Tools I Use

I built this page to share the tools that I use to run Monkeypod.

These are all tools that I believe in, and feel good about endorsing. But I want to call out that some of these companies offer partner programs, and so some of the links on this page are referral links.

I’d never recommend something simply to earn a commission. But if any of these tools sound like they’d help your business, and you’re going to sign up anyway, I always appreciate it if you mention me, or use my link.

Order Forms

I use Infusionsoft to create Order Forms to sell my courses and membership, but there are some limitations to what you can do with the native Infusionsoft Order Forms – so I recommend Spiffy for anyone looking to really take them to the next level. Spiffy is really easy to use – and it gives your order forms the professional polish that you’re missing; oh, and they’ve also built in a boatload of advanced features (like one-click upsells, and check box order bumps).

Email Deliverability

Email deliverability is a complicated subject, but it’s also absolutely critical to our businesses – so when I have deliverability questions I always refer to Adrian Savage, of WeDeliver. He’s a great guy who happens to also be helpful and brilliant. His service, WeDeliver.Email helps Infusionsoft users who have deliverability concerns with the normal Infusionsoft email systems – it’s a great solution, but before you go rushing off to check it out the first step is to see if you actually have deliverability issues, and for that, I recommend this free guide.

Screen Capture

If you use Chrome, and you need to record a quick video to demonstrate something, or show someone something, I strongly recommend Loom. It’s a free tool, and it allows you to quickly and easily create videos that you can share or embed. I love it.

If you need to take a picture of your screen, or part of your screen, there are native ways to do it on a PC and on a Mac, but I also use Jing, from techsmith on nearly a daily basis. I love that it let’s me quickly capture what I’m doing, highlight certain parts, or add a quick comment to it.

Jing can also record videos (up to 5 minutes) and it will host them so I can just send the link to someone. I like Loom a little better because it also has an option to include your webcam with the recording so the recipient can see you talking. But if you don’t want that, or you don’t use Chrome, then Jing is good alternative. These are great for demonstrating something when asking or answering complicated questions. Jing does have a paid version as well, and I believe it lets you record videos that are longer than five minutes, and probably a few other fun features as well.

Infusionsoft

Infusionsoft is the marketing automation platform that we use. It combines a robust CRM, email marketing, and e-commerce into a powerful tool for small business.  If you’re looking to grow sales, save time, and get organized, then marketing automation is definitely something you should explore. Even if Infusionsoft isn’t the right fit. (Want to learn more about Infusionsoft without having to opt-in?)

Lead Pages

Leadpages is a great tool for building landing pages that work. You can build anything from simple designs (like this one) to more complex ones (like this) and they’re all easy to use, and mobile responsive.  Leadpages also has leadboxes, which is how you can do exit-pop forms, and timed pop-out forms, like the one pictured to the left. In addition, their leadigits product allows you to collect info when your prospects text in- oh, and they all integrate with Infusionsoft.

PlusThis and Zapier

I use both PlusThis and Zapier to extend the native functionality of Infusionsoft. They’re both terrific, and yes, there is some overlap in their feature set, but I use them for different purposes and I love them both.

You can grab PlusThis here, with the special Monkeypod Discount, or check out the Zapier Details on this page.

Kahuna Accounting

Small business owners wear too many hats. That’s pretty much a fact. And the reality is that we all end up doing some things that just aren’t the best use of our time. The first thing I decided to outsource was my bookkeeping, and it was a great decision. It was something I wasn’t an expert at, it was causing me anxiety, and now it’s totally off my plate and being handled by professionals. That peace of mine makes it totally worth it. I recommend Kahuna Accounting; not only do they use Infusionsoft, but they truly understand small business.

PureChat

When people are on your website, or looking at products, they need a way to quickly and easily get in touch with you. If they don’t see one, then there’s a reasonable chance they might just close the browser and walk away. Think about it, of course they could find your email and send you their question – but nothing takes the place of a LiveChat option for engaging your most active leads. I use PureChat, and you can start using it today, for free.

Photo Editing

I’m not a photoshop user, and if I need something super fancy I’ll usually hire it out. But, if I need something quick and dirty, like, removing the background, resizing an image, or overlaying a graphic onto something – well, I turn to Pixlr. It’s  a free, online photo editing software. It has a lot of the same functionality as photoshop, but I love that it’s browser based, and I can access it from anywhere. I think there is a paid version as well, but the free normally one does what I need.

Bookkeeping

If you use Infusionsoft to process orders, one of the first things you’ll note is that it is not an accounting software. Most people use Quickbooks Online, or Xero for their bookkeeping – and there are a few ways to set up an integration between the two, but by far the easiest (and most affordable) is InvoiceSync. Check it out here.

It was built to solve this specific problem, so it does an excellent job of anticipating exactly what people will need for an integration of this type.

Video Recording

I use Camtasia to record all my courses. It let’s me capture the screen, or part of the screen, and it has an nice editing studio where I (a novice) can add an intro and outro, can do volume leveling, add transitions, overlay images, and easily remove any under my breath curse words I may utter. If you need to record videos for courses, or just for your youtube channel, Camtasia is an awesome tool.

Firefox Plugins

I use firefox as my primary browser, and there are a few plugins I swear by to make my life a little easier. Rainbow– this little guy allows you to hover over colors and grab the hex code for specific colors, this makes it much easier to match graphics or text to your brand colors. Firebug– this plugin allows you to analyze the code structure behind a page in a much easier way than right clicking and selecting “view page source”.  Firebug allows you to inspect certain elements, and even adjust the code and preview your changes on the fly. Autofill– if you are like me, you probably spend a lot of time filling in your information online. Either while you’re testing forms and purchases, signing up for free stuff, or ordering yet another pair of Chubbies shorts. Just fill in your info once, and click on the guy whenever you have a form to fill out. It even lets you create multiple profiles in case you need a separate one for testing.

Lead Capture

LeadPages, which was mentioned above, also has a free wordpress plugin called Rapidology. It’s pretty basic, but it works. Rapidology allows you to create pop-up, slide over, or embedded web forms. You can choose from hundreds of templates and easily stylize them. They integrate directly into Infusionsoft through the API and allow you to tag people so that you can also kick off campaigns. Here’s a blog post I wrote about Rapidology (complete with a video demo) and how it integrates with Infusionsoft.

Social Media

I use Hootsuite Pro to manage my social media activity. I love that it allows me to schedule and post right from one dashboard directly to my Facebook, LinkedIn and Twitter accounts. This saves me tons of time from having to log in and schedule content in each of those channels. In addition to the posting, I have saved keyword searches where I can easily respond or interact with people talking about topics I’m interested in. Check out the 30 day free trial.

 



Hootsuite - Social Relationship Platform
 

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