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Recommended Tools and Resources

There are SO many useful tech tools available for online businesses. With so many tools available, the challenge is determining which ones are suited for your business, so that you’re only using what’s valuable to you. Otherwise, your desktop will be crowded with unused programs collecting digital dust.

When it comes to running your businesses, mastering these will save you tons of hours each week. They’ll also help you automate and systematize your business, saving you time and money in the long run.


Here are some of the essential tech tools that I and my clients rely on to keep things going smoothly.

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Project Management Softwares

I love using Asana, Notion and Clickup. Asana focuses on team organization and progress tracking through task assignments and project timelines. Notion offers flexible workspaces for note-taking, databases, and project management, customizable for various uses. ClickUp highlights customization for productivity with comprehensive project management and communication tools.

Customer Relationship Management (CRM)

HoneyBook and Dubsado are specialized platforms for creative entrepreneurs and small businesses, providing features for client management and automation. 17hats offers a broader range of business management tools, including CRM, for entrepreneurs. ActiveCampaign, on the other hand, is primarily a marketing automation platform with CRM capabilities, ideal for businesses focused on email marketing and customer engagement. Your choice among these tools should depend on your specific business needs and the type of features that align best with your workflow and requirements.

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LMS and Shopping Cart Solution

Kajabi is a comprehensive platform for online course creators and content sellers, while ThriveCart is a powerful shopping cart solution focused on optimizing the checkout process and increasing sales for various digital and physical products. The choice between them depends on your specific business needs and the extent to which you require an all-in-one platform versus a specialized shopping cart solution.

Online Form Builders

If you're looking for a feature-rich and design-focused form builder, Typeform is a strong contender. If you want a straightforward and easy-to-use form solution that integrates seamlessly with Google's suite of tools, Google Forms is a great choice.

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Want to Learn more?
Download my Favorite Tech Stack Guide
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