Automation Masterclass

 Our Favorite Tools For

 Business & Life 

No matter what stage you’re at in your biz journey, the right tools can:

➜  Save you dozens of hours per week and a whole lotta stress (work less, enjoy more, right!?)

➜  Automate key marketing activities like email marketing, managing your calendar, and Social Media.

➜  Save you thousands of dollars on pricey freelancers doing things the long way.

Do you know what tools can help you at your current stage?

 If not, we're here to help you! 


We do a lot of research analyzing features vs cost vs user experience when we are picking a tool to use for our business. We have created a list of our favorites right here for you to use, too!

We are either using these or working very intimately with them so we have personal experience with how they work. Take a look and see which ones would help you automate tasks and simplify your business so you can create a profitable business you absolutely love.

Access the full list of tools below!

*We are affiliates with some of these brands. Using our links may result in us receiving a commission. We appreciate your support in using our referral links. 

  Choose the Stage You’re At  

Select an option to view the best tools that we recommend for your business and life! We personally have used all of these tools and found them highly useful in growing our biz.

Many of these links are affiliate links, which means we may get a commission if you purchase. However, none of the fees of these resources have been increased to compensate us.

Our Favorites At Any Stage
Stage 1: I’m Just Getting Started
Stage 2: Building the Momentum
Stage 3: Ready to Scale Fast

Our Favorites at Any Stage

Kajabi

Website, CRM, and Course Platform

Kajabi contains all the features you need to sell, market and deliver your content. Because they make it incredibly easy to turn your knowledge and content into products you can sell, we are a huge fan of this powerful tool. Inside our business, we specifically use Kajabi for our website, landing pages, CRM system, and course and membership platforms to highlight all our paid content and connect with our community.

30-day Free Trial.

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AttractWell

Website, CRM, and Course Platform

Similar to Kajabi but 1/3 of the price. Perfect for Coaches or Affiliate Marketers who are on a budget but want a seamless platform with all the needed features to sell, market, and deliver your content. We have been working with the creator of AttractWell (the sister company is GetOiling) for a few years and they are wonderful. Their support team is so helpful and they are always making improvements to the platform to give you more features and a better experience.

Get your first month for $1 and 1/2 off your second month when you click the "Learn More" button and set up your account!

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GetOiling

Website, CRM, and Course Platform

GetOiling is the Platform we recommend to our GROworkspace Members. If you are building your Young Living Business and leveraging GROworkaspce for content, then this is the platform we recommend. It is comparable to Kajabi in that it can be your website host, CRM system, support your funnels and house your course and membership content.

Get your first month for $1 and 1/2 off your second month when you click the Learn More button and set up your account!

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Shopify

E-commerce Website Platform

Shopify is perfect for your product-focused, e-commerce website. With the highest-converting checkout and flexible options for every size of business, Shopify stores sell more products, lower your costs, and save you time.

Get your first month for just $1

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Membership.io (formerly Searchie)

Video Searching, Transcripts, and Closed Caption

Every successful online course, membership, or coaching program begins with video. Searchie is the fastest way to manage, package and share your video content so that your team and customers get better results. We use Searchie to create Transcripts, SRT Files for Closed Captioning, and to allow for our students to search key terms to easily jump to relevant content in videos and podcast episodes.

Free trial available when you click Learn More.

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Podetize

Podcast Hosting

Your Easy button for Podcasting. Krissy uses Podetize for her podcast hosting because of the flexible Dynamic Advertising features. You can swap ads in and out of your episodes with the click of a button—no more wasted air time on ads that are no longer relevant. Also convenient during launch time!

Krissy also uses Podetize for all her podcast edits, show notes/blog post creation, social graphics audio clips etc. They play a big part in her ability to just show up, record, and be done.

Use promo code KRISSYCHIN for 1 free month of Hosting.

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Destination Legal

Legal Contracts

Legally protect your businesses with contracts and trademarks so you can make more money and confidentially build a freedom-based business you love. We have used many of their Legal Templates for Course Terms, Coaching Contracts, Contractor Contracts, and more. It is SO quick to update and gives us peace of mind that our business is protected.

Use promo code KRISSY at checkout for 10% off.

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Acuity Scheduling

Online Appointment Scheduling

Your online assistant working 24/7 to fill up your schedule! Having a scheduling platform has saved us countless hours of back and forth. "Are you free this time?" "Nope, how about this time?" "I'm busy. Does this time work?" (6 emails later and no time booked) Instead, set your schedule in Acuity Scheduling and send a scheduling link with "Go ahead and pick a time that works for you here!" Booking is done and reminder emails are sent. It's like your personal assistent!

