From writing to publishing, marketing to business management, the indie author path is challenging but incredibly rewarding.

What tools have you found indispensable in your author business? Are there any game-changers I’ve missed? Share your favorites in the comments below!

Related Topics: author productivity software, book review platforms, design tools for authors, email marketing services, social media management, book formatting tools, author website resources, writing software, publishing workflow tools, AI for authors, book keyword optimization, author image creation, publishing research tools

* NOTE: The links to my AI posts:

I’m not compensated by any person, platform, or service mentioned in this post. And though I mentioned quite a few, the following links are only of the places I’ve actually used or am planning to:

Alicia Strickland

Hi! I write across multiple genres under various pen names. But for nonfiction, I write as myself. As a designer with a love of Old Hollywood and all things creative, I bring diverse perspectives to my storytelling... and to my blog. In the unlikely event that I’m not writing, I enjoy crafting, gardening, or spending time with my flame-point Siamese, Hunter.

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