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.

ScoreApp

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

Later

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

Canva

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

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.

Webflow

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

Vimeo

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

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.

Thrivecart

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

Descript

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

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.

Calendly

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

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.

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).

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.

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.

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).

Grammarly

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

Fathom

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

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.

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.

Circle

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

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.

PayPal

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

Wordpress

Website content managment. WordPress is an online, open source website creation tool written in PHP. But in non-geek speak, it's probably the easiest and most powerful blogging and website content management system (or CMS) in existence today. WordPress is the world’s most popular tool for creating websites. WordPress is capable of creating any style of website, from a simple blog to a full-featured business website. You can even use WordPress to create an online store. Incredible platform, but learning curve can be a little steep.

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.

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.

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.

Pipedrive

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

Squarespace

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

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.

Later

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

Canva

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

Thrivecart

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

Calendly

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

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.

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.

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.

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).

Grammarly

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

Fathom

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

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.

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.

Circle

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

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.

PayPal

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

Post Pilot

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

Send Jim

Great for trades. SendJim is a subscription based software developed for service businesses that provides a direct mail marketing tool to its users.

Handwrytten

Handwritten direct mail service. We often use them to send out handwritten notes to our clients and prospects.

ClipScribe

ClipScribe creates sub-captions for your videos automatically while providing you a platform to easily create attention-commanding social media videos in minutes, not hours.

Telestream

ScreenFlow is a perfect tool to help marketers create and edit promotional videos. Record your video, and combine with screen recorded content or Keynote/PowerPoint presentations.

Clickfunnels

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

Mix Max

Templated emails for Gmail. Mixmax is professional productivity tool for Gmail and Google Inbox. Mixmax enables sales professionals turn e-mail from a static and plain experience into a more interactive one by boosting Gmail features.

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.

Go To Webinar

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

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.

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.

Click Send

Send Postcards. For all other business types.

No items found.