Tools I’d recommend
A working stack, not the whole answer.
These are the tools I actually use and recommend when a full engagement is more than the moment calls for. Pick the one that unblocks you now. When you’ve outgrown two or three of them at once, that’s usually the signal it’s time to design the system underneath them.
Featured tool

ClickUp
ClickUp is where I keep the moving parts of a business from turning into mental clutter. I run my own practice in it and use it across client work: tasks, docs, projects, and process in one place. It's usually the first system I set up properly with a founder, because once the work is visible, everything downstream gets easier.
- Why it leads
- It's the tool most of my operations work starts from, and the one I'd stand up first.
- Best fit
- Founders who need one place to hold the work, so the business stops living in their head.
A genuine all-in-one home for tasks, docs, planning, and the day-to-day running of the business.
Courses + CheckoutsSkool
Skool is my favorite platform for a membership or community offer. It's clean, simple to navigate, and it doesn't pull you into social-feed noise the way other platforms do. When a client wants a space where the community is the point and not the algorithm, this is where I send them.
Email MarketingFG Funnels
FG Funnels is an all-in-one for email, funnels, social, and simple sites, with templates that actually look good. It's one of the few marketing tools I find genuinely pleasant to build in. The owners are engaged and responsive, and you can get a lot done without stitching five platforms together.
Courses + CheckoutsTeachery
Teachery is one of the cleanest, most pleasant course platforms I've used, and I picked it up on a lifetime deal. When someone wants to launch a course without losing a week inside settings menus, this is where I point them. The founders are good people, and it shows in how the product is built.
Courses + CheckoutsThriveCart
When a client needs one place for checkouts, funnels, and course delivery without another monthly bill, I reach for ThriveCart. It's quick to set up, and the lifetime license keeps it off the subscription pile. A solid fit if you're selling digital products and want the whole thing contained in one tool.
AnalyticsMetricool
Metricool is my go-to for social scheduling and, more to the point, for actually seeing what's working. The analytics view is the clearest I've found for reading performance across platforms without digging through each one separately. I use it to stay consistent without guessing.
Email MarketingMailerLite
MailerLite is what I recommend for email when a founder wants something clean and dependable. I've used the prettier options, and while Flodesk looks lovely, I've run into enough deliverability trouble there to make MailerLite my default. It does the job well without piling on complexity you won't use.
CRM + OperationsMoxie CRM
Moxie is my preferred CRM for service providers. I've used Dubsado, and Moxie wins on both features and ease of use. Proposals, invoices, time tracking, and client messaging live in one place, so the client side of the business stays contained instead of scattered across tabs.
CRM + OperationsAirtable
Airtable sits between a spreadsheet and a database: you can link records, build different views of the same data, and add light automation without writing code. I reach for it when a spreadsheet feels too flat but a full build is more than the moment needs. A lot of systems start here before they get designed properly.
Team DocumentationTrainual
Trainual is where I send teams that need one reliable place to document how the work gets done. Onboarding guides, playbooks, who owns what: it keeps process usable instead of buried in a folder no one opens. If you're building a team or tired of re-explaining the same things, it's worth a look.
AI + BuildLovable
Lovable is where I go to build something and get it live fast. I use AI build tools across several platforms, but this is the one I reach for when speed matters: you describe what you want, it builds, and the deploy step stays out of your way. Good for getting an idea in front of real people quickly.