Contents
- 1 The Best Tools to Build, Automate, and Scale Your Service-Based Business
- 2 AI & Automation Tools
- 3 Website & Hosting Tools
- 4 Outsourcing, Deisgn, Project Management & Dropservicing Tools
- 5 Marketing & Analytics
- 6 βοΈ CRM & Funnel Tools
- 7 Booking & Scheduling Tools
- 8 Payment Processors & Invoicing Tools
- 9 Investing & Finance Platforms (Where I Pay Myself)
- 10 Dropservicing Mogul’s Products
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 youβre managing clients, creating content, or outsourcing tasks β 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 β at no extra cost to you.
AI & Automation Tools
ChatGPT / OpenAI β My go-to for client scripts, prompts, and workflow automation.
π Try ChatGPT
Claude β My go-to for humanized writing, proofreading, and finalizing content.
π Try Claude
Grokβ My go-to for a specialized approach to using AI for Twitter.
π Try Grok
Geminiβ My go-to for a specialized approach to using AI data, video, or citations.
π Try Gemini
Perplexityβ My go-to for a specialized approach to using workflows, conversational prompts, or industry insights.
π Try Perplexity
Zapier β Automates repetitive business tasks between apps.
π Visit Zapier
N8Nβ AI workflows and chatbots.
π Visit N8N
Notion β Keeps client projects and processes organized.
π Try Notion
Pabbly Connect β Affordable Zapier alternative for automation.
π Visit Pabbly Connect
Want to get a custom GPT Built or a Shared One Built?
π See Service Automations
Website & Hosting Tools
WordPress + Kadence Theme β The same combo used to build this blog.
π Get Kadence Theme
WordPress + Elementor Theme β The “backup” same combo used to build this blog.
π Get Elementor Theme
Shopify βBest for e-commerce-oriented products or services web development.
π Get Shopify Theme
PayhipβBest for selling simple digital products. (I used this for my products)
π Get Payhip Theme
Namecheap β Simple and affordable domain registration.
π Visit Namecheap
Hostinger β Reliable hosting for new businesses.
π Compare Hosting Options
SiteGround β Reliable hosting for new businesses.
π Compare Hosting Options
Bluehostβ Reliable hosting for new businesses.
π Compare Hosting Options
WPX β Reliable hosting for new businesses.
π Compare Hosting Options
Outsourcing, Deisgn, Project Management & Dropservicing Tools
Fiverr Business / Upwork β Hire skilled freelancers to deliver services.
π Explore Fiverr Explore Upwork
Online Jobs.ph β Hire skilled freelancers to deliver services.
π Explore Onlinejobs.ph
Trello β Manage client deliverables and team tasks.
π Use Trello Free
Asanaβ Manage client deliverables and team tasks.
π Use Asana Free
Jiraβ Manage client deliverables and team tasks.
π Use Jira Free
Freeupβ Manage client deliverables and team tasks.
π Use Freeup Free
Air Tableβ Manage client deliverables and team tasks.
π Try Airtable
Canva Pro β For ebook covers, ad creatives, video converts, and social media design.
π Try Canva Free
Decktopus β The canva of building PowerPoints.
π Try Decktopus Free
VIdai β The chat gpt of Video creation.
π Try Vidai
Instadoodleβ The secret doodle and whiteboard creation tool.
π Try Instaedoodle
Ellevenlabsβ Clone your voice for audio and repurposing content.
π Try Ellevenlabs
Marketing & Analytics
Tailwind β Schedule and optimize Pinterest and Instagram content.
π Try Tailwind
ConvertKit -Build automated email sequences for clients.
π Get ConvertKit
Active Campaign-Build automated email sequences for clients.
π Active Campaign
MailerLite β Build automated email sequences for clients.
π Get MailerLite
Google Analytics β Track traffic and conversions.
π Access Google Analytics
Metricool β Schedule and analyze all social media content.
π Try Metricool
Google Analytics β Track website traffic and conversions.
π Access Google Analytics
Google Search Console β Monitor keyword performance and site indexing.
π Access Google Search Console
Bing Webmaster Tools β Track Bing search visibility and site health.
π Access Bing Webmaster Tools
Google My Business β Manage and optimize your business listing.
π Access Google My Business
Microsoft Copilot β AI-powered assistant for writing, data, and productivity.
π Try Microsoft Copilot
VidIQ β YouTube SEO and analytics tool for video creators.
π Try VidIQ
TubeBuddy β Boost video performance with analytics and keyword insights.
π Try TubeBuddy
Snapchat Ads β Run ad campaigns to reach Gen Z audiences.
π Create Snapchat Ads
Twitter Ads (X) β Promote tweets and grow brand awareness.
π Create Twitter Ads
Facebook Ads β Reach audiences through Facebook and Meta platforms.
π Create Facebook Ads
Instagram Ads β Engage and convert visual audiences.
π Create Instagram Ads
TikTok Ads β Run viral, short-form ad campaigns.
π Create TikTok Ads
Pinterest Ads β Drive conversions with visual discovery ads.
π Create Pinterest Ads
LinkedIn Ads β Target professionals and B2B decision-makers.