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Canva

Design and Publish

Graphic Design without the learning curve. Design anything and publish anywhere. Use Canva to make course cover photos, PDFs to support your students, beautiful downloadable lead magnets, gifs that highlight your course content and so much more.

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Typeform

Forms and Surveys

Create dynamic forms and surveys based on your needs. We have used Typeform for applications for Coaching and masterminds, our automated Membership downgrade survey and recovery, Krissy's Podcast Application form, and countless surveys to gather feedback so we can make intentional improvements for our business.

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1 Password

Password Security

If you’re still committing passwords to memory (or worse -- using the same password for most of your major accounts), it’s time to get a password manager. Our personal favorite is 1 Password. We love that it allows us to securely share sensitive information (such as social media logins, etc.)

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Air Table

Spreadsheet and Organization Tool

Airtable is a spreadsheet-database hybrid, with the features of a database but applied to a spreadsheet. We have used the Free account to organize our social media content and keep track of Podcast guests.

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Google Drive

Process Documentation

Accessible from anywhere with internet, Google Drive is a great collaborative tool for teams to use when you’re working with content, files, or images in tandem. Unlike DropBox, multiple parties can be in a file at a time manipulating data or text without having to download and re-upload the file.

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Jasper AI

Copy Writing AI

Jasper is the generative AI platform for business that helps your team create content tailored for your brand 10X faster, wherever you work online. Use Jasper to create amazing copy for your website, social media, email marketing, FB ads, blog, Youtube titles and more! Having good copy is VITAL to your growth as an entrepreneur. Get 10,000 words free with my link!

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Stage 1: I’m Just Getting Started


When you’re just getting started with your business, your main focus should be on building your platform, creating consistent content for your target market and growing your email list. The tools below will help you get started in the right direction, even on a tight budget.

How to automate your online business and increase sales while you sleep.

  • Discover the 6-figure CEO’s secret to doubling your leads and sales while spending most of your time with your family. 

  • The 3 sneaky hidden obstacle that prevents struggling business owners from turning their prospects into paying customers (and exactly what to do about it).

  • The single greatest key to getting back 4 more hours each day while scaling your business to 6 figures and beyond. (Yes, that is actually possible for you!)

  • What to automate and how to make your automations work for you to bring in more profit for your business. 

YES, I NEED THIS

Plus, check out all of the tools recommended at any stage no matter where you’re at in business!

JUMP TO TOOLS AT ANY STAGE

Stage 2: Building the Momentum


At this stage you will start to fine tune your systems, leverage automation, and launch a digital product that will allow you to scale!

Clickup

Project Management

Now that you’re starting to manage a lot of moving parts, you’ve got to stay organized. Click-up helps my entire team keep track of our work. We use this tool to communicate, share links, stay on top of deadlines and keep everybody in the loop.

LEARN MORE

Plus, check out all of the tools recommended at any stage no matter where you’re at in business!

JUMP TO TOOLS AT ANY STAGE

Stage 3: Ready to Scale Fast


Demio

Webinar Platform

This is an incredibly convenient and easy to use tool for both your Live and automated webinars. We teach how to use Demio as your Live and automated webinar software in The Evergreen Course Funnel/Course Creators Accelerated.

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Deadline Funnel

Web Countdown Timers 

Embed countdown timers in your emails that are automatically synced with your sales page timers to add urgency and get your buyers to take action, now. Perfect for when you want to offer bonuses or discounts for a limited time in your evergreen funnel.

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Thrive Cart

Affiliate Software and Custom Checkout Pages

Imagine having an army of ambassadors promoting your product. How much faster could you grow if you had a team of people promoting your products? We signed up for Thrive Cart to take advantage of their Affiliate Software when we hosted a Virtual Summit. We were able to bring on hundreds of affiliates to help me promote the event and they were paid out automatically for the sales they brought in. If you are looking for an affiliate program with detailed analytics and automatic payouts, this is the best platform to use. They also provide more customizable checkout pages if that’s of interest to you.

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Gravy

Payment Recovery

Imagine having your own 24/7 U.S. based engagement team who contacts your customers within hours of their failed payment, captures updated billing information, and saves the customer you worked so hard to acquire... Well, no need to imagine it anymore. MEET YOUR PERSONAL PAYMENT RECOVERY TEAM. On average, Gravy increased our failed payment recovery from 50% to 60% recovering thousands of dollars every month.

Let them know I sent you their way!

LEARN MORE

Plus, check out all of the tools recommended at any stage no matter where you’re at in business!

JUMP TO TOOLS AT ANY STAGE