My favorite tools and tech stacks
These are tools I’ve created, platforms I’ve used personally or tech we’ve implemented inside client Digital Foundations. If it’s on this list, I trust it.
Resources inspired by 350+ advisement sessions
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Values Analysis Guide
FOUNDATIONS
What’s next? These 6 Prompts are designed to uncover your real values for this season of your life. It’s designed to help you pivot your path and know how to aim. -
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Digital Foundation Checklist
FOUNDATIONS
An easy-to-manage list of what you need to show up online. Check off what you already have in place. By the end, you'll see exactly where you stand and what you need next. -
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Squarespace Migration Checklist
MIGRATIONS
Most people move to Squarespace because they want something easier to manage. They’re tired of plugin updates, security worries, developer dependency, or platform limitations. Squarespace offers something rare: real power with day-to-day simplicity.
Business Essentials
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Google Workspace
The gold standard for a professional email address that comes with a full productivity suite: Meet (better than Zoom in my opinion), Drive, Docs, Sheets and Slides.
Best for: custom email address
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Squarespace
Clean infrastructure for experts who want control without becoming web developers. I build nearly every client Digital Foundation on it. Elegant, scalable, manageable.
Best for: Easy to manage sites.
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Freshbooks
An excellent solution for those that need estimates, invoices, and integrated accounting (connected to your business account). Their (human) support is great!
Best for: Invoicing, Collecting Payments and Accounting
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![Canva Logo]()
Canva
Professional grade design assets without hiring a designer every time. Plus templates are super easy to create and share.
Best for: YT Thumbnails, Presentation and Deck design.
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Fathom
AI Notetaker with video recording included. So far has the best summaries on the market.
Best for: automatic note taking with video recording
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Tactiq
Automated transcriptions! Automatically save a transcript of every Google Meet or Zoom Meeting, save it in Drive and come back to it later for content ideas or to reference a meeting.
Your Growth Stack
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![Gusto Business Payroll]()
Benefits, HR, and Payroll Solution
Fantastic tool for automating payroll and benefits. Particularly good for those businesses structured as an LLC with an S Corp tax status (that was my use case). $39-$139/Month.
Best for: setting up payroll
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Client scheduling and booking
Get paid for your time. Good for organizing multiple staff, locations, or classes. It’s like Calendly on steroids. Starts at $14/Month.
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Typeform
Forms that feel conversational instead of bureaucratic. Ideal for client intake, research interviews, and thoughtful lead capture.
Best for: High-touch experiences.
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Kit
Email marketing built for creators and experts. Smart automations, clean tagging, and segmentation that doesn’t feel robotic. This powers my newsletters and product funnels.
Best for: Owning your audience long-term.
Creative Media and Content
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Descript
Edit audio and video like a Google Doc. Perfect for podcasts, short-form clips, and content repurposing.
Best for: Efficient creators and chopping up long-form videos.
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![Canva Logo]()
Canva
Design assets without hiring a designer every time. Templates are strong and easy to share.
Best for: Quick, clean visuals.
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Tactiq
Automated transcriptions! Automatically save a transcript of every Google Meet or Zoom Meeting, save it in Drive and come back to it later for content ideas or to reference a meeting.
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Gumroad
Best for artists and information providers. They excel at helping you sell digital downloads, licenses, and memberships with easy checkouts.
Best for: artists on a budget and easy digital downloads.
