Tools I recommend

The tools behind my programs

These are the tools I actually use to run my business and build my clients' programs. Everything in my templates is built on them, so they're what I'd tell you to start with.

Checkout, upsells and course hosting

ThriveCart

It's what runs every checkout I sell through. Bumps, one-click upsells, payment plans and affiliate payouts are built in, and it's a one-time price instead of another monthly bill.

  • Sales and checkout pages
  • Order bumps and one-click upsells
  • Payment plans
  • Your own affiliate program
Try ThriveCart →
Program roadmaps, templates and client hubs

Notion

Every template in my programs lives in Notion, because clients can duplicate a whole kit in one click and make it theirs. The free plan is plenty to start.

  • Client roadmaps and workbooks
  • Program content and SOPs
  • Templates clients duplicate
Try Notion →
Client tracking and retention

Airtable

A spreadsheet that thinks. My Clients for Life Tracker runs on it, so you can see who needs a check-in, who's ready to renew, and who's gone quiet, all in one view.

  • Client tracker and CRM
  • Intake, check-in and wins forms
  • Retention alerts
Try Airtable →
Community and memberships

Circle

My pick for hosting a paid community. Your group, courses, live events and member chat all live in one branded space, so clients aren't scattered across Facebook groups and email threads.

  • Paid communities and memberships
  • Group program spaces
  • Live events and course content
Try Circle →

Heads up: some of these are affiliate links. If you sign up through them I may earn a commission, at no extra cost to you. I only recommend tools I use in my own business.