THE TOOLKIT
Tools and resources I use and recommend for running a strategic, sustainable business.
A few of these links are affiliate partnerships – I earn a small commission when you sign up, but it doesn’t cost you anything extra. Everything here is something I genuinely use or recommend to clients.
AFFILIATES
Copper CRM
Your entire customer journey in one place. I love Copper’s intuitive interface. It makes staying connected with clients feel easy instead of like another system to maintain. Built for Google Workspace, designed for actual humans.
Kit (formerly ConvertKit)
The email platform I use to send you weekly insights. Kit makes it simple to build genuine relationships through email—no complicated funnels or pushy sales tactics required.
Fireflies.AI
The #1 AI notetaker for meetings. Fireflies automatically records, transcribes, and summarizes your calls. Never miss action items or key decisions – Fireflies captures everything so you can focus on the conversation.
OTHER RECOMMENDATIONS
Asana
Project management tool for tracking tasks, coordinating teams, and keeping strategic initiatives moving forward. I use Asana to coordinate client projects, track strategic initiatives, and keep everything visible in one place – without drowning in complexity.
Miru Pulse
An AI coaching companion that analyzes your real conversations to show you patterns you can’t see yourself. Miru Pulse measures the energy of your language – alignment, emotional range, and recovery – then coaches you through what it finds.
Content on Easy Mode
Your best content ideas come out when you’re talking to clients. Content on Easy Mode captures those moments and transforms them into ready-to-post content for any channel – no prompts, and no generic AI voice.
CONTENT WRITING
For Massimo Backus: Collaboratively Written Blogs
For UpSide Accounting: Blogs Researched and Written Based on a Brief
For Vibe High: Blog Ideation, Creative Direction, and Copy