I use these tools in my own business and in support of my clients. They help me track what matters, keep projects moving, and simplify day-to-day operations. Some of the links on this page are affiliate links. That means if you choose a tool through my link, I may earn a small commission at no extra cost to you. I only recommend tools I use and trust.
*Please note that some of these are affiliate links.
Real-time dashboards with spreadsheet-style flexibility
I use Klipfolio to pull key data into shareable KPI dashboards, with the familiarity of spreadsheets and lots of options for how dashboards are displayed and distributed.
Best for you if: You want to connect multiple data sources and keep your most important metrics visible in one place.
Email, calendar, docs, and storage
I use Google Workspace for client email, shared folders, and collaborative documents. It keeps everything in one place and makes it easier to organize client materials and internal assets.
Best for you if: You want a central home for documents, email, and calendars that your team and clients can access as needed.
CRM for service-based businesses
I use Dubsado to manage forms, contracts, invoices, and some client communication in one system. It helps keep the client side of operations more organized and less manual.
Best for you if: You run a service business and want a more streamlined way to manage new leads, onboarding, and admin.
Project management and task tracking
I use Asana to keep projects, due dates, and handoffs clear across my work and client work. It’s where ideas become actual tasks, and where we can see what is in motion, what is waiting, and what is complete.
Best for you if: You want a flexible project management tool that can handle client work, internal projects, and recurring tasks in one place.
Email platform for creators and service businesses
I use ConvertKit to manage email lists, send newsletters, and build simple sequences that support my offers. I like that it balances automation with a clean, human-friendly interface.
Best for you if: You are a coach, consultant, or service provider who wants email to feel straightforward instead of overwhelming.
Landing page creator
Leadpages to create focused opt-in and sales pages without needing a full website redesign. It is helpful when I want to test a new idea quickly or spin up a specific page for a resource.
Best for you if: You want clean landing pages that connect to your email platform without a lot of custom tech work.
Quick screen and video walkthroughs
I use Loom to record short trainings, repeatable how-to videos, and client updates without scheduling another meeting. It is an easy way to show what is happening on screen while I explain what I am doing.
Best for you if: You want a fast way to communicate with clients or team members without long emails or live calls.
Managed WordPress hosting (speed, backups, staging)
I use WP Engine when a WordPress site needs a more hands-off hosting setup with built-in essentials like daily backups, one-click staging, and managed WordPress/PHP updates.
Best for you if: You want a reliable, performance-focused WordPress host and do not want to personally manage updates, backups, and staging every time you make changes.
