The right tools are essential for every business.  It's so easy to spend loads of time and money testing out to see what works best for us.  I used to recommend a few things in every category.  For this updated list, I've done my best to narrow the recommendation to what I use daily, or on a regular basis.

Additionally, I've attempted to sort this list from 'must have' essentials, like ConvertKit for Email Marketing, to 'nice to have' advanced tools, like Trello and Slack.  Many of these have free versions that are great.

Some of these links are affiliate links, and I may make a commission if you buy from my link, at no additional cost to you.

List Building & Email

Email Marketing & List Building


Your email list is your biggest asset. With ConvertKit, it’s easy to customize and embed forms on your website to turn casual readers into subscribers. Don’t have a website? You can build a landing page to start growing your list today. It's easy to segment subscribers, create sequences and automations, and build new landing pages to keep growing your list. ConvertKit gives you the marketing automation of much more expensive tools, in easy-to-use tools. They do have a free account for up to 500 subscribers if you don't need reports or automation yet.

Funnel & Page Builder

Page & Funnel Builder


ClickFunnels Makes It SIMPLE For Any Entrepreneur To Build Their Own Marketing Funnels In Just Minutes...Without Needing To Rely On A Team Of Techies!  Start at $97/mo, it's not the least expensive, yet I believe it has the market cornered on that place where easy-to-learn and feature-packed meet.  You can even build out a simple website.  No need for merchant accounts when you have Clickfunnels and your choice of Stripe or PayPal to process those payments.  And, of course, thre's a free trial to see if it's the right choice for you.




Fiverr is the world's largest marketplace for digital services. Fiverr enables you to browse the selection of freelancers offering services, and to place orders in just one click. A service offered on Fiverr is called a Gig.  You can find help with tech like WordPress or funnel building, copywriting, video editing, graphic design - virtually anything an entrepreneur needs to hire out to save time.

Video Chat, Screen Capture & Video Editing

Click Here for my Video Gear List.

Video Meetings & Recording


Zoom is a great way to get started with video conferencing and webinars.  You can record meetings and simply have a solo meeting and share your screen to record a screeshare video.  Free plan has great features and you can unlock many more with the Pro and Webinar plans.

Screenshots & Screenshare Videos


Create and share images and videos for better training, tutorials, lessons, and everyday communication.  Snag-it offers a free trial and is under $50 for a full year.  Available for PC and Mac.  

Also check out Loom for a free option when you need quick screenshare videos for training or explaining.

Video Projects


Camtasia is the 'big brother' to Snag-it.  It's simply the gold standard for screen capture videos and video editing.  Make your videos look professionally edited with this tool.  Enhance video and audio, and add in graphics and clickable hot spots on the video.  

Other options on a budget: LumaFusion (iOs devices only) - available in the App Store.  Crazy fast, 6 layers of video supported and 4 layers of audio, size templates for popular social media uses.

Graphic Design

Graphic Design


Canva is the graphic design tool for non-designers.  There are properly sized design templates for social media, presentations, business cares and more...  The free version is very robust and the paid version allows for teams and collaboration.  I've used Canva since 2014 and absolutely love it!

Organize, Share, Communicate & Be Productive

Notes and Organization


Organize projects, notes and research with this note taking app. It helps you capture and prioritize ideas, projects and to-do lists, so nothing falls through the cracks. Create multiple notebooks and multiple notes within notebooks.  Free version and paid upgrade.

Stay Organized and Share


Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Dropbox is great for sharing bonus downloads with clients or sharing files with a VA our freelancer.

Organize Your Business

Google Drive & G-Suite

Google Drive is a great solution for sharing files with your team or clients.  You can store unlimited Google Docs, Sheets and Slides.  For a small fee, you can set up your domain on G-Suite and unlock more services and greater security.

Projec, Task & Time Management


A Trello board is a list of lists, filled with cards, used by you and your team. It’s a lot more than that, though. Trello has everything you need to organize projects of any size. Add files by uploading them from your computer, Google Drive, Dropbox, and more. Some say you can use Trello to organize your entire life!  I love using Trello boards the brainstorming and mapping projects, then assigning the tasks with due dates.  

Communication & Collaboration


Slack is a collaboration hub that can replace email to help you and your team work together seamlessly. It’s designed to support the way people naturally work together, so you can collaborate with people online as efficiently as you do face-to-face.  I love that I can have channels for client communication, yet my team can see all of them.  The free version  is great for communication on small teams or groups where everyone can see all the channels.

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