FREE REPORTS
Software Tools
On this page, you’ll find the exact tools that I have used to build my business and these are the same tools that I recommend that you use!
NOTE: You do NOT need all of them, but when the situation presents itself, they are here for you buy. With that, the most important tools that I use are:
Infusionsoft, LeadPages, ScheduleOnce, and WordPress w/ Divi Theme
CardPointe by CardConnect
CardPointe by CardConnect is the #1 merchant account and payment processing solution for all of my clients.
It handles online payments, billing plans, mobile transaction and much, much more.
Whether you’re accepting payments online, in-store (retail location) or in the filed through a mobile device CardConnect has a single platform that integrates all of the channels together into one seemless processing solution.
I am a registered ISO partner, which means that I can get you special pricing and access to terminals discounts and access to special campaigns. When you allow me and my team to set up your account, I’ll give you access to custom code and free configuration of the Hosted Payment Page by CardPointe!
- Track all payments through the reporting tab and get access to instant transaction management through the CardPointe mobile app
- Automatically store customer profiles with the Virtual Terminal in a secure fashion so you can charge future invoices and future orders for repeat customers.
- Use the Hosted-for-you payment page by CardPointe that comes FREE with all accounts so you don’t have to spend a dime paying a programmer to build a page for you!
- Get access to best-in-class security with point to point encryption, chargeback management and PCI compliance to keep all of your data and your customers data safe!
Keap Pro and Infusionsoft by Keap
Infusionsoft is THE most important tool that I use in my business and have done so since 2013!
It’s the #1 all-in-one CRM and advanced marketing automation platform. Infusionsoft CRM and email marketing system, is what my entire business is built around and when coupled with landing page builders like ClickFunnels and LeadPages it’s a powerful combination.
- Track and manage every important detail of your business including data from your leads and your customers
- Automatically follow up with smart campaigns that are tailored to the needs of your prospects
- Online calendar and booking software – online appointment links and scheduling software that integrates with your Google calendar
- My best automation campaigns including lead magnet and lead generation campaigns, client onboarding campaigns, and my “Big News” flash sale campaign.
JotForm Form Builder
JotForm is our #1 recommended online form builder and lead capture software solution.
It offers an easily customizable form builder complete with payment integration, custom fields and conditional logic so you can collect only the information that is necessary for your company.
Whether you need of a form to add to your “contact us” page on your website or you need forms to collect client/customer data, process applications, or collect payments, JotForms is a single solution that will give you the flexibility you need.
We are partners so when you sign up for a JOTFORM account we help you customize and implement a payment gateway for your form(s).
- Design online forms with the simple drag and drop interface. No need to worry about your technical skills.
- Hippa compliant plans available from just $29/month.
- Multiple sharing options allow you to send a hosted link, or embed forms on landing pages and social media to reach more customers and boost submissions. All forms are mobile-friendly out of the box.
- Widget options allow you to embed calendars, YouTube videos and even capture electronic signatures right on your form.
- Multiple users can manage and share form submissions. All changes to your forms update automatically as you build them.
