#worksmart series
My app stack of must have apps
Get automatic meeting notes, action items, & transcripts!
• review a 1 hr meeting in 5 minutes
• see action items, questions, and other key metrics with just 1 click
• filter and listen to key topics
🤖 power up with AI!
keep your team in the loop
with Slack
Collaboration has never been so easy! Slack replaces the dreaded emails you're probably using for team communication. Blech.
Slack Channels keep conversations organized and on-topic.
make it easy for clients to
electronically sign docs
Drastically shorten your client conversion process!
PandaDoc makes it easy for clients to electronically sign proposals and more, via their desktop or smartphone.
SMS marketing for business
with TextMagic
Use TextMagic to send SMS campaigns, schedule a text message for future delivery, set up SMS auto-responders, & more.
track sales, projects, tasks,
& more with Daylite
Designed to keep relevant items linked together in one place, so you're not switching between multiple apps to access follow-ups, sales, appointments, tasks, projects, & files.
automate everything
with Zapier
Use Zapier's integration with 2,000+ apps to automate passing data between apps like Daylite, Calendly, Slack, Mailchimp, & more.
Eliminate the frustration of trying to find a time that works for everyone!
Your clients can simply go to your scheduling page and pick from your available dates and times.
save hours of repeat typing
with TextExpander
Define snippets that instantly expand into your commonly typed phrases, entire paragraphs, even dynamic email message templates.
collect data from online forms with JotForm
Choose from 10,000 Form templates.
Gorgeous, sleek designs.
Cards templates offer a 1-question at a time conversational format.
Mobile friendly.
