Automation Resources


Here’s a quick list of some of our favorite programs and services that will increase your productivity and effectiveness as a savvy business owner! Enjoy!

Marketing & Sales

Mail Chimp – Free (or paid) email marketing with the important tools that you need to be effective in building your list.
Active Campaign – Automated email marketing and CRM capabilities.
Infusionsoft – Sales tool with email marketing, shopping cart, and affiliate management in one platform.
PayPal – One of the easiest ways to accept payments from anyone online.
Hootsuite – Social Media management tool that allows you to schedule (and pre-schedule) posts to various accounts individually or simultaneously.
WordPress – Free website content management system (CMS) that allows you to build a web site that is easy to manage and maintain. Read more about the different types of WordPress accounts.
Elementor – Free visual page builder for WordPress with templates to help you create beautiful pages and features.
Click Funnels – Build sales funnels and landing pages, with testing, tracking, and conversion metrics.
Canva – A simplified graphic-design tool with a drag and drop layout, templates, and lots of customization options.
Google Analytics – A web analytics service offered by Google that tracks and reports website traffic, with options to customize the reporting and add goals
Paid Membership Pro – Free (or paid) membership/course plugin for WordPress that allows you to build and deliver automated content online.
Easy Digital Downloads – An eCommerce solution for selling digital products from your WordPress site.

Operations & Project Management

Google Calendar – The online calendar with a variety of capabilities. Also, it integrates seamlessly with many other programs.
Acuity – Automated scheduling tool to simplify the scheduling process. It allows you to customize availability, and others to schedule time with you (integrates with Google Calendar).
Doodle – Find and schedule the best time for team meetings with online polls.
Quickbooks – accounting software package for small to medium business that makes invoicing, tracking, and reporting easier to manage and maintain.
Gusto – Online payroll, benefits, and human resource management software for businesses based in the United States. Providing easy onboard, payment, insurance, and support.
Teamwork – Online project management with tasks, timelines, time tracking, communications, and notebooks for your entire team all in one place. + they have CRM, Chat, and Helpdesk programs if you need them.
Slack – online chat and messenger to organize conversations, share files, and more. Integrates with many programs.
DropBox – Free (or paid) online document and file storage, plus easy sharing and permission capabilities.
JotForm – Easy to use online form builder. Create online forms and receive emailed responses and data collection. Also includes digital signatures and payment options.
HelloSign – Digital signatures. Get your documents signed and returned faster.
HelloFax – Online faxing. Send and receive faxes from anywhere.
AppSumo – Groupon for Business programs! Get great new programs at a fraction of the cost!

Have questions? Need more information or help setting up a new service? Contact us!

While some of the links above may be affiliate links that allow us to earn a small commission, if you choose to take our recommendation and purchase their service, please rest assured we NEVER recommend products or services that we do not fully support and use ourselves! Therefore, we hope that you will value our insight and recommendations and be happy to help us out (a little) by using the links that we have provided.