tools for  CREATING PROFIT IN YOUR BUSINESS

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EMAIL MARKETING

Along with a 30-day trial, you can email me at hello@profitplanner.co and I can send you a video while setting up the backend of this tool for you! I use ConvertKit to automate sales, track funnel stats and send broadcasts to my email list in a specific, segmented way.

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FOR MARKETING + SALES PAGES

Kajabi has pre-built sales funnels where you copy their proven marketing templates for video series, summits, live + evergreen webinars. You can build high converting checkout pages that allow order bumps, cart abandonment emails and upsells.

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TRAFFIC

BoardBooster allows you to automate traffic with Pinterest, making monthly management of an entire account take an hour or less. I use this software to generate consistent clicks and leads to my website!

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LEAD CAPTURE

LeadPages is great for high-converting opt-ins. I have tried other landing page softwares in the past and got around 30-50% conversions which is ok, but with leadpages I almost always get over 65% conversion rates.

tools for  PRODUCTIVITY

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PROJECT MANAGEMENT

Asana is a free online project management tool that allows you to automate your to-do list. You can get access to Asana for the Entrepreneur, where you can copy and paste my PMS below! 

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CLIENT MANAGEMENT

Dubsado has the ability to automate your entire client workflow from onboarding to offboarding! This is the tool that fueled my 6-figure agency and what helps me create workflows around my coaching clients.

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MEETINGS

When it comes to clients, coffee chats or time blocking virtual meetings I suggest using the Acuity and Zoom Integration. When someone schedules an Acuity calendar link, Acuity will auto populate a Zoom link for that meeting and place the link and time block the event on your calendar.