TOOLS

Tools and Resources

DISCLOSURE: Please note that some of the links below are affiliate links, and at no additional cost to you, we will earn a commission if you decide to make a purchase.
Please understand that we have experience with all of these companies, and we recommend them because they are helpful and useful, not because of the small commissions we make if you decide to buy something. Please do not spend any money on these products unless you feel you need them and do not already have a tool that will do what you need to achieve your goals.

OUR TECH STACK

The tools we use

In no particular order...we love all of our tools and they all serve a purpose.

Increase engagement, convert more customers, and grow your business faster with smart email marketing, intelligent marketing automation, and automated sales pipelines.

Build every type of marketing funnel and integrate it with your email automation without needing a lot of tech skills.

Slack is a place where your team comes together to collaborate, important information can be found by the right people, and your tools can pipe in information when and where you need it.

Easy automation for busy people. Zapier allows you to have many different tools to talk back and forth to each other.  We use this for almost every aspect of our business to help automate daily tasks and improve efficiency.

Zoom unifies cloud video conferencing, simple online meetings, and cross platform group chat into one easy-to-use platform.  This is our go-to for all of our client support calls and webinars.

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

We love this for managing customer support emails as you can communicate as a team right on the thread and don't have to worry if someone is out for the day, everyone has access to the support emails. 

Reporting system for marketers that gives you clarity on where all your leads come from, what products they buy, and how much my marketing is really worth.

We have a custom membership site that is hosted on WordPress and we use Memberium to protect the pages and integrate with our CRM tool to control access.    If you want something more out of the box look at some favorites of ours down below in membership sites.

Affordable, fast transcription. This is what we use to transcribe our videos/audio and turn it into additional content.

Airtable works like a spreadsheet but gives you the power of a database to organize anything.   We use this to track lots of data such as client success, applications, quarterly projects, event coordination, SOP playbook and more!

Get Unlimited Technical and Design Tasks Done For You By Experienced Programmers and Designers - From $249/month. We love this service and highly recommend it! NOTE: Email us at [email protected] after you sign up to skip the waitlist!

Display real-time customer activity notifications on your website and let your existing customers sell for you.

With Workast, we manage our taily do do lists.  Your Slack channels and conversations can even be turned into to-do lists. 

Join the web's most supportive community of creators and get high-quality tools for hosting, sharing, and streaming videos in gorgeous HD and 4K with no ads. PS - If you ask us directly about signing up, we can save you 25%

The most complete and affordable signature solution.  Secure and legally binding digital e-signatures. Send and sign your contracts within minutes, without the hassle of having to print, sign and scan. Wherever you are.

Our go to scheduling software especially if you want to have the best options available to integrate with our CRM

Create simple, easy to use, mobile-friendly sales order forms connected to your favorite CRM in minutes.

Boost customer engagement with perfectly timed personal videos.  This can be used in a variety of ways, our favorite is to send a welcome video to our new clients.

Say hello to the modern independent podcast hosting and analytics platform. Simplecast remains the easiest way for podcasters to publish audio to the world—with one-click publishing to Apple Podcasts , Spotify , or wherever your audience listens.

How does Greg....?

Last but not least, we get these questions all the time.  What is Greg's camera setup?   How does Greg share his iPad on camera?  What camera are you using?  and so on...Click here to watch Greg break it all down for you.

Tools by type

CRM & MARKETING AUTOMATION 

Increase engagement, convert more customers, and grow your business faster with smart email marketing, intelligent marketing automation, and automated sales pipelines.

As Certified Partners, we believe it’s one of the top marketing and automation tools available.

DRIP

Drip was built for B2C marketers who want to understand their customers, deliver personalized experiences, and turn more first-time shoppers into lifelong customers.

​LANDING PAGES AND FUNNELS

​When it comes to setting up your sales pages, opt-in pages, landing pages, webinar registration pages or thank you pages...there is really no easier option than LeadPages. We use it daily in our business and many of our customers use it too.

​If you want to build out sales funnels super fast, ClickFunnels offers it with proven templates to get you started.

​Unbounce lets marketers build, publish and test landing pages without IT or software. A/B testing and lead gen make it a powerful marketing tool.


​Do you want a kick ass website design like ours? Well Studio1 designed and developed our site and we couldn’t recommend them more.

ConvertFlow gives you all the tools you need to convert website visitors, generate leads, segment your audience, drive sales and personalize your website – in one platform.

​WEBINAR TOOLS

Zoom is our go to platform for all video meetings and webinars.  

Whether you’re running a live or Evergreen webinar, this is one of our preferred webinar tools. 

​The world's most powerful automated webinar platform.

​MEMBERSHIP TOOLS

If you’re building a custom membership site on WordPress and want to integrate with your CRM to secure content, this is our go to recommendation.

Has everything you need to grow in one place. You can access your website, products, marketing, community and more from a single dashboard

​Thinkific gives you everything you need to easily create, market, and sell your own online courses. Say goodbye to tech headaches, and get back to focussing on your business rather than your tools.

​CALENDAR TOOLS

Our go to scheduling software especially if you want to have the best options available to integrate with our CRM

A super simple and nice looking calendaring tool that many of our clients use.  

​Automate Your Appointment Setting Process for Your Infusionsoft & Google Calendar

SALES & MARKETING TOOLS

​Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.

​Display real-time customer activity notifications on your website and let your existing customers sell for you.

​The Easiest Way To Turn Your Visitors Into Ecommerce Customers

​Build and share online forms Create forms, collect data and payments, and automate your workflows.

Create simple, easy to use, mobile-friendly sales order forms connected to your favorite CRM in minutes.

Click Go Live Gives You a Simple 2-Step Live Video Formula & Toolkit to Get Perfect Fit Clients From Your Existing Audience

The all-in-one livestreaming production platform for Mac.

Say hello to the modern independent podcast hosting and analytics platform. Simplecast remains the easiest way for podcasters to publish audio to the world—with one-click publishing to Apple Podcasts , Spotify , or wherever your audience listens.

Increase conversions and generate more sales with authentic evergreen marketing

Social media management, simplified.  Quickly find and schedule great social content and measure its impact—all on a single, secure platform.

TEAM AND OPS MANAGEMENT

​Slack is a place where your team comes together to collaborate, important information can be found by the right people, and your tools pipe in information when and where you need it.

​With Workast, your Slack channels and conversations are turned into to-do lists. Don't waste time setting up projects or boards, just add Workast to your team.

​One simple app to organize your processes, automate your training, and build the foundation for a scalable business.

​Help Scout is designed with your customers in mind. Provide email and live chat with a personal touch, and deliver help content right where your customers need it, all in one place, all for one low price.

​Join the web's most supportive community of creators and get high-quality tools for hosting, sharing, and streaming videos in gorgeous HD and 4K with no ads. PS - If you ask us directly about signing up, we can save you 25%

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 with anyone.

​Get Unlimited Technical and Design Tasks Done For You By Experienced Programmers and Designers - From $249/month. We love this service and highly recommend it! NOTE: Email us at [email protected] after you sign up to skip the waitlist!

PROJECT MANAGEMENT

​Trello is one of our favorite tools for project management, content planning and organizing tasks.

​Active Collab helps your team stay organized when you outgrow email. But it’s so much more than that — with plenty of neat add-ons, it’s a one-stop solution for all your business needs.

​Airtable works like a spreadsheet but gives you the power of a database to organize anything

Connect with your co-workers no matter where you are. Collaborate, communicate, and conquer your projects with Wrike.

DIGITAL CONTRACTS

The most complete and affordable signature solution.  
Secure and legally binding digital e-signatures. Send and sign your contracts within minutes, without the hassle of having to print, sign and scan. Wherever you are.

Use DocuSign to complete approvals and agreements in minutes or hours—not days—from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time. PS - If you ask us directly about signing up, we can save you 10%

REPORTING

Reporting system for marketers that gives you clarity on where all your leads come from, what products they buy, and how much my marketing is really worth.

As they say it, it’s your Infusionsoft data beautified. Get beautiful graphics and reports on your most important metrics. This should be a part of Infusionsoft but it’s not. Still a must have.

THIRD PARTY TOOL CONNECTORS

Easy automation for busy people. Zapier allows you to have many different tools to talk back and forth to each other.  We use this for almost every aspect of our business to help automate daily tasks and improve efficiency.

Basically, the swiss army knife for Keap and ActiveCampaign. PlusThis helps enhance what you can do within CRM

Connect Anything. Automate Everything.  Create automated workflows between your favorite apps and services without writing a single line of code.