Here are some of my favorite business software, productivity tools, events, training and more. Please do your due diligence to determine the right fit for you. Please note the links on this page may be affiliate links, so we appreciate you using them.

Create a Strategy – Let’s Determine the Tools You Need

You can have all the latest and greatest tools, but if you don’t have a strategy, you will likely be wasting your money on the following.

Book a Create Your Strategy session here.

Video Conferencing & Live Streaming (simulcasting / multicasting)

Zoom Enterprise (Discount and more features than Zoom Webinar Account) with Webinar, 500 seats, unlimited cloud storage, transcriptions of your meetings and webinars, Dedicated Customer Support, Branding, Admin for team members (for way less than going directly through Zoom and more features)

Restream Take your Zoom meetings live to multiple social networks. You can also multicast right from this platform and you can give others access to cast your live stream too.

StreamYard – live streaming made EASY. Go live to multiple social networks simultaneously including YouTube, Facebook (profile, groups and pages), LinkedIn (if you have access), Twitch, Periscope or just meet virtually. Branding and comments can be seen while streaming. It records your livestream and has screen sharing. Have up to 6 people on screen and 10 in the “lobby.”

Melon – Similar to Streamyard. Multi-casting, highly customizable, and recording.

BeLive TV – stream to both YouTube and Facebook. Includes a VIDEO Editor… woot.

OneStream Live -stream your pre-recorded videos “live” on multiple channels at the same time. OneStream is a dream come true.


Video Personalization

Warm Welcome – create video emails and a video widget on your website


eMail Marketing Systems

If you’re going to use your website for marketing, then you MUST have a professional email marketing software system:

Get Response – Very reasonable with an incredible list of features and functionality. Comparable to MailChimp but a little easier to use.

MailChimp – is popular because of its free version (which has limited functionality). You may need to pay rather quickly if you want autoresponder email functionality. Also requires a workaround if you have more than one opt-in gift.

Aweber – Long-time player in email marketing.

MadMimi – Clients say this is one of the easiest interfaces to set up newsletters with

Active Campaign – is many marketer’s choice email system with its robust segmentation and integration with ThriveCart

SendFox – want a software with one-time payment (and lifetime access)? SendFox is your answer for low-cost system. Search for “SendFox” here.

All In One – CRM, eMail Marketing, Membership, Landing Page/Website 

HIGH LEVEL: Here’s an Agency system to offer a CRM, membership, email marketing, calendar, and funnel builder. If you want a demo and be a user for less than Ontraport, Keap, or even MailChimp. Plus, this system includes SMS and a built-in booking calendar. Schedule a demo today.  If you’re an agency learn more here.

GrooveFunnels – Beta – This is a new kid on the block offering a lifetime deal with ALL the bells and whistles (many to come). If they pull off everything they say they are going to do, this will cut your costs by thousands each year. Check out GrooveFunnels.

OntraPort is perfect for a serious entrepreneur or business looking to leverage marketing technology. Yes, there is a membership platform built right in. They even are launching shortly their own calendaring tool. Smartest marketing system I’ve seen in a while. Check out Ontraport.

Graphic Design eBook Creation

Designrr – Create ebooks, ebook covers and 3D ebook images (plus embeddable flipbooks), and more

Canva – graphic design tool – Super Easy to use for infographics, quotes, flyers and more, stockphotos included

Visme – Make infographics, presentations, and all kinds of social graphics with great icons, stockphotos included

RelayThat – predesigned templates, resizable, graphics, stock photos

Crello/VistaCreate – Similar to Canva. Super easy. Lots of stockphotos, background removing tool and robust editor. The graphic on this page was made with Crello.

Screen Shot & Video Editing Software

Snagit is awesome. You can annotate and edit the screenshot, save, and more. It uses your PrtScreen button. It can do optical character recognition from a screen-captured document.

Camtasia is a great video editing tool. We use this to quickly edit zoom recordings and add animations, lower thirds, and more. – if you’re looking for a cloud-based video creation tool. With subtitling and sound waves. Resizing and more. Wave video is awesome.

Transcription and Captioning Tool

HappyScribe Transcription and captioning for your videos.

Otter: Transcribe your meetings and interviews

Rev: Transcription and captioning. Human transcription is available.


Calendar Booking Systems

This will change your life. No more back and forth trying to nail down a date and time and no missed calls due to time zone issues. You MUST have a calendar booking system if you want to save time and streamline your communication.

Book Like A Boss is my go-to calendar booking system. Super easy. Fully loaded booking system. Integrations galore. SMS reminders. Take payments for appointments (including recurring multiple dates). Use their booking landing pages or embed them into your site. And so much more.

Calendly is a solid system. They have a free version. So if you’re skittish, check it out.

Membership Sites – Done For You

Contact us for done for you services. We’ll plan your system with you, set it up, and get you trained on how to add courses, membership levels and upsells. We are familiar with Kajabi, Thinkific, Udemy, and Jane Dueber’s Magpai system.

Value AddOn has a monthly fee to sustain your membership platform on. This is NOT a plugin. It will not interfere with anything on your site, but will be branded as a subdomain or separate portal that you link to from within your site. It’s so cool.

Sales Page Templates and Sales Page Generator

There are lots of options for sales pages and landing pages. You can use your website and Elementor, you can use your email system (but that’s not on your domain) or you can use a tool that has drag-and-drop editors.

Landingi landing page builder has tools and features for anyone looking to create higher–converting landing pages.

OptimizePress Very easy to install and use their page builder.

LeadPages. Very easy to use and set up on your website.



Siteground Hosting

Shopping Cart System

1ShoppingCart – send out autoresponder email, affiliate program, sell products, offer coupons, secure downloads, send out newsletters all in one. This is one of the original systems. It has struggled to keep up with workflows and segmenting. So that is limited.

ThriveCart: The internet marketers’ preferred cart. Integrates with most email marketing systems.

Electronic Signature System for Proposals, Client Agreements, & More

SignWell is one of the easiest ways to get an electronic signature. Plus, they give free agreement templates without an account.

Gamified Influencer Marketing Platform – Social Buzz Club

If you want more buzz and get other people to share links to YOUR podcasts, videos, blogs, and landing pages, please check out Social Buzz Club for a FREE 14 day trial.

Social Media Management Tools

You’ve heard of the common names Hootsuite and Buffer, but I have some additional tools I use way more than these

AgoraPulse:  Got a team? Need to manage posting and commenting on social media. Need reports? Yes, you can post directly to Instagram from this one. This is a great tool when you have a team. No text/notification involved. Yay. Check out AgoraPulse.

Hello Woofy:  offers some AI that will pick stock photos and suggest emojis. That’s cool! But not direct Instagram posting. There’s a work around. Check out Hello Woofy.

PublerAnother cool kid on the block for social media management. You can even publish to YouTube.  Check out Publer.


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