If you would like to use any of the tools that I also use to chase my dream, you will find them all listed below.
This page is full of the providers and partners that I work with and use to manage my own life.
DISCLAIMER: We may be paid for any purchases you make using links on this page.
Getting Started with Prospecting?
Fill out the form below and I'll send you the template that I use to build prospecting plans!
The most important thing I do is document my journey. Below is the strategy for how I am documenting my journey, as well as the tools I use and why I use them.
CRM Platform
GoHighLevel is an amazing tool for smaller businesses that are growing.
A ton of flex-ability, and you solve a ton of problems with one tool. Depending on your business, business model, and future plans will determine how you want to purchase GoHighLevel since there are 2 options.
I use my own personal agency account from GoHighLevel. It is amazing because of how many problems it solves for a small organization. The features that I love most are:
Create and Manage:
Sales Funnels
Websites
Blogs
Membership areas
Email Marketing
Forms
Surveys
Chat Widget
Automations
Contact Database
Sales Pipelines
Social Media Profiles
Invoices/Subscriptions
Reputation Management (Google Review)
Tasks
Purchasing This Platform
Option 1: Purchase Direct from GHL
This is a great option if you have multiple companies or brands that you are working with and a part of. If you purchase direct from GoHighLevel you will get an agency level account. This gives you the ability to create and manage multiple brands, and operate it as your own white labeled CRM if you would like.
I personally have an agency account since I manage so many different brands.
Disclosure: I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.
Option 2: Purchase From An Affiliate
If you don't need multiple brands and want to get more value as far as strategy, creation, and management of your entire system, then I would STRONGLY recommend purchasing from an affiliate. Depending on what your niche and where you are at in your entrepreneurial journey will help you determine what you should look to have included with the offer.
I strongly recommend Hawk Mikado's team at Funneltopia. You can learn more about how they support entrepreneurs when it comes to
Social Media Management Platform
For managing my social media, I am using Metricool. I like it over the GHL platform due to functionality and my ability to manage multiple brands.
This software is designed to let you create and management multiple brands from one place. It lets me upload content to multiple platforms and organize my brands.
One of the things I love about it is your ability to pull in your messages and comments from multiple platforms and manage them out of this one system.
It has an app for your phone as well as the desktop app. The desktop app is how I plan out my scheduled content, and then the phone app I use to post content throughout the day.
It consolidates all of your accounts into one dashboard for pulling reports and managing your influence.
It also pulls FB, Google, and TikTok ads into the dashboard.
Overall, I have been a huge fan of this platform and it is doing a great job of keeping me connected with others!
CRM Platform
GoHighLevel is an amazing tool for smaller businesses that are growing.
A ton of flex-ability, and you solve a ton of problems with one tool. Depending on your business, business model, and future plans will determine how you want to purchase GoHighLevel since there are 2 options.
I use my own personal agency account from GoHighLevel. It is amazing because of how many problems it solves for a small organization. The features that I love most are:
Create and Manage:
Sales Funnels
Websites
Blogs
Membership areas
Email Marketing
Forms
Surveys
Chat Widget
Automations
Contact Database
Sales Pipelines
Social Media Profiles
Invoices/Subscriptions
Reputation Management (Google Review)
Tasks
Purchasing This Platform
Option 1: Purchase Direct from GHL
This is a great option if you have multiple companies or brands that you are working with and a part of. If you purchase direct from GoHighLevel you will get an agency level account. This gives you the ability to create and manage multiple brands, and operate it as your own white labeled CRM if you would like.
I personally have an agency account since I manage so many different brands.
Disclosure: I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.
Option 2: Purchase From An Affiliate
If you don't need multiple brands and want to get more value as far as strategy, creation, and management of your entire system, then I would STRONGLY recommend purchasing from an affiliate. Depending on what your niche and where you are at in your entrepreneurial journey will help you determine what you should look to have included with the offer.
I strongly recommend Hawk Mikado's team at Funneltopia. You can learn more about how they support entrepreneurs when it comes to
Tax Strategy Support
Having a plan and implementing that plan regularly are crucial to your success through life. If you don't have a tax team dedicated to tax strategy implementation, you should. Learn more about how Entrepreneurial Tax Strategy takes care of their clients tax situation.
R and D Tax Strategy
We work with Strike tax to make sure all our clients are taking full advantage of the R and D tax credits available to them. If you think R and D Tax credits would be a good fit for your business, I would suggest you reach out and work with them!
Cost Segregation
Cost Segregation is a great strategy to use with real estate, and we think that anyone who owns property currently should look at the tax advantages that it might bring into your ecosystem.
M and A Support
The success of our dream relies on mergers and acquisitions. Justin learned most of what he knows about M and A through the EPIC Challenge. If you would like to learn M and A, I would suggest going through this challenge.
Sales Support
After spending 10 years working with Sandler Training, it is the program that I resonate the most with, and I would recommend it to anyone looking to improve their sales team.
Prospecting Support
If you don't have the leads that are needed to grow your business, it will not consistently grow. One of the best ways to grow is with a well ran and managed lead generation campaign. Learn about our
Follow Prospecting Done For You On Social Media
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