Tools & Resources

The Best Tools to Build, Automate, and Scale Your Service-Based Business

These are the same tools and platforms I use (and recommend) to build efficient, automated service businesses. Whether you’re managing clients, creating content, or outsourcing tasks — this page will save you time and money. Some links below are affiliate links, which means I may earn a small commission if you purchase through them — at no extra cost to you.

AI & Automation Tools

ChatGPT / OpenAI — My go-to for client scripts, prompts, and workflow automation.
👉 Try ChatGPT
Claude — My go-to for humanized writing, proofreading, and finalizing content.
👉 Try Claude
Grok— My go-to for a specialized approach to using AI for Twitter.
👉 Try Grok
Gemini— My go-to for a specialized approach to using AI data, video, or citations.
👉 Try Gemini
Perplexity— My go-to for a specialized approach to using workflows, conversational prompts, or industry insights.
👉 Try Perplexity
Zapier — Automates repetitive business tasks between apps.
👉 Visit Zapier
N8N— AI workflows and chatbots.
👉 Visit N8N
Notion — Keeps client projects and processes organized.
👉 Try Notion
Pabbly Connect — Affordable Zapier alternative for automation.
👉 Visit Pabbly Connect
Want to get a custom GPT Built or a Shared One Built?
👉 See Service Automations

Website & Hosting Tools

WordPress + Kadence Theme — The same combo used to build this blog.
👉 Get Kadence Theme
WordPress + Elementor Theme — The “backup” same combo used to build this blog.
👉 Get Elementor Theme
Shopify —Best for e-commerce-oriented products or services web development.
👉 Get Shopify Theme
Payhip—Best for selling simple digital products. (I used this for my products)
👉 Get Payhip Theme
Namecheap — Simple and affordable domain registration.
👉 Visit Namecheap
Hostinger — Reliable hosting for new businesses.
👉 Compare Hosting Options
SiteGround — Reliable hosting for new businesses.
👉 Compare Hosting Options
Bluehost— Reliable hosting for new businesses.
👉 Compare Hosting Options
WPX — Reliable hosting for new businesses.
👉 Compare Hosting Options

Outsourcing, Deisgn, Project Management & Dropservicing Tools

Fiverr Business / Upwork — Hire skilled freelancers to deliver services.
👉 Explore Fiverr Explore Upwork
Online Jobs.ph — Hire skilled freelancers to deliver services.
👉 Explore Onlinejobs.ph
Trello — Manage client deliverables and team tasks.
👉 Use Trello Free
Asana— Manage client deliverables and team tasks.
👉 Use Asana Free
Jira— Manage client deliverables and team tasks.
👉 Use Jira Free
Freeup— Manage client deliverables and team tasks.
👉 Use Freeup Free
Air Table— Manage client deliverables and team tasks.
👉 Try Airtable
Canva Pro — For ebook covers, ad creatives, video converts, and social media design.
👉 Try Canva Free
Decktopus — The canva of building PowerPoints.
👉 Try Decktopus Free
VIdai — The chat gpt of Video creation.
👉 Try Vidai
Instadoodle— The secret doodle and whiteboard creation tool.
👉 Try Instaedoodle
Ellevenlabs— Clone your voice for audio and repurposing content.
👉 Try Ellevenlabs

Marketing & Analytics

Tailwind — Schedule and optimize Pinterest and Instagram content.
👉 Try Tailwind
ConvertKit -Build automated email sequences for clients.
👉 Get ConvertKit
Active Campaign-Build automated email sequences for clients.
👉 Active Campaign
MailerLite — Build automated email sequences for clients.
👉 Get MailerLite
Google Analytics — Track traffic and conversions.
👉 Access Google Analytics
Metricool — Schedule and analyze all social media content.
👉 Try Metricool
Google Analytics — Track website traffic and conversions.
👉 Access Google Analytics
Google Search Console — Monitor keyword performance and site indexing.
👉 Access Google Search Console
Bing Webmaster Tools — Track Bing search visibility and site health.
👉 Access Bing Webmaster Tools
Google My Business — Manage and optimize your business listing.
👉 Access Google My Business
Microsoft Copilot — AI-powered assistant for writing, data, and productivity.
👉 Try Microsoft Copilot
VidIQ — YouTube SEO and analytics tool for video creators.
👉 Try VidIQ
TubeBuddy — Boost video performance with analytics and keyword insights.
👉 Try TubeBuddy
Snapchat Ads — Run ad campaigns to reach Gen Z audiences.
👉 Create Snapchat Ads
Twitter Ads (X) — Promote tweets and grow brand awareness.
👉 Create Twitter Ads
Facebook Ads — Reach audiences through Facebook and Meta platforms.
👉 Create Facebook Ads
Instagram Ads — Engage and convert visual audiences.
👉 Create Instagram Ads
TikTok Ads — Run viral, short-form ad campaigns.
👉 Create TikTok Ads
Pinterest Ads — Drive conversions with visual discovery ads.
👉 Create Pinterest Ads
LinkedIn Ads — Target professionals and B2B decision-makers.
👉 Create LinkedIn Ads
YouTube Ads — Drive traffic and awareness through video campaigns.
👉 Create YouTube Ads
Bing Ads — Expand your search campaigns beyond Google.
👉 Create Bing Ads
Google Ads — Run PPC and display ad campaigns.
👉 Create Google Ads
Amazon Ads — Promote products across Amazon’s massive marketplace.
👉 https://advertising.amazon.com/
Lemon8 — Share lifestyle and business content visually.
👉 Try Lemon8

⚙️ CRM & Funnel Tools


Salesforce — Advanced CRM for enterprise teams.
👉 Visit Salesforce
Five9 — Call center and sales automation platform.
👉 Visit Five9
HubSpot — All-in-one CRM, marketing, and sales tool.
👉 Try HubSpot
Go High Level — CRM, funnel builder, and automation system.
👉 Try Go High Level
Systeme.io — Simple, affordable all-in-one funnel platform.
👉 Try Systeme.io
GetResponse — Email marketing, landing pages, and automation.
👉 Try GetResponse
ClickFunnels — High-converting sales funnels made easy.
👉 Try ClickFunnels
Kartra — Marketing automation, membership, and funnel platform.
👉 Try Kartra
Service Titan — All-in-one CRM for HVAC, plumbing, electrical, & home services.
👉 https://www.servicetitan.com/
Housecall Pro — Field-service management for contractors.
👉 https://www.housecallpro.com/
Jobber — CRM & scheduling for small service businesses.
👉 https://getjobber.com/
JobNimbus — Roofing & exterior contractor CRM.
👉 https://www.jobnimbus.com/
Roofr — Estimating & sales software for roofing pros.
👉 https://roofr.com/
FieldPulse — CRM & job scheduling for electricians, HVAC, and technicians.
👉 https://www.fieldpulse.com/
ServiceMonster — CRM & marketing for cleaning & home service businesses.
👉 https://www.servicemonster.net/
LawnPro — Route, scheduling & invoicing for lawn-care companies.
👉 https://www.lawnprosoftware.com/
Aspire Software — CRM & business management for landscaping.
👉 https://www.youraspire.com/
GutterPal — CRM & estimation tool for gutter businesses.
👉 https://www.gutterpal.com/

Booking & Scheduling Tools


Calendly — Schedule client calls & consultations easily.
👉 https://calendly.com/
TidyCal — Affordable alternative for client bookings.
👉 https://tidycal.com/
Acuity Scheduling — Professional booking & payment integrations.
👉 https://www.acuityscheduling.com/
SimplyBook.me — Full-featured online booking platform.
👉 https://simplybook.me/
Square Appointments — Free booking & POS system for small businesses.
👉 https://squareup.com/appointments

Payment Processors & Invoicing Tools


Stripe — Accept payments, subscriptions, and automate billing for your services.
👉 https://stripe.com/
PayPal — Global payment processor for online stores, freelancers, and clients.
👉 https://www.paypal.com/
Square — POS system with payment links, terminals, and invoices.
👉 https://squareup.com/
QuickBooks — Manage business finances, invoicing, and payroll in one place.
👉 https://quickbooks.intuit.com/
Beehive — Manage digital subscriptions and membership payments easily.
👉 https://beehiv.com/
Wave — Free invoicing and accounting software for freelancers.
👉 https://www.waveapps.com/
FreshBooks — Simple accounting and client billing for small businesses.
👉 https://www.freshbooks.com/
Authorize.net — Trusted payment gateway for secure transactions.
👉 https://www.authorize.net/
Wise (formerly TransferWise) — Low-fee international business payments.
👉 https://wise.com/
Payoneer — Cross-border payment platform for global clients.
👉 https://www.payoneer.com/

Investing & Finance Platforms (Where I Pay Myself)


Stripe — Accept payments, subscriptions, and automate billing for your services.
👉 https://stripe.com/
PayPal — Global payment processor for online stores, freelancers, and clients.
👉 https://www.paypal.com/
Square — POS system with payment links, terminals, and invoices.
👉 https://squareup.com/
Beehive — Manage digital subscriptions and membership payments easily.
👉 https://beehiv.com/
Wave — Free invoicing and accounting software for freelancers.
👉 https://www.waveapps.com/
FreshBooks — Simple accounting and client billing for small businesses.
👉 https://www.freshbooks.com/
Authorize.net — Trusted payment gateway for secure transactions.
👉 https://www.authorize.net/
Wise (formerly TransferWise) — Low-fee international business payments.
👉 https://wise.com/
Payoneer — Cross-border payment platform for global clients.
👉 https://www.payoneer.com/

Dropservicing Mogul’s Products

The Free Ultimate Dropservicing Handbook (QA Edition)
Learn everything everyone wants to know about a dropservicing business — straight answers to real questions.
👉 Get the QA Ebook
Free Common Mistakes & How to Avoid Them (Dropservicing Edition)
Avoid the biggest traps new service business entrepreneurs fall into. Learn from real experiences and actionable insights.
👉 Get the Mistakes Ebook
The Dropservicing Starter Guide
A practical roadmap for starting your first profitable online service business step-by-step.
👉 Get the Starter Ebook
Complete Dropservicing Bundle (All-In-One)
Get all eBooks together — master strategy, pricing, outsourcing, scaling, branding, scripts, and much more.
👉 Get the Ebook Bundle
1-on-1 Consultation Call
Need help customizing your business plan or improving your automation systems? Get direct help from an expert.
👉 Book a Consultation
Dropservicing Coaching Program
Work with a coach to design, build, and scale your dropservicing business. Includes roadmap, reviews, and accountability.
👉 Apply for Coaching
Shared/Custom GPT Builds
We design, engineer, and train GPTs tailored to your specific service business — automate content, workflows, or client communications.
👉 Request a Custom GPT