𝗘𝘃𝗲𝗿𝘆 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗜 𝗨𝘀𝗲 𝘁𝗼 𝗥𝘂𝗻 𝗠𝘆 𝟴-𝗙𝗶𝗴𝘂𝗿𝗲 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 👨💻
𝟭. 𝗗𝗮𝘁𝗮𝗯𝗼𝘅: You may not have heard of this one, but it’s our secret weapon for tracking metrics across our entire business! It pulls data from all our other softwares into one dashboard, giving us a bird's-eye view of all our analytics. It even does data modeling to project future growth & opportunities - Game-changer!
𝟮. 𝗖𝗼𝗺𝗲𝘁𝗹𝘆: AI-powered marketing attribution. It analyzes all our ad campaigns across platforms (YouTube, Google, Facebook, LinkedIn) and shows us exactly where our leads and sales are coming from, allowing us to make the best decisions! (𝘞𝘦 𝘢𝘭𝘴𝘰 𝘩𝘢𝘷𝘦 𝘶𝘴𝘦𝘥 & 𝘓𝘰𝘷𝘦 𝘚𝘦𝘨𝘮𝘦𝘵𝘳𝘪𝘤𝘴 𝘧𝘰𝘳 𝘈𝘯𝘢𝘭𝘺𝘵𝘪𝘤𝘴 & 𝘢𝘵𝘵𝘳𝘪𝘣𝘶𝘵𝘪𝘰𝘯 𝘵𝘳𝘢𝘤𝘬𝘪𝘯𝘨 𝘢𝘴 𝘸𝘦𝘭𝘭!)
𝟯. 𝗢𝗽𝘂𝘀 𝗖𝗹𝗶𝗽: Our go-to for turning long-form videos into short-form content. It uses AI to go through our long form content, then packages them up for YouTube Shorts, Instagram, TikTok & more - allowing us to create consistent shorts & reels!
𝟰. 𝗡𝗼𝘁𝗶𝗼𝗻: This is where all our SOPs, playbooks, and internal docs live. It's like our company's brain (in fact we got a Notion template called “Ultimate Second Brain” by Thomas Frank that really helped us build this out!)
𝟱. 𝗛𝘂𝗯𝗦𝗽𝗼𝘁: Our CRM of choice. It manages our entire customer journey, from lead to client to raving fan! We use it for marketing emails, sales pipeline, and virtually every aspect of keeping track of our leads/clients.
𝟲. 𝗔𝗹𝗼𝘄𝗮𝗿𝗲: This is our power dialer & calling software. We tried about half a dozen of these & landed on Aloware as the best! It integrates directly with HubSpot and handles all our texting and calling.
𝟳. 𝗖𝗶𝗿𝗰𝗹𝗲: This is where the magic happens for our clients! It's an all-in-one community platform where we host our client training, playbooks, and community. Think Facebook Groups + Training Platform + Slack, but all rolled up into one!
𝟴. 𝗠𝗶𝗿𝗼 & 𝗪𝗵𝗶𝗺𝘀𝗶𝗰𝗮𝗹: We use both of these softwares for whiteboarding and visual collaboration. They’re great for mapping out funnels and brainstorming!
𝟵. 𝗦𝗹𝗮𝗰𝗸: You know it, you (probably) love it. This is how our team stays connected and aligned. Just don’t ask me how many slack channels I’m in, haha!
𝟭𝟬. 𝗟𝗼𝗼𝗺: We use Loom to record everything from quick videos for clients, sales videos for potential clients & even for our internal SOPs! (We also have a strategy called the “Quick Clients” strategy that involves sending a loom video to your email list that gets some massive results – if you want more details lmk in comments & I’ll send a tutorial)
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