π Create LinkedIn Ads
YouTube Ads β Drive traffic and awareness through video campaigns.
π Create YouTube Ads
Bing Ads β Expand your search campaigns beyond Google.
π Create Bing Ads
Google Ads β Run PPC and display ad campaigns.
π Create Google Ads
Amazon Ads β Promote products across Amazonβs massive marketplace.
π https://advertising.amazon.com/
Lemon8 β Share lifestyle and business content visually.
π Try Lemon8
βοΈ CRM & Funnel Tools
Salesforce β Advanced CRM for enterprise teams.
π Visit Salesforce
Five9 β Call center and sales automation platform.
π Visit Five9
HubSpot β All-in-one CRM, marketing, and sales tool.
π Try HubSpot
Go High Level β CRM, funnel builder, and automation system.
π Try Go High Level
Systeme.io β Simple, affordable all-in-one funnel platform.
π Try Systeme.io
GetResponse β Email marketing, landing pages, and automation.
π Try GetResponse
ClickFunnels β High-converting sales funnels made easy.
π Try ClickFunnels
Kartra β Marketing automation, membership, and funnel platform.
π Try Kartra
Service Titan β All-in-one CRM for HVAC, plumbing, electrical, & home services.
π https://www.servicetitan.com/
Housecall Pro β Field-service management for contractors.
π https://www.housecallpro.com/
Jobber β CRM & scheduling for small service businesses.
π https://getjobber.com/
JobNimbus β Roofing & exterior contractor CRM.
π https://www.jobnimbus.com/
Roofr β Estimating & sales software for roofing pros.
π https://roofr.com/
FieldPulse β CRM & job scheduling for electricians, HVAC, and technicians.
π https://www.fieldpulse.com/
ServiceMonster β CRM & marketing for cleaning & home service businesses.
π https://www.servicemonster.net/
LawnPro β Route, scheduling & invoicing for lawn-care companies.
π https://www.lawnprosoftware.com/
Aspire Software β CRM & business management for landscaping.
π https://www.youraspire.com/
GutterPal β CRM & estimation tool for gutter businesses.
π https://www.gutterpal.com/
Booking & Scheduling Tools
Calendly β Schedule client calls & consultations easily.
π https://calendly.com/
TidyCal β Affordable alternative for client bookings.
π https://tidycal.com/
Acuity Scheduling β Professional booking & payment integrations.
π https://www.acuityscheduling.com/
SimplyBook.me β Full-featured online booking platform.
π https://simplybook.me/
Square Appointments β Free booking & POS system for small businesses.
π https://squareup.com/appointments
Payment Processors & Invoicing Tools
Stripe β Accept payments, subscriptions, and automate billing for your services.
π https://stripe.com/
PayPal β Global payment processor for online stores, freelancers, and clients.
π https://www.paypal.com/
Square β POS system with payment links, terminals, and invoices.
π https://squareup.com/
QuickBooks β Manage business finances, invoicing, and payroll in one place.
π https://quickbooks.intuit.com/
Beehive β Manage digital subscriptions and membership payments easily.
π https://beehiv.com/
Wave β Free invoicing and accounting software for freelancers.
π https://www.waveapps.com/
FreshBooks β Simple accounting and client billing for small businesses.
π https://www.freshbooks.com/
Authorize.net β Trusted payment gateway for secure transactions.
π https://www.authorize.net/
Wise (formerly TransferWise) β Low-fee international business payments.
π https://wise.com/
Payoneer β Cross-border payment platform for global clients.
π https://www.payoneer.com/
Investing & Finance Platforms (Where I Pay Myself)
Stripe β Accept payments, subscriptions, and automate billing for your services.
π https://stripe.com/
PayPal β Global payment processor for online stores, freelancers, and clients.
π https://www.paypal.com/
Square β POS system with payment links, terminals, and invoices.
π https://squareup.com/
Beehive β Manage digital subscriptions and membership payments easily.
π https://beehiv.com/
Wave β Free invoicing and accounting software for freelancers.
π https://www.waveapps.com/
FreshBooks β Simple accounting and client billing for small businesses.
π https://www.freshbooks.com/
Authorize.net β Trusted payment gateway for secure transactions.
π https://www.authorize.net/
Wise (formerly TransferWise) β Low-fee international business payments.
π https://wise.com/
Payoneer β Cross-border payment platform for global clients.
π 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 β straight answers to real questions.
π 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.
π Get the Mistakes Ebook
The Dropservicing Starter Guide
A practical roadmap for starting your first profitable online service business step-by-step.
π Get the Starter Ebook
Complete Dropservicing Bundle (All-In-One)
Get all eBooks together β master strategy, pricing, outsourcing, scaling, branding, scripts, and much more.
π 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.
π Book a Consultation
Dropservicing Coaching Program
Work with a coach to design, build, and scale your dropservicing business. Includes roadmap, reviews, and accountability.
π Apply for Coaching
Shared/Custom GPT Builds
We design, engineer, and train GPTs tailored to your specific service business β automate content, workflows, or client communications.
π Request a Custom GPT
