Tools I Use
People always ask me what software I use to run my businesses. My answer? It depends on the situation, business, and goal of the business.
Click on any tool below to learn more about why I recommend it.
Email Marketing
My suggestion is that most email marketing should be based on being able to sell directly.
ActiveCampaign
One of the best email marketing systems out there.
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Beehiiv
If you want to run a newsletter (paid or unpaid), this brings many of the 'best of' features from those who helped create The Morning Brew empire.
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Deliverability Dashboard
If you use email marketing and make more than $500,000 or have more than 5,000 people you send emails to, this would be one of the best things you can do for the health of your email list.
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Learning Management & Delivery
Tools for delivering courses, group programs, and managing support.
Cohere
My top pick for delivery of 1-on-1, Group Programs, and Masterminds.
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Thinkific
If you're a course creator, I've used this since 2015.
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HelpScout
If you're looking for a system that will help you manage your support inbox as you scale, this is simply the easiest to manage.
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Video Hosting
For hosting and analyzing your video content.
YouTube
For videos, I suggest using YouTube with an unlisted video type.
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Wistia
If you're looking for deeper video analytics and the ability to optimize your video.
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Funnels & Technology
Regarding funnels and technology, I'm not a big fan of a 'one-size-fits-all' or an 'all-in-one' approach.
Unbounce
Has been my 'go-to' for landing and sale pages since 2012.
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Heroic
For websites needing more in-depth content, a website builder made specifically for creators, online entrepreneurs, coaches, and consultants.
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Typeform
For forms that collect information, I've used and loved this since 2014.
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Zapier
The only thing I recommend if you want to connect everything, simply because there is almost nothing else that can integrate with everything.
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Proof
I continue to have an increase in conversions and sales when I use this.
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SamCart
Since 2014, I've used this for most purchases below $5,000.
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Funnelytics
For planning your funnels, understanding the data, and projecting the future.
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HYROS
When it comes to tracking both organic and paid traffic inside of your funnels, and you're making more than $30,000/month, I think it's silly not to use this.
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Project Management
For Project Management if you want to integrate things more seamlessly.
Clickup
My recommendation for project management that integrates things seamlessly.
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AirTable
Great for managing data and projects in a flexible spreadsheet-database hybrid.
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Financial
Regarding the financial side of most of my businesses.
Quickbooks
I believe it's the best bookkeeping software.
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Flexxbuy
For businesses needing payment plans inside the Online Business niche.
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Stripe
For payment processing, in the majority of our businesses.
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PayPal
For payment processing alongside Stripe.
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Chase
If you don't have a Chase account (and you are in the USA), they are one of the best banks I've used for business.
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AMEX
Daily, across all of our businesses, we use AMEX credit cards.
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Divvy Credit Cards
Great for managing business expenses and credit.
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Ramp
Another credit card option we use across our businesses.
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Lifestyle
Here's the bonus some of the things I love most, from a lifestyle perspective.
Hallstein Water
My water of choice.
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TruBrain
If you're into Nootropics, try this.
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Vibe Board
If you want to give an amazing experience on video and camera.
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Kiva
When it comes to giving back, I believe in the mission of Kiva, and we've donated for years towards campaigns to help entrepreneurs worldwide.
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