About these digital tools
Software Tools
On this page, you’ll find the main tools that I regularly use for my business and these are the same tools that I recommend that you use!
NOTE: You do NOT need all of them, but when the situation presents itself, they are here for you buy. With that, the most important tools that I use are:
Keap CRM, ScheduleOnce, and WordPress w/ Divi Theme
Who I work with
Keap Pro and Infusionsoft by Keap
Infusionsoft is THE most important tool that I use in my business and have done so since 2013!
It's the #1 all-in-one CRM and advanced marketing automation platform. Infusionsoft CRM and email marketing system, is what my entire business is built around and when coupled with landing page builders like ClickFunnels and LeadPages it's a powerful combination.
- Track and manage every important detail of your business including data from your leads and your customers
- Automatically follow up with smart campaigns that are tailored to the needs of your prospects
- Online calendar and booking software - online appointment links and scheduling software that integrates with your Google calendar
- My best automation campaigns including lead magnet and lead generation campaigns, client onboarding campaigns, and my "Big News" flash sale campaign.
JotForm Online Form Builder
JotForm is my #1 recommended online form builder and lead capture software solution for all of my clients.
It offers an easily customizable form builder complete with payment integration, custom fields and conditional logic so you can collect only the information that is necessary for your company.
Whether you need of a form to add to your “contact us” page on your website or you need forms to collect client/customer data, process applications, or collect payments, JotForms is a single solution that will give you the flexibility you need.
I am a partner, which means that I can give you special templates that I have developed by sharing the forms with you, when you activate an account with me.
- Design online forms with the simple drag and drop interface. No need to worry about your technical skills.
- Hippa compliant plans available from just $29/month.
- Multiple sharing options allow you to send a hosted link, or embed forms on landing pages and social media to reach more customers and boost submissions. All forms are mobile-friendly out of the box.
- Widget options allow you to embed calendars, YouTube videos and even capture electronic signatures right on your form.
- Multiple users can manage and share form submissions. All changes to your forms update automatically as you build them.
