The Toolkit

Resources I Trust for Building a Clearer, More Sustainable Business.

A curated collection of the tools, platforms, and communities I personally use and recommend. If you want your business to feel more organized, more aligned, and a lot less overwhelming, these resources are a great place to start.

Transparency: Some links below are affiliate links.

Recommended Tools & Platforms

ClickUp

ClickUp is where I keep everything organized when my brain has too many tabs open. I use it for my own business and for client work — tasks, notes, projects, all in one place. The AI features are genuinely the most useful I've seen built into a project management tool, and that's not something I say lightly.

Skool

Skool is one of my favorite platforms for building a membership or community-based offer. It's clean, easy to navigate, and doesn't pull you into social-feed noise the way other platforms do. I reach for it when I want a space where the community is the point, not the algorithm.

FG Funnels

FG Funnels is an all-in-one marketing tool that covers email marketing, social media management, website building, and funnels — all with templates that actually look good. I find it genuinely fun to build with, which isn't something I say about most tools. The owners are engaged and responsive, and you can accomplish a lot without bouncing between platforms.

Teachery

Teachery is one of the cleanest, most aesthetically pleasing course platforms I've used, and I picked it up on a lifetime deal. When someone wants to launch a course without spending a week inside settings menus, this is where I send them. The founders are solid people, and it shows in how the product is built.

ThriveCart

When I need one place for checkouts, funnels, and course delivery without another monthly subscription, I use ThriveCart. It's straightforward to set up, and the lifetime license means I'm not adding another line item to the stack. Good fit if you're selling digital products or courses and want it contained in one tool.

Metricool

Metricool is my go-to for social scheduling and analytics. I use it to stay consistent with posting and, more importantly, to actually see what's working. The analytics dashboard is the best I've found for getting a clear picture of performance across platforms without having to dig through each one separately.

MailerLite

MailerLite is my email marketing recommendation for service providers and creators who want something clean and straightforward. I've used other platforms, and while Flodesk has its appeal visually, I've run into enough deliverability issues to make MailerLite my default. It does the job well without unnecessary complexity.

Moxie CRM

Moxie is my preferred CRM — I've used Dubsado, and Moxie wins on both features and ease of use. Proposals, invoices, time tracking, and client messaging all live in one place, so you can stay organized without constantly asking yourself where something is. Good fit for service providers who want their client management to feel contained and simple.

Airtable

Airtable sits somewhere between a spreadsheet and a database — you can link records, create different views of the same data, and build in some light automation without writing any code. I use it when a spreadsheet feels too flat but a full database is more than the situation calls for. It's solid for content planning, client tracking, launches, or anything that needs both structure and flexibility.

Trainual

Trainual is where I point teams that need one reliable place to document how things get done. Onboarding guides, playbooks, role ownership — it keeps documentation organized and actually usable instead of buried in a folder no one opens. If you're building a team or trying to stop re-explaining the same processes, this is worth looking at.

Lovable

Lovable is where I go when I want to build something and get it deployed fast. I use AI coding tools across several platforms, but Lovable is the one I reach for when speed and simplicity matter — you just chat with it, describe what you want, and it builds. The deployment process is straightforward enough that it doesn't slow you down or become its own project.

Skool Communities I Recommend

Grow With Evelyn

Grow With Evelyn is led by a strong teacher — knowledgeable, grounded, and genuinely good at making the business-building process feel manageable. She focuses on selling online and building a Skool community, and the community she's created reflects that energy. I send people here when they want steady, supportive guidance without the usual hustle pressure.

Join The Community

Your First 5K by Arlan

This is a beginner-friendly resource for freelancers and creatives who want their first real, consistent income online. It's gentle and realistic — no pressure to go from zero to six figures overnight. I recommend it to anyone who's just getting started and wants steady guidance that actually meets them where they are.

Join The Community

How to Use This Page

Think of this as a living library — something you can come back to whenever you’re refining your systems, choosing new tools, or looking for support. I’ll keep adding new platforms, resources, and communities over time as my own toolkit evolves.

If you’re not sure which tools make sense for your business right now, start with whatever will give you the most relief. The simplest tool that reduces friction is always the right choice.

A Note on Affiliates

Transparency matters to me. Some of the links on this page are affiliate links, which means I may receive a small commission if you decide to use them.

There is never an added cost to you, and I only recommend resources I’ve personally used and believe will genuinely support you.

Looking for Support Implementing Any of These Tools?

If choosing tools feels easy but using them does not, you don’t have to figure it out alone. From VA setup to OBM leadership, I can help you build the structure that makes these tools work.

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