Brand & Content Engine

• Canva: Brand kits, social graphics, decks, one-sheets, menus (my playground)

• Crello: Extra design support when needed

• Adobe / Acrobat: Polished PDFs, forms, tweaks

• Vimeo: Hosting videos without the chaos

Business Backbone

• Microsoft Office Suite: Word, Excel, PowerPoint, Outlook

• Google Workspace: Gmail, Drive, Docs, Sheets, Calendar, Admin

• Dropbox: Shared files, backups, simple team access

• Loom: Quick training videos, walk-throughs, SOPs

• YouMail + Vonage: Call handling, voicemail sanity, not missing key calls

CRM & Client Relationship Systems

• HubSpot: Pipelines, forms, workflows, email, lead status (my power lane)

• SuiteDash: Client portals, onboarding, service delivery

• GreenRope: All-in-one CRM/marketing for certain setups

• Warm Welcome: Video-based greetings and follow-ups that feel human

Data, Dashboards
& “Nerd Tools”

• Zapier: The “glue” that connects your tools so they talk to each other. I use it to automate boring tasks like adding leads to CRMs, sending follow-up emails, updating spreadsheets, and tagging contacts so things happen in the background without you clicking a thing.

• Asana / Trello / Notion / ClickUp: Project + task management so you always know what’s next. I use these to organize to-dos, launches, content calendars, event timelines, and team responsibilities in a way real humans can actually follow.

• Retool: Internal tools, simple dashboards pulled from different places

• Retable: Structured, smarter spreadsheets

• Trello / Notion / ClickUp: Task tracking, project management, content planning

• Remindeo: Reminders and follow-up nudges

Events, Experiences
& Trade Show Stack

• Eventee: Event content, schedules, attendee experience

• Guidebook: Event apps and guides

• GroupMe: Fast group messaging to keep teams connected and conversations organized

• Whova: Full-service event app for check-ins, attendee engagement, live updates, sponsor visibility, and analytics. Great for delivering a polished attendee experience without extra staffing.

• SocialTables: Floorplans, layouts, seating, traffic flow

• AssociationVoting.com: Member votes, elections, board stuff

• Feathr.co: Capturing attention before, during, and after events

Marketing, Email &
Audience Growth

• Mailchimp: Email marketing, newsletters, sequences

• Feathr.co: Retargeting + event marketing

• Hootsuite: Social scheduling and consistency

• Bitly: Link tracking so we actually know what’s working

• Warm Welcome (again) – Personal touch on funnels and pages

Money, Contracts & Admin

• Stripe: Online payments, subscriptions, invoices

• Bluevine: Business banking and accounts

• DocuSign: Contracts, agreements, signatures

• QuickBooks: Bookkeeping and financial tracking (when/if in use)

Strategy & Gap - Spotting Tools

• Where’s Waldo: My quick-glance gap finder that pinpoints what’s missing (or out of place) in your systems, tech, or workflow so we can tighten it up fast.