This is a list of the main business and martech tools I am using right now -- it reflects the services I most often recommend and use with my clients. For more information about any of these resources plus my inside tips on how to get the most out of them, you can head over to Marketing Jam on Substack and check out the article titled 'My Tech Stack'.
INTEGRITY PLEDGE: This list will never feature a service that I have not personally used AND felt added value by saving me -- or my clients -- time or money and have disclosed what relationship, if any, I have with the businesses using the icons shown below.
Website Builder
Wix
Wix is a powerful website builder that gives business owners the freedom to create and design beautiful custom websites using a simple editor and a suite of add-ons that can enable everything from online sales and appointment scheduling to invoicing and collecting fees. I have personally built multiple websites on Wix (including my own) and am proud to be a member of their Partner Program.
Ecommerce Platform
Shopify
Shopify is a powerful and widely used e-commerce platform that empowers independent business owners to build and scale profitable online stores using a suite of tools that help you find customers, drive sales and manage day-to-day operations. I have personally built multiple stores on Shopify and am proud to be a member of their Partner Program.
Email & SMS Marketing
Klaviyo
Klaviyo is a powerful email and sms marketing platform that helps business owners deliver amazing customer communications across their owned platforms including website pop-ups, combined email and sms flows, easy to edit templates and robust audience segmentation tools. I have personally used Klaviyo to deliver on my client's customer communication goals and am proud to be a member of their Partner Program.
Scheduling
Calendly
Calendly is a scheduling management tool that gives busy executives like me the ability to sync their calendars, standardize meeting options and book appointments without all the time consuming back-and-forth via email. I personally use Calendly to ensure a seamless appointment scheduling process for my clients and partners and is honestly one of my best automation hacks.
Content Creation
Captain
Captain is a smart content creation engine that helps define, execute, and optimize the ideal content strategy for your business. It not only captures the essence of your brand, it identifies the most meaningful content for your audience and creates CTA’s and lead magnets to drive engagement and conversion. I am personally using this software to help fuel my content pipeline and highly recommend it to any founder selling expert services. I've been with Captain since the beginning and am proud to be an Affiliate.
Creative Design
Canva
Canva is about the best online graphic design tool out there. With tons of easily customizable templates for everything from your social media posts to website designs, you can put a high quality graphic together as fast as you can dream it. Plus, if you don't manage a ton of social accounts like me, you can skip the social media management software and just post directly to your socials from inside the platform. I personally use Canva ALL THE TIME and am proud to be a member of their Affiliate Program.
Client Onboarding
Honeybook
Honeybook is best described as a small business operations hub. The service helps entrepreneurs save time by automating their clientflow and has a lot of bells and whistles. It was honestly a bit of a process to get everything set up, but the time I'm getting back now is well worth the extra effort I had to put in. I am personally using Honeybook to streamline my client onboarding process from top (sending proposals) to bottom (contract execution). I also like using it for billing because their credit card processing fees are lower than Stripe and PayPal. This is another platform I have been with since (almost) the beginning and am proud to share my referral link.
Direct Marketing
Poplar
Poplar is an API-enabled programmatic direct mail service provider that allows you to quickly set-up and send personalized mail to your customers. With multiple retargeting options, this service can be integrated with your e-commerce store and email service provider to create kick-ass funnels that deliver results. If you've ever listened to me speak about marketing, I'm sure you've heard me say 'everything old is new again' and this is one of my favorite examples of that. I personally recommend and use this service on the regular.