What Software Do I Need?

What type of business are you running?

This helps us tailor recommendations to your specific needs.

Service-based (consulting, coaching, freelance)

You sell your time, expertise, or skills

Product-based (e-commerce, handmade, retail)

You sell physical or digital products

Content / Digital (blog, courses, coaching)

You create and sell digital content or education

Local / In-person (salon, restaurant, studio)

Customers come to you or you go to them

How do you primarily work with clients or customers?

This determines what CRM and communication tools you’ll need.

One-on-one (clients, appointments, consultations)

Groups (classes, workshops, group programs)

Online transactions (e-commerce, downloads)

A mix of the above

What’s your team situation?

This affects what collaboration and project management tools you need.

Just me — solo entrepreneur

Small team (2-5 people, including contractors)

Growing team (5+ people)

What’s your budget for software tools?

We’ll prioritize free and affordable options based on your budget.

Free only — I’m bootstrapping

$0/month for tools

Modest budget

Up to $50/month for tools

Moderate budget

$50-$200/month for tools

Flexible — I’ll invest in what I need

Do you offer appointments or consultations?

This determines if you need scheduling software.

Yes — I meet with clients regularly

Sometimes — for discovery calls or initial meetings

No — my business doesn’t involve appointments

How important is social media to your business?

This helps us recommend social media management tools.

Critical — it’s my main marketing channel

Important — one of several channels I use

Minimal — I mostly rely on other marketing

How tech-savvy are you?

We’ll recommend tools that match your comfort level.

Beginner — I want the simplest options possible

Comfortable — I can figure most things out

Advanced — bring on the power tools

What’s your biggest challenge right now?

This helps us prioritize your recommendations.

Staying organized — tasks and projects are all over the place

Managing clients — tracking leads, follow-ups, communication

Marketing — getting the word out consistently

Finances — tracking income, expenses, and invoicing

Your Recommended Tech Stack