A running list of the tools, templates, and freebies I use to run Expand Well, and recommend to clients. Some links below are affiliate links, meaning I might earn a small commission if you buy through them, but I only recommend what's actually earned a spot in my own stack.
Ten done-for-you Clickup recipes to kill the busywork fast, no technical setup required, just copy, connect, and stop doing it by hand.
Fifteen honest minutes, five sections, one clear next step. Find out exactly where your operations are quietly breaking down, and what to actually do about it.
A five-minute weekly template to catch what's slipping before it becomes a fire drill. The habit that keeps your systems honest between engagements.
Perplexity is my go-to for fast, sourced research, it answers with real citations instead of a wall of guesses. I use it for competitive research, market data, and double-checking claims before they land in a client deck.
ClickUp is the system behind everything I build, projects, dashboards, SOPs, automations, all in one place instead of scattered across six apps and a sticky note. If your team's tracking work in your inbox right now, this is where that ends.
Calendly makes booking a call simple, no back-and-forth emails trying to find a time that works. It's the tool behind every Systems Diagnostic and discovery call we schedule.
ChatGPT is my thinking partner when I need to get unstuck fast, drafts, outlines, and untangling a mess of thoughts into something usable, so I show up to calls already three steps ahead.
Claude is the AI I actually trust with client work, sharper on nuance, better at holding context across a long project, and it doesn't confidently make things up nearly as often. I use it for everything from drafting SOPs to untangling a messy client brief.
Canva is where I build anything that needs to look good fast, client decks, social graphics, quick visuals for a proposal. You don't need a design degree, you need fifteen minutes and a template that doesn't look like a template.
The automation engine behind nearly everything we build. Zapier connects ClickUp to your tech stack so work moves on its own, no manual handoffs required.
Flodesk is what I use to send emails that actually look like my brand, not a template everyone's seen a hundred times. Gorgeous, simple, and it doesn't punish you for growing your list.
Showit is what my own website runs on, drag-and-drop design with zero code required, so it actually looks like the brand I intended instead of a template I gave up customizing halfway through.
find out whats broken
Not sure if the problem is your team, your tools, or just you doing too much? This is where we find out. One session, one roadmap, one clear next step.
Start here if you know it's your systems
03
01