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, Teams

• 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: Contact management, pipelines, forms, and follow-up workflows that keep leads moving.

• GreenRope: CRM, email marketing, and automation that connect customer relationships with business workflows.

• Podium: Customer texting, review requests, and lead follow-up that keep conversations from slipping through the cracks.

• SuiteDash: Client portals, onboarding, projects, and invoicing that keep service delivery organized.

Data, Dashboards & “Nerd Tools”

• Airtable: Flexible databases, project trackers, and connected views that turn scattered information into something your team can use.

• 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

• Remindeo: Reminders and follow-up nudges

• 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.

Events, Experiences
& Trade Show Stack

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

• Eventee: Event content, schedules, attendee experience

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

• Guidebook: Event apps and guides

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

• Hopin: Virtual events, live sessions, networking, and exhibitor experiences that bring people together online.

• PheedLoop: Registration, exhibitor and speaker portals, event apps, and virtual experiences—all connected in one platform.

• Poken: Digital contact exchange, lead capture, and interactive networking that help connections continue after the show.

• Popshap: Interactive kiosks, digital signage, and wayfinding that make the show floor easier to navigate.

• Sched: Session schedules, speaker profiles, and personalized agendas that help attendees plan their day.

• SocialTables: Floorplans, layouts, seating, traffic flow

• 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.

• 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.

Marketing, Email &
Audience Growth

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

• Constant Contact: Email campaigns, newsletters, and automated follow-ups that keep your audience engaged.

• Feathr.co: Digital advertising, retargeting, and audience campaigns that help reach the right people and bring them back.

• Hootsuite: Social scheduling, publishing, and performance tracking that keep your channels consistent.

• Mailchimp: Email marketing, newsletters, sequences

• SendFox: Email newsletters, subscriber lists, and automated sequences for staying connected without overcomplicating things.

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

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)