Resources
Resources
This is where I keep the good stuff: the platforms I actually use and recommend, plus a growing library of templates and free resources for fellow small business owners who want their systems to just work.
You’ll find a mix of affiliate links, downloads and practical tools – all personally road-tested and chosen for how well they play together.
Resources
This is where I keep the good stuff: the platforms I actually use and recommend, plus a growing library of templates and free resources for fellow small business owners who want their systems to just work.
You’ll find a mix of affiliate links, downloads and practical tools – all personally road-tested and chosen for how well they play together.
Resources
Resources
This is where I keep the good stuff: the platforms I actually use and recommend, plus a growing library of templates and free resources for fellow small business owners who want their systems to just work.
You’ll find a mix of affiliate links, downloads and practical tools – all personally road-tested and chosen for how well they play together.
Resources
My Tech Toolkit
Tools I use, recommend and build with, because they work together.
There are thousands of platforms out there promising to streamline your business or save you time and I’m guilty of testing more than I care to count.
In no particular order, these are the ones I’ve chosen to build with, not because they’re popular, but because they genuinely deliver. I use each of these tools in real-world client systems, often integrating them so they work together as a seamless whole.
For full transparency, the links below are affiliate links, which means I may earn a small commission if you sign up, at no extra cost to you. I only ever recommend tools I’d happily pay for (and do).
Softr
The easiest way to turn a spreadsheet into a client portal.
Softr takes a back-end database like Airtable and transforms it into a fully functional website or portal, no code required. I use it to build client-facing dashboards, member areas, resource libraries and internal tools. If you want to share data professionally without compromising security or style, Softr is the bridge between your systems and your audience.
ActiveCampaign
Smart email marketing that grows with your business.
ActiveCampaign gives you the tools to segment your audience, build automations, and nurture leads properly. It combines powerful email features with a lightweight CRM and advanced tracking. If you’ve outgrown basic newsletters and want your marketing to feel more intentional, this is a solid step up. Ideal for service-based businesses and anyone juggling multiple client journeys.
Metricool
Plan, track and optimise your social media - without losing your mind.
Metricool is a social media scheduler, analytics dashboard and reporting tool all rolled into one. It helps you plan content, compare performance across platforms, track audience behaviour, and create branded reports in a few clicks. It’s perfect if you manage multiple accounts, work across several platforms, or just want to know what’s working without digging through native app insights. I use it to schedule client posts, check engagement at a glance, and avoid the classic “what should I post today?” panic. If you need visibility without overwhelm, Metricool keeps things simple and smart.
Noloco
Build secure, client facing apps on top of your existing data. Without rebuilding everything from scratch.
Noloco lets you turn tools like Airtable, Google Sheets, or SQL databases into fully branded client portals and internal apps. It handles authentication, permissions, workflows, and layouts so you can focus on how the system works, not how to code it. It’s particularly strong where you need structured access to data. Think client dashboards, project tracking, CRM style portals, or internal tools with different user roles and permissions. I use Noloco when a business needs a clean, professional interface for clients or teams, but wants to keep the underlying data exactly where it is. It’s a smart choice when security, clarity, and scalability really matter. If you need to turn complex data into something people can actually use, Noloco does that quietly and well.
CapsuleCRM
A straightforward CRM for structured pipelines and client processes.
Capsule keeps your lead and client management clean and organised. It’s perfect for small teams or sole traders who need to track enquiries, follow-ups, deals and tasks without getting bogged down in admin. It has built-in pipelines, contact history tracking, and a lightweight integration with your email tools. If you prefer a classic CRM layout with stages and timelines, Capsule is a solid choice that’s easy to customise to your workflow.
Kit
(formerly ConvertKit) Simple, clear email marketing for creators and small businesses.
Kit is ideal if you want good-looking emails, reliable automations, and a focus on building your list without getting lost in settings. It’s fast to set up, easy to maintain, and comes with intuitive tagging and landing page tools. If ActiveCampaign feels like overkill, Kit offers the essentials in a much calmer way.
folk
A collaborative contact manager built for modern relationship tracking.
Folk is a refreshingly visual CRM that helps you stay on top of conversations, outreach and relationships across your business. It’s ideal for teams or individuals managing lots of people: from clients and collaborators to leads, journalists, or partners. You can group contacts, share views, tag people, and even send personalised email campaigns straight from the platform. It’s quick to learn, beautifully designed, and fits perfectly if you’re more people-focused than process-driven.
make.com
Automation that connects everything without writing a single line of code.
Make is the platform I use to connect the dots between all the tools you see on this page. It lets you build powerful automations that move data, trigger actions, and keep things running behind the scenes: all without needing to touch code. Whether it’s sending new form submissions into your CRM, updating an Airtable base, posting scheduled content, or syncing between platforms, Make helps your systems talk to each other properly. You can build as simply or as deeply as you like, and once it’s running, it just works. If you’re tired of doing the same task twice, Make is usually the fix.
Jotform
Effortless forms for client intake, updates and more.
Jotform is my go-to for creating polished, user-friendly forms. Whether you’re collecting client briefs, onboarding information, booking requests or testimonials, it handles it with ease. It integrates beautifully with Airtable, SmartSuite and email marketing tools. That means submitted information lands exactly where it needs to go without any extra faff.
Airtable
The flexible backbone of my business systems.
Airtable gives you structure without limitation. It looks like a spreadsheet, but behaves like a database. I use it for project tracking, content planning, asset libraries, and client dashboards. It handles the behind-the-scenes work while staying easy to use. Everything from proposals to delivery tracking runs through Airtable in my business. When combined with tools like Make or Softr, it becomes a powerful command centre that scales with you.
Templates
COMING SOON: the building blocks I use behind the scenes.
I’m pulling together a collection of templates that form the backbone of my systems work — from Airtable bases and SmartSuite dashboards to automation flows and SOPs. These will be available soon to help you structure your own business without starting from scratch.
Some will be free, others low-cost, all designed to save you hours of fiddling.
Freebies
Useful bits and pieces, no fluff or gimmicks.
This section will house genuinely helpful tools, mini-guides and shortcuts I’ve created to make everyday business systems run more smoothly. No fake urgency or “limited time” nonsense, just resources I think are worth sharing.
Eisenhower Matrix Printable
A simple prioritisation tool to help you decide what matters and take action without overwhelm
Weekly Planner Spread
A simple, flexible weekly layout to bring structure and clarity to your working days
End of Year Reflections Worksheet
Pause. Reflect. Refocus. A printable tool for looking back before you plan ahead.
