Small Business Tools
I built this page, and wrote this ebook, to share the small business tools that have earned my trust.
These are the apps and 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 are referral links.
I’d never recommend something simply to earn a commission; but if any of these small business tools sound like they’d help you, and you’re going to sign up anyway, I always appreciate it if you mention me, or use my link.
Feel free to download the ebook – or peruse the options on this page.
Order Forms
I use Keap to create Order Forms to sell my courses and membership, but there are some limitations to what you can do with the native Keap 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).
Screen Capture
Loom loom loom. I’m obsessed with Loom.
If you need to record a quick video to demonstrate something, or show someone something, I strongly recommend Loom.
It has free and paid versions and it allows you to quickly and easily create videos that you can share or embed. I love it.
This is great for those instances where you need to show someone something you are having trouble describing (like when working with tech support).
Productivity
My friend Scott Richins turned me onto this little tool, Paste App, and it’s been an absolute game changer.
Of all the small business tools I recommend, this one can serve literally everyone.
Basically it gives you a robust clipboard where you never lose the things you’ve copied; you can search your history and paste things from weeks or months ago. It also gives you the ability to organize so you can quickly and easily find the things you use most regularly (blog posts, affiliate links, hex codes, etc).
Web Form Spam
If your web forms are being hit up by Spam Submissions then the top tool I see Keap users turning to is SpamKill.
It checks the details being input and prevents the submission entirely if it determines the contact info is garbage.
Website Design
If you aren’t super proud of your website, then it may be time for a re-design, or a complete rebuild.
And in either scenario, you should start with a free review from my friend Jamie (he’s a legend).
Keap (formerly Infusionsoft)
Keap is the marketing automation platform that we use. It has a few versions, but at it’s core it combines CRM, email marketing, and optional e-commerce features 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 Keap isn’t the right fit. (Want to learn more about Keap without having to opt-in?)
AccessAlly
I’d known for a long time that the membership platform I was using wasn’t doing my content any favors – but it took an intervention from my friend Jamie DuBose to convince me that it was time to level up. Here’s a little more on why we chose AccessAlly. If you’re looking to build a membership site (or improve one), I am proud to endorse AccessAlly.
More Small Business Tools
Webinars
There’s a million different webinar options out there, and I’ve tried (and ditched) my share of them. My current favorites are Zoom (integrated with PlusThis) and Demio.
Zoom because it’s ubiquitous, and Demio because it pretty much does all the things I need without much fuss.
The registration pages are clean and very usable, but also offer the ability for quick customization.
There is a native integration with Keap that allows you to tag people when they register, attend, don’t attend, join late, etc. And you can also map the Join Link back to a custom field if you’d prefer to send follow-up and reminders from Keap instead of Demio directly.
And yes, Demio has an Automated Webinar feature as well.
Membership
So, if you’re a Monkeypod member or you’ve bought any of my courses then you have probably seen my membership area – which is built on AccessAlly.
AccessAlly is a wordpress plugin, and it is my preferred tool for building membership sites. It’s incredibly flexible – and if you’re wondering why I chose it, here’s a blog post just for you.
But, I also acknowledge that not everyone needs that kind of power – and not everyone is using WordPress, so for anyone who needs a simple tool to get their site up quickly, I recommend Kajabi.
Kajabi is a stand-alone builder that lets you design landing pages, process transactions, deliver a course, etc. I used it for a non-Monkeypod project and I was impressed at how easy it was to make good looking pages.
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 a 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 fine – it crashes very occasionally, but I’ve never had major issues with it, and once I learned it I was reluctant to learn another editing tool.
Captions and Transcriptions
I use Rev.com for adding captions or creating transcriptions.
Adding closed captions to your videos is smart for a few reasons – first, it makes your content more accessible.
And not just to those with hearing impairments, but also to someone who may want to watch the video, but might not be in a position to have their volume turned up, or head phones plugged in.
But the second reason for adding captions is because it can actually help with SEO – whether or not a video has captions is one of the factors that goes into YouTube’s algorithm as it’s recommending videos.
And Rev makes it suuuuuper easy to request captions – and to review and proof them before they’re automatically added to your videos.
Check it out here and get a little credit for using my link.
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.
Stickers and Stationary
For my business cards and thank you cards, I use Moo.com, and have been pleased with their products.
However, I found that I prefer to get my stickers from StickerMule (I just find them higher quality). I’ve also ordered magnets, return address labels, wall decal graphics, and printed graphic mailers that I use to send out t-shirts; and I’ve been pleased each time. Another benefit of using Sticker Mule is they regularly have promotions where you can try items of theirs at 50-75% off, which has led to me feeling comfortable trying out some new stuff with very little risk.
Payroll
Depending on your business and business structure, it may make sense to set up payroll for yourself (and your employees, obviously). The tool I use to pay myself is Gusto – it came at the recommendation of my bookkeeping company and it’s been terrific. It’s very intuitive, support has been great, and they handle all the quarterly paperwork on my behalf.
WordPress Hosting
WPEgine – all day long. It came highly recommended by folks much smarter than me, and is easily the best hosting I’ve had.
5 Lessons of Automation
I can’t tell you how many lessons I’ve learned the hard way – but I’ve packaged up the top 5 into a tidy little ebook, with the hopes of saving you the same uphill slog that I went through. Help yourself!