My Favourite Tools

It really is tough - deciding on your 'tech stack'. Everyone has an opinion (or five) - platforms keep giving great offers (and there are new apps every day!), do you go for that 'all-in-one' solution or the specialist one and then there's your budget to consider as well as your tech capability - the noise is deafening!

  • Save yourself a huge amount of time trying to find out what works best - I've done all that already, so you don't have to
  • Save your money - trying out lots of new tools takes time and money
  • Use the time you save on your product or service or your business or your clients
  • Remember that your processes (like email automations) are as important as your product or service processes - it's what your contacts see BEFORE they see your value

I only recommend tools that I actually use every day.

I love processes (I know, weird right?) and can only use tools every day that make sense to me and help me achieve the right end result. I have spent countless hours testing and experimenting - so save yourself a whole lot of time by considering the tools/platforms listed below!

Some of the links below are affiliate links which means I may receive payment if you purchase those products. There is no difference in cost to you - but you get the added offer of 2 hours of my time for free.

To succeed online, you don't need just great tools, you need to learn how to use them. Some tools make that less easy than it should be through clunky processes or functions. Or indeed, you find that the tool doesn't do quite everything you thought it might...

The tools listed below are worth your time investment AND have the right functions for you to build a successful online business.


If you use my links to start using Flowlu, I will give you,

FREE OF CHARGE, two hours of my time to get you setup exactly the right way for you!

This is a powerhouse for managing small business CRM! Contacts, leads, sales, invoicing, time tracking, task management, team collaboration, report generation - it even has mindmapping! It impresses me everytime I use it - which is every day.

I ❤ ActiveCampaign! It is easily the most powerful email automation platform available today - and it's so easy to use! I use AC to integrate with Kajabi so as soon as a sale happens, the information gets sent to AC and then part of my CRM processes. The personalisation options are fantastic and the platform is totally reliable.

Plectica is a fairly recent find that I'm so delighted with! Coming from a corporate background I always used Microsoft Visio - but this is pricey and complex. Plectica brings simplicity back to your process thinking - it focuses on getting your idea down and shareable. I love the walk-through capability too, with way points so that you can fully engage your customer in the new process/way of working. Brilliant.

Again there are several options in the market for good scheduler platforms - but Calendly gets it for me because it so simple and easy (me and my processes again!). Also it integrates beautifully with ActiveCampaign AND Flowlu - just sayin' ;)


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