🔧 DOING IT YOURSELF?
Here Are the Tools I Use, Trust & Have Experience With.
You don't have to hire OTCM to build a better digital system.
These are tools and resources I personally use to run my business, manage marketing, create content, connect with people, and work more efficiently.
No random recommendations. No giant list of tools you don't need. Just resources I've actually used and believe are worth knowing about.
START HERE
What Are You Trying to Do?
💼 RUN MY BUSINESS
CRM • Automation • Meetings • Operations
🎨 CREATE & GROW
Design • Content • Networking • Creator Opportunities
💰 MAKE & MANAGE MONEY
Business Banking • Flexible Income • Monetization
🌱 EVERYDAY FAVORITES
Products I genuinely use outside the office
💼 RUN YOUR BUSINESS
Tools That Help Keep the Business Moving
From leads and follow-up to meetings and automation, these are tools I use to manage the systems behind OTCM and client work.
HIGHLEVEL
Your CRM, Marketing & Follow-Up in One Place
Best for: Business owners, service providers, and organizations that want to better manage leads, customers, appointments, and follow-up.
I use HighLevel for CRM, pipelines, forms, automations, email/SMS, scheduling, and other systems behind OTCM and client work.
Want to DIY your system? I’ve created a full breakdown of how I use HighLevel and who I think it’s best for.
Zoom
Meet. Consult. Collaborate.
Best for: Virtual meetings, consultations, trainings, and remote collaboration.
Zoom is part of my everyday business toolkit for client calls, consultations, meetings, and working with people from just about anywhere.
🎨 CREATE & GROW
Tools That Help Me Show Up & Stay Connected
You don’t need a full production studio to create professional content or make meaningful connections. These are tools I use to make both easier.
Canva
Create Without Starting From Scratch
Best for: Social media, presentations, flyers, marketing materials, branded content, and everyday design.
Canva is one of my most-used tools. I use it across OTCM for content, presentations, graphics, client work, and marketing materials.
TAPTAG
Take Your Business Card Digital
Best for: Business owners, creators, conferences, events, and everyday networking.
I use TapTag to quickly share my contact information, website, social media, and business details without relying on a stack of paper business cards.
One tap. One profile. A much easier follow-up.
💰 MAKE & MANAGE MONEY
Resources for the Business Behind the Brand
Making money is one thing. Managing it—and finding additional ways to earn—is another. These are resources I’ve personally used along the way.
NOVO BUSINESS BANKING
Keep Business Money Business.
Best for: Small business owners, freelancers, and creators looking for an online business banking option.
I’ve used Novo to help keep business income and expenses organized and separate from personal finances. If you’re building the financial side of your business, it’s an option worth exploring.
Interested in Flexible AI Work?
For supplemental income and skill-based opportunities.
OUTLIER
Best for: Writers, analysts, evaluators, and tech-comfortable professionals interested in project-based AI work.
I’ve personally used Outlier in the past. I’m not currently doing active projects on the platform, but I still have access to its referral program and wanted to keep it here as a resource for anyone interested in exploring flexible AI-related opportunities.
🌱 EVERYDAY FAVORITES
Because Everything I Use Isn't Business Software
Running a business happens during early mornings, late nights, travel days, content days, and everything in between. These are some of the products that have genuinely become part of my routine.
RYZE SUPERFOODS
You’ve Probably Seen This Cup Before 😂
If you follow my content, there’s a pretty good chance you’ve seen RYZE make an appearance.
It’s become part of my routine during workdays, travel, and content creation. If you’ve been wondering what I’m always drinking, you can check it out here.
🧠 NEED HELP PUTTING IT ALL TOGETHER?
**The Tools Are the Easy Part. Making Them Work Together Is the System.**
You don't need every tool on this page—and you shouldn't pay for software you don't actually need.
If you're unsure what fits your business, need help connecting your tools, or simply don't want to spend your time setting everything up yourself, let's talk.
During your consultation, we can discuss:
✓ What you're currently using
✓ What's working—and what's disconnected
✓ Which tools actually make sense for your business
✓ What you can handle yourself
✓ What OTCM can help set up or manage
❓ Frequently Asked Questions
Are these affiliate links?
Some of the tools on this page are affiliate links, and some are not. Every tool listed is something I personally use or recommend based on real experience — not because of commissions.
Do I need all of these tools to get results?
No. Most people only need a few tools at a time. That’s why I always recommend starting with strategy first and then choosing tools that support your specific goals.
How do I know which tools are right for me?
If you’re unsure, a Quick Audit is the fastest way to get clarity. I’ll review your current setup and recommend only the tools that make sense for your brand or business.
Is this a store or marketplace?
No. This page is a curated resource hub — not an online store. It’s designed to help you make informed decisions, not push products.
Can I use these tools as a beginner?
Yes. Many of the tools listed are beginner-friendly and scalable. I also include tools that grow with you as your brand or business evolves.
What should I start with if I feel overwhelmed?
Start with the Social Media Audit Guide or book a Quick Audit. Both options help you identify what to fix first so you’re not guessing or wasting time.
Do you earn money if I use these links?
Some links may earn a commission at no extra cost to you. This helps support my work and allows me to continue creating free and low-cost resources — but it never influences what I recommend.
Can I ask for personalized recommendations?
Absolutely. If you want tailored guidance, you can book a Quick Audit and I’ll walk you through exactly what tools (if any) make sense for your situation.
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