Recommended Resources
We’ve spent over a decade testing myriad tools, technologies, and resources to run our business efficiently and effectively. The tech stack below continues to evolve as we experiment with the latest innovations. But here are our top picks as of May 2023:
Analytics
Databox
Construct a personalized metrics dashboard from multiple sources and get a complete view of your performance in one place.
Google Analytics
(FREE) Insightful data on your marketing, content and products that connects with Google’s advertising and publishing products. Obviously.
Google Search Console
(FREE) Measure your site’s search traffic and performance. Fix issues and optimize rankings.
Google Data Studio
(FREE) Data Studio gathers in-house data points, automatically downloads them and creates a report.
SimpleKPI
SimpleKPI is a powerful online performance management tool that allows businesses of all sizes to track and analyze key performance indicators (KPIs) in real-time. With SimpleKPI, you can create customizable dashboards to monitor and measure critical metrics across your organization, including sales, marketing, finance, customer service, and more.
Book Publishing
Scribe
The service we’re using to rewrite The Predictable Profits Playbook. Publishing a book is an integral part of positioning a company as a thought leader and Scribe is excellent service for that endeavor.
Cold Email
SalesHandy [BEST]
SalesHandy currently has the highest open rates and best deliverability of all cold email platforms we’ve tested to date.
PersistIQ
We’ve tested many cold email options, but PersistIQ offers the best deliverability and is the easiest to use. It’s a CRM tool that provides a user-friendly interface for each stage of the sales process, from customer information, and tracking sales goals, to payment processing. PersistIQ also seamlessly integrates with a variety of apps and services like Zapier and Linkedin
Communication
Slack
Slack is a team messaging app that allows you to easily communicate with colleagues. Send messages, share files, and collaborate efficiently because Slack integrates with so many apps and services. It has become the benchmark for managing internal communications.
SuperHuman
Billed as the world’s fastest email, and it comes with features like AI, Triage, Undo Send, social media insights, and optimized messaging statuses.
Voxer
Asynchronous communication that saves TONS of time, especially for teams and coaches. Eliminates meetings, captures ideas and every message is both encrypted and transcribable.
Zoom
The latest iteration of what is now an integral part of everyone’s life, is astounding. The list of extension and integrations reads like the NASDAQ ticker.
CRM
ActiveCampaign
A marketing automation platform that tracks and measures the success of sales and marketing campaigns. It automates customer engagement with email, SMS text messages, and social media updates and features powerful analytics to optimize your customer’s experience.
Hubspot
ActiveCampaign is great – but when you’re looking for something a bit more robust – consider Hubspot (it’s what we use here at Predictable Profits).
HubSpot is an all-in-one inbound marketing, sales, and customer relationship management (CRM) platform designed to help businesses attract, engage, and delight customers. With HubSpot, you can create compelling content, automate marketing campaigns, manage leads and deals, track customer interactions, and analyze data to improve your business performance.
Lead Aggregation
TaskDrive
Premiere lead aggregating software because it’s manually researched and validated using proven playbooks for lead cultivation. TaskDrive provides us with the contact information in a Google Sheet. Then we do the outreach ourselves. (discount)
Seamless
The go-to tool for finding the email address of a Linkedin prospect. (free credits)
Marketing
InvolveMe
Interactive funnels that include quizzes, surveys, calculators, forms, and payment pages to streamline and personalize the customer journey. (15% discount on first purchase)
Unbounce
Considered by many to be “best-in-the-business” for the speed, data, and ease of use. Unbounce is a no-code landing page builder that helps you create, publish, and test landing pages.
Payroll
Gusto
Gusto is a simple, easy-to-use payroll and HR software. Easily enter employee information, track hours worked, and process payroll.
Sales
Dubb
Excellent for short, personal video communication between prospects and customers.
Gong.io
Solid training tool for onboarding sales people and ensuring maximum performance
LinkedIn Sales Navigator
Essential for any sales professional. Full stop. Building relationships. Preheating leads. Social selling. It’s all right here.
Social Media
Splasheo
We use Splasheo to reimagine our podcast videos for social media consumption. They do all the work so we don’t have to.
Systems/Process
ClickUp
ClickUp is a visual project management software that helps teams of all sizes manage projects, tasks, and workflows. Everyone on the team has access to one unified system to easily see what needs to be done and who’s working on it. We use it to manage our tasks and keep things on track.
ClickUp also features powerful reporting tools to measure your team’s performance over time and identify areas in need of improvement. It helps managers keep their employees accountable while still making sure everyone has the resources needed for success.
Trainual
Houses all of our SOPs. Trainual helps businesses document their employee training processes and track employee progress. Businesses can create custom training modules, track employee progress through those modules, and generate reports on employee performance. The software ensures a properly trained workforce that is up-to-date on company policies and procedures. (use PROFITS10 for a 10% Discount)
Monday.com
The platform also offers a range of features to help you stay on top of your work, including automated notifications, progress tracking, time tracking, budgeting tools, and team collaboration tools. Whether you’re a small team or a large enterprise, Monday.com is designed to adapt to your needs and processes, allowing you to manage complex projects and stay organized.
Not all links above are affiliate links, but some are. If you purchase using the links above, we may receive a small commission. Of course, wherever possible, due to the volume of people we send to these links, we have also negotiated with the vendors to pass a discount or special benefit to our users when they use our links.