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.
CALL FORWARDING
Ring Central
Virtual phone system. RingCentral, Inc. (NYSE: RNG) is a global provider of cloud enterprise unified communications and collaboration solutions. More flexible and cost-effective than legacy on-premise systems, RingCentral empowers today’s mobile and distributed workforces to be connected anywhere and on any device through voice, video, team messaging, collaboration, SMS, conferencing, online meetings, contact center, and fax.
CMS – MARKETING CRM
Active Campaign
Competitor to Ontraport. Another great marketing CRM. ActiveCampaign helps any business connect and engage with their contacts through powerful, easy-to-use email marketing and contact management.
ConvertKit
Marketing CRM for very simple digital-only products. ConvertKit is 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
Our favorite markeing CRM. 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.
Heat map tool
Hotjar
Hotjar is a powerful tool that reveals the online behavior and voice of your users. By combining both Analysis and Feedback tools, Hotjar gives you the 'big picture' of how to improve your site's user experience and performance/conversion rates.
Team Productivity
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.
G Suite
Office productivity. G Suite is a collection of enterprise-based products—like Gmail, Drive, Docs, Sheets, and so on—offered by Google via a monthly subscription.
Trello
Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what's being worked on, who's working on what, and where something is in a process.
Tracking staff productivity and contractor hours
Clockify.me
Allows staff to track time spent (live or backdated) on projects with reports and invoice creation.
Video Editing. Social videos/transcription
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.
Sales CRM
Hubspot
HubSpot is an inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers.
CHAT BOT
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.
CMS – WEBSITE
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.
EMAIL SCRUBBING
Validity
BriteVerify is the industry's longest standing and most complete email and contact verification solution. Our technology allows you to gather real contact data at the point of collection paired with the ability to check your data at any time – protecting customer experience and your email reputation. Affiliate link: Business Standard Plan: E6DF4RVK6HXAHDG
WEBINARS
Go To Webinar
GoToWebinar provides a speaker/audience format perfect for presentations and seminar types of gatherings.
Demio
Web-based webinars, great marketing features. Recorded video quality not great. "Demio is the easy way for marketing and customer-education teams to effectively scale their efforts through live video in less time than ever before Demio is a smart webinar platform designed to enable users to engage, communicate, and build relationships with their prospects and customers."
Zoom Webinar
Zoom webinar provides access for up to 100 panelists and up to 10,000 attendees, depending on the size of the license.
Group Communication Tool
Asana
Project management tool. Asana is a web and mobile application designed to help teams organize, track, and manage their work.
Sales CRM
Pipedrive
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals.
Transcription
Rev
Online audio transcription and video caption services. For business, legal, academic and personal needs. Transcribe audio to text, create captions and subtitles.
Descrpit
Online audio transcription and video caption services. For business, legal, academic and personal needs. Transcribe audio to text, create captions and subtitles.
Virtual Meeting
Go To Meeting
GoToMeeting is fast becoming a favorite tool for teleconferencing, online meetings, and even sales demonstrations.
Zoom
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars
CMS – LANDING PAGES
Click Funnels
Great building landing pages. Create simple funnels that quickly capture your visitors’ contact information, so you can generate new leads to follow-up with again and again, even after they leave your page!
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.
DIGITAL PAYMENTS
PayPal
Accept and send payments via PayPal. Good addition to Stripe. PayPal is a service that enables you to pay, send money, and accept payments. Register your credit card or debit card with your PayPal account.
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 our software to accept payments and manage their businesses online.
Follow up tool
Follow Up Then
FollowUpThen is a simple, flexible email address that can be used for scheduling follow-ups and reminders.
Respond to multiple emails
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.
Scheduling
Calendly
Calendly offers a powerful and versatile set of features that allow you to schedule one-on-one appointments, group events and team meetings.
Send Postcards
Post Pilot
Integrates with Shopify/Klavio; works for all businesses.
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.
Hand-written
Category: Handwritten Notes. Handwritten direct mail service.
Videos for your team / follow up videos
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.
Click Send
Send Postcards. For all other business types.
Learn more about our tried and trusted toolbox here.
If you’d like to know the tools Allan uses in his recording studio, check out this list of essential recording tools.
