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Business Setup

Tools & Tech Stack

The essential apps for transactions, signing, marketing, and staying organized.

Transactions

  • DotLoop or SkySlope — transaction management.
  • DocuSign or Authentisign — e-signatures.
  • ShowingTime — appointment scheduling.

Marketing

  • Canva Pro — graphics and flyers.
  • CapCut — short-form video editing.
  • Mailchimp or Flodesk — email newsletters.

Productivity

  • Google Workspace — email, calendar, drive.
  • Calendly — appointment booking link.
  • Slack or Voxer — team comms.

Action Items

  1. Audit your current stack — cancel anything unused.
  2. Pick one transaction platform and standardize.