Behind-the-Scenes Tools We Use for Client Projects

We don’t just recommend systems — we actually use them every single day.

And not just for our business, but inside every client project we take on.

Whether we’re building a new website, mapping out an operations plan, or automating someone’s onboarding, we rely on a toolkit that’s powerful, easy to use, and built to actually make things smoother — not more complicated.

Here are the behind-the-scenes platforms that keep our client projects running on time, every time:

🔸 Airtable – This is our go-to for creating custom dashboards. We use it for content calendars, project pipelines, sponsorship tracking, CRM builds, and more. It’s flexible, visual, and makes it easy to organize a LOT of moving pieces.

🔸 ClickUp – We use ClickUp for weekly task management — both internally and for client-facing projects. If there are due dates, checklists, or multiple collaborators involved, this is where the magic happens.

🔸 Wix + Squarespace – When we build websites for clients, we use platforms that put them in control. Our sites are fully branded, integrated with their systems, and easy for them to update themselves — no developer needed.

🔸 Canva – We don’t overcomplicate design. Canva lets us create fast, polished graphics for email headers, social posts, and pitch decks. Bonus: it’s easy for our clients to use too.

🔸 Zapier – This is the “automation glue” that connects everything. From email triggers to task updates, Zapier keeps your backend running quietly in the background.

🔸 Slack – For quick messages, updates, and communication with both clients and our internal team, Slack is a no-brainer.

Want your business to run on tools that work — and make sense for real people? We’ll set them up and show you how to use them (no tech wizardry required).