Tools to help level up your business

These are the tried and trusted tools we’ve used to consistently grow our stellar in-house team and the teams of our consulting clients. We highly recommend them.

Categories
Tool Types
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ActiveCampaign

ActiveCampaign is a great CRM and email marketing tool - we highly recommend it for clients who want a dedicated software for emails, with powerful automation and analytics.

Marketing CRM
All Tools
Small Business Must-Have’s
Aloware

We use Aloware extensively for our sales team for power dialling and getting in touch with prospects. Highly recommended if you use appointment setters in your business.

Sales
All Tools
Our Business Tech Stack
Calendly

Calendly offers a powerful and versatile set of features that allow you to schedule one-on-one appointments, group events and team meetings.

Sales
Team
All Tools
Our Business Tech Stack
Canva

We use Canva for all our graphic design needs - convenient for team collaboration, incredible for quality.

Marketing
Marketing Tools
All Tools
Our Business Tech Stack
Circle

The tool we personally use to host our course materials, resources, and community platform.

Fulfillment
All Tools
Our Business Tech Stack
Clickfunnels

Great for building high-tech funnels, one-click upsells, as well as doubling as your all-in-one CRM.

All Tools
ConvertKit

Marketing CRM for very simple digital-only products. ConvertKit is a great email marketing software for online creators. With ConvertKit, it’s easy to customize and embed forms on your website to turn casual readers into subscribers.

Marketing CRM
All Tools
Small Business Must-Have’s
Descript

Online audio transcription and video caption services. For business, legal, academic and personal needs. Transcribe audio to text, create captions and subtitles.

Marketing
All Tools
Our Business Tech Stack
Drift

Our favorite chat bot. Drift is the first conversational marketing platform and is the new way businesses buy from businesses. A Drift chatbot is a powerful tool that can ask your qualification questions and create leads in your CRM.

All Tools
Fathom

Our favorite tool for recording and transcribing meetings, and automating meeting notes.

Systems & Productivity
All Tools
Small Business Must-Have’s
Go To Webinar

GoToWebinar provides a speaker/audience format perfect for presentations and seminar types of gatherings.

All Tools
Niche Favorites
Google Suite

Google Workspace is where we keep all client communications, files, and company assets. It's a must-have for any business (especially as you scale to a team of multiple people).

Systems & Productivity
All Tools
Small Business Must-Have’s
Grammarly

The perfect tool for editing and making sure your messages are clear and understandable.

Systems & Productivity
All Tools
Small Business Must-Have’s
Hotjar

Hotjar is a powerful tool that reveals the online behavior and voice of your users. Ever wanted to know where your visitors are looking? What they're clicking? How long they're staying on a page? Scrolling patterns? This is the tool for you.

Marketing
Our Business Tech Stack
Hubspot

Hubspot is perfect if you want both sales and marketing CRM capabilities in one spot. We use this ourselves - but generally only recommend for more mature businesses because of the price point and sheer versatility in features.

Marketing
All Tools
Our Business Tech Stack
Kajabi

Kajabi is an all-in-one platform that equips you to build an online business. Perfect for coaches, educators, and course creators who need their website, email marketing, course platform, and more under one roof.

Fulfillment
All Tools
Our Business Tech Stack
Later

We use Later to schedule out our social posts and systemize the way we do content marketing on social media.

Marketing
Marketing Tools
All Tools
Our Business Tech Stack
Leadpages

Leadpages helps small businesses connect with an audience, collect leads, and close sales. Easily build websites, landing pages, pop-ups, alert bars, and beyond.

All Tools
Loom

Easy and free screen recorder for Mac, Windows, and Chromebooks. Record your camera and screen with audio directly from your Chrome browser and share.

Systems & Productivity
All Tools
Our Business Tech Stack
Make

Similar to Zapier, Make takes care of integrating your tools and software for time-saving automation. The only difference is Make is able to do more (but requires a lot of technical expertise).

Systems & Productivity
All Tools
Our Business Tech Stack
Notion

This is our team's go-to tool for productivity and project management. From custom dashboards to internal assets to content calendars - even our courses and client dashboards. Notion's got it all.

Systems & Productivity
All Tools
Our Business Tech Stack
Ontraport

Great for B2B and more sophisticated marketing automation. Create and launch your automated marketing campaigns and all your promotional pieces — from emails to pages to pop-up forms — right inside of Ontraport so it's all seamlessly connected.

Marketing CRM
All Tools
PayPal

If you're selling services or products online, you'll want a payment service like PayPal.

Payment Processor
All Tools
Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals.

Sales CRM
All Tools
Small Business Must-Have’s
Post Pilot

Integrates with Shopify and Klaviyo; great way to integrate your email and direct mail marketing.

All Tools
Niche Favorites
ScoreApp

We use ScoreApp to create our high-converting quiz funnels, and as an incredible conversion tool.

Marketing Tools
All Tools
Our Business Tech Stack
Slack

Like WhatsApp for business, an absolute essential for remote teams. Slack is a collaboration hub that can replace email to help you and your team work together seamlessly.

Team
All Tools
Our Business Tech Stack
Squarespace

We recommend our clients use Squarespace if they're not as tech-savvy, and want a simple, clean website development platform.

CMS
All Tools
Small Business Must-Have’s
Stripe

Takes credit cards. Stripe is a technology company that builds economic infrastructure for the internet. Businesses of every size—from new startups to public companies—use this to accept payments and manage their businesses online.

Payment Processor
All Tools
Our Business Tech Stack
Thrivecart

Thrivecart is our go-to for checkout creation and processing purchases for our digital products, courses, and programs.

Marketing
All Tools
Our Business Tech Stack
Vimeo

Want website-native videos like ours? We host all our video conent on Vimeo.

Marketing
All Tools
Our Business Tech Stack
Webflow

Our site was made with Webflow! We recommend Webflow for when you need to create a more sophisticated, large-scale website.

Marketing
CMS
All Tools
Our Business Tech Stack
Zapier

Zapier connects all your apps and softwares to help automate a lot of the routine admin work that goes into your business - data entry, email notifications, the list goes on.

Systems & Productivity
All Tools
Our Business Tech Stack
Zoom

If you have regular video calls with clients or contacts, you'll want Zoom. We also use Zoom frequently to run our regular webinars and workshops.

Team
All Tools
Our Business Tech Stack