Tools We Are Using To Run Our Business

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We had a good discussion yesterday during our Sales Automation Bootcamp about “Which Tools To Use And Why” that prompted me to send this email with an updated list of our favorites.

I just did a thorough review and replace a number of tools and processes, so this issue is top of mind for me.

Tools are changing all the time – it can be a full-time job to keep up with them. Many are similar with the exception of just a few features, so it can be hard to differentiate between them.

Hopefully, my hard work can save you a little time!

Here are our current favorite marketing tools:

Here are the tools we recommend for an ‘all-in-one’ version of the core sales systems. If you are a beginner or do not have time to try to get squeeze every bit of performance out of all of your processes, you should most likely use one of these and run your whole business on it:

“All-in-one” Tools

The only current knock on Kartra is that you will likely don’t want to use it if you are selling subscriptions. They process the subs on their platform, which makes it very hard for you to take those customers anywhere else if you want to.

“Best in Class” Tools

If you have the resources – time, energy, money, headspace, etc – to invest in trying to achieve ‘best in class’ in each of the different aspects of your sales process, then these are the tools we use and recommend:

  • Thrivecart – love the simplicity and effectiveness of this cart tool
  • Drip – fantastic email automation
  • Unbounce – split-test!

  • Clickfunnels – even though we no longer use it as an ‘all in one’ for our business, we are still using it as our page builder.
  • Sumo – we use this to do pop-ups on our sites to capture emails. It works better on WordPress than a lot of other tools, and it’s simple.

Other Tools

Depending on what you are selling, and how you decide to sell, you’ll likely want one or more of these other tools:

  • Everwebinar – automated webinar platform
  • Demio – live webinar platform
  • Calendly – let someone book themselves on your calendar
  • Teachable – membership site management
  • LeadsBridge – automatically create Facebook audiences from your email lists, sync lead data between tools, etc.
  • Drift – real-time sales messaging app
  • Zapier – automate workflows and data transfer between tools

Again, these are all tools that we use daily and recommend as of today. As the market moves, we move, and this list is absolutely subject to change.

I hope it’s helpful for you! If you have any questions about why we choose one over another, please post your question in our Facebook groups and I’ll do my best to explain.


All the best,

PS – If you are in the Local space, you should check out my good friend Jeanne Kolenda’s new product. Not only is Jeanne one of the best people you’ll ever meet, but she also has a simple system for working with roofers that she’s doing great with and is sharing her system for a steal!

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Mike Cooch
Mike Cooch

LVRG CEO Mike Cooch is a serial entrepreneur who generates 6-7 big ideas before breakfast (conservative estimate) each day.

Mike has a Texas-sized passion for sales & marketing, business development, technology, and entrepreneurship.

He has founded successful businesses in technology services, agency services, publishing, and ecommerce (and flopped on a variety of attempts as well…keepin’ it real!).

His businesses have made the INC 5000 list of fastest growing companies in America three times, and have been recognized as a 'Best Place to Work' in their respective cities.

He has an MBA from Babson College, the #1 ranked entrepreneurship program in the world by US News 24 years running, where he has been a regular guest lecturer on 'Managing a Growing Business'.

He has three children, is an avid skier, hiker and traveler, and is loving his adopted hometown of San Diego.