Recommended Launch Tools for 6 & 7 Figure Launches



One of the most important things in business is making sure your booty is totally covered. Whether you need terms and conditions for your online course, client contracts, non-disclosure agreements or something else, you need Get it in Writing – a whole range of contracts to cover every aspect of your business. You can grab a template or pay a little bit more to get a contract customized for your needs. Find what you need here.


Project Management


Asana is the most popular project management system used by my clients. There is a free version that works really well for a small to large teams with an unlimited amount of projects. They also just upgraded their user interface (thank god!) and it looks much more streamline. There are a few things that I wish that they would add, but for now it works just fine for me and my team.


Teamwork is a great tool for agencies that need to assign their employee or contractor’s time to specific client projects. There are a few things that it does that Asana does not: let you assign start and end dates to tasks (not just deadlines) and assign multiple people to one task.

DaPulse logo


DaPulse is a paid tool that allows you to organize and manage projects with a visual interface. From detailed to a big-picture view, DaPulse lets you and your team see what’s happening at every step of your project.

Team Collaboration

Slack communication for teams


Slack is where it’s at!! Slack is a communication tool that lets you instant message with your team. You can also create channels for different projects or areas of your business. I also know coaches and consultants that add their clients to the system for group interaction and support. The best part – they have a free version! You can also download their app for your phone so you can take your conversations on the go!

Content Management



Evernote is a brilliant tool that functions like a virtual notebook. I sometimes use it for brainstorming ideas, blogs, and newsletters. Actually this resource guide started as a note in Evernote! What I love about it is that you can easily access it from your phone. When I first started my business I was working a full time job. Most of my writing would happen on the subway in NYC. It was easy to open up a note and just type away (I actually wrote my best on a subway – I think it was because I didn’t have service and was able to FOCUS!)

Google Docs


I’m a huge fan of GoogleDocs for organizing my personal life AND my business. I use this to write blog posts and newsletters at my computer. GoogleDrive is where I store all of my client documents (notes, timelines, etc), along with notes that I take when talking to my coach. I also use it for my business operating procedures (see below). It’s super easy to create a link to share specific documents or folders with your clients and/or team.

Gmail logo

GMAIL DRAFTS (not even kidding…)

Email drafts is not a perfect solution, but if you have to jot down a quick note that you will take immediate action on – it works. If I can’t find something I usually go to my Gmail and search my drafts for it. It’s easy to access or my laptop or my phone. Again, not a perfect solution, but it automatically saves and is searchable!

Pages for Mac


Pages is great for Mac users that want to format content into a pretty PDF. I created the original freebie on my website using Pages and then exported it as a PDF. I find that the design aspect is way more flexible than a Word document, yet it’s not as serious as Adobe InDesign (which kinda intimidates me…)

File Sharing

Dropbox logo


I love Dropbox for the same reason I love Google Drive. You can simply upload content and then share a link. I put documents, photos and audio files in Dropbox and then copy the link to put into my project management system for my team to use.

Membership Platforms

Summit Evergreen


I used Summit Evergreen for my Zero To Dream Team program because I loved the way that I could customize the look to match my branding (it’s seriously beautiful!) You can easily hook it up to your email provider and payment processor. Users can sign up through the platform and you can offer immediate access to all of your content or drip feed it, depending on how your program is structured. The fee starts at $10/month.

Below are others that I do not have personal experience with, but that many of my clients and friends have used.

Optimize Press

Zippy Courses

Teachable (previously Fedora)


Payment Gateway

Stripe logo


Stripe is the payment gateway that I use to process payments for my subscription services and one time payments. I’ve never had an issue getting paid, which I understand has happened on other platforms. Stripe’s user interface is extremely easy to set up and use. There is a per transaction fee that is similar to other payment processors.

Selling Digital Goods and Services



I use SendOwl to collect payment for my subscription services and for one-time consulting services. I was also using this for the Zero To Dream Team payment plan, but will transfer over the membership site platform during my next launch. Clients enter their credit card information once and it automatically bills them when the next payment is due. For most of my clients it’s monthly. SendOwl charges a small subscription fee to use the services, but no per transaction fee.



I haven’t used Gumroad myself, but some of my clients do. This seems to be a great platform for selling downloadable products like e-books or audio recordings.

Email Management System



ConvertKit is an excellent email marketing tool for professional bloggers and online business owners. Everything you need from opt-in forms to automation sequences is easy to set up, plus you can integrate it with your WordPress site to tailor sequences to particular blog posts. And it has the functionality to set up drip-fed email courses too! 



Trying to manage a bunch of separate tools to run your business creates a frustrating mess that simply won’t work as your business grows. With Ontraport, all your business tools, data and customer information is in one system and everything works together seamlessly. You’ll create better customer experiences, increase sales and you can automate everything, saving a ton of time. Plus, you’ve always got one team to call when you have a question or need support. You can even use it to run a membership site and process payments.

Social Media Management



Oh Edgar, how I love thee. Edgar functions as a library for all of your social media content. You organize your content into categories (Inspirational, Blog Posts, Outside Articles, Quotes, etc.) and Edgar will automatically pull the posts associated with each category and push them out to the platform of your choice (Facebook, Twitter, LinkedIn) on the day of the week you designate. It recycles your content so you always have a constant flow of material for your audience. It’s a little pricey, but could offset costs of hiring someone to post on your behalf.



Hootsuite allows you to manage multiple social media accounts from one platform. It has a great dashboard that allows you to monitor several streams at once, such as your tweets, your followers, and hashtags or keywords. 

The paid version starts at around $9/month and allows you to manage up to 50 profiles, plus it comes with a bulk upload tool which you can use to schedule up to 300 posts at once.



Buffer is another social scheduling tool. The main differences between Buffer and Edgar is that the paid version of Buffer works with Pinterest, and actually has a tool that allows you to create images within the platform. You can ‘re-Buffer’ your popular content but you have to do it manually — it does not store content to make it easily repeatable, which is where Edgar really stands out above all other tools.

Webinar Tools

Webinar tools


A quick and easy solution for hosting webinars is to embed Google Hangouts on your website, paired with ChatWing. Both are free and simple to setup. Make sure to test it with some friends before going live and if you’re using a Powerpoint save it as a PDF, don’t use the Powerpoint presentation.

I use Nathalie Lussier’s plug-in called WebinarAlly for easy integration.



WebinarJam is a full-service webinar and marketing tool that makes it easy to setup and run your webinars, plus includes a bunch of features to help you market and convert them like landing pages, countdown timers, email sequences and recording and replay tools.

Instant Teleseminar


Instant Teleseminar allows you to run teleseminars and webinars easily without you or your attendees needing to download any software. You can embed a broadcast on your own site and have immediate access to recordings and replays automatically, plus the comprehensive chat function allows your attendees to raise their hands to ask questions.

Conference Calls or Videos



UberConference is my #1 audio conference tool. The free version will allow up to 10 participants and the paid version up to 100. I’ve used it for client calls and calls for my group program. It gives you the ability to record the call and then download the recording or share a link.



Most of you are probably very familiar with Skype which handles both audio and video conferencing, along with screen sharing. For some reason, I also have better quality calls with my Australian clients using this platform (as opposed to UberConference). Skype offers a pretty robust free version, but also has a business option at $2/user/month. Not too shabby!

APPEAR.IN is a web-based solution to host video conferences for up to 8 people, and requires no plugins or installation.