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!

Calendar Scheduling Software

Online calendar that syncs and integrates with your personal calendar to allow your customers to book appointments with you. Embed or send online calendar links.


Elegant Themes WordPress Theme

Elegant themes empowers you to build and design amazing websites through their flagship theme/plugin called Divi. Join The Most Empowered WordPress Community On The Web

Payment Page Builder for Keap and Infusionsoft

Transform your Infusionsoft order forms into beautiful, mobile-friendly sales machines in under 55 seconds! Drag and drop builder lets you customize and add order bump boxes and other helpful conversion features.

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.

I am a certified partner, which means that I can get you discounts and access to special campaigns.  When you sign up with me, I am also going to give you access to  2 of my best email follow up campaigns and I’ll even configure them for you so all you have to do is press “play”!
  • 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.

Website Hosting Service

SiteGround let’s you host as many domains as you want with many different plans available. It’s reliable and very cost-effective.

Vimeo Video Hosting/Streaming

Fast, reliable and customizable video player. Customize the player and embed private videos into your sales pages and product demo pages to showcase your products and services!

SAS Based Page Builder

Leadpages is a simple, robust and easy web page builder. You can customize landing pages, sales pages, and webinar registration pages in a matter of minutes!

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.

Form Builder

Create unlimited forms for client intake processes. Create unlimited forms with Bona Fide plan

ThriveCart Payment Page & Cart Builder

ThriveCart enables you to easily build unlimited payment pages and checkout pages for your products and services. Connect them to your website or use hosted links with and you’re ready to get paid!

Invoicing & Hosted Payment Links

It’s never been easier to request credit card payment online. Just enter client information & send your unique payment form in 3 simple steps.

Video Streaming & File Storage

Video hosting platform that allows unlimited video storage. Only pay when video is streaming. You can also store PDF’s and other files for easy download.

Video Player Controls

Video marketing software that lets you embed videos into any website pages Split test, edit videos & have them online in a matter of seconds. This is not a hosting service.

Email Campaign Toolkit Plugin for Infusionsoft

This powerful plugin for Infusionsoft CRM opens the door to marketing automation not found with any other system. Improve and advance your digital marketing campaigns with PlusThis.