ResourcesTools for The Rebel Visionary™
Tools and tech stacks we use to build and support client systems.
These are the tools used across our client builds.
Each has been tested in real workflows and selected for how it supports the system as a whole.
If you’re setting things up on your own, this is a reliable place to start.
Disclaimer: Some links on this page are affiliate links.
These are tools we use in our own work and client builds. If you choose to use them, we may earn a commission at no additional cost to you. Please only buy what you need.
CORE CRM PLATFORMS
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HoneyBook
Best for service-based businesses that want a streamlined, all-in-one system.
Strong for proposals, invoicing, scheduling, and simple automation within a single platform.
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Dubsado
Best for businesses that need more flexibility and customization.
Supports more complex workflows, detailed automations, and tailored client experiences.
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Aisle Planner
Built specifically for event-based businesses.
Combines CRM functionality with timeline management, design tools, and client collaboration features.
CRM Templates & Tools
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CRMs Made Easy
CRMs Made Easy gives you step-by-step guidance across HoneyBook, Dubsado, and Aisle Planner so you can make the right choice and build it correctly.
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Forms & Flows
Forms & Flows helps you create the questionnaires, forms, and intake points your CRM depends on to function properly. It focuses on what your system needs to collect and how that information moves through your workflow.
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Search & Grow
The beautiful Dubsado companion to make your proposals and forms beautifully branded using code. Create a customizable experience for your users with Search & Grow!
The Creative Law Shop®
I use the Creative Law Shop® for all my legal contract templates, and I love that they carry templates that are industry-specific! Their blog + newsletter are also so informative to running a legally sound business. New to contract templates? Start Here!
Get 10% off at checkout with code BROOKEOLSEN10.
OFFICE + ADMIN
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G-Suite
G-Suite is basically Gmail for business with way more features to keep your company well managed, especially as you grow your team. But we all know that email can be a pain. Grab my quick tips to make your inbox 0 more than a pipe dream!
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Scheduling
Squarespace Scheduling (formally Acuity) is an incredible platform to book appointments with ease. Bonus - you can easily integrate Zoom and Zapier for a next-level customer experience.
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ClickUp
A robust project management tool for complex projects and tasks that don’t follow a singular, streamlined path. Our team left Asana behind with 0 regrets. ClickUp is a breeze to use with team members, and my clients LOVE it.
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Dropbox
Dropbox is used as my backup for photos, videos, important documents. Excellent for sharing large files too.
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Loom
Tired of getting on a “quick call” or trying to type out instructions? Use Loom to record a simple walkthrough video using screen sharing and voiceover capabilities!
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Zoom
Zoom is an easy way to meet with your clients and connections virtually! Integrates beautifully with most scheduling software systems too!
MARKETING
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Squarespace
Squarespace is an easy-to-use, all-in-one website platform. Changing looks, switching out photos, and editing text is a snap, plus it’s super easy to name images for SEO and include SEO tags on your webpages and blog posts.
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Flodesk
If you’re tired of trying to win an ever-changing algorithm but love sharing valuable content, then a newsletter is your jam! Flodesk is a beautiful and user-friendly solution for you to communicate with your community directly in their inbox.
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Podia
Do you sell courses, digital downloads, and/or memberships? If so, Podia is an incredible platform that handles it all if you’re seasoned or new to the digital age of selling content!
DESIGN
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Stocklane
Stocklane is an amazing stock photography membership for women entrepreneurs. Designed for entrepreneurs who care about high-touch experiences and want fresh photography monthly! Use code BROOKEOLSEN10 for an extra bonus!
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Canva
Canva is perfect for non-Graphic Designers to produce cohesive visual documents, social media templates, and presentations with ease.
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Tailwind
Pinterest is a visual-based search engine platform and Tailwind is the approved scheduling tool partner which means it can post content while you sleep, keeping your engagement high for only a few hours of time each month!