Tools & Resources

A list of tools and resources I’ve used in my work with clients. On this page, you’ll find an objective point of view on how it helps coaches and creators in the online/offline space… and the different uses where it might be applicable.

My goal is to help you make an informed and educated decision on what might work best for you. I’ll continue adding more as I learn the ins and outs of each 3rd party software, plus share videos of use cases for you.

Customer Relationship Management & Marketing Automations

  • Drip
  • ActiveCampaign
  • Infusionsoft
  • Maropost
  • Mailchimp
  • ConvertKit

Websites

  • WordPress
  • Squarespace
  • Wix

Page builders

  • ClickFunnels
  • LeadPages (+ WordPress Plugin)
  • Thrive Architect (WordPress Plugin)
  • Thesis (WordPress Theme)
  • ConvertKit pages

Cart Checkout & Payment Processors

  • Infusionsoft order forms + Spiffy
  • SamCart
  • ThriveCart
  • Shopify

Ad Networks

  • Facebook Ads (+ Instagram Ads)
  • Google Ads (+ YouTube Ads)
  • Taboola
  • Quora
  • Reddit

Tracking & Analytics

  • Google Analytics
  • Amplitude
  • Google Tag Manager
  • Google Data Studio

Learning Management Software

  • Thinkific
  • Memberium + LearnDash

Membership Communities

  • Invision
  • XenForo
  • Discord
  • Slack

3rd Party Integrations

  • MyFusion Helper
  • Zapier
  • PlusThis
  • IFTTT

Project Management

  • Basecamp
  • Asana
  • Trello

Team Communication

  • Basecamp
  • Slack

Note taking

  • Microsoft Word
  • Google Docs
  • Evernote
  • Dropbox Paper

Spreadsheets

  • Microsoft Excel
  • Airtable
  • Google Sheets