business tools

freebies

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.

My recommended freebies, tools, and resources for your business.

The resource library

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.

Perplexity

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.

ClickUp

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.

Calendly

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.

ChatGPT

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.

Claude

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.

Canva

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.

Zapier

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.

Flodesk

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.

Showit

My favorite business tools

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.

The Systems Diagnostic

Start here if you know it's your systems

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ClickUp Optimization Plan

Already know ClickUp's the problem? Skip the guesswork. In 90 minutes, we'll audit what's broken and hand you a plan to fix it, or fix it for you.

Start here if you know it's clickup

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Know the problem isn't your systems, it's the indecision, the bottleneck, the next move you can't quite see? In 90 minutes, we get you out of your own head and into a plan you can actually execute.

The CEO Clarity Intensive

Start here if you know it's you

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BRING
TO YOUR INBOX

SySTEMS

Skip the hustle-culture pep talks and tips you've already seen a hundred times. This is where you get the real stuff: the automations, the frameworks, the "here's exactly what to fix first" breakdowns that actually move your backend forward. No fluff, no filler, no glorified to-do lists. You in?