A few years ago, I was drowning in tabs, task lists, and tools that almost worked—but never quite played well together. My days were spent stitching together broken workflows and reacting to chaos. I wasn’t running my business… it was running me.

That all changed when I stopped chasing what was free and started choosing what was frictionless.

Efficiency isn't about doing more—it’s about doing less, better. Below are the six tools that truly moved the needle in my business. These aren’t the shiny new objects people hype up on Twitter. These are battle-tested, automation-ready, team-approved tools that help me run a lean and powerful operation.

Whether you're in the messy middle or scaling to your next big milestone, these tools might just be your turning point.

After years of bouncing between Asana, Trello, and a few well-meaning spreadsheets, Monday.com became my project management soulmate.

Monday.com flexibility is what sold me. You can start simple and scale complexity as your team grows. Plus, you can customize views for each team member (because not everyone needs to see everything all the time).

Try Monday.com and see for yourself. 

HighLevel is where all the magic happens, from lead capture to nurture, sales automation to course delivery.
It replaced:

You can track leads, automate follow-ups, build entire sales funnels, run your affiliate program, AND launch courses—all in one place.

It’s what I use to run client businesses and my own. And because I’m an affiliate, I offer a custom HighLevel bonus bundle if you sign up with me.

Tool Tip: Go High Level is $97/mo, but most businesses recoup that in the first 30 days when using automations right.

Bonus Access: Join HighLevel + Get My Custom Snapshot

Meetings kill momentum. Slack keeps things moving.

When you’re collaborating with a remote team or multiple contractors, email is too slow and messy. Slack brings your conversations into channels by project, client, or topic.

My favorite features:

Bonus? You can use Slack for client communication too—just create private channels and set boundaries around availability.

If you’re still attaching Word docs in email chains, it’s time for an upgrade.

Google Docs is the gold standard for real-time collaboration. Whether you’re co-writing a sales page or organizing SOPs in Sheets, Google Workspace gives you the freedom to create, comment, and collaborate from anywhere.

I use it for:

Tool Stack Tip: Store finalized files in Google Drive, and connect it to Monday.com or HighLevel for seamless file access.

I used to think chatbots were impersonal. Then I discovered what smart automation actually looks like.

ManyChat lets you create messenger and SMS sequences that feel like a real conversation. I use it during launches to:

And yes, it converts. My last launch had a 38.5% click-through rate on ManyChat sequences. That’s massive compared to email.

Start building smart bots with ManyChat

If you’ve ever taken one of my quizzes, calculators, or interactive guides, chances are it was built with Outgrow.

This tool lets you create:

What I love most: it’s not just about leads, it’s about qualified leads. People want to give you their info because they’re getting personalized value in return.

Use Case Example: My “Tech Stack Score” quiz uses Outgrow to assess someone’s current tech tools and instantly deliver a score and recommendation. It converts way better than a static PDF download.

Try Outgrow Free

You don’t need 47 tools.

You need the right 6.

The ones that help you show up better, serve better, and scale without chaos.

If you’re still duct-taping together systems that don’t speak to each other, it might be time to simplify.

Want to see how your current tech stack compares?

Book a free 20-minute clarity call and determine if your systems are helping or hurting your growth. 

Take the Tech Stack Score Quiz Now

